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%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "L"

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

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	15.28%	-2.27%	+30.59%
2	NOBL	Proshares S&p 500 Dividend A	ETF-Large Cap & Growth	5.38%	-1.02%	+17.89%
3	VFLO	Victoryshares Free Cash Flow	ETF-Other	4.76%	-0.72%	+23.95%
4	HFXI	Nyli Ftse Intl Eq Cur Ntrl	ETF-Other	4.40%	-0.30%	+29.47%
5	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	2.96%	-0.74%	+18.11%
6	JCPB	Jpmorgan Core Plus Bond ETF	ETF-Other	2.84%	-0.39%	+26.42%
7	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.62%	-0.33%	+23.02%
8	TOTR	T Rowe Price Total Return Et	ETF-Other	2.46%	-0.37%	+25.58%
9	VPLS	Vanguard Core-plus Bond ETF	ETF-Other	2.41%	-0.34%	+26.07%
10	FIXD	First Trust Smith Opportunis	ETF-Other	2.19%	-0.38%	+23.98%
11	DBND	Doubleline Oppor Cor Bnd-usd	ETF-Other	2.18%	-0.32%	+25.95%
12	FBND	Fidelity Total Bond ETF	ETF-Other	2.12%	-0.22%	+30.10%
13	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.09%	-0.27%	+23.76%
14	CGCP	Cap Group Core Plus Income	ETF-Other	2.02%	-0.28%	+27.52%
15	PYLD	Pimco Multisector Bond Actv	ETF-Other	1.90%	-0.27%	+27.44%
16	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.76%	—	+3.94%
17	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.62%	-0.23%	+23.95%
18	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.36%	-0.20%	+22.20%
19	WABF	Western Asset Bond ETF	ETF-Other	1.25%	-0.17%	+27.44%
20	SMDV	Proshrs Rsl 2000 Dvd Grw ETF	ETF-Other	1.21%	-0.11%	+25.89%
21	JMUB	Jpmorgan Municipal ETF	ETF-Other	1.20%	—	+19.55%
22	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	1.18%	-0.16%	+33.97%
23	CGMU	Cap Group Municipal Income	ETF-Other	1.08%	-0.12%	+29.28%
24	REGL	Prshrs S&p Mid 400 Dvd Arist	ETF-Other	0.93%	-0.10%	+25.84%
25	FMB	First Trust Managed Municipa	ETF-Other	0.90%	—	+16.41%
26	EMLP	First Trust North American E	ETF-Other	0.84%	—	+12.94%
27	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.81%	—	+16.11%
28	MUNI	Pimco Intermediate Municipal	ETF-Other	0.80%	—	+25.90%
29	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	0.79%	—	+8.00%
30	GNR	State Street Spdr S&p Global	ETF-Other	0.77%	—	+7.95%
31	AAPL	Apple INC	Stock-Tech	0.75%	—	+13.77%
32	BAC	Bank Of America CORP	Stock-Financials	0.72%	+0.72%	NEW
33	TAXF	American Century Diver Muni	ETF-Other	0.70%	—	+23.11%
34	HMOP	Hartford Municipal Opp ETF	ETF-Other	0.67%	—	+19.01%
35	SCHH	Schwab US Reit ETF	ETF-Other	0.67%	—	+22.14%
36	MSFT	Microsoft CORP	Stock-Tech	0.64%	+0.42%	+447.27%
37	JPM	Jpmorgan Chase & Co	Stock-Financials	0.61%	+0.61%	NEW
38	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.61%	—	+11.68%
39	MMIT	Nyli Mackay Muni Intrm ETF	ETF-Other	0.58%	—	+39.61%
40	VONE	Vanguard Russell 1000	ETF-Other	0.56%	—	+32.03%
41	IWB	Ishares Russell 1000 ETF	ETF-Other	0.49%	—	+70.81%
42	DFNM	Dimensional National Muni Bd	ETF-Other	0.47%	—	+16.61%
43	VO	Vanguard Mid-cap ETF	ETF-Other	0.45%	—	+5.50%
44	XOM	Exxon Mobil CORP	Stock-Energy	0.45%	+0.32%	+250.55%
45	MRK	Merck & Co. INC.	Stock-Healthcare	0.45%	+0.45%	NEW
46	C	Citigroup INC	Stock-Financials	0.44%	+0.44%	NEW
47	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.43%	—	+19.29%
48	GLW	Corning INC	Stock-Tech	0.41%	+0.41%	NEW
49	MBND	Ss Nuveen Munic Bond Etf-usd	ETF-Other	0.41%	—	+5.01%
50	FCX	Freeport-mcmoran INC	Stock-Materials	0.40%	+0.40%	NEW

1–50 of 148

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	148	$373.4M	36	1VOO 2NOBL 3VFLO Top holdings2026-03-31 1.VOO 2.NOBL 3.VFLO 4.HFXI 5.VIGI 6.JCPB 7.IJR 8.TOTR 9.VPLS 10.FIXD
2025-12-31	88	$261.3M	9	1VOO 2NOBL 3VFLO Top holdings2025-12-31 1.VOO 2.NOBL 3.VFLO 4.HFXI 5.VIGI 6.JCPB 7.IJR 8.TOTR 9.VPLS 10.FIXD
2025-09-30	85	$251.8M	13	1VOO 2NOBL 3VFLO Top holdings2025-09-30 1.VOO 2.NOBL 3.VFLO 4.HFXI 5.VIGI 6.JCPB 7.IJR 8.TOTR 9.VPLS 10.IVV
2025-06-30	87	$234.8M	0	1VOO 2NOBL 3VFLO Top holdings2025-06-30 1.VOO 2.NOBL 3.VFLO 4.VIGI 5.HFXI 6.JCPB 7.IJR 8.TOTR 9.VPLS 10.FIXD
2025-03-31	75	$226.7M	0	1VOO 2NOBL 3VFLO Top holdings2025-03-31 1.VOO 2.NOBL 3.VFLO 4.VIGI 5.HFXI 6.JCPB 7.TOTR 8.VPLS 9.IJR 10.FIXD
2024-12-31	75	$225.6M	0	1VOO 2NOBL 3SPDW Top holdings2024-12-31 1.VOO 2.NOBL 3.SPDW 4.VFLO 5.JCPB 6.VIGI 7.TOTR 8.VPLS 9.FIXD 10.DBND
2024-09-30	76	$229.7M	0	1VOO 2NOBL 3SPDW Top holdings2024-09-30 1.VOO 2.NOBL 3.SPDW 4.VFLO 5.JCPB 6.VIGI 7.TOTR 8.VPLS 9.FIXD 10.DBND
2024-06-30	49	$128.3M	0	1NOBL 2SPDW 3VFLO Top holdings2024-06-30 1.NOBL 2.SPDW 3.VFLO 4.JCPB 5.TOTR 6.FIXD 7.DBND 8.CGCP 9.SMDV 10.REGL
2024-03-31	72	$215.9M	0	1VOO 2NOBL 3SPDW Top holdings2024-03-31 1.VOO 2.NOBL 3.SPDW 4.VIGI 5.JCPB 6.TOTR 7.BOND 8.FIXD 9.DBND 10.IVV
2023-12-31	74	$203.2M	0	1VOO 2NOBL 3SPDW Top holdings2023-12-31 1.VOO 2.NOBL 3.SPDW 4.VIGI 5.JCPB 6.TOTR 7.BOND 8.FIXD 9.DBND 10.IVV
2023-09-30	72	$176.0M	0	1VOO 2NOBL 3SPDW Top holdings2023-09-30 1.VOO 2.NOBL 3.SPDW 4.JCPB 5.TOTR 6.BOND 7.FIXD 8.DBND 9.FBND 10.IVV
2023-06-30	40	$112.9M	0	1NOBL 2SPDW 3JCPB Top holdings2023-06-30 1.NOBL 2.SPDW 3.JCPB 4.TOTR 5.BOND 6.FIXD 7.DBND 8.CGCP 9.QQQ 10.EFAD
2023-03-31	70	$179.8M	0	1VOO 2NOBL 3SPDW Top holdings2023-03-31 1.VOO 2.NOBL 3.SPDW 4.JCPB 5.TOTR 6.BOND 7.FIXD 8.DBND 9.IVV 10.FBND
2022-12-31	65	$138.3M	0	1VOO 2NOBL 3SPDW Top holdings2022-12-31 1.VOO 2.NOBL 3.SPDW 4.JCPB 5.BOND 6.FIXD 7.TOTR 8.IVV 9.CGCP 10.FBND
2022-09-30	63	$132.0M	0	1VOO 2NOBL 3SPDW Top holdings2022-09-30 1.VOO 2.NOBL 3.SPDW 4.BOND 5.JCPB 6.FIXD 7.IVV 8.HTRB 9.TOTR 10.CGCP
2022-06-30	38	$78.2M	0	1NOBL 2SPDW 3JCPB Top holdings2022-06-30 1.NOBL 2.SPDW 3.JCPB 4.FIXD 5.BOND 6.HTRB 7.EFAD 8.HYI 9.REGL 10.SMDV
2022-03-31	75	$187.6M	0	1VOO 2NOBL 3SPDW Top holdings2022-03-31 1.VOO 2.NOBL 3.SPDW 4.JCPB 5.FIXD 6.BOND 7.HTRB 8.IVV 9.FBND 10.EFAD
2021-12-31	37	$171.0K	0	1VOO 2NOBL 3SPDW Top holdings2021-12-31 1.VOO 2.NOBL 3.SPDW 4.FIXD 5.JCPB 6.BOND 7.HTRB 8.IVV 9.FBND 10.IJR

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
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MSFT	Microsoft CORP	+0.4%	+447.27%	Add
2	XOM	Exxon Mobil CORP	+0.3%	+250.55%	Add
3	REGL	Prshrs S&p Mid 400 Dvd Arist	-0.1%	+25.84%	Add
4	SMDV	Proshrs Rsl 2000 Dvd Grw ETF	-0.1%	+25.89%	Add
5	CGMU	Cap Group Municipal Income	-0.1%	+29.28%	Add
6	QQQM	Invesco Nasdaq 100 ETF	-0.2%	+33.97%	Add
7	WABF	Western Asset Bond ETF	-0.2%	+27.44%	Add
8	VSS	Vanguard Ftse All Wo X-us Sc	-0.2%	+22.20%	Add
9	FBND	Fidelity Total Bond ETF	-0.2%	+30.10%	Add
10	VWO	Vanguard Ftse Emerging Marke	-0.2%	+23.95%	Add
11	IJH	Ishares Core S&p Midcap ETF	-0.3%	+23.76%	Add
12	PYLD	Pimco Multisector Bond Actv	-0.3%	+27.44%	Add
13	CGCP	Cap Group Core Plus Income	-0.3%	+27.52%	Add
14	HFXI	Nyli Ftse Intl Eq Cur Ntrl	-0.3%	+29.47%	Add
15	DBND	Doubleline Oppor Cor Bnd-usd	-0.3%	+25.95%	Add
16	IJR	Ishares Core S&p Small-cap E	-0.3%	+23.02%	Add
17	VPLS	Vanguard Core-plus Bond ETF	-0.3%	+26.07%	Add
18	TOTR	T Rowe Price Total Return Et	-0.4%	+25.58%	Add
19	FIXD	First Trust Smith Opportunis	-0.4%	+23.98%	Add
20	JCPB	Jpmorgan Core Plus Bond ETF	-0.4%	+26.42%	Add
21	VFLO	Victoryshares Free Cash Flow	-0.7%	+23.95%	Add
22	VIGI	Vanguard Int Div App Indx Fd	-0.7%	+18.11%	Add
23	NOBL	Proshares S&p 500 Dividend A	-1%	+17.89%	Add
24	VOO	Vanguard S&p 500 ETF	-2.3%	+30.59%	Add
25	BAC	Bank Of America CORP	—	NEW	New buy
26	JPM	Jpmorgan Chase & Co	—	NEW	New buy
27	MRK	Merck & Co. INC.	—	NEW	New buy
28	C	Citigroup INC	—	NEW	New buy
29	GLW	Corning INC	—	NEW	New buy
30	FCX	Freeport-mcmoran INC	—	NEW	New buy
31	F	Ford Motor Co	—	NEW	New buy
32	GEV	GE Vernova INC	—	NEW	New buy
33	CSCO	Cisco Systems INC	—	NEW	New buy
34	GE	General Electric	—	NEW	New buy
35	ABBV	Abbvie INC	—	NEW	New buy
36	RTX	Rtx CORP	—	NEW	New buy
37	HD	Home Depot INC	—	NEW	New buy
38	INTC	Intel CORP	—	NEW	New buy
39	LMT	Lockheed Martin CORP	—	NEW	New buy
40	T	At&t INC	—	NEW	New buy
41	SHEL	Shell Plc-adr	—	NEW	New buy
42	WFC	Wells Fargo & Co	—	NEW	New buy
43	BCS	Barclays Plc-spons Adr	—	NEW	New buy
44	EMR	Emerson Electric Co	—	NEW	New buy
45	PFE	Pfizer INC	—	NEW	New buy
46	BMY	Bristol-myers Squibb Co	—	NEW	New buy
47	GILD	Gilead Sciences INC	—	NEW	New buy
48	PBR	Petroleo Brasileiro-spon Adr	—	NEW	New buy
49	NOK	Nokia Corp-spon Adr	—	NEW	New buy
50	JNJ	Johnson & Johnson	—	NEW	New 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%