2026 Q1 Portfolio Activity
In 2026 Q1, Landing Point Financial Group, LLC maintained a portfolio of 95 distinct positions. The most significant new addition was ISHARES ENHANCED SHORT-TERM BO, now representing 0.71% of the total fund value. They heavily accumulated shares in ISHARES AAA CLO ACTIVE ETF, increasing the position by 10.1%. The fund also reduced its exposure to ISHARES 0-3 MONTH TREASURY BON by 62.4%.
Position History
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Total Positions
95
Quarter
2026 Q1
Top Holding
IVV (20.3%)
Top 10 Concentration
71.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 95
Landing Point Financial Group, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES CORE S&...
|
ETF | 20.30% | 20.62% |
#1
Prev: #1
|
8.0 |
—
|
3,674 | 6.1% |
P
S
|
64,039 | $41,830,804 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FDVV
FIDELITY HIGH D...
|
ETF | 13.30% | 13.62% |
#2
Prev: #2
|
6.0 |
—
|
14,193 | 2.9% |
P
S
|
496,157 | $27,407,729 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CLOA
ISHARES AAA CLO...
|
ETF | 7.50% | 6.99% |
#3
1
Prev: #4
|
6.0 |
—
|
27,297 | 10.1% |
P
S
|
298,253 | $15,459,936 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ICSH
ISHARES ULTRA S...
|
ETF | 7.35% | 7.56% |
#4
1
Prev: #3
|
3.9 |
—
|
-555 | -0.2% |
P
S
|
299,130 | $15,141,942 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AAPL
APPLE INC COM
|
Technology | 5.41% | 5.93% |
#5
Prev: #5
|
3.2 |
—
|
175 | 0.4% |
P
S
|
43,937 | $11,150,826 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FESM
FIDELITY ENHANC...
|
ETF | 4.96% | 4.88% |
#6
Prev: #6
|
2.5 |
—
|
10,377 | 4.0% |
P
S
|
269,165 | $10,228,282 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EFV
ISHARES MSCI EA...
|
ETF | 3.56% | 3.28% |
#7
1
Prev: #8
|
3.4 |
—
|
6,682 | 7.3% |
P
S
|
98,661 | $7,335,462 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 3.54% | 3.83% |
#8
1
Prev: #7
|
1.9 |
—
|
-36 | -0.3% |
P
S
|
12,210 | $7,296,284 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.73% | 3.25% |
#9
Prev: #9
|
1.6 |
—
|
-2,660 | -7.6% |
P
S
|
32,274 | $5,628,508 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EEM
ISHARES MSCI EM...
|
ETF | 2.59% | 2.42% |
#10
Prev: #10
|
3.0 |
—
|
5,234 | 5.9% |
P
S
|
93,888 | $5,331,917 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
USIG
ISHARES BROAD U...
|
ETF | 1.81% | 1.89% |
#11
Prev: #11
|
1.2 |
—
|
-491 | -0.7% |
P
S
|
72,739 | $3,726,425 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 1.17% | 1.29% |
#12
Prev: #12
|
1.0 |
—
|
387 | 3.4% |
P
S
|
11,617 | $2,419,442 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AGG
ISHARES CORE U....
|
ETF | 1.02% | 1.03% |
#13
1
Prev: #14
|
0.9 |
—
|
405 | 2.0% |
P
S
|
21,131 | $2,097,706 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 1.00% | 0.95% |
#14
1
Prev: #15
|
2.4 |
—
|
1,545 | 5.3% |
P
S
|
30,447 | $2,056,109 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DFAC
DIMENSIONAL U.S...
|
ETF | 0.93% | 0.94% |
#15
1
Prev: #16
|
0.9 |
—
|
1,638 | 3.4% |
P
S
|
49,450 | $1,921,623 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ACWI
ISHARES MSCI AC...
|
ETF | 0.91% | 0.92% |
#16
1
Prev: #17
|
0.9 |
—
|
606 | 4.7% |
P
S
|
13,586 | $1,879,930 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.91% | 1.20% |
#17
4
Prev: #13
|
0.9 |
—
|
92 | 1.8% |
P
S
|
5,078 | $1,879,743 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IBHF
ISHARES IBONDS ...
|
ETF | 0.82% | 0.89% |
#18
Prev: #18
|
0.8 |
—
|
-3,356 | -4.4% |
P
S
|
73,667 | $1,690,657 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CSHP
ISHARES ENHANCE...
|
ETF | 0.71% | — |
#19
Prev: #—
|
3.8 |
—
|
14,615 | — |
NEW
|
14,615 | $1,453,900 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.70% | 0.54% |
#20
7
Prev: #27
|
0.8 |
—
|
-550 | -6.1% |
P
S
|
8,456 | $1,434,676 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWY
ISHARES RUSSELL...
|
ETF | 0.68% | 0.68% |
#21
1
Prev: #20
|
2.3 |
—
|
732 | 14.8% |
P
S
|
5,662 | $1,408,813 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
V
VISA INC COM CL...
|
Financial Services | 0.67% | 0.79% |
#22
3
Prev: #19
|
0.8 |
—
|
1 | 0.0% |
P
S
|
4,536 | $1,370,880 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 0.62% | 0.56% |
#23
1
Prev: #22
|
0.7 |
—
|
635 | 4.6% |
P
S
|
14,544 | $1,282,213 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DFIC
DIMENSIONAL INT...
|
ETF | 0.57% | 0.55% |
#24
Prev: #24
|
0.7 |
—
|
809 | 2.5% |
P
S
|
33,006 | $1,172,710 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.55% | 0.48% |
#25
6
Prev: #31
|
0.7 |
—
|
-20 | -1.2% |
P
S
|
1,668 | $1,138,292 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BOXX
ALPHA ARCHITECT...
|
ETF | 0.55% | 0.55% |
#26
1
Prev: #25
|
0.7 |
—
|
106 | 1.1% |
P
S
|
9,694 | $1,127,315 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TFLO
ISHARES TREASUR...
|
ETF | 0.54% | — |
#27
Prev: #—
|
3.7 |
—
|
21,878 | — |
NEW
|
21,878 | $1,107,683 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DUHP
DIMENSIONAL US ...
|
ETF | 0.50% | 0.52% |
#28
1
Prev: #29
|
0.7 |
—
|
585 | 2.1% |
P
S
|
28,191 | $1,036,301 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 0.50% | 0.56% |
#29
6
Prev: #23
|
0.7 |
—
|
37 | 1.0% |
P
S
|
3,599 | $1,035,027 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.48% | 0.54% |
#30
4
Prev: #26
|
0.7 |
—
|
-10 | -0.3% |
P
S
|
3,472 | $996,036 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.44% | 0.52% |
#31
1
Prev: #30
|
0.7 |
—
|
9 | 0.6% |
P
S
|
1,591 | $910,388 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.43% | 0.47% |
#32
Prev: #32
|
0.7 |
—
|
-24 | -1.7% |
P
S
|
1,366 | $888,306 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IEFA
ISHARES CORE MS...
|
ETF | 0.43% | 0.37% |
#33
2
Prev: #35
|
2.2 |
—
|
1,313 | 15.7% |
P
S
|
9,678 | $876,150 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QCOM
QUALCOMM INC CO...
|
Technology | 0.39% | 0.52% |
#34
6
Prev: #28
|
0.7 |
—
|
119 | 1.9% |
P
S
|
6,263 | $806,543 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.38% | 0.45% |
#35
2
Prev: #33
|
0.7 |
—
|
2 | 0.1% |
P
S
|
1,577 | $787,744 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CSX
CSX CORP COM
|
Industrials | 0.38% | 0.34% |
#36
2
Prev: #38
|
0.7 |
—
|
35 | 0.2% |
P
S
|
19,012 | $780,457 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DFEV
DIMENSIONAL EME...
|
ETF | 0.37% | 0.34% |
#37
4
Prev: #41
|
2.1 |
—
|
1,193 | 5.9% |
P
S
|
21,337 | $763,452 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FBND
FIDELITY TOTAL ...
|
ETF | 0.33% | — |
#38
Prev: #—
|
3.6 |
—
|
14,915 | — |
NEW
|
14,915 | $680,422 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FLOT
ISHARES FLOATIN...
|
ETF | 0.32% | — |
#39
Prev: #—
|
3.6 |
—
|
13,142 | — |
NEW
|
13,142 | $669,585 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 0.31% | 0.30% |
#40
3
Prev: #43
|
0.6 |
—
|
86 | 1.7% |
P
S
|
5,091 | $632,902 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.30% | 0.34% |
#41
2
Prev: #39
|
0.6 |
—
|
1 | 0.1% |
P
S
|
845 | $615,893 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 0.30% | 0.36% |
#42
6
Prev: #36
|
0.6 |
—
|
57 | 3.6% |
P
S
|
1,649 | $613,196 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BTC
GRAYSCALE BITCO...
|
ETF | 0.29% | 0.34% |
#43
3
Prev: #40
|
2.1 |
—
|
2,207 | 12.6% |
P
S
|
19,785 | $593,352 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.28% | 0.35% |
#44
7
Prev: #37
|
0.6 |
—
|
-17 | -2.6% |
P
S
|
628 | $577,184 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IVW
ISHARES S&P 500...
|
ETF | 0.27% | 0.20% |
#45
9
Prev: #54
|
3.1 |
—
|
1,826 | 57.4% |
P
S
|
5,006 | $566,230 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AKRE
AKRE FOCUS ETF
|
ETF | 0.26% | 0.40% |
#46
12
Prev: #34
|
0.6 |
—
|
-2,085 | -17.1% |
P
S
|
10,126 | $535,160 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.26% | 0.33% |
#47
5
Prev: #42
|
0.6 |
—
|
-45 | -2.3% |
P
S
|
1,952 | $528,207 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVUV
AVANTIS U.S. SM...
|
ETF | 0.25% | 0.24% |
#48
1
Prev: #47
|
0.6 |
—
|
30 | 0.6% |
P
S
|
4,695 | $518,705 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FDX
FEDEX CORP COM
|
Industrials | 0.25% | 0.23% |
#49
1
Prev: #50
|
0.6 |
—
|
-156 | -9.8% |
P
S
|
1,436 | $511,482 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.25% | 0.26% |
#50
5
Prev: #45
|
0.6 |
—
|
1 | 0.1% |
P
S
|
1,590 | $509,744 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 95 holdings