Landing-Point-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  "MCD",
  null,
  "QCOM",
  null,
  "META",
  "IVW",
  "IJH",
  "MA",
  "MSFT",
  "IJR",
  "NOC",
  null,
  null,
  null,
  "EEM",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "PPG",
  "IEFA",
  null,
  "SHW",
  "CI",
  null,
  "LANC",
  "AMZN",
  null,
  "VOO",
  "V",
  "SCHF",
  "NDSN",
  null,
  "FDX",
  "KO",
  "STZ",
  "COST",
  "CSX",
  "DFAC",
  "USMV",
  "QQQ",
  "IWM",
  "ELV",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 69
Total Value: 131889809
Accession Number: 0001765380-25-000219
Form Type: 13F-HR
CIK: landing-point-financial-group
Manager Name: Landing-Point-Financial-Group

Data Enrichment

71% identified

49 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

69 positions • $131.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287200

IVV|464287200

Shares:49.5K

Value:$27.8M

% of Portfolio:21.1% ($27.8M/$131.9M)

316092840

Shares:341.6K

Value:$16.9M

% of Portfolio:12.8% ($16.9M/$131.9M)

092528504

Shares:231.4K

Value:$12.0M

% of Portfolio:9.1% ($12.0M/$131.9M)

464287507

IJH|464287507

Shares:168.4K

Value:$9.8M

% of Portfolio:7.4% ($9.8M/$131.9M)

Apple Inc.

AAPL|037833100

Shares:37.8K

Value:$8.4M

% of Portfolio:6.4% ($8.4M/$131.9M)

31609A206

Shares:230.7K

Value:$6.8M

% of Portfolio:5.2% ($6.8M/$131.9M)

922908363

VOO|922908363

Shares:12.4K

Value:$6.4M

% of Portfolio:4.8% ($6.4M/$131.9M)

464288620

Shares:69.6K

Value:$3.6M

% of Portfolio:2.7% ($3.6M/$131.9M)

NVIDIA CORP

NVDA|67066G104

Shares:31.1K

Value:$3.4M

% of Portfolio:2.6% ($3.4M/$131.9M)

464287234

EEM|464287234

Shares:65.0K

Value:$2.8M

% of Portfolio:2.2% ($2.8M/$131.9M)

VISA INC.

V|92826C839

Shares:4.8K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$131.9M)

MICROSOFT CORP

MSFT|594918104

Shares:4.1K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$131.9M)

25434V708

DFAC|25434V708

Shares:38.0K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$131.9M)

46436E718

Shares:12.0K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$131.9M)

46435U168

Shares:51.0K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$131.9M)

46436E528

Shares:45.9K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$131.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.0K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$131.9M)

46436E478

Shares:45.8K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$131.9M)

464287804

IJR|464287804

Shares:9.5K

Value:$992.9K

% of Portfolio:0.8% ($992.9K/$131.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.3K

Value:$984.0K

% of Portfolio:0.7% ($984.0K/$131.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	49.5K	QoQ -2.55% (-1.3K) YoY-	All Managers (Combined)	$27.8M	21.1% ($27.8M/$131.9M)	QoQ -9.67% (-$3.0M) YoY-
(cusip316092840)✕	341.6K	QoQ -0.06% (-230) YoY-	All Managers (Combined)	$16.9M	12.8% ($16.9M/$131.9M)	QoQ -3.66% (-$643.7K) YoY-
(cusip092528504)✕	231.4K	QoQ NEW(+231.4K) YoY-	All Managers (Combined)	$12.0M	9.1% ($12.0M/$131.9M)	QoQ NEW(+$12.0M) YoY-
(IJHcusip464287507)	168.4K	QoQ -13.49% (-26.3K) YoY-	All Managers (Combined)	$9.8M	7.4% ($9.8M/$131.9M)	QoQ -20.32% (-$2.5M) YoY-
Apple Inc.(AAPLcusip037833100)	37.8K	QoQ -2.08% (-803) YoY-	All Managers (Combined)	$8.4M	6.4% ($8.4M/$131.9M)	QoQ -8.17% (-$747.0K) YoY-
(cusip31609A206)✕	230.7K	QoQ NEW(+230.7K) YoY-	All Managers (Combined)	$6.8M	5.2% ($6.8M/$131.9M)	QoQ NEW(+$6.8M) YoY-
(VOOcusip922908363)	12.4K	QoQ -7.35% (-987) YoY-	All Managers (Combined)	$6.4M	4.8% ($6.4M/$131.9M)	QoQ -14.18% (-$1.1M) YoY-
(cusip464288620)✕	69.6K	QoQ +20.70% (+11.9K) YoY-	All Managers (Combined)	$3.6M	2.7% ($3.6M/$131.9M)	QoQ +22.69% (+$657.8K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	31.1K	QoQ -3.94% (-1.3K) YoY-	All Managers (Combined)	$3.4M	2.6% ($3.4M/$131.9M)	QoQ -20.61% (-$875.2K) YoY-
(EEMcusip464287234)	65.0K	QoQ +0.71% (+460) YoY-	All Managers (Combined)	$2.8M	2.2% ($2.8M/$131.9M)	QoQ +0.50% (+$14.2K) YoY-
VISA INC.(Vcusip92826C839)	4.8K	QoQ -2.69% (-133) YoY-	All Managers (Combined)	$1.7M	1.3% ($1.7M/$131.9M)	QoQ -2.97% (-$51.6K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	4.1K	QoQ +4.26% (-168) YoY-	All Managers (Combined)	$1.5M	1.2% ($1.5M/$131.9M)	QoQ -4.31% (-$69.6K) YoY-
(DFACcusip25434V708)	38.0K	QoQ +58.00% (+14.0K) YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$131.9M)	QoQ +46.58% (+$398.5K) YoY-
(cusip46436E718)✕	12.0K	QoQ +214.44% (+8.2K) YoY-	All Managers (Combined)	$1.2M	0.9% ($1.2M/$131.9M)	QoQ +215.13% (+$827.3K) YoY-
(cusip46435U168)✕	51.0K	QoQ -2.87% (-1.5K) YoY-	All Managers (Combined)	$1.2M	0.9% ($1.2M/$131.9M)	QoQ -2.83% (-$34.6K) YoY-
(cusip46436E528)✕	45.9K	QoQ +0.90% (+413) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$131.9M)	QoQ +0.56% (+$6.0K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.0K	QoQ -1.62% (-33) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$131.9M)	QoQ -2.29% (-$24.5K) YoY-
(cusip46436E478)✕	45.8K	QoQ +50.09% (+15.3K) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$131.9M)	QoQ +49.72% (+$339.6K) YoY-
(IJRcusip464287804)	9.5K	QoQ -84.58% (-52.1K) YoY-	All Managers (Combined)	$992.9K	0.8% ($992.9K/$131.9M)	QoQ -86.05% (-$6.1M) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	8.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$984.0K	0.7% ($984.0K/$131.9M)	QoQ +10.78% (+$95.8K) YoY-