Landmark Wealth Management, LLC 13F Holdings · Q2 2026
Landmark Wealth Management, LLC reported 151 securities worth $417.88M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (15.62%), NOBL (5.36%), VFLO (4.73%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $65.3M | 15.62% | 95,047 | Trimmed |
| 2 | NOBL | PROSHARES TR | $22.4M | 5.36% | 398,540 | Added |
| 3 | VFLO | VICTORY PORTFOLIOS II | $19.8M | 4.73% | 431,865 | Trimmed |
| 4 | HFXI | NEW YORK LIFE INVESTMENTS ET | $18.9M | 4.52% | 496,162 | Added |
| 5 | VIGI | VANGUARD WHITEHALL FDS | $12.1M | 2.89% | 129,206 | Added |
| 6 | IJR | ISHARES TR | $11.6M | 2.77% | 78,089 | Trimmed |
| 7 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.6M | 2.76% | 246,133 | Added |
| 8 | TOTR | T ROWE PRICE EXCHANGE-TRADED | $9.9M | 2.37% | 247,447 | Added |
| 9 | VPLS | VANGUARD MALVERN FDS | $9.4M | 2.26% | 121,511 | Added |
| 10 | IJH | ISHARES TR | $9.0M | 2.15% | 116,576 | Added |
| 11 | FIXD | FIRST TR EXCHNG TRADED FD VI | $8.8M | 2.11% | 202,601 | Added |
| 12 | DBND | DOUBLELINE ETF TRUST | $8.5M | 2.04% | 186,581 | Added |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $8.3M | 1.99% | 183,181 | Added |
| 14 | CGCP | CAPITAL GRP FIXED INCM ETF T | $8.2M | 1.96% | 368,062 | Added |
| 15 | PYLD | PIMCO ETF TR | $7.7M | 1.84% | 290,580 | Added |
| 16 | IVV | ISHARES TR | $7.3M | 1.75% | 9,785 | Trimmed |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $6.6M | 1.59% | 111,203 | Trimmed |
| 18 | VSS | VANGUARD INTL EQUITY INDEX F | $5.5M | 1.31% | 35,565 | Added |
| 19 | SMDV | PROSHARES TR | $5.2M | 1.25% | 67,861 | Added |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $5.1M | 1.22% | 16,893 | Trimmed |
| 21 | WABF | FRANKLIN TEMPLETON ETF TR | $5.0M | 1.20% | 200,579 | Added |
| 22 | JMUB | J P MORGAN EXCHANGE TRADED F | $4.5M | 1.09% | 89,609 | Trimmed |
| 23 | CGMU | CAPITAL GRP FIXED INCM ETF T | $4.3M | 1.03% | 156,284 | Added |
| 24 | REGL | PROSHARES TR | $3.9M | 0.93% | 42,336 | Added |
| 25 | FMB | FIRST TR EXCH TRADED FD III | $3.7M | 0.88% | 71,872 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR