13F Insight
DOSSIER · 13F-HR · Q1 2026

Landmark Wealth Management, LLC

$373M in tracked AUM across 148 positions as of Q1 2026.

LW
CIK 0001728778 · last filed Mar 31, 2026
Total AUM
$373M
as of Q1 2026
Holdings
148
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Landmark Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$57M95K15.3%02
NOBL
PROSHARES TR
$20M189K5.4%03
VFLO
VICTORY PORTFOLIOS II
$18M451K4.8%04
HFXI
NEW YORK LIFE INVESTMENTS ET
$16M490K4.4%05
VIGI
VANGUARD WHITEHALL FDS
$11M125K3.0%06
JCPB
J P MORGAN EXCHANGE TRADED F
$11M225K2.8%07
IJR
ISHARES TR
$10M79K2.6%08
TOTR
T ROWE PRICE ETF INC
$9M228K2.5%09
VPLS
VANGUARD MALVERN FDS
$9M116K2.4%10
FIXD
FIRST TR EXCHNG TRADED FD VI
$8M188K2.2%

Filing history

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 positionsLocked2023Q2Jun 30
$113M▼ 37.2%
40 positionsLocked
Showing 12 of 18