Landing Point Financial Group, LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of $304.8 million in assets under management as of September 30, 2026. This update is significant for the company as it reflects its investment strategy and positions within the financial services industry.

The company, incorporated in Ohio, operates under the Central Index Key (CIK) number 0002025964. The latest filing, a 13F-HR, was submitted on November 10, 2026, and includes various significant holdings across multiple sectors.

What the Filing Says

The filing indicates that Landing Point Financial Group holds a total of 101 different securities, amounting to a total value of $304,843,876. Notable investments include:

  • Fidelity Total Bond ETF: 1,144,139 shares valued at $49,541,233
  • iShares Core S&P 500 ETF: 55,300 shares valued at $42,351,302
  • Apple Inc: 39,999 shares valued at $13,320,501
  • NVIDIA Corporation: 30,978 shares valued at $7,074,779
  • Amazon.com Inc: 11,571 shares valued at $2,882,878

These holdings reflect a diverse investment strategy, focusing on both equity and fixed-income securities.

Impact

This update may affect various stakeholders, including investors and analysts monitoring the financial services sector. The diversified portfolio positions Landing Point Financial Group competitively in the market, particularly against other firms in the financial services industry.

What's Next

The filing does not specify what happens next for Landing Point Financial Group, but the company may continue to adjust its portfolio in response to market conditions and investment opportunities.