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Landing Point Financial Group, LLC
RIA/Wealth
Landing Point Financial Group, LLC is a RIA/Wealth based in Avon, OH led by Joey Lee Flinner, reporting $263.5M in AUM as of Q3 2025 with 75% ETF concentration, 71% concentrated in top 10 holdings, and 20% allocation to IVV.
CEOJoey Lee Flinner
- Portfolio Value
- $191.8M
- Positions
- 86
- Top Holding
- IVV at 19.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Landing Point Financial Group, LLC's portfolio (71.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $38.2M | 19.89% | +$4.1M Bought | — 57.0K shares | |
ETF ETF | $25.4M | 13.26% | +$6.0M Bought | — 456.7K shares | |
ETF ETF | $14.9M | 7.77% | +$1.2M Bought | — 293.7K shares | |
ETF ETF | $13.3M | 6.93% | +$715.1K Bought | — 255.7K shares | |
Consumer Electronics Technology | $11.6M | 6.05% | +$2.0M Bought | 0.00% 45.5K shares | |
ETF ETF | $8.9M | 4.64% | -$223.3K Sold | — 243.5K shares | |
ETF ETF | $7.4M | 3.87% | -$202.7K Sold | — 12.1K shares | |
Semiconductors Technology | $6.6M | 3.45% | +$1.0M Bought | 0.00% 35.5K shares | |
ETF ETF | $5.8M | 3.03% | +$5.8M New | — 85.7K shares | |
ETF ETF | $4.4M | 2.31% | +$877.7K Bought | — 83.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Landing Point Financial Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-83.07% |
Analytics
Portfolio insights and performance metrics for Landing Point Financial Group, LLC
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