Landmark Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$373.4M
Q ending 2026-03-31
Prior quarter
$261.3M
Q ending 2025-12-31
Change
+42.9% QoQ · +164639.1% YoY
Positions
148
reported holdings
Largest positions
Top 100 of 148 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $57.1M | 95K |
| Proshares Tr | NOBL | Shares | $20.1M | 189K |
| Victory Portfolios Ii | VFLO | Shares | $17.8M | 451K |
| New York Life Investments Et | HFXI | Shares | $16.4M | 490K |
| Vanguard Whitehall Fds | VIGI | Shares | $11.1M | 125K |
| J P Morgan Exchange Traded F | JCPB | Shares | $10.6M | 225K |
| Ishares Tr | IJR | Shares | $9.8M | 79K |
| T Rowe Price Etf Inc | TOTR | Shares | $9.2M | 228K |
| Vanguard Malvern Fds | VPLS | Shares | $9.0M | 116K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $8.2M | 188K |
| Doubleline Etf Trust | DBND | Shares | $8.1M | 177K |
| Fidelity Merrimack Str Tr | FBND | Shares | $7.9M | 173K |
| Ishares Tr | IJH | Shares | $7.8M | 116K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $7.6M | 338K |
| Pimco Etf Tr | PYLD | Shares | $7.1M | 271K |
| Ishares Tr | IVV | Shares | $6.6M | 10K |
| Vanguard Intl Equity Index F | VWO | Shares | $6.0M | 112K |
| Vanguard Intl Equity Index F | VSS | Shares | $5.1M | 35K |
| Franklin Templeton Etf Tr | WABF | Shares | $4.7M | 186K |
| Proshares Tr | SMDV | Shares | $4.5M | 66K |
| J P Morgan Exchange Traded F | JMUB | Shares | $4.5M | 90K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $4.4M | 19K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $4.0M | 148K |
| Proshares Tr | REGL | Shares | $3.5M | 40K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $3.4M | 66K |
| First Tr Exchange-Traded Fd | EMLP | Shares | $3.1M | 72K |
| Vanguard Specialized Funds | VIG | Shares | $3.0M | 14K |
| Pimco Etf Tr | MUNI | Shares | $3.0M | 57K |
| Spdr Index Shs Fds | SPDW | Shares | $2.9M | 64K |
| Spdr Index Shs Fds | GNR | Shares | $2.9M | 39K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Bank America Corp | BAC | Shares | $2.7M | 55K |
| American Centy Etf Tr | TAXF | Shares | $2.6M | 52K |
| Hartford Fds Exchange Traded | HMOP | Shares | $2.5M | 65K |
| Schwab Strategic Tr | SCHH | Shares | $2.5M | 116K |
| Microsoft Corp | MSFT | Shares | $2.4M | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $2.3M | 8K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.3M | 35K |
| New York Life Invts Active E | MMIT | Shares | $2.2M | 90K |
| Vanguard Scottsdale Fds | VONE | Shares | $2.1M | 7K |
| Ishares Tr | IWB | Shares | $1.8M | 5K |
| Dimensional Etf Trust | DFNM | Shares | $1.8M | 37K |
| Vanguard Index Fds | VO | Shares | $1.7M | 6K |
| Exxon Mobil Corp | XOM | Shares | $1.7M | 10K |
| Merck & Co Inc | MRK | Shares | $1.7M | 14K |
| Citigroup Inc | C | Shares | $1.6M | 15K |
| Spdr Series Trust | SPYM | Shares | $1.6M | 21K |
| Corning Inc | GLW | Shares | $1.5M | 11K |
| Ssga Active Tr | MBND | Shares | $1.5M | 57K |
| Freeport Mcmoran Inc | FCX | Shares | $1.5M | 26K |
| Ford Mtr Co | F | Shares | $1.4M | 121K |
| Franklin Templeton Etf Tr | FLMI | Shares | $1.3M | 54K |
| Ge Vernova Inc | GEV | Shares | $1.2M | 1K |
| Invesco Qqq Tr | QQQ | Shares | $1.2M | 2K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 16K |
| Ge Aerospace | GE | Shares | $1.2M | 4K |
| Blackrock Etf Trust Ii | INMU | Shares | $1.2M | 50K |
| Pimco Etf Tr | MINO | Shares | $1.2M | 26K |
| Abbvie Inc | ABBV | Shares | $1.2M | 5K |
| Vanguard Index Fds | VB | Shares | $1.2M | 4K |
| Nushares Etf Tr | NUMI | Shares | $1.1M | 45K |
| Vanguard Mun Bd Fds | VCRM | Shares | $1.1M | 15K |
| Rtx Corporation | RTX | Shares | $1.1M | 6K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| Intel Corp | INTC | Shares | $1.1M | 24K |
| Lockheed Martin Corp | LMT | Shares | $1.0M | 2K |
| Fidelity Merrimack Str Tr | FMUB | Shares | $1.0M | 20K |
| Nvidia Corporation | NVDA | Shares | $1.0M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $981K | 2K |
| At&T Inc | T | Shares | $970K | 33K |
| Vanguard Instl Index Fd | VBIL | Shares | $963K | 13K |
| Shell Plc | SHEL | Shares | $930K | 10K |
| Wells Fargo & Co | WFC | Shares | $925K | 12K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $922K | 1K |
| Barclays Plc | BCS | Shares | $904K | 43K |
| Emerson Elec Co | EMR | Shares | $891K | 7K |
| Schwab Strategic Tr | SCHX | Shares | $883K | 34K |
| Pfizer Inc | PFE | Shares | $880K | 31K |
| Bristol-Myers Squibb Co | BMY | Shares | $875K | 14K |
| Gilead Sciences Inc | GILD | Shares | $839K | 6K |
| Petroleo Brasileiro S A | PBR | Shares | $830K | 40K |
| Nokia Corp | NOK | Shares | $804K | 100K |
| Johnson & Johnson | JNJ | Shares | $788K | 3K |
| American Centy Etf Tr | AVMU | Shares | $787K | 17K |
| Caterpillar Inc | CAT | Shares | $776K | 1K |
| Visa Inc | V | Shares | $748K | 2K |
| Boeing Co | BA | Shares | $727K | 4K |
| Goldman Sachs Etf Tr | GMUB | Shares | $726K | 14K |
| Bp Plc | BP | Shares | $696K | 15K |
| New York Life Invts Active E | MMIN | Shares | $684K | 29K |
| Mfs Active Exchange Traded F | MFSM | Shares | $682K | 27K |
| Carrier Global Corporation | CARR | Shares | $676K | 12K |
| Slb Limited | SLB | Shares | $674K | 13K |
| Ishares Tr | IWF | Shares | $628K | 1K |
| Amgen Inc | AMGN | Shares | $626K | 2K |
| Amazon Com Inc | AMZN | Shares | $616K | 3K |
| Schwab Charles Corp | SCHW | Shares | $606K | 6K |
| Alphabet Inc | GOOG | Shares | $606K | 2K |
| Walmart Inc | WMT | Shares | $598K | 5K |
| Gsk Plc | GSK | Shares | $593K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.