Landmark Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Melville, NY
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$373,445
Net value change ($000)
+112,125 (42.9%)
New positions
61
Sold out positions
1
Turnover %
12.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 11,201 24.4%
HFXI 4,170 34.0%
VFLO 3,474 24.3%
NOBL 3,359 20.1%
BAC 2,690 NEW
JPM 2,278 NEW
JCPB 2,170 25.7%
IJR 2,098 27.2%
VPLS 1,813 25.2%
MSFT 1,807 318.7%
Top Reduces (Value $000, Stocks/ETFs)
MOAT -211 -100.0%
ORCL -86 -19.8%
IWF -69 -9.9%
IVV -58 -0.9%
FMHI -44 -17.5%
MA -29 -10.1%
AMZN -8 -1.3%
EFA -6 -1.3%
ONEQ -6 -1.2%
GWX -3 -0.7%
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