§ 13F · FUND PROFILE
Landmark Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $234.8B (13F)Positions · 87Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 73K | $45.9T | 17.5% | +10% |
| 2 | NOBL | PROSHARES TR | 161K | $16.7T | 6.4% | −9% |
| 3 | VFLO | VICTORY PORTFOLIOS II | 364K | $14.3T | 5.5% | −12% |
| 4 | HFXI | NEW YORK LIFE INVESTMENTS ET | 378K | $12.3T | 4.7% | +11% |
| 5 | VIGI | VANGUARD WHITEHALL FDS | 106K | $9.7T | 3.7% | −9% |
| 6 | JCPB | J P MORGAN EXCHANGE TRADED F | 178K | $8.4T | 3.2% | +6% |
| 7 | IJR | ISHARES TR | 64K | $7.7T | 2.9% | +2% |
| 8 | TOTR | T ROWE PRICE ETF INC | 182K | $7.4T | 2.8% | +6% |
| 9 | VPLS | VANGUARD MALVERN FDS | 92K | $7.2T | 2.8% | +7% |
| 10 | FIXD | FIRST TR EXCHNG TRADED FD VI | 152K | $6.7T | 2.6% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANDMARK SIGNAL
AC read
Landmark Wealth Management, LLC is a Other fund managing $234.8 trillion in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed