LW

Landmark Wealth Management, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$373.4M

Reporting period: 2026-03-31 · Number of holdings: 148

Landmark Wealth Management, LLC disclosed 148 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $373.4M and a quarterly turnover rate of 35.7%.

Personality snowflake

Concentration
15.82
Portfolio Stability
35.66
Momentum/Contrarian
100
Sector conviction
50.08
Diversification
100
Sizing Uniformity
77.89

Recent moves

  • Trim VOO

    +30.6%　$11.2M

  • Trim NOBL

    +17.9%　$3.4M

  • Trim VIGI

    +18.1%　$1.4M

  • Trim VFLO

    +23.9%　$3.5M

  • Add MSFT

    +447.3%　$1.8M

  • Trim JCPB

    +26.4%　$2.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth15.28%-2.27%+30.59%
2NOBLProshares S&p 500 Dividend AETF-Large Cap & Growth5.38%-1.02%+17.89%
3VFLOVictoryshares Free Cash FlowETF-Other4.76%-0.72%+23.95%
4HFXINyli Ftse Intl Eq Cur NtrlETF-Other4.40%-0.30%+29.47%
5VIGIVanguard Int Div App Indx FdETF-Other2.96%-0.74%+18.11%
6JCPBJpmorgan Core Plus Bond ETFETF-Other2.84%-0.39%+26.42%
7IJRIshares Core S&p Small-cap EETF-Small Cap2.62%-0.33%+23.02%
8TOTRT Rowe Price Total Return EtETF-Other2.46%-0.37%+25.58%
9VPLSVanguard Core-plus Bond ETFETF-Other2.41%-0.34%+26.07%
10FIXDFirst Trust Smith OpportunisETF-Other2.19%-0.38%+23.98%
11DBNDDoubleline Oppor Cor Bnd-usdETF-Other2.18%-0.32%+25.95%
12FBNDFidelity Total Bond ETFETF-Other2.12%-0.22%+30.10%
13IJHIshares Core S&p Midcap ETFETF-Other2.09%-0.27%+23.76%
14CGCPCap Group Core Plus IncomeETF-Other2.02%-0.28%+27.52%
15PYLDPimco Multisector Bond ActvETF-Other1.90%-0.27%+27.44%
16IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.76%—+3.94%
17VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.62%-0.23%+23.95%
18VSSVanguard Ftse All Wo X-us ScETF-Other1.36%-0.20%+22.20%
19WABFWestern Asset Bond ETFETF-Other1.25%-0.17%+27.44%
20SMDVProshrs Rsl 2000 Dvd Grw ETFETF-Other1.21%-0.11%+25.89%
21JMUBJpmorgan Municipal ETFETF-Other1.20%—+19.55%
22QQQMInvesco Nasdaq 100 ETFETF-Tech1.18%-0.16%+33.97%
23CGMUCap Group Municipal IncomeETF-Other1.08%-0.12%+29.28%
24REGLPrshrs S&p Mid 400 Dvd AristETF-Other0.93%-0.10%+25.84%
25FMBFirst Trust Managed MunicipaETF-Other0.90%—+16.41%
26EMLPFirst Trust North American EETF-Other0.84%—+12.94%
27VIGVanguard Dividend Apprec ETFETF-Other0.81%—+16.11%
28MUNIPimco Intermediate MunicipalETF-Other0.80%—+25.90%
29SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.79%—+8.00%
30GNRState Street Spdr S&p GlobalETF-Other0.77%—+7.95%
31AAPLApple INCStock-Tech0.75%—+13.77%
32BACBank Of America CORPStock-Financials0.72%+0.72%NEW
33TAXFAmerican Century Diver MuniETF-Other0.70%—+23.11%
34HMOPHartford Municipal Opp ETFETF-Other0.67%—+19.01%
35SCHHSchwab US Reit ETFETF-Other0.67%—+22.14%
36MSFTMicrosoft CORPStock-Tech0.64%+0.42%+447.27%
37JPMJpmorgan Chase & CoStock-Financials0.61%+0.61%NEW
38VEAVanguard Ftse Developed ETFETF-Other0.61%—+11.68%
39MMITNyli Mackay Muni Intrm ETFETF-Other0.58%—+39.61%
40VONEVanguard Russell 1000ETF-Other0.56%—+32.03%
41IWBIshares Russell 1000 ETFETF-Other0.49%—+70.81%
42DFNMDimensional National Muni BdETF-Other0.47%—+16.61%
43VOVanguard Mid-cap ETFETF-Other0.45%—+5.50%
44XOMExxon Mobil CORPStock-Energy0.45%+0.32%+250.55%
45MRKMerck & Co. INC.Stock-Healthcare0.45%+0.45%NEW
46CCitigroup INCStock-Financials0.44%+0.44%NEW
47SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.43%—+19.29%
48GLWCorning INCStock-Tech0.41%+0.41%NEW
49MBNDSs Nuveen Munic Bond Etf-usdETF-Other0.41%—+5.01%
50FCXFreeport-mcmoran INCStock-Materials0.40%+0.40%NEW
1–50 of 148

Holding changes this quarter

Landmark Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Bank Of America CORP (BAC); New buy: Jpmorgan Chase & Co (JPM); New buy: Merck & Co. INC. (MRK); New buy: Citigroup INC (C); New buy: Corning INC (GLW).

Position changes disclosed by Landmark Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1MSFTMicrosoft CORP+0.4%+447.27%Add
2XOMExxon Mobil CORP+0.3%+250.55%Add
3REGLPrshrs S&p Mid 400 Dvd Arist-0.1%+25.84%Add
4SMDVProshrs Rsl 2000 Dvd Grw ETF-0.1%+25.89%Add
5CGMUCap Group Municipal Income-0.1%+29.28%Add
6QQQMInvesco Nasdaq 100 ETF-0.2%+33.97%Add
7WABFWestern Asset Bond ETF-0.2%+27.44%Add
8VSSVanguard Ftse All Wo X-us Sc-0.2%+22.20%Add
9FBNDFidelity Total Bond ETF-0.2%+30.10%Add
10VWOVanguard Ftse Emerging Marke-0.2%+23.95%Add
11IJHIshares Core S&p Midcap ETF-0.3%+23.76%Add
12PYLDPimco Multisector Bond Actv-0.3%+27.44%Add
13CGCPCap Group Core Plus Income-0.3%+27.52%Add
14HFXINyli Ftse Intl Eq Cur Ntrl-0.3%+29.47%Add
15DBNDDoubleline Oppor Cor Bnd-usd-0.3%+25.95%Add
16IJRIshares Core S&p Small-cap E-0.3%+23.02%Add
17VPLSVanguard Core-plus Bond ETF-0.3%+26.07%Add
18TOTRT Rowe Price Total Return Et-0.4%+25.58%Add
19FIXDFirst Trust Smith Opportunis-0.4%+23.98%Add
20JCPBJpmorgan Core Plus Bond ETF-0.4%+26.42%Add
21VFLOVictoryshares Free Cash Flow-0.7%+23.95%Add
22VIGIVanguard Int Div App Indx Fd-0.7%+18.11%Add
23NOBLProshares S&p 500 Dividend A-1%+17.89%Add
24VOOVanguard S&p 500 ETF-2.3%+30.59%Add
25BACBank Of America CORP—NEWNew buy
26JPMJpmorgan Chase & Co—NEWNew buy
27MRKMerck & Co. INC.—NEWNew buy
28CCitigroup INC—NEWNew buy
29GLWCorning INC—NEWNew buy
30FCXFreeport-mcmoran INC—NEWNew buy
31FFord Motor Co—NEWNew buy
32GEVGE Vernova INC—NEWNew buy
33CSCOCisco Systems INC—NEWNew buy
34GEGeneral Electric—NEWNew buy
35ABBVAbbvie INC—NEWNew buy
36RTXRtx CORP—NEWNew buy
37HDHome Depot INC—NEWNew buy
38INTCIntel CORP—NEWNew buy
39LMTLockheed Martin CORP—NEWNew buy
40TAt&t INC—NEWNew buy
41SHELShell Plc-adr—NEWNew buy
42WFCWells Fargo & Co—NEWNew buy
43BCSBarclays Plc-spons Adr—NEWNew buy
44EMREmerson Electric Co—NEWNew buy
45PFEPfizer INC—NEWNew buy
46BMYBristol-myers Squibb Co—NEWNew buy
47GILDGilead Sciences INC—NEWNew buy
48PBRPetroleo Brasileiro-spon Adr—NEWNew buy
49NOKNokia Corp-spon Adr—NEWNew buy
50JNJJohnson & Johnson—NEWNew buy

FAQ

What is Landmark Wealth Management, LLC and what type of investor is it?
Landmark Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $373.4M, spread across 148 disclosed positions.
What are Landmark Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Landmark Wealth Management, LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $57.1M (15.3%) 2. Proshares S&p 500 Dividend A (NOBL) — $20.1M (5.4%) 3. Victoryshares Free Cash Flow (VFLO) — $17.8M (4.8%) 4. Nyli Ftse Intl Eq Cur Ntrl (HFXI) — $16.4M (4.4%) 5. Vanguard Int Div App Indx Fd (VIGI) — $11.1M (3.0%)
What changes did Landmark Wealth Management, LLC make in its most recent portfolio filing?
In the latest quarter, Landmark Wealth Management, LLC was primarily adding exposure — initiating 26 new positions and adding to 24 existing holdings. The largest of these moves: New buy: Bank Of America CORP (BAC); New buy: Jpmorgan Chase & Co (JPM); New buy: Merck & Co. INC. (MRK); New buy: Citigroup INC (C); New buy: Corning INC (GLW)
What sectors does Landmark Wealth Management, LLC focus on?
Landmark Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 24.2% • Information Technology: 22.3% • Health Care: 16.4% • Industrials: 14.6% • Consumer Staples: 5.9% • Communication Services: 5.0%