Landmark Wealth Management, LLC: 13F holdings
CIK 17287782026Q2
| Positions | 151 |
|---|
| Reported value | $417.9m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 151 (+3 vs prior quarter) |
|---|
| Reported value | $417.9m (+11.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 95,047 | $65.3m | 15.6% |
| NOBL PROSHARES TR | 398,540 | $22.4m | 5.4% |
| ACT VICTORY PORTFOLIOS II | 431,865 | $19.8m | 4.7% |
| HFXI NEW YORK LIFE INVESTMENTS ET | 496,162 | $18.9m | 4.5% |
| VIGI VANGUARD WHITEHALL FDS | 129,206 | $12.1m | 2.9% |
| IJR ISHARES TR | 78,089 | $11.6m | 2.8% |
| JCPB J P MORGAN EXCHANGE TRADED F | 246,133 | $11.6m | 2.8% |
| T ROWE PRICE EXCHANGE-TRADED | 247,447 | $9.9m | 2.4% |
| VPLS VANGUARD MALVERN FDS | 121,511 | $9.4m | 2.3% |
| IJH ISHARES TR | 116,576 | $9.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1728778")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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