Landmark Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Melville, NY
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$417,875
Net value change ($000)
+44,430 (11.9%)
New positions
4
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,220 14.4%
HFXI 2,459 15.0%
NOBL 2,307 11.5%
INTC 2,296 216.4%
VFLO 1,964 11.0%
IJR 1,779 18.1%
GLW 1,352 87.9%
IJH 1,181 15.1%
C 1,016 61.6%
VIGI 1,004 9.1%
Top Reduces (Value $000, Stocks/ETFs)
FLG -495 -100.0%
XOM -327 -19.4%
T -277 -28.6%
PBR -224 -27.0%
LMT -162 -15.7%
SHEL -155 -16.7%
BP -149 -21.4%
PFE -126 -14.3%
GNR -113 -3.9%
ORCL -87 -25.0%
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