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Latest Landmark Wealth Management, LLC Stock Portfolio

$373Million | No. of Holdings #148

Landmark Wealth Management, LLC Performance

2026 Q1-0.71%
YTD-0.71%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$373Million
  as of Apr 29, 2026

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 corp2,690,460
jpmorgan chase & co2,278,150
merck & co inc1,676,540
citigroup inc1,648,870
corning inc1,538,260
freeport mcmoran inc1,499,600
ford mtr co1,390,880
ge vernova inc1,248,250
New stocks bought by Landmark Wealth Management, LLC

Additions

Ticker% Inc.
microsoft corp447
exxon mobil corp250
berkshire hathaway inc del228
vanguard instl index fd175
alphabet inc157
vanguard mun bd fds131
state str spdr s&p 500 etf t87.43
ishares tr70.81
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.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Industrials
Sector%
Others87
Technology2.9
Financial Services2.6
Healthcare2
Industrials1.8

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87
MEGA-CAP8.7
LARGE-CAP4

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.

  • Others
  • S&P 500
Index%
Others87.3
S&P 50012.7
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.

$373.45MTotal Value
149Positions
29 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Landmark Wealth Management, LLC, last reported on 29 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Landmark Wealth Management, LLC's holding in Ishares Tr over time
0.13%8,232
$487.3K
0.13%
increased 19.36 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Landmark Wealth Management, LLC's holding in Alps Etf Tr over time
0.09%12,330
$318.5K
0.09%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Landmark Wealth Management, LLC's holding in Ishares Tr over time
0.06%3,206
$225.0K
0.06%
increased 0.47 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Landmark Wealth Management, LLC's holding in American Centy Etf Tr over time
0.7%51,941
$2.60M
0.7%
increased 23.11 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Landmark Wealth Management, LLC's holding in American Centy Etf Tr over time
0.21%17,181
$786.8K
0.21%
increased 0.63 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Landmark Wealth Management, LLC's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Landmark Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
2.19%187,923
$8.19M
2.19%
increased 23.98 percentadded
AGGP
New York Life Investments Et

New York Life Investments Et

AGGP
Landmark Wealth Management, LLC's holding in New York Life Investments Et over time
4.4%489,573
$16.44M
4.4%
increased 29.47 percentadded
ALTS
Proshares Tr

Proshares Tr

ALTS
Landmark Wealth Management, LLC's holding in Proshares Tr over time
1.22%65,954
$4.54M
1.22%
increased 25.89 percentadded
ALTS
Proshares Tr

Proshares Tr

ALTS
Landmark Wealth Management, LLC's holding in Proshares Tr over time
0.93%40,148
$3.47M
0.93%
increased 25.84 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Landmark Wealth Management, LLC's holding in Ishares Tr over time
0.06%2,730
$241.6K
0.06%
new position
AOA
Ishares Tr

Ishares Tr

AOA
Landmark Wealth Management, LLC's holding in Ishares Tr over time
0.06%3,495
$224.9K
0.06%
new position
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Landmark Wealth Management, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
1.18%18,587
$4.42M
1.18%
increased 33.97 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Landmark Wealth Management, LLC's holding in J P Morgan Exchange Traded F over time
2.84%225,397
$10.61M
2.84%
increased 26.42 percentadded