Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Landmark Wealth Management, LLC (CIK 1728778) reported $373.4M across 148 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($57.1M, 15.28%), NOBL ($20.1M, 5.38%), VFLO ($17.8M, 4.76%), HFXI ($16.4M, 4.40%), VIGI ($11.1M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $57.1M | 15.28% | 95,488 | Added |
| 2 | NOBL | PROSHARES TR | $20.1M | 5.38% | 189,366 | Added |
| 3 | VFLO | VICTORY PORTFOLIOS II | $17.8M | 4.76% | 450,707 | Added |
| 4 | HFXI | NEW YORK LIFE INVESTMENTS ET | $16.4M | 4.40% | 489,573 | Added |
| 5 | VIGI | VANGUARD WHITEHALL FDS | $11.1M | 2.96% | 125,044 | Added |
| 6 | JCPB | J P MORGAN EXCHANGE TRADED F | $10.6M | 2.84% | 225,397 | Added |
| 7 | IJR | ISHARES TR | $9.8M | 2.62% | 78,855 | Added |
| 8 | TOTR | T ROWE PRICE ETF INC | $9.2M | 2.46% | 228,105 | Added |
| 9 | VPLS | VANGUARD MALVERN FDS | $9.0M | 2.41% | 116,034 | Added |
| 10 | FIXD | FIRST TR EXCHNG TRADED FD VI | $8.2M | 2.19% | 187,923 | Added |
| 11 | DBND | DOUBLELINE ETF TRUST | $8.1M | 2.18% | 177,470 | Added |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $7.9M | 2.12% | 173,139 | Added |
| 13 | IJH | ISHARES TR | $7.8M | 2.09% | 115,630 | Added |
| 14 | CGCP | CAPITAL GRP FIXED INCM ETF T | $7.6M | 2.02% | 338,426 | Added |
| 15 | PYLD | PIMCO ETF TR | $7.1M | 1.90% | 271,064 | Added |
| 16 | IVV | ISHARES TR | $6.6M | 1.76% | 10,063 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $6.0M | 1.62% | 111,763 | Added |
| 18 | VSS | VANGUARD INTL EQUITY INDEX F | $5.1M | 1.36% | 34,852 | Added |
| 19 | WABF | FRANKLIN TEMPLETON ETF TR | $4.7M | 1.25% | 186,163 | Added |
| 20 | SMDV | PROSHARES TR | $4.5M | 1.21% | 65,954 | Added |
| 21 | JMUB | J P MORGAN EXCHANGE TRADED F | $4.5M | 1.20% | 89,707 | Added |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | $4.4M | 1.18% | 18,587 | Added |
| 23 | CGMU | CAPITAL GRP FIXED INCM ETF T | $4.0M | 1.08% | 148,327 | Added |
| 24 | REGL | PROSHARES TR | $3.5M | 0.93% | 40,148 | Added |
| 25 | FMB | FIRST TR EXCH TRADED FD III | $3.4M | 0.90% | 66,475 | Added |
Source: SEC Form 13F filings · as of 2026-03-31