Landmark Wealth Management, LLC

CIK 0001728778 · MELVILLE, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Landmark Wealth Management, LLC reported 151 positions worth $417.9M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VOO (15.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$417.9M
2026 Q2
Positions
151
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.4%
Est. Net Flow (Q)
2026 Q2
10 / 151 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$65.3M15.62%95,047
2NOBLPROSHARES TRSH$22.4M5.36%398,540
3VFLOVICTORY PORTFOLIOS IISH$19.8M4.73%431,865
4HFXINEW YORK LIFE INVESTMENTS ETSH$18.9M4.52%496,162
5VIGIVANGUARD WHITEHALL FDSSH$12.1M2.89%129,206
6IJRISHARES TRSH$11.6M2.77%78,089
7JCPBJ P MORGAN EXCHANGE TRADED FSH$11.6M2.76%246,133
8TOTRT ROWE PRICE EXCHANGE-TRADEDSH$9.9M2.37%247,447
9VPLSVANGUARD MALVERN FDSSH$9.4M2.26%121,511
10IJHISHARES TRSH$9.0M2.15%116,576

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Landmark Wealth Management, LLC hold as of Q2 2026?

Landmark Wealth Management, LLC reported 151 positions worth $417.9M in its Q2 2026 13F filing. Largest positions: VOO (15.6%), NOBL (5.4%), VFLO (4.7%), HFXI (4.5%) and VIGI (2.9%).

What did Landmark Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Landmark Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.