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Kevin Kim

Landing Point Financial Group, Llc

Assets Managed
$206.064M
Holdings
93
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
2.76%(2Q avg: 3.65%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Landing Point Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Landing Point Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 206.064M in assets, with a quarterly growth rate of 2.76% and a 2-quarter average growth rate of 3.65%. The portfolio is managed by Kevin Kim, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.09%
20.3%
$41.831M
64,039 shares@ $653.21 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 2.95%
13.31%
$27.408M
496,157 shares@ $55.25 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 10.08%
7.51%
$15.46M
298,253 shares@ $51.84 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Decreased -0.18%
7.35%
$15.142M
299,130 shares@ $50.62 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.4%
5.42%
$11.151M
43,937 shares@ $253.8 avg price
FESM
Fidelity Enhncd Smll Cp Etf
Recent Activity
Increased 4.01%
4.97%
$10.228M
269,165 shares@ $38.01 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 7.27%
3.56%
$7.335M
98,661 shares@ $74.36 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.29%
3.55%
$7.296M
12,210 shares@ $597.57 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.61%
2.74%
$5.629M
32,274 shares@ $174.4 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 5.91%
2.59%
$5.332M
93,888 shares@ $56.8 avg price

1-10 of 93