§ 13F · FUND PROFILE
Landmark Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $252M (13F)Positions · 85Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 95K | $57M | 15.3% | +31% |
| 2 | NOBL | PROSHARES TR | 189K | $20M | 5.4% | +18% |
| 3 | VFLO | VICTORY PORTFOLIOS II | 451K | $18M | 4.8% | +24% |
| 4 | HFXI | NEW YORK LIFE INVESTMENTS ET | 490K | $16M | 4.4% | +29% |
| 5 | VIGI | VANGUARD WHITEHALL FDS | 125K | $11M | 3.0% | +18% |
| 6 | JCPB | J P MORGAN EXCHANGE TRADED F | 225K | $11M | 2.8% | +26% |
| 7 | IJR | ISHARES TR | 79K | $10M | 2.6% | +23% |
| 8 | TOTR | T ROWE PRICE ETF INC | 228K | $9M | 2.5% | +26% |
| 9 | VPLS | VANGUARD MALVERN FDS | 116K | $9M | 2.4% | +26% |
| 10 | FIXD | FIRST TR EXCHNG TRADED FD VI | 188K | $8M | 2.2% | +24% |
§ 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 $252 million in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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