Q2 2026 13F · SEC CIK 1728778

Landmark Wealth Management, LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $417.9M
Reported positions: 151
Top holdings a year, 3 yrs: +10.8%
Assets under management: $679.7M

Landmark Wealth Management, LLC is a wealth manager that reported 151 positions worth $417.9M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Vanguard Index Fds (VOO, 15.6%), Proshares Tr (NOBL, 5.4%), Victory Portfolios II Victoryshares Free (VFLO, 4.7%). A portfolio copying its top holdings returned 10.8% a year over the last 3 years, against 20.4% for the S&P 500.

Landmark Wealth Management, LLC holdings largest 50 of 151 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Landmark Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	15.6%	15.3%	95,047	-0.5%	$65.3M
NOBLProshares Tr	5.4%	5.4%	398,540	+110.5%	$22.4M
VFLOVictory Portfolios II Victoryshares Free	4.7%	4.8%	431,865	-4.2%	$19.8M
HFXINylim Ftse Internationalequity Currency	4.5%	4.4%	496,162	+1.3%	$18.9M
VIGIVanguard Whitehall Fds	2.9%	3.0%	129,206	+3.3%	$12.1M
IJRIshares Tr	2.8%	2.6%	78,089	-1.0%	$11.6M
JCPBJ P Morgan Exchange Traded F	2.8%	2.8%	246,133	+9.2%	$11.6M
TOTRT Rowe Price Exchange-Traded	2.4%	2.5%	247,447	+8.5%	$9.9M
VPLSVanguard Malvern Fds	2.3%	2.4%	121,511	+4.7%	$9.4M
IJHIshares Tr	2.2%	2.1%	116,576	+0.8%	$9.0M
FIXDFirst Tr Exchng Traded Fd Vi	2.1%	2.2%	202,601	+7.8%	$8.8M
DBNDDoubleline ETF Trust	2.0%	2.2%	186,581	+5.1%	$8.5M
FBNDFidelity Merrimack Str Tr	2.0%	2.1%	183,181	+5.8%	$8.3M
CGCPCapital Grp Fixed Incm ETF T	2.0%	2.0%	368,062	+8.8%	$8.2M
PYLDPimco ETF Tr	1.8%	1.9%	290,580	+7.2%	$7.7M
IVVIshares Tr	1.8%	1.8%	9,785	-2.8%	$7.3M
VWOVanguard Intl Equity Index F	1.6%	1.6%	111,203	-0.5%	$6.6M
VSSVanguard Intl Equity Index F	1.3%	1.4%	35,565	+2.0%	$5.5M
SMDVProshares Tr	1.3%	1.2%	67,861	+2.9%	$5.2M
QQQMInvesco Exch Traded Fd Tr II	1.2%	1.2%	16,893	-9.1%	$5.1M
WABFFranklin Templeton ETF Tr	1.2%	1.3%	200,579	+7.7%	$5.0M
JMUBJ P Morgan Exchange Traded F	1.1%	1.2%	89,609	-0.1%	$4.5M
CGMUCapital Grp Fixed Incm ETF T	1.0%	1.1%	156,284	+5.4%	$4.3M
REGLProshares Tr	0.9%	0.9%	42,336	+5.4%	$3.9M
FMBFirst Tr Exch Traded Fd III	0.9%	0.9%	71,872	+8.1%	$3.7M
INTCIntel Corp	0.8%	—	24,045	—	$3.4M
EMLPFirst Tr Exchange-Traded Fd	0.8%	0.8%	76,740	+6.8%	$3.3M
VIGVanguard Specialized Funds	0.8%	0.8%	13,858	-1.7%	$3.3M
MUNIPimco ETF Tr	0.8%	0.8%	60,153	+5.6%	$3.2M
BACBank of Amer Corp	0.8%	0.7%	55,189	+0.0%	$3.1M
AAPLApple Inc	0.7%	0.7%	10,680	-3.0%	$3.1M
SPDWSpdr Index Shs Fds	0.7%	0.8%	61,101	-4.9%	$3.1M
TAXFAmerican Centy ETF Tr	0.7%	0.7%	57,033	+9.8%	$2.9M
GLWCorning Inc	0.7%	0.4%	11,313	+0.0%	$2.9M
SCHHSchwab Strategic Tr	0.7%	0.7%	118,582	+2.6%	$2.8M
GNRSpdr Index Shs Fds	0.7%	0.8%	41,234	+6.6%	$2.8M
CCitigroup Inc	0.6%	0.4%	19,039	+31.0%	$2.7M
HMOPHartford Fds Exchange Traded	0.6%	0.7%	66,532	+2.7%	$2.6M
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.6%	35,597	+0.3%	$2.5M
VONEVanguard Scottsdale Fds	0.6%	0.6%	7,152	+0.5%	$2.4M
MSFTMicrosoft Corp	0.6%	0.6%	6,430	+0.2%	$2.4M
JPMJpmorgan Chase & Co	0.6%	0.6%	7,086	-8.5%	$2.3M
MMITNylim Active ETF Tr	0.5%	0.6%	90,427	+0.9%	$2.2M
IWBIshares Tr	0.5%	0.5%	5,110	-0.2%	$2.1M
GEVGe Vernova Inc	0.5%	—	1,733	—	$2.0M
CSCOCisco Sys Inc	0.5%	—	16,128	—	$1.9M
VOVanguard Index Fds	0.4%	0.5%	23,161	+292.2%	$1.9M
MRKMerck & Co Inc	0.4%	0.4%	13,937	+0.0%	$1.8M
SPLGSpdr Series Trust	0.4%	0.4%	19,833	-4.8%	$1.7M
DFNMDimensional ETF Trust	0.4%	0.5%	35,723	-3.1%	$1.7M

What Landmark Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+292.2% shares
NOBL Proshares Tr+110.5% shares
C Citigroup Inc+31.0% shares
TAXF American Centy ETF Tr+9.8% shares
JCPB J P Morgan Exchange Traded F+9.2% shares
CGCP Capital Grp Fixed Incm ETF T+8.8% shares
TOTR T Rowe Price Exchange-Traded+8.5% shares
FMB First Tr Exch Traded Fd III+8.1% shares

Reduced

QQQM Invesco Exch Traded Fd Tr II-9.1% shares
JPM Jpmorgan Chase & Co-8.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.5% /yr; S&P 500 +20.1%
3 years: +10.8% /yr; S&P 500 +20.4%
5 years: +5.5% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$417.9M	151
Q1 2026	$373.4M	148
Q4 2025	$261.3M	88
Q3 2025	$251.8M	85
Q2 2025	$234.8M	87
Q1 2025	$226.7M	75
Q4 2024	$225.6M	75
Q3 2024	$229.7M	76
Q2 2024	$128.3M	49
Q1 2024	$215.9M	72
Q4 2023	$203.2M	74
Q3 2023	$176.0M	72

Questions about Landmark Wealth Management, LLC's portfolio

What stocks does Landmark Wealth Management, LLC own?

Landmark Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 151 positions worth $417.9M. The largest are Vanguard Index Fds (VOO) at 15.6%, Proshares Tr (NOBL) at 5.4%, Victory Portfolios II Victoryshares Free (VFLO) at 4.7%, Nylim Ftse Internationalequity Currency (HFXI) at 4.5% and Vanguard Whitehall Fds (VIGI) at 2.9%.

What did Landmark Wealth Management, LLC buy last quarter?

In Q2 2026, Landmark Wealth Management, LLC added Vanguard Index Fds (VO) (+292.2% shares), Proshares Tr (NOBL) (+110.5% shares) and Citigroup Inc (C) (+31.0% shares), compared with its Q1 2026 filing.

What did Landmark Wealth Management, LLC sell last quarter?

In Q2 2026, Landmark Wealth Management, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ssga Active Tr (MBND), cut from its top 50 Freeport Mcmoran Inc (FCX), Invesco Exch Traded Fd Tr II (QQQM) (-9.1% shares) and Jpmorgan Chase & Co (JPM) (-8.5% shares), compared with its Q1 2026 filing.

How has Landmark Wealth Management, LLC's portfolio performed?

A portfolio copying Landmark Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.5% against +20.1%. Over 5 years: +5.5% a year against +13.0%.

When is Landmark Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Landmark Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Landmark Wealth Management, LLC manage?

Landmark Wealth Management, LLC reported $679.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $417.9M.