StockDriftsStockDriftsTop 50 Landmark Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.28% | 95.5K | $57.1M | +30.59%(+22.36K) | $473.41(+44.15%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 5.38% | 189.4K | $20.1M | +17.89%(+28.74K) | $93.98(+12.86%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 4.76% | 450.7K | $17.8M | +23.95%(+87.08K) | $33.38(+28.04%) | 2026-03-31 | |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 4.4% | 489.6K | $16.4M | +29.47%(+111.44K) | $28.65(+29.33%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.96% | 125.0K | $11.1M | +18.11%(+19.18K) | $79.10(+17.38%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.84% | 225.4K | $10.6M | +26.42%(+47.10K) | $50.23(-6.88%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.62% | 78.9K | $9.8M | +23.02%(+14.76K) | $111.45(+21.38%) | 2026-03-31 | |
| TOTR | T ROWE PRICE ETF INC | 2.46% | 228.1K | $9.2M | +25.58%(+46.46K) | $41.29(-2.84%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 2.41% | 116.0K | $9.0M | +26.07%(+23.99K) | $77.80(-0.57%) | 2026-03-31 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 2.19% | 187.9K | $8.2M | +23.98%(+36.35K) | $48.83(-10.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.87% | +25.52% |
| Top 20 Holdings Unweighted | +5.96% | +18.96% |
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