§ 13F · FUND PROFILE
Landmark Wealth Management, LLC.
AUM · $418M (13F)Positions · 151Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 95K | $65M | 15.6% | ±0% |
| 2 | NOBL | PROSHARES TR | 399K | $22M | 5.4% | +110% |
| 3 | VFLO | VICTORY PORTFOLIOS II | 432K | $20M | 4.7% | −4% |
| 4 | HFXI | NEW YORK LIFE INVESTMENTS ET | 496K | $19M | 4.5% | +1% |
| 5 | VIGI | VANGUARD WHITEHALL FDS | 129K | $12M | 2.9% | +3% |
| 6 | IJR | ISHARES TR | 78K | $12M | 2.8% | −1% |
| 7 | JCPB | J P MORGAN EXCHANGE TRADED F | 246K | $12M | 2.8% | +9% |
| 8 | TOTR | T ROWE PRICE EXCHANGE-TRADED | 247K | $10M | 2.4% | +8% |
| 9 | VPLS | VANGUARD MALVERN FDS | 122K | $9M | 2.3% | +5% |
| 10 | IJH | ISHARES TR | 117K | $9M | 2.2% | +1% |
§ 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 $418 million in assets. The fund runs a portfolio of 151 positions.
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