account_balance
Investment manager · 13F filer · SEC CIK 1728778
Landmark Wealth Management, LLC
Reported value$415Mas of Sep 30, 2026
Positions157 11 new, 5 sold out
Top 10 weight46.5%VOO alone is 16%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
16.3%
HFXINylim ETF Tr
5.1%Added +15%
NOBLProshares Tr
5.1%
VFLOVictory Portfolios II
4.7%Trimmed −12%
PYLDPimco ETF Tr
3.0%Added +69%
JCPBJ P Morgan Exchange Traded F
2.8%Added +4%
IJRiShares Tr
2.6%
TOTRT Rowe Price Exchange-Traded
2.4%Added +3%
VIGIVanguard Whitehall FDS
2.3%Trimmed −20%
VPLSVanguard Malvern FDS
2.3%
IJHiShares Tr
2.1%Added +3%
FIXDFirst Tr Exchng Traded Fd Vi
2.1%Added +3%
VOOVanguard Index FDS
16.3%
HFXINylim ETF Tr
5.1%Added +15%
NOBLProshares Tr
5.1%
VFLOVictory Portfolios II
4.7%Trimmed −12%
PYLDPimco ETF Tr
3.0%
JCPBJ P Morgan Exchange Traded F
2.8%
IJR2.6%
TOTR2.4%
VIGI2.3%
VPLS2.3%
IJH2.1%
FIXD2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 16.3% Held
HFXI Nylim ETF Tr 5.1% Added +15%
NOBL Proshares Tr 5.1% Held
VFLO Victory Portfolios II 4.7% Trimmed −12%
PYLD Pimco ETF Tr 3.0% Added +69%
JCPB J P Morgan Exchange Traded F 2.8% Added +4%
IJR iShares Tr 2.6% Held
TOTR T Rowe Price Exchange-Traded 2.4% Added +3%
VIGI Vanguard Whitehall FDS 2.3% Trimmed −20%
VPLS Vanguard Malvern FDS 2.3% Added +4%
IJH iShares Tr 2.1% Added +3%
FIXD First Tr Exchng Traded Fd Vi 2.1% Added +3%
What changed
Biggest moves since Jun 30, 2026
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