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Landmark Wealth Management, LLC
Updated 2 days agoManaged by Landmark Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$415.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $261.3M |
| Q1 2026 | $373.4M |
| Q2 2026 | $417.9M |
| Q3 2026 | $415.1M |
Top holdings
157 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $67.8M | 96.7K | 16.32% | — | |
| 2 | $21.3M | 571.7K | 5.12% | — | |
| 3 | $21.1M | 390.8K | 5.09% | — | |
| 4 | $19.5M | 381.1K | 4.70% | — | |
| 5 | $12.5M | 490.4K | 3.00% | — | |
| 6 | $11.4M | 255.2K | 2.75% | — | |
| 7 | $10.8M | 79.1K | 2.59% | — | |
| 8 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $9.8M | 255.8K | 2.35% | — |
| 9 | $9.7M | 103.1K | 2.34% | — | |
| 10 | $9.3M | 126.3K | 2.25% | — | |
| 11 | $8.6M | 120.2K | 2.08% | — | |
| 12 | $8.6M | 208.9K | 2.08% | — | |
| 13 | $8.5M | 195.4K | 2.05% | — | |
| 14 | $8.3M | 191.6K | 2.00% | — | |
| 15 | $8M | 378.3K | 1.93% | — | |
| 16 | $7.3M | 9.5K | 1.75% | — | |
| 17 | $6.7M | 113.7K | 1.62% | — | |
| 18 | $5.7M | 37.0K | 1.38% | — | |
| 19 | $5.4M | 17.9K | 1.31% | — | |
| 20 | $4.9M | 68.2K | 1.18% | — |