Latest Landmark Wealth Management, LLC Stock Portfolio

Landmark Wealth Management, LLC Performance:

2025 Q4: 1.2%YTD: 9.76%2024: -0.59%

Performance for 2025 Q4 is 1.2%, and YTD is 9.76%, and 2024 is -0.59%.

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

Landmark Wealth Management, LLC is a hedge fund based in Melville, NY. On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Landmark Wealth Management, LLC reported an equity portfolio of $261.3 Millions as of 31 Dec, 2025.

The top stock holdings of Landmark Wealth Management, LLC are VB, BZQ, MDCP. The fund has invested 17.6% of it's portfolio in VANGUARD INDEX FDS and 6.4% of portfolio in PROSHARES TR.

The fund managers got completely rid off SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (IJR). Landmark Wealth Management, LLC opened new stock positions in VANGUARD MUN BD FDS (VTEB), ALPHABET INC (GOOG) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to PIMCO ETF TR (BOND), AMERICAN CENTY ETF TR (AEMB) and NEW YORK LIFE INVESTMENTS ET (AGGP).

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

Our best estimate is that Landmark Wealth Management, LLC made a return of 1.2% in the last quarter. In trailing 12 months, it's portfolio return was 9.76%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard mun bd fds	484,052
alphabet inc	257,316
vaneck etf trust	211,160
spdr index shs fds	206,552

New stocks bought by Landmark Wealth Management, LLC

Additions

Ticker	% Inc.
pimco etf tr	64.37
american centy etf tr	14.16
new york life investments et	10.69
vanguard index fds	10.44
vanguard instl index fd	7.39
vanguard malvern fds	6.84
fidelity merrimack str tr	6.81
capital grp fixed incm etf t	6.74

Additions to existing portfolio by Landmark Wealth Management, LLC

Reductions

Ticker	% Reduced
oracle corp	-66.71
dimensional etf trust	-24.71
ishares tr	-13.75
victory portfolios ii	-12.29
new york life invts active e	-11.7
vanguard whitehall fds	-8.94
proshares tr	-8.82
alphabet inc	-7.83

Landmark Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-212,116

Landmark Wealth Management, LLC got rid off the above stocks

Sector Distribution

Landmark Wealth Management, LLC has about 97.4% of it's holdings in Others sector.

Sector	%
Others	97.4
Technology	1.6

Market Cap. Distribution

Landmark Wealth Management, LLC has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	97.4
MEGA-CAP	2.4

Stocks belong to which Index?

About 2.6% of the stocks held by Landmark Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	97.4
S&P 500	2.6

Top 5 Winners (%)		%
GOOG	alphabet inc	27.6 %
XOM	exxon mobil corp	6.7 %
AAPL	apple inc	6.6 %
AMZN	amazon com inc	5.1 %
CWI	spdr index shs fds	5.0 %

Top 5 Winners ($)		$
VB	vanguard index fds	1.0 M
MDCP	victory portfolios ii	0.7 M
AGGP	new york life investments et	0.5 M
VIGI	vanguard whitehall fds	0.2 M
AAPL	apple inc	0.2 M

Top 5 Losers (%)		%
ORCL	oracle corp	-20.5 %
MSFT	microsoft corp	-6.6 %
VB	vanguard index fds	-3.1 %
FNDA	schwab strategic tr	-3.1 %
AAXJ	ishares tr	-3.0 %

Top 5 Losers ($)		$
ORCL	oracle corp	-0.4 M
FNDA	schwab strategic tr	-0.1 M
VTIP	vanguard malvern fds	0.0 M
MSFT	microsoft corp	0.0 M
VEU	vanguard intl equity index f	0.0 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 88 stocks in it's portfolio. About 52.2% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Landmark Wealth Management, LLC last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.01	9,682	2,632,270	reduced	-5.17

AAXJ	ishares tr	0.15	6,897	392,861	reduced	-1.77

ACWF	ishares tr	0.09	3,191	221,537	added	0.63

AEMB	american centy etf tr	0.81	42,192	2,125,630	added	14.16

AEMB	american centy etf tr	0.30	17,073	789,467	reduced	-6.89

AFK	vaneck etf trust	0.08	2,039	211,160	new

AFLG	first tr exchng traded fd vi	2.57	151,575	6,717,820	added	6.01

AGGP	new york life investments et	4.70	378,135	12,270,500	added	10.69

ALTS	proshares tr	1.32	52,392	3,462,060	added	6.02

ALTS	proshares tr	1.03	31,903	2,686,890	added	4.18

AMZN	amazon com inc	0.24	2,705	624,368	unchanged	0.00

BAB	invesco exch traded fd tr ii	1.34	13,874	3,509,100	reduced	-2.55

BBAX	j p morgan exchange traded f	3.23	178,296	8,442,310	added	5.54

BBAX	j p morgan exchange traded f	1.45	75,039	3,789,460	reduced	-0.24

BBAX	j p morgan exchange traded f	0.10	4,439	254,108	added	2.59

BIL	spdr series trust	0.54	17,466	1,401,100	added	1.11

BIL	spdr series trust	0.17	7,629	441,767	reduced	-4.6

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BNDW	vanguard scottsdale fds	0.64	5,391	1,666,000	added	0.52

BOND	pimco etf tr	2.17	212,697	5,674,770	added	64.37