Landmark Wealth Management, Llc Portfolio Stock Holdings
Landmark Wealth Management, Llc disclosed 148 stock positions valued at approximately $373.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, PROSHARES TR, and VICTORY PORTFOLIOS II. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 148
- Portfolio Value
- $373.4M
Holdings by Sector
Landmark Wealth Management, Llc Portfolio Holdings in Q1 2026
134 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 15.28% | 95,488 | +22,365 | +30.59% | $57,058,801 |
| PROSHARES TR | NOBL | Other | 5.38% | 189,366 | +28,743 | +17.89% | $20,074,732 |
| VICTORY PORTFOLIOS II | VFLO | Other | 4.76% | 450,707 | +87,080 | +23.95% | $17,793,898 |
| NEW YORK LIFE INVESTMENTS ET | HFXI | Other | 4.40% | 489,573 | +111,438 | +29.47% | $16,439,862 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 2.96% | 125,044 | +19,176 | +18.11% | $11,061,396 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 2.84% | 225,397 | +47,101 | +26.42% | $10,611,668 |
| ISHARES TR | IJR | Other | 2.62% | 78,855 | +14,755 | +23.02% | $9,802,440 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 2.19% | 187,923 | +36,348 | +23.98% | $8,191,568 |
| DOUBLELINE ETF TRUST | DBND | Other | 2.18% | 177,470 | +36,569 | +25.95% | $8,129,881 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.12% | 173,139 | +40,057 | +30.10% | $7,898,606 |
| ISHARES TR | IJH | Other | 2.09% | 115,630 | +22,196 | +23.76% | $7,808,481 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 2.02% | 338,426 | +73,027 | +27.52% | $7,560,434 |
| PIMCO ETF TR | PYLD | Other | 1.90% | 271,064 | +58,367 | +27.44% | $7,101,887 |
| ISHARES TR | IVV | Other | 1.76% | 10,063 | +381 | +3.94% | $6,573,417 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.62% | 111,763 | +21,598 | +23.95% | $6,040,765 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.36% | 34,852 | +6,332 | +22.20% | $5,081,102 |
| PROSHARES TR | SMDV | Other | 1.21% | 65,954 | +13,562 | +25.89% | $4,536,956 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.20% | 89,707 | +14,668 | +19.55% | $4,484,473 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.18% | 18,587 | +4,713 | +33.97% | $4,416,691 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 1.08% | 148,327 | +33,594 | +29.28% | $4,027,088 |
| PROSHARES TR | REGL | Other | 0.93% | 40,148 | +8,245 | +25.84% | $3,469,181 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.90% | 66,475 | +9,370 | +16.41% | $3,367,630 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 0.84% | 71,842 | +8,232 | +12.94% | $3,136,612 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.81% | 14,095 | +1,956 | +16.11% | $3,031,261 |
| PIMCO ETF TR | MUNI | Other | 0.80% | 56,940 | +11,714 | +25.90% | $2,971,675 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.79% | 64,240 | +4,759 | +8.00% | $2,932,555 |
| SPDR INDEX SHS FDS | GNR | Other | 0.77% | 38,681 | +2,847 | +7.94% | $2,888,327 |
| APPLE INC | AAPL | Technology | 0.75% | 11,015 | +1,333 | +13.77% | $2,795,419 |
| BANK AMERICA CORP | BAC | Financial Services | 0.72% | 55,189 | +55,189 | +100.00% | $2,690,464 |
| AMERICAN CENTY ETF TR | TAXF | Other | 0.70% | 51,941 | +9,749 | +23.11% | $2,599,631 |
| HARTFORD FDS EXCHANGE TRADED | HMOP | Other | 0.67% | 64,796 | +10,351 | +19.01% | $2,510,187 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.67% | 115,596 | +20,956 | +22.14% | $2,484,155 |
| MICROSOFT CORP | MSFT | Technology | 0.64% | 6,414 | +5,242 | +447.27% | $2,374,309 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.61% | 7,745 | +7,745 | +100.00% | $2,278,151 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.61% | 35,489 | +3,711 | +11.68% | $2,274,126 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 0.58% | 89,649 | +25,436 | +39.61% | $2,160,994 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 0.56% | 7,118 | +1,727 | +32.03% | $2,100,621 |
| ISHARES TR | IWB | Other | 0.49% | 5,121 | +2,123 | +70.81% | $1,825,872 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.47% | 36,855 | +5,251 | +16.61% | $1,766,465 |
| VANGUARD INDEX FDS | VO | Other | 0.45% | 5,905 | +308 | +5.50% | $1,695,747 |
| EXXON MOBIL CORP | XOM | Energy | 0.45% | 9,924 | +7,093 | +250.55% | $1,683,772 |
| MERCK & CO INC | MRK | Healthcare | 0.45% | 13,937 | +13,937 | +100.00% | $1,676,535 |
| CITIGROUP INC | C | Financial Services | 0.44% | 14,539 | +14,539 | +100.00% | $1,648,868 |
| SPDR SERIES TRUST | SPLG | Other | 0.43% | 20,835 | +3,369 | +19.29% | $1,594,689 |
| CORNING INC | GLW | Technology | 0.41% | 11,313 | +11,313 | +100.00% | $1,538,260 |
| SSGA ACTIVE TR | MBND | Other | 0.41% | 56,637 | +2,701 | +5.01% | $1,538,165 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.40% | 25,512 | +25,512 | +100.00% | $1,499,595 |
| FORD MTR CO | F | Consumer Cyclical | 0.37% | 120,527 | +120,527 | +100.00% | $1,390,882 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 0.36% | 53,598 | +18,661 | +53.41% | $1,328,706 |
| GE VERNOVA INC | GEV | Utilities | 0.33% | 1,430 | +1,430 | +100.00% | $1,248,247 |
| INVESCO QQQ TR | QQQ | Other | 0.33% | 2,103 | +199 | +10.45% | $1,214,060 |
| CISCO SYS INC | CSCO | Technology | 0.32% | 15,623 | +15,623 | +100.00% | $1,212,156 |
| GE AEROSPACE | GE | Industrials | 0.32% | 4,219 | +4,219 | +100.00% | $1,197,226 |
| PIMCO ETF TR | MINO | Other | 0.32% | 26,372 | +5,861 | +28.57% | $1,191,205 |
| ABBVIE INC | ABBV | Healthcare | 0.32% | 5,447 | +5,447 | +100.00% | $1,184,760 |
| VANGUARD INDEX FDS | VB | Other | 0.31% | 4,440 | +331 | +8.06% | $1,163,024 |
| RTX CORPORATION | RTX | Industrials | 0.30% | 5,777 | +5,777 | +100.00% | $1,114,464 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.29% | 3,303 | +3,303 | +100.00% | $1,086,274 |
| INTEL CORP | INTC | Technology | 0.28% | 24,040 | +24,040 | +100.00% | $1,060,895 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.28% | 1,704 | +1,704 | +100.00% | $1,030,173 |
| NVIDIA CORPORATION | NVDA | Technology | 0.27% | 5,775 | +2,269 | +64.72% | $1,007,169 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.26% | 2,048 | +1,424 | +228.21% | $981,402 |
| AT&T INC | T | Communication Services | 0.26% | 33,461 | +33,461 | +100.00% | $970,048 |
| SHELL PLC | SHEL | Energy | 0.25% | 10,000 | +10,000 | +100.00% | $930,000 |
| WELLS FARGO & CO | WFC | Financial Services | 0.25% | 11,621 | +11,621 | +100.00% | $925,169 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.25% | 1,417 | +661 | +87.43% | $921,833 |
| BARCLAYS PLC | BCS | Financial Services | 0.24% | 42,700 | +42,700 | +100.00% | $903,532 |
| EMERSON ELEC CO | EMR | Industrials | 0.24% | 6,802 | +6,802 | +100.00% | $891,198 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.24% | 34,435 | +11,349 | +49.16% | $882,901 |
| PFIZER INC | PFE | Healthcare | 0.24% | 31,328 | +31,328 | +100.00% | $879,680 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.23% | 14,424 | +14,424 | +100.00% | $874,829 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.22% | 6,018 | +6,018 | +100.00% | $838,729 |
| PETROLEO BRASILEIRO S A | PBR | Energy | 0.22% | 40,000 | +40,000 | +100.00% | $830,000 |
| NOKIA CORP | NOK | Technology | 0.22% | 100,000 | +100,000 | +100.00% | $804,000 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.21% | 3,224 | +3,224 | +100.00% | $787,961 |
| AMERICAN CENTY ETF TR | AVMU | Other | 0.21% | 17,181 | +108 | +0.63% | $786,826 |
| CATERPILLAR INC | CAT | Industrials | 0.21% | 1,095 | +1,095 | +100.00% | $775,858 |
| VISA INC | V | Financial Services | 0.20% | 2,476 | +2,476 | +100.00% | $748,346 |
| BOEING CO | BA | Industrials | 0.19% | 3,651 | +3,651 | +100.00% | $726,659 |
| BP PLC | BP | Energy | 0.19% | 14,800 | +14,800 | +100.00% | $695,600 |
| NEW YORK LIFE INVTS ACTIVE E | MMIN | Other | 0.18% | 28,830 | +8,226 | +39.92% | $683,564 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.18% | 12,010 | +12,010 | +100.00% | $676,283 |
| SLB LIMITED | SLB | Energy | 0.18% | 13,111 | +13,111 | +100.00% | $673,774 |
| ISHARES TR | IWF | Other | 0.17% | 1,472 | - | - | $627,815 |
| AMGEN INC | AMGN | Healthcare | 0.17% | 1,780 | +1,780 | +100.00% | $626,293 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.17% | 2,959 | +254 | +9.39% | $616,271 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.16% | 6,449 | +6,449 | +100.00% | $606,053 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 2,113 | +1,293 | +157.68% | $606,031 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 4,808 | +4,808 | +100.00% | $597,588 |
| GSK PLC | GSK | Healthcare | 0.16% | 10,737 | +10,737 | +100.00% | $592,575 |
| SPDR GOLD TR | GLD | Other | 0.16% | 1,375 | +1,375 | +100.00% | $591,649 |
| SOUTHERN CO | SO | Utilities | 0.15% | 5,972 | +5,972 | +100.00% | $576,382 |
| VICTORY PORTFOLIOS II | VSDA | Other | 0.15% | 10,211 | +3,339 | +48.59% | $556,511 |
| TEXAS INSTRS INC | TXN | Technology | 0.15% | 2,840 | +2,840 | +100.00% | $551,358 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.14% | 3,708 | +3,708 | +100.00% | $535,628 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.14% | 3,215 | +3,215 | +100.00% | $531,568 |
| COCA COLA CO | KO | Consumer Defensive | 0.14% | 6,827 | +6,827 | +100.00% | $519,193 |
| VANGUARD INDEX FDS | VBR | Other | 0.14% | 2,373 | +28 | +1.19% | $515,579 |
| ALPHABET INC | GOOGL | Communication Services | 0.14% | 1,781 | +192 | +12.08% | $512,212 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 0.13% | 16,700 | +16,700 | +100.00% | $503,004 |