Landing Point Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 12, 2025
Value $
$192M
Signature - Title
Kevin Kim - Chief Compliance Officer
Location
Avon, OH
Summary
This page shows a list of all the recent 13F filings made by Landing Point Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Landing Point Financial Group, LLC reported 86 stock holdings with total value $192M as of Q3 2025. Top holdings included IVV, FDVV, ICSH, CLOA, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 86 $192M +$35M -$13M +$22M IVV, FDVV, ICSH, CLOA, AAPL 13F-HR 11/12/2025, 10:39 AM
Q2 2025 69 $159M +$19.8M -$1.71M +$18.1M IVV, FDVV, ICSH, CLOA, IJH 13F-HR 8/12/2025, 09:55 AM
Q1 2025 69 $132M +$24.8M -$16.2M +$8.55M IVV, FDVV, CLOA, IJH, AAPL 13F-HR 5/13/2025, 11:13 AM
Q4 2024 69 $131M $0 $0 IVV, FDVV, IJH, AAPL, VOO 13F-HR 2/13/2025, 11:01 AM