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CIK: 0001728778
Total reported value
$417.9M
$417.9M
148 檔
29.3%
According to the latest 13F quarterly dataset, Landmark Wealth Management, LLC managed an equity portfolio of $417.9M at the end of Q1 2026, spanning 148 distinct U.S. exchange-listed positions.
In Q1 2026, Landmark Wealth Management, LLC displayed an active expansion posture, initiating 61 new positions and adding to 83 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.28% | +0.34% | +30.59% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 5.38% | -0.02% | +17.89% | |
| 3 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 4.76% | -0.03% | +23.95% | |
| 4 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 4.40% | +0.12% | +29.47% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.96% | -0.07% | +18.11% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.84% | -0.08% | +26.42% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.62% | +0.15% | +23.02% | |
| 8 | TOTR | T Rowe Price Total Return Et | ETF-Other | 2.46% | -0.09% | +25.58% | |
| 9 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.41% | -0.15% | +26.07% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.19% | -0.08% | +23.98% | |
| 11 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 2.18% | -0.14% | +25.95% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.12% | -0.13% | +30.10% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.09% | +0.06% | +23.76% | |
| 14 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.02% | -0.06% | +27.52% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.90% | -0.06% | +27.44% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | -0.01% | +3.94% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.62% | -0.03% | +23.95% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.36% | -0.05% | +22.20% | |
| 19 | WABF | Western Asset Bond ETF | ETF-Other | 1.25% | -0.05% | +27.44% | |
| 20 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.21% | +0.04% | +25.89% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.20% | -0.11% | +19.55% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.18% | +0.04% | +33.97% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-Other | 1.08% | -0.05% | +29.28% | |
| 24 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.93% | — | +25.84% | |
| 25 | FMB | First Trust Managed Municipa | ETF-Other | 0.90% | -0.02% | +16.41% | |
| 26 | EMLP | First Trust North American E | ETF-Other | 0.84% | -0.04% | +12.94% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.03% | +16.11% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.80% | -0.04% | +25.90% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.79% | -0.05% | +8.00% | |
| 30 | GNR | State Street Spdr S&p Global | ETF-Other | 0.77% | -0.11% | +7.95% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.75% | -0.01% | +13.77% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.72% | +0.03% | — | |
| 33 | TAXF | American Century Diver Muni | ETF-Other | 0.70% | -0.01% | +23.11% | |
| 34 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.67% | -0.05% | +19.01% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-Other | 0.67% | — | +22.14% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.07% | +447.27% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.05% | — | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | — | +11.68% | |
| 39 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.58% | -0.05% | +39.61% | |
| 40 | VONE | Vanguard Russell 1000 | ETF-Other | 0.56% | +0.02% | +32.03% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | +0.01% | +70.81% | |
| 42 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.47% | -0.06% | +16.61% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | — | +5.50% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.13% | +250.55% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.02% | — | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.44% | +0.20% | — | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.01% | +19.29% | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.41% | +0.28% | — | |
| 49 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 0.41% | -0.04% | +5.01% | |
| 50 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.40% | -0.02% | — |
According to official SEC Form 13F filings, Landmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $417.9M across 148 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, VFLO) accounted for 29.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
BAC
市值: $2.7M
Top Position Liquidated / Trimmed
MOAT
前期市值: $211.2K
During Q1 2026, Landmark Wealth Management, LLC's top holdings by market value included VOO (15.3%)、NOBL (5.4%)、VFLO (4.8%). The largest single position, VOO, represented 15.3% of total portfolio value.
In Q1 2026, Landmark Wealth Management, LLC made 148 total portfolio adjustments, initiating 61 new buys, adding to 83 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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