Landmark Wealth Management, LLC
CIK: 0001728778Latest portfolio: $261.3M · Q4 2025
Holdings
88
Total Value
$261.3M
New Positions
88
Closed Positions
0
Top Holdings
View All 88 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 73,123 | $45.9M | 17.55% | NEW | |
| 2 | NOBLPROSHARES TR | 160,623 | $16.7M | 6.40% | NEW | |
| 3 | VFLOVICTORY PORTFOLIOS II | 363,627 | $14.3M | 5.48% | NEW | |
| 4 | HFXINEW YORK LIFE INVESTMENTS ET | 378,135 | $12.3M | 4.70% | NEW | |
| 5 | VIGIVANGUARD WHITEHALL FDS | 105,868 | $9.7M | 3.70% | NEW | |
| 6 | JCPBJ P MORGAN EXCHANGE TRADED F | 178,296 | $8.4M | 3.23% | NEW | |
| 7 | IJRISHARES TR | 64,100 | $7.7M | 2.95% | NEW | |
| 8 | TOTRT ROWE PRICE ETF INC | 181,642 | $7.4M | 2.83% | NEW | |
| 9 | VPLSVANGUARD MALVERN FDS | 92,040 | $7.2M | 2.75% | NEW | |
| 10 | FIXDFIRST TR EXCHNG TRADED FD VI | 151,575 | $6.7M | 2.57% | NEW | |
| 11 | IVVISHARES TR | 9,682 | $6.6M | 2.54% | NEW | |
| 12 | DBNDDOUBLELINE ETF TRUST | 140,901 | $6.5M | 2.50% | NEW | |
| 13 | IJHISHARES TR | 93,434 | $6.2M | 2.36% | NEW | |
| 14 | FBNDFIDELITY MERRIMACK STR TR | 133,082 | $6.1M | 2.34% | NEW | |
| 15 | CGCPCAPITAL GRP FIXED INCM ETF T | 265,399 | $6.0M | 2.30% | NEW | |
| 16 | PYLDPIMCO ETF TR | 212,697 | $5.7M | 2.17% | NEW | |
| 17 | VWOVANGUARD INTL EQUITY INDEX F | 90,165 | $4.8M | 1.85% | NEW | |
| 18 | VSSVANGUARD INTL EQUITY INDEX F | 28,520 | $4.1M | 1.56% | NEW | |
| 19 | JMUBJ P MORGAN EXCHANGE TRADED F | 75,039 | $3.8M | 1.45% | NEW | |
| 20 | WABFFRANKLIN TEMPLETON ETF TR | 146,079 | $3.7M | 1.42% | NEW | |
| 21 | QQQMINVESCO EXCH TRADED FD TR II | 13,874 | $3.5M | 1.34% | NEW | |
| 22 | SMDVPROSHARES TR | 52,392 | $3.5M | 1.32% | NEW | |
| 23 | CGMUCAPITAL GRP FIXED INCM ETF T | 114,733 | $3.1M | 1.20% | NEW | |
| 24 | FMBFIRST TR EXCH TRADED FD III | 57,105 | $2.9M | 1.12% | NEW | |
| 25 | REGLPROSHARES TR | 31,903 | $2.7M | 1.03% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.585716715143191e+255T)
Unknown0.0% ($21291169484.5T)
Technology0.0% ($2632.7T)
Communication Services0.0% ($497.3M)
Consumer Cyclical0.0% ($624K)
Utilities0.0% ($377K)
Energy0.0% ($340K)
Filing History
Fund Information
Landmark Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $261.3M across 88 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 17.5% of the portfolio. Compared to the previous quarter, the fund opened 88 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.