Landmark Wealth Management, LLC
CIK 0001728778 · MELVILLE, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
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
Top Holdings
VOO
VANGUARD INDEX FDS
15.6%
NOBL
PROSHARES TR
5.4%
VFLO
VICTORY PORTFOLIOS II
4.7%
HFXI
NEW YORK LIFE INVESTMENTS ET
4.5%
VIGI
VANGUARD WHITEHALL FDS
2.9%
IJR
ISHARES TR
2.8%
JCPB
J P MORGAN EXCHANGE TRADED F
2.8%
TOTR
T ROWE PRICE EXCHANGE-TRADED
2.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.