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Filers›Family Office›Landmark Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Landmark Wealth Management, LLC

Landmark Wealth's family office based in Greenwich, CT — $373M in tracked AUM across 148 positions as of Q1 2026.

LW
Landmark Wealth·Greenwich, CT·Family Office
CIK 0001728778 · last filed Mar 31, 2026
Total AUM
$373M
▲ 4.9%
vs prior
Holdings
148
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
17% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Landmark
haiku-4-5 · 148 positions indexed
Sector mix
  • Financials17%
  • Health Care6%
  • Cons. Disc.25%
  • Communications13%
  • Industrials48%
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