Landmark Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Melville, NY
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
85
Total value ($000)
$251,847
Net value change ($000)
+16,999 (7.2%)
New positions
2
Sold out positions
4
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PYLD 3,473 NEW
VOO 2,008 5.2%
NOBL 954 5.5%
VFLO 927 6.3%
HFXI 810 8.3%
VIGI 549 5.6%
FMB 528 22.5%
AAPL 484 22.9%
IJR 464 6.6%
CGMU 463 17.6%
Top Reduces (Value $000, Stocks/ETFs)
TAFM -497 -100.0%
JHMU -349 -61.2%
GMUB -286 -33.1%
AOR -246 -100.0%
AOA -245 -100.0%
EVIM -234 -100.0%
MMIN -194 -25.9%
INMU -84 -7.9%
MINO -75 -7.6%
MBND -62 -4.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type