Latest Landmark Wealth Management, LLC Stock Portfolio

Landmark Wealth Management, LLC Performance:

2026 Q1: -0.71%YTD: -0.71%2025: 9.76%

Performance for 2026 Q1 is -0.71%, and YTD is -0.71%, and 2025 is 9.76%.

About Landmark Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Landmark Wealth Management, LLC is a hedge fund based in Melville, NY. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Landmark Wealth Management, LLC reported an equity portfolio of $373.4 Millions as of 31 Mar, 2026.

The top stock holdings of Landmark Wealth Management, LLC are VB, BZQ, MDCP. The fund has invested 15.3% of it's portfolio in VANGUARD INDEX FDS and 5.4% of portfolio in PROSHARES TR.

The fund managers got completely rid off VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in FIRST TR EXCH TRADED FD III (FCAL), SPDR INDEX SHS FDS (CWI) and ISHARES TR (IJR). Landmark Wealth Management, LLC opened new stock positions in BANK AMERICA CORP (BAC), JPMORGAN CHASE & CO (JPM) and MERCK & CO INC (MRK). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), EXXON MOBIL CORP (XOM) and BERKSHIRE HATHAWAY INC DEL.

Landmark Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Landmark Wealth Management, LLC made a return of -0.71% in the last quarter. In trailing 12 months, it's portfolio return was 9.73%.

Performance
S&P 500

New Buys

Ticker	$ Bought
bank america corp	2,690,460
jpmorgan chase & co	2,278,150
merck & co inc	1,676,540
citigroup inc	1,648,870
corning inc	1,538,260
freeport mcmoran inc	1,499,600
ford mtr co	1,390,880
ge vernova inc	1,248,250

New stocks bought by Landmark Wealth Management, LLC

Additions

Ticker	% Inc.
microsoft corp	447
exxon mobil corp	250
berkshire hathaway inc del	228
vanguard instl index fd	175
alphabet inc	157
vanguard mun bd fds	131
state str spdr s&p 500 etf t	87.43
ishares tr	70.81

Additions to existing portfolio by Landmark Wealth Management, LLC

Reductions

Ticker	% Reduced
first tr exch traded fd iii	-16.94
spdr index shs fds	-3.99
ishares tr	-2.46

Landmark Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vaneck etf trust	-211,160

Landmark Wealth Management, LLC got rid off the above stocks

Sector Distribution

Landmark Wealth Management, LLC has about 87% of it's holdings in Others sector.

Sector	%
Others	87
Technology	2.9
Financial Services	2.6
Healthcare	2
Industrials	1.8

Market Cap. Distribution

Landmark Wealth Management, LLC has about 12.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	87
MEGA-CAP	8.7
LARGE-CAP	4

Stocks belong to which Index?

About 12.7% of the stocks held by Landmark Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	87.3
S&P 500	12.7

Top 5 Winners (%)		%
XOM	exxon mobil corp	23.0 %
CWI	spdr index shs fds	22.7 %
CWI	spdr index shs fds	19.3 %
ECLN	first tr exchange-traded fd	14.3 %
ED	consolidated edison inc	13.9 %

Top 5 Winners ($)		$
AGGP	new york life investments et	0.5 M
CWI	spdr index shs fds	0.5 M
ECLN	first tr exchange-traded fd	0.4 M
BZQ	proshares tr	0.3 M
XOM	exxon mobil corp	0.3 M

Top 5 Losers (%)		%
ORCL	oracle corp	-24.0 %
MSFT	microsoft corp	-15.3 %
MA	mastercard incorporated	-12.3 %
IJR	ishares tr	-9.9 %
AMZN	amazon com inc	-9.4 %

Top 5 Losers ($)		$
VB	vanguard index fds	-2.5 M
MSFT	microsoft corp	-0.4 M
VIGI	vanguard whitehall fds	-0.3 M
IJR	ishares tr	-0.3 M
BAB	invesco exch traded fd tr ii	-0.2 M

Landmark Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Landmark Wealth Management, LLC

Landmark Wealth Management, LLC has 148 stocks in it's portfolio. About 45.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AGGP was the most profitable stock for Landmark Wealth Management, LLC last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.75	11,015	2,795,420	added	13.77

AAXJ	ishares tr	0.13	8,232	487,253	added	19.36

ABBV	abbvie inc	0.32	5,447	1,184,760	new

ACES	alps etf tr	0.09	12,330	318,538	new

ACWF	ishares tr	0.06	3,206	225,030	added	0.47

AEMB	american centy etf tr	0.70	51,941	2,599,630	added	23.11

AEMB	american centy etf tr	0.21	17,181	786,826	added	0.63

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AFLG	first tr exchng traded fd vi	2.19	187,923	8,191,570	added	23.98

AGGP	new york life investments et	4.40	489,573	16,439,900	added	29.47

ALTS	proshares tr	1.22	65,954	4,536,960	added	25.89

ALTS	proshares tr	0.93	40,148	3,469,180	added	25.84

AMGN	amgen inc	0.17	1,780	626,293	new

AMZN	amazon com inc	0.16	2,959	616,271	added	9.39

AOA	ishares tr	0.06	2,730	241,592	new

AOA	ishares tr	0.06	3,495	224,902	new

BA	boeing co	0.20	3,651	726,659	new

BAB	invesco exch traded fd tr ii	1.18	18,587	4,416,690	added	33.97

BAC	bank america corp	0.72	55,189	2,690,460	new

BBAX	j p morgan exchange traded f	2.84	225,397	10,611,700	added	26.42