Landmark Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Melville, NY
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$261,320
Net value change ($000)
+9,473 (3.8%)
New positions
4
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VOO 5,311 13.1%
PYLD 2,202 63.4%
HFXI 1,676 15.8%
VCRM 484 NEW
VPLS 416 6.1%
TOTR 415 5.9%
JCPB 409 5.1%
FIXD 367 5.8%
FBND 366 6.4%
CGCP 360 6.4%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -1,446 -76.9%
NOBL -1,440 -7.9%
VFLO -1,227 -7.9%
VIGI -732 -7.0%
DFNM -492 -24.4%
SLYV -212 -100.0%
HMOP -164 -7.2%
IWB -150 -11.8%
MMIN -63 -11.3%
VIG -53 -1.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type