Landmark Wealth Management, LLC
CIK 1728778
13F filing for Q2 2026・No. 4,370
- Holdings
- US$417.88M
- Quarter change
- +US$44.43M
- Entries
- 151
- Net bought (estimate)
- +US$9.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 1
- Cut 40
- Added 80
- Corporate actions 0
- Unchanged 27
Largest holdings
151 stocks worth US$417.88M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 95,047 | US$65.28M | 15.62% |
| PROSHARES TRS&P 500 DV ARIST | AddedSplit 2:1 | 398,540 | US$22.38M | 5.36% |
| VICTORY PORTFOLIOS IISHS FR CA FL ETF | Cut | 431,865 | US$19.76M | 4.73% |
| NEW YORK LIFE INVESTMENTS ETFTSE INTL EQTY C | Added | 496,162 | US$18.9M | 4.52% |
| VANGUARD WHITEHALL FDSINTL DVD ETF | Added | 129,206 | US$12.07M | 2.89% |
| ISHARES TRCORE S&P SCP ETF | Cut | 78,089 | US$11.58M | 2.77% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 246,133 | US$11.55M | 2.76% |
| T ROWE PRICE EXCHANGE-TRADEDTOTAL RETURN ETF | Added | 247,447 | US$9.91M | 2.37% |
| VANGUARD MALVERN FDSCORE-PLUS BD ETF | Added | 121,511 | US$9.43M | 2.26% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 116,576 | US$8.99M | 2.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.