13F Insight
DOSSIER · 13F-HR · Q3 2026

Landmark Wealth Management, LLC

$415M in tracked AUM across 157 positions as of Q3 2026.

LW
CIK 0001728778 · last filed Sep 30, 2026
Total AUM
$415M
as of Q3 2026
Holdings
157
+6 QoQ
positions
Whale Score
55
55
tracked
Activity
127
+13 new, −7 sold
changes this Q
AI Analysis · Q3 2026

Landmark Wealth Management, LLC filed its latest 13F-HR for Q3 2026. 127 position changes this quarter — 13 new, 7 exited, 50 added, 57 trimmed.

Quarter at a glance — Q3 2026

127 material changes this filing.

EXIT
WABFFRANKLIN TEMPLETON ETF TR
-201K sh
$-5M
—
ADD
PYLDPIMCO ETF TR
+200K sh
+$5M
3.0%
ADD
VOOVANGUARD INDEX FDS
+2K sh
+$2M
16.3%
ADD
HFXINYLIM ETF TR
+76K sh
+$2M
5.1%
TRIM
VIGIVANGUARD WHITEHALL FDS
-26K sh
$-2M
2.3%
TRIM
JMUBJ P MORGAN EXCHANGE TRADED F
-34K sh
$-2M
0.6%
TRIM
FMBFIRST TR EXCH TRADED FD III
-29K sh
$-2M
0.5%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$68M97K16.3%02
HFXI
NYLIM ETF TR
$21M572K5.1%03
NOBL
PROSHARES TR
$21M391K5.1%04
VFLO
VICTORY PORTFOLIOS II
$20M381K4.7%05
PYLD
PIMCO ETF TR
$12M490K3.0%06
JCPB
J P MORGAN EXCHANGE TRADED F
$11M255K2.8%07
IJR
ISHARES TR
$11M79K2.6%08
TOTR
T ROWE PRICE EXCHANGE-TRADED
$10M256K2.4%09
VIGI
VANGUARD WHITEHALL FDS
$10M103K2.3%10
VPLS
VANGUARD MALVERN FDS
$9M126K2.3%

Filing history

2026Q3Sep 30
$415M▼ 0.7%
157 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20