Latest Landmark Wealth Management, LLC Stock Portfolio
About Landmark Wealth Management, LLC and 13F Hedge Fund Stock Holdings
Landmark Wealth Management, LLC is a hedge fund based in MELVILLE, NY. On 15-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $213.4 Millions. In it's latest 13F Holdings report, Landmark Wealth Management, LLC reported an equity portfolio of $251.8 Millions as of 30 Sep, 2025.
The top stock holdings of Landmark Wealth Management, LLC are VB, BZQ, MDCP. The fund has invested 16.1% of it's portfolio in VANGUARD INDEX FDS and 7.2% of portfolio in PROSHARES TR.
The fund managers got completely rid off AB ACTIVE ETFS INC and ISHARES TR (AOA) stocks. They significantly reduced their stock positions in JOHN HANCOCK EXCHANGE TRADED (JHCB), GOLDMAN SACHS ETF TR (GBUY) and NEW YORK LIFE INVTS ACTIVE E (ESGB). Landmark Wealth Management, LLC opened new stock positions in PIMCO ETF TR (BOND) and J P MORGAN EXCHANGE TRADED F. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INSTL INDEX FD, FIDELITY MERRIMACK STR TR (FBND) and AMERICAN CENTY ETF TR (AEMB).
The top stock holdings of Landmark Wealth Management, LLC are VB, BZQ, MDCP. The fund has invested 16.1% of it's portfolio in VANGUARD INDEX FDS and 7.2% of portfolio in PROSHARES TR.
The fund managers got completely rid off AB ACTIVE ETFS INC and ISHARES TR (AOA) stocks. They significantly reduced their stock positions in JOHN HANCOCK EXCHANGE TRADED (JHCB), GOLDMAN SACHS ETF TR (GBUY) and NEW YORK LIFE INVTS ACTIVE E (ESGB). Landmark Wealth Management, LLC opened new stock positions in PIMCO ETF TR (BOND) and J P MORGAN EXCHANGE TRADED F. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INSTL INDEX FD, FIDELITY MERRIMACK STR TR (FBND) and AMERICAN CENTY ETF TR (AEMB).
Landmark Wealth Management, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| pimco etf tr | 3,473,090 |
| j p morgan exchange traded f | 216,201 |
New stocks bought by Landmark Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard instl index fd | 52.18 |
| fidelity merrimack str tr | 32.48 |
| american centy etf tr | 23.94 |
| pimco etf tr | 22.14 |
| mfs active exchange traded f | 21.19 |
| first tr exch traded fd iii | 20.37 |
| capital grp fixed incm etf t | 14.96 |
| j p morgan exchange traded f | 11.88 |
Additions to existing portfolio by Landmark Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| john hancock exchange traded | -61.95 |
| goldman sachs etf tr | -34.41 |
| new york life invts active e | -27.48 |
| pgim etf tr | -19.13 |
| fidelity comwlth tr | -10.6 |
| pimco etf tr | -9.81 |
| blackrock etf trust ii | -9.81 |
| first tr exch traded fd iii | -7.68 |
Landmark Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ab active etfs inc | -497,000 |
| morgan stanley etf trust | -234,000 |
| ishares tr | -246,000 |
| ishares tr | -245,000 |
Landmark Wealth Management, LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 96.9 |
| Technology | 2.3 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 96.9 |
| MEGA-CAP | 2.9 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 96.9 |
| S&P 500 | 3.1 |
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
Last Reported on: 23 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.03 | 10,210 | 2,599,770 | reduced | -0.98 | ||
| AAXJ | ishares tr | 0.16 | 7,021 | 412,294 | added | 3.65 | ||
| ACWF | ishares tr | 0.09 | 3,171 | 215,872 | added | 0.54 | ||
| AEMB | american centy etf tr | 0.74 | 36,959 | 1,856,450 | added | 23.94 | ||
| AEMB | american centy etf tr | 0.33 | 18,337 | 836,212 | reduced | -7.24 | ||
| AFLG | first tr exchng traded fd vi | 2.52 | 142,986 | 6,351,450 | added | 4.49 | ||
| AGGP | new york life investments et | 4.21 | 341,622 | 10,593,700 | added | 2.9 | ||
| ALTS | proshares tr | 1.31 | 49,419 | 3,293,290 | added | 3.31 | ||
| ALTS | proshares tr | 1.04 | 30,623 | 2,613,340 | added | 1.76 | ||
| AMZN | amazon com inc | 0.24 | 2,705 | 593,937 | reduced | -2.35 | ||
| AOA | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AOA | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAB | invesco exch traded fd tr ii | 1.40 | 14,237 | 3,518,160 | reduced | -3.9 | ||
| BBAX | j p morgan exchange traded f | 3.19 | 168,936 | 8,032,890 | added | 4.78 | ||
| BBAX | j p morgan exchange traded f | 1.51 | 75,223 | 3,796,520 | added | 11.88 | ||
| BBAX | j p morgan exchange traded f | 0.10 | 4,327 | 247,074 | added | 0.14 | ||
| BIL | spdr series trust | 0.54 | 17,274 | 1,353,250 | reduced | -0.32 | ||
| BIL | spdr series trust | 0.18 | 7,997 | 457,349 | added | 6.47 | ||
| BIL | spdr series trust | 0.08 | 2,393 | 212,116 | reduced | -7.03 | ||
| BNDW | vanguard scottsdale fds | 0.64 | 5,363 | 1,621,370 | reduced | -0.57 | ||