StockDriftsStockDriftsTop 50 Landmark Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.62% | 95.0K | $65.3M | -0.46%(-441) | $473.41(+50.54%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 5.36% | 398.5K | $22.4M | +5.23%(+19.81K) | $47.35(+23.22%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 4.73% | 431.9K | $19.8M | -4.18%(-18.84K) | $33.38(+60.91%) | 2026-06-30 | |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 4.52% | 496.2K | $18.9M | +1.35%(+6.59K) | $28.74(+34.19%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.89% | 129.2K | $12.1M | +3.33%(+4.16K) | $79.45(+25.17%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.77% | 78.1K | $11.6M | -0.97%(-766) | $111.45(+34.55%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.76% | 246.1K | $11.6M | +9.20%(+20.74K) | $49.95(-7.48%) | 2026-06-30 | |
| TOTR | T ROWE PRICE EXCHANGE-TRADED | 2.37% | 247.4K | $9.9M | +8.48%(+19.34K) | $41.20(-3.65%) | 2026-06-30 | |
| VPLS | VANGUARD MALVERN FDS | 2.26% | 121.5K | $9.4M | +4.72%(+5.48K) | $77.78(-1.95%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.15% | 116.6K | $9.0M | +0.82%(+946) | $57.90(+35.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.49% | +31.26% | — | — | +16.90% |
| Top 20 Holdings Unweighted | +7.31% | +23.58% | — | — | +9.90% |
Landmark Wealth Management, LLC reports $417.88M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are VOO (15.6%), NOBL (5.4%) and VFLO (4.7%). The top 20 holdings account for 62.49% of reported assets. Its disclosed equity book has returned +31.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Landmark Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1728778). View Landmark Wealth Management, LLC’s 13F filings on SEC