Landing Point Financial Group, LLC holds a focused book of 99 stocks worth $294.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishrs AI In And Tech Act ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Fidelity Total Bond ETF at 16% of the equity book. Cloning the disclosed picks since 2025 would be +25% (+19.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2025964/holdings"
Use Arkolith to show Landing Point Financial Group, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Landing Point Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Landing Point Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 78 / 80 | $506.4B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $106.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $18.9B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $16.8B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $16.5B |
| NewEdge Advisors, LLC | 78 / 80 | $8.5B |
| Farther Finance Advisors, LLC | 78 / 80 | $3.1B |
| IFP Advisors, Inc | 78 / 80 | $1.4B |
Ranked by how many of Landing Point Financial Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Total Bond ETF ETF | $47.5M | 1.04M | 16.1% | ▲70× Added · +1.0M sh | |
| 2 | Ishares Core S&P 500 ETF ETF | $40.0M | 53.4K | 13.6% | ▼−17% Reduced · −11K sh | |
| 3 | Ishares U.S. Equity Factor Rotation Active ETF ETF | $18.4M | 270.9K | 6.3% | ▲44× Added · +265K sh | |
| 4 | Ishares International Country Rotation Active ETF ETF | $16.6M | 452.2K | 5.6% | ▲38× Added · +440K sh | |
| 5 | Apple Inc Com Stock | $11.7M | 40.6K | 4.0% | ▼−7.7% Reduced · −3K sh | |
| 6 | Ishares S&P 500 Growth ETF ETF | $11.7M | 85.1K | 4.0% | ▲17× Added · +80K sh | |
| 7 | Ishares 7-10 Year Treasury Bond ETF ETF | $11.0M | 116.7K | 3.8% | ▲48× Added · +114K sh | |
| 8 | Fidelity Enhanced Small Cap Core ETF ETF | $9.8M | 202.1K | 3.3% | ▼−25% Reduced · −67K sh | |
| 9 | Ishares A.I. Innovation And Tech Active ETF ETF | $8.7M | 165.4K | 3.0% | ▲New New position | |
| 10 | Ishares U.S. Thematic Rotation Active ETF ETF | $8.2M | 190.2K | 2.8% | ▲New New position | |
| 11 | Ishares S&P 500 Value ETF ETF | $7.3M | 32.2K | 2.5% | ▲New New position | |
| 12 | Fidelity Emerging Markets Multifactor ETF ETF | $7.2M | 198.6K | 2.5% | ▲New New position | |
| 13 | Invesco S&P 500 Quality ETF ETF | $7.1M | 78.3K | 2.4% | ▲New New position | |
| 14 | Ishares Flexible Income Active ETF ETF | $6.3M | 121.1K | 2.2% | ▲New New position | |
| 15 | Nvidia Corporation Com Stock | $6.3M | 31.4K | 2.1% | ▼−2.8% Reduced · −900 sh | |
| 16 | Ishares Msci Eafe Value ETF ETF | $6.2M | 80.4K | 2.1% | ▼−19% Reduced · −18K sh | |
| 17 | Vanguard S&P 500 ETF ETF | $4.5M | 6.6K | 1.5% | ▼−46% Reduced · −6K sh | |
| 18 | Fidelity High Dividend ETF ETF | $4.1M | 68.3K | 1.4% | ▼−86% Reduced · −428K sh | |
| 19 | Ishares Ultra Short Duration Bond Active ETF ETF | $2.8M | 55.1K | 0.9% | ▼−82% Reduced · −244K sh | |
| 20 | Amazon Com Inc Com Stock | $2.8M | 11.6K | 0.9% | ▲+0.2% Added · +19 sh | |
| 21 | Ishares Aaa Clo Active ETF ETF | $2.7M | 52.5K | 0.9% | ▼−82% Reduced · −246K sh | |
| 22 | Dimensional U.S. Core Equity 2 ETF ETF | $2.5M | 55.7K | 0.8% | ▲+13% Added · +6K sh | |
| 23 | Ishares Msci Eafe Growth ETF ETF | $2.1M | 16.5K | 0.7% | ▲New New position | |
| 24 | Microsoft Corp Com Stock | $1.9M | 5.2K | 0.7% | ▲+1.6% Added · +84 sh | |
| 25 | Ishares Gold Trust ETF | $1.7M | 23.1K | 0.6% | ▲+59% Added · +9K sh | |
| 26 | Ishares Core S&P Mid-Cap ETF ETF | $1.6M | 20.7K | 0.5% | ▼−32% Reduced · −10K sh | |
| 27 | Visa Inc Com CL A Stock | $1.6M | 4.5K | 0.5% | ▲+0.1% Added · +5 sh | |
| 28 | Ishares Ibonds 2026 Term High Yield And Income ETF ETF | $1.6M | 68.6K | 0.5% | ▼−6.9% Reduced · −5K sh | |
| 29 | Alphabet Inc Cap STK CL A Stock | $1.3M | 3.7K | 0.4% | ▲+1.9% Added · +69 sh | |
| 30 | Dimensional International Core Equity 2 ETF ETF | $1.3M | 34.9K | 0.4% | ▲+5.6% Added · +2K sh | |
| 31 | Alphabet Inc Cap STK CL C Stock | $1.2M | 3.5K | 0.4% | ▲+1.3% Added · +45 sh | |
| 32 | Dimensional US High Profitability ETF ETF | $1.2M | 29.5K | 0.4% | ▲+4.6% Added · +1K sh | |
| 33 | Ishares Enhanced Short-Term Bond Active ETF ETF | $1.2M | 11.8K | 0.4% | ▼−19% Reduced · −3K sh | |
| 34 | Qualcomm Inc Com Stock | $1.2M | 6.3K | 0.4% | ▲~0% Added · +2 sh | |
| 35 | ExxonMobil Holdings Corp Com SHS Stock | $1.2M | 8.5K | 0.4% | ▲New New position | |
| 36 | Alpha Architect 1-3 Month Box ETF ETF | $1.1M | 9.2K | 0.4% | ▼−5.3% Reduced · −519 sh | |
| 37 | State Street SPDR S&P 500 ETF ETF | $1.0M | 1.4K | 0.3% | —Held | |
| 38 | Ishares Treasury Floating Rate Bond ETF ETF | $940K | 18.6K | 0.3% | ▼−15% Reduced · −3K sh | |
| 39 | Dimensional Emerging Markets Value ETF ETF | $939K | 22.0K | 0.3% | ▲+3.1% Added · +674 sh | |
| 40 | United Rentals Inc Com Stock | $916K | 809 | 0.3% | ▼−4.3% Reduced · −36 sh | |
| 41 | Applied Matls Inc Com Stock | $915K | 1.3K | 0.3% | ▼−5.6% Reduced · −75 sh | |
| 42 | Meta Platforms Inc CL A Stock | $896K | 1.6K | 0.3% | ▼−0.1% Reduced · −1 sh | |
| 43 | CSX Corp Com Stock | $876K | 18.4K | 0.3% | ▼−3.0% Reduced · −580 sh | |
| 44 | Advanced Micro Devices Inc Com Stock | $871K | 1.5K | 0.3% | ▼−6.3% Reduced · −100 sh | |
| 45 | Northrop Grumman Corp Com Stock | $850K | 1.7K | 0.3% | ▲+0.1% Added · +1 sh | |
| 46 | Mastercard Incorporated CL A Stock | $810K | 1.6K | 0.3% | ▲+0.1% Added · +1 sh | |
| 47 | Unitedhealth Group Inc Com Stock | $805K | 1.9K | 0.3% | ▼−0.7% Reduced · −14 sh | |
| 48 | Ishares Convertible Bond ETF ETF | $803K | 6.6K | 0.3% | ▲New New position | |
| 49 | Micron Technology Inc Com Stock | $788K | 682 | 0.3% | ▼−11% Reduced · −84 sh | |
| 50 | Eli Lilly & Co Com Stock | $753K | 628 | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 99 | $294.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 93 | $206.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 83 | $200.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 86 | $191.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 69 | $158.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 69 | $131.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.