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Latest Landmark Wealth Management, LLC Stock Portfolio

$417Million | No. of Holdings #151

Landmark Wealth Management, LLC Performance

2026 Q2+3.50%
YTD+2.77%
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 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Landmark Wealth Management, LLC reported an equity portfolio of $417.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Landmark Wealth Management, LLC are VB, BZQ, MDCP. The fund has invested 15.6% 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 FLAGSTAR BANK NATIONAL ASSOC (NYCB) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), NVIDIA CORPORATION (NVDA) and SPDR SERIES TRUST (BIL). Landmark Wealth Management, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, SCHWAB STRATEGIC TR (FNDA) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and PROSHARES TR (BZQ).
Landmark Wealth Management, LLC Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$417Million
  as of Aug 10, 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 3.5% in the last quarter. In trailing 12 months, it's portfolio return was 8.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
j p morgan exchange traded f425,953
schwab strategic tr223,605
eli lilly & co221,895
vaneck etf trust209,169
New stocks bought by Landmark Wealth Management, LLC

Additions

Ticker% Inc.
ishares tr300
vanguard index fds292
proshares tr110
rtx corporation48.43
j p morgan exchange traded f45.06
vanguard mun bd fds40.02
citigroup inc30.95
altria group inc29.23
Additions to existing portfolio by Landmark Wealth Management, LLC

Reductions

Ticker% Reduced
oracle corp-24.61
nvidia corporation-17.26
spdr series trust-16.25
invesco exch traded fd tr ii-9.11
jpmorgan chase & co-8.51
vanguard index fds-7.13
spdr series trust-6.44
petroleo brasileiro s a-6.25
Landmark Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
flagstar bank national assoc-494,968
Landmark Wealth Management, LLC got rid off the above stocks

Sector Distribution

Landmark Wealth Management, LLC has about 86.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
Sector%
Others86.3
Technology3.8
Financial Services2.6
Industrials2.1
Healthcare1.9

Market Cap. Distribution

Landmark Wealth Management, LLC has about 13.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.3
MEGA-CAP9.3
LARGE-CAP4.2

Stocks belong to which Index?

About 13.5% of the stocks held by Landmark Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others86.5
S&P 50013.5
Top 5 Winners (%)%
INTC
intel corp
216.3 %
GLW
corning inc
87.9 %
NOK
nokia corp
65.2 %
TXN
texas instrs inc
53.5 %
CAT
caterpillar inc
50.2 %
Top 5 Winners ($)$
VB
vanguard index fds
8.5 M
MDCP
victory portfolios ii
2.8 M
INTC
intel corp
2.3 M
AGGP
new york life investments et
2.2 M
IJR
ishares tr
1.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.7 %
IJR
ishares tr
-60.4 %
BZQ
proshares tr
-39.6 %
T
at&t inc
-28.6 %
PBR
petroleo brasileiro s a
-21.4 %
Top 5 Losers ($)$
BZQ
proshares tr
-14.7 M
VB
vanguard index fds
-3.0 M
IJR
ishares tr
-1.1 M
XOM
exxon mobil corp
-0.3 M
CWI
spdr index shs fds
-0.3 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 151 stocks in it's portfolio. About 45.4% of the portfolio is in top 10 stocks. BZQ proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Landmark Wealth Management, LLC last quarter.

$417.88MTotal Value
152Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Landmark Wealth Management, LLC, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Landmark Wealth Management, LLC's holding in Ishares Tr over time
0.13%8,372
$556.3K
0.13%
increased 1.7 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Landmark Wealth Management, LLC's holding in Alps Etf Tr over time
0.08%12,496
$325.4K
0.08%
increased 1.35 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Landmark Wealth Management, LLC's holding in Ishares Tr over time
0.06%3,221
$244.1K
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
0.69%57,033
$2.90M
0.69%
increased 9.8 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Landmark Wealth Management, LLC's holding in American Centy Etf Tr over time
0.19%17,293
$805.6K
0.19%
increased 0.65 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Landmark Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.05%2,012
$209.2K
0.05%
new position
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
2.11%202,601
$8.84M
2.11%
increased 7.81 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
4.52%496,162
$18.90M
4.52%
increased 1.35 percentadded
ALTS
Proshares Tr

Proshares Tr

ALTS
Landmark Wealth Management, LLC's holding in Proshares Tr over time
1.25%67,861
$5.23M
1.25%
increased 2.89 percentadded
ALTS
Proshares Tr

Proshares Tr

ALTS
Landmark Wealth Management, LLC's holding in Proshares Tr over time
0.93%42,336
$3.88M
0.93%
increased 5.45 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Landmark Wealth Management, LLC's holding in Ishares Tr over time
0.06%3,850
$267.6K
0.06%
increased 10.16 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Landmark Wealth Management, LLC's holding in Ishares Tr over time
0.06%2,609
$254.6K
0.06%
decreased 4.43 percentreduced
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
1.23%16,893
$5.12M
1.23%
decreased 9.11 percentreduced
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
2.77%246,133
$11.55M
2.77%
increased 9.2 percentadded