Landmark Wealth Management, LLC
Q3 2026 13F filing
Updated 2 days ago157 disclosed positions worth $415.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $67.8M | 96.7K | 16.32% | — |
| 2 | I NYLIM ETF TR | $21.3M | 571.7K | 5.12% | — |
| 3 | K PROSHARES TR | $21.1M | 390.8K | 5.09% | — |
| 4 | V VICTORY PORTFOLIOS II | $19.5M | 381.1K | 4.70% | — |
| 5 | P PIMCO ETF TR | $12.5M | 490.4K | 3.00% | — |
| 6 | J J P MORGAN EXCHANGE TRADED F | $11.4M | 255.2K | 2.75% | — |
| 7 | E ISHARES TR | $10.8M | 79.1K | 2.59% | — |
| 8 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $9.8M | 255.8K | 2.35% | — |
| 9 | V VANGUARD WHITEHALL FDS | $9.7M | 103.1K | 2.34% | — |
| 10 | V VANGUARD MALVERN FDS | $9.3M | 126.3K | 2.25% | — |
| 11 | E ISHARES TR | $8.6M | 120.2K | 2.08% | — |
| 12 | F FIRST TR EXCHNG TRADED FD VI | $8.6M | 208.9K | 2.08% | — |
| 13 | D DOUBLELINE ETF TRUST | $8.5M | 195.4K | 2.05% | — |
| 14 | F FIDELITY MERRIMACK STR TR | $8.3M | 191.6K | 2.00% | — |
| 15 | C CAPITAL GRP FIXED INCM ETF T | $8M | 378.3K | 1.93% | — |
| 16 | E ISHARES TR | $7.3M | 9.5K | 1.75% | — |
| 17 | V VANGUARD INTL EQUITY INDEX F | $6.7M | 113.7K | 1.62% | — |
| 18 | V VANGUARD INTL EQUITY INDEX F | $5.7M | 37.0K | 1.38% | — |
| 19 | E INVESCO EXCH TRADED FD TR II | $5.4M | 17.9K | 1.31% | — |
| 20 | K PROSHARES TR | $4.9M | 68.2K | 1.18% | — |
| 21 | K PROSHARES TR | $3.7M | 43.0K | 0.90% | — |
| 22 | A APPLE INC | $3.5M | 10.6K | 0.85% | — |
| 23 | F FIRST TR EXCHANGE-TRADED FD | $3.2M | 79.1K | 0.78% | — |
| 24 | B VANGUARD SPECIALIZED FUNDS | $3.2M | 13.7K | 0.77% | — |
| 25 | M MICROSOFT CORP | $3.2M | 6.2K | 0.76% | — |
| 26 | B BANK OF AMER CORP | $3M | 55.2K | 0.72% | — |
| 27 | S SPDR INDEX SHS FDS | $3M | 59.7K | 0.72% | — |
| 28 | S SPDR INDEX SHS FDS | $3M | 40.0K | 0.71% | — |
| 29 | I INTEL CORP | $2.9M | 24.1K | 0.70% | — |
| 30 | C CAPITAL GRP FIXED INCM ETF T | $2.9M | 110.7K | 0.69% | — |
| 31 | P PIMCO ETF TR | $2.7M | 54.7K | 0.65% | — |
| 32 | S SCHWAB STRATEGIC TR | $2.7M | 122.1K | 0.65% | — |
| 33 | J J P MORGAN EXCHANGE TRADED F | $2.7M | 56.0K | 0.64% | — |
| 34 | V VANGUARD TAX-MANAGED FDS | $2.5M | 35.0K | 0.60% | — |
| 35 | C CITIGROUP INC | $2.5M | 19.0K | 0.59% | — |
| 36 | F FREEPORT MCMORAN INC | $2.5M | 35.0K | 0.59% | — |
| 37 | V VANGUARD SCOTTSDALE FDS | $2.4M | 7.0K | 0.58% | — |
| 38 | ? N/A HARTFORD FDS EXCHANGE TRADED | $2.4M | 63.9K | 0.57% | — |
| 39 | J JPMORGAN CHASE & CO | $2.3M | 7.1K | 0.56% | — |
| 40 | V VANGUARD MUN BD FDS | $2.3M | 32.3K | 0.56% | — |
| 41 | P PIMCO ETF TR | $2.2M | 52.4K | 0.54% | — |
| 42 | F FRANKLIN TEMPLETON ETF TR | $2.2M | 94.9K | 0.53% | — |
| 43 | E ISHARES TR | $2.1M | 5.1K | 0.51% | — |
| 44 | ? N/A AMERICAN CENTY ETF TR | $2.1M | 43.9K | 0.50% | — |
| 45 | F FIRST TR EXCH TRADED FD III | $2.1M | 43.1K | 0.50% | — |
| 46 | M MERCK & CO INC | $2M | 13.9K | 0.49% | — |
| 47 | V VANGUARD INDEX FDS | $1.8M | 22.7K | 0.43% | — |
| 48 | G CORNING INC | $1.7M | 11.3K | 0.42% | — |
| 49 | C CISCO SYS INC | $1.7M | 16.1K | 0.42% | — |
| 50 | ? N/A GOLDMAN SACHS ETF TR | $1.7M | 34.9K | 0.41% | — |