Landing Point Financial Group, LLC 13F Portfolio

CIK 2025964 Filing since Q4 2024 Q2 2026 filed Aug 6, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 6, 2026.

Portfolio Snapshot

49 positions · Q2 2026

Landing Point Financial Group, LLC reported 49 positions worth $49.96M for the quarter ended Jun 30, 2026, up 11.2% on the prior quarter. It opened 1 new position, added to 17, trimmed 22 and exited 3. Its largest holding is Apple Inc. at 23.5% of the portfolio.

Portfolio Value
$49.96M
+11.2% QoQ · +54.5% YoY
Positions
49
1 new · 3 sold out
Top 10 Concentration
61.8%
of portfolio value
Largest Position
AAPL 23.5%
Apple Inc.
Net Buying
-$1.21M
$1.50M bought · $2.71M sold
Turnover
3.2%
of the portfolio traded
Top Sector
Technology
54.9% of value
Track Record
7
quarters on file since Q4 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
54.88%
Technology
Technology54.88%
Industrials9.94%
Financial Services9.06%
Consumer Discretionary8.9%
Healthcare4.74%
Other4.58%
Basic Materials2.67%
Consumer Staples2.42%
Energy2.31%
Utilities0.497%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyIndustrialsFinancial ServicesConsumer DiscretionaryHealthcareOtherBasic MaterialsConsumer StaplesEnergyUtilitiesCommunication Services

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
IAU Ishares Gold Trust +8,532 +58.7% $644.26K 3.49%
IBIT iShares Bitcoin Trust ETF +16.3K – $543.23K 1.09%
PNC Pnc Financial Services Group, Inc. +498 +38.5% $122.63K 0.883%
PG PROCTER & GAMBLE Co +700 +42.4% $102.63K 0.69%
MSFT Microsoft Corp +84 +1.7% $31.33K 3.85%
GOOGL Alphabet Inc. +69 +1.9% $24.66K 2.62%
GOOG Alphabet Inc. +45 +1.3% $15.90K 2.49%
AMZN Amazon Com Inc +19 +0.2% $4.53K 5.55%
TSLA Tesla, Inc. +5 +0.3% $2.10K 1.39%
V Visa Inc. +5 +0.1% $1.72K 3.12%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
AAPL Apple Inc. -3,373 -7.7% $976.02K 23.49%
BTC Grayscale Bitcoin Mini Trust ETF -19.8K -100.0% $593.35K Exited
ORCL Oracle Corp -1,873 -100.0% $275.55K Exited
VZ Verizon Communications Inc -4,211 -100.0% $211.40K Exited
NVDA Nvidia Corp -900 -2.8% $180.08K 12.56%
MU Micron Technology Inc -84 -11.0% $97.00K 1.58%
AMD Advanced Micro Devices Inc -100 -6.3% $58.09K 1.74%
AMAT Applied Materials Inc -75 -5.6% $54.23K 1.83%
NFLX Netflix Inc -675 -13.9% $48.19K 0.597%
URI United Rentals, Inc. -36 -4.3% $40.77K 1.83%

New Positions

Q2 2026
Holding Shares Trade Value Weight
IBIT iShares Bitcoin Trust ETF +16.3K $543.23K 1.09%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
BTC Grayscale Bitcoin Mini Trust ETF -19.8K $593.35K 1.32%
ORCL Oracle Corp -1,873 $275.55K 0.613%
VZ Verizon Communications Inc -4,211 $211.40K 0.47%
Holdings · Q2 2026

49 Positions

As ofJun 30, 2026
Value$49.96M
Top 1061.8%
Avg position$1.02M
# Activity
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Showing 1–15 of 49 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Landing Point Financial.

About Landing Point Financial Group, LLC’s 13F Portfolio

What are Landing Point Financial Group, LLC’s largest holdings?

As of its Q2 2026 13F filing, Landing Point Financial Group, LLC’s five largest positions were Apple Inc. (AAPL) at 23.5%, Nvidia Corp (NVDA) at 12.6%, Amazon Com Inc (AMZN) at 5.6%, Microsoft Corp (MSFT) at 3.9%, Ishares Gold Trust (IAU) at 3.5% of the reported portfolio.

How much is Landing Point Financial Group, LLC’s portfolio worth?

Landing Point Financial Group, LLC reported a 13F portfolio worth $49.96M across 49 positions for Q2 2026. That is up 11.2% from the previous quarter.

What did Landing Point Financial Group, LLC buy in Q2 2026?

Its largest purchases by value were Ishares Gold Trust ($644.26K), iShares Bitcoin Trust ETF ($543.23K), Pnc Financial Services Group, Inc. ($122.63K). It opened 1 new positions.

What did Landing Point Financial Group, LLC sell in Q2 2026?

Its largest sales by value were Apple Inc. ($976.02K), Grayscale Bitcoin Mini Trust ETF ($593.35K), Oracle Corp ($275.55K). It exited 3 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Landing Point Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.