13F Insight
DOSSIER · 13F-HR · Q2 2026

Landmark Wealth Management, LLC

$418M in tracked AUM across 151 positions as of Q2 2026.

LW
CIK 0001728778 · last filed Jun 30, 2026
Total AUM
$418M
as of Q2 2026
Holdings
151
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Landmark Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$65M95K15.6%02
NOBL
PROSHARES TR
$22M399K5.4%03
VFLO
VICTORY PORTFOLIOS II
$20M432K4.7%04
HFXI
NEW YORK LIFE INVESTMENTS ET
$19M496K4.5%05
VIGI
VANGUARD WHITEHALL FDS
$12M129K2.9%06
IJR
ISHARES TR
$12M78K2.8%07
JCPB
J P MORGAN EXCHANGE TRADED F
$12M246K2.8%08
TOTR
T ROWE PRICE EXCHANGE-TRADED
$10M247K2.4%09
VPLS
VANGUARD MALVERN FDS
$9M122K2.3%10
IJH
ISHARES TR
$9M117K2.2%

Filing history

2026Q2Jun 30
$418M▲ 11.9%
151 positionsView →2026Q1Mar 31
$373M▲ 42.9%
148 positionsView →2025Q4Dec 31
$261M▲ 3.7%
88 positionsView →2025Q3Sep 30
$252M▲ 7.2%
85 positionsView →2025Q2Jun 30
$235M▲ 3.6%
87 positionsLocked2025Q1Mar 31
$227M▲ 0.5%
75 positionsLocked2024Q4Dec 31
$226M▼ 1.8%
75 positionsLocked2024Q3Sep 30
$230M▲ 78.9%
76 positionsLocked2024Q2Jun 30
$128M▼ 40.6%
49 positionsLocked2024Q1Mar 31
$216M▲ 6.3%
72 positionsLocked2023Q4Dec 31
$203M▲ 15.5%
74 positionsLocked2023Q3Sep 30
$176M▲ 55.9%
72 positionsLocked
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