Landmark Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Melville, NY
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$415,090
Net value change ($000)
-2,785 (-0.7%)
New positions
13
Sold out positions
7
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PYLD 4,746 61.6%
VOO 2,473 3.8%
HFXI 2,352 12.4%
XOM 1,610 NEW
TAXE 1,354 537.3%
INTM 1,203 NEW
MINO 1,038 86.9%
VTEB 1,027 NEW
PMIO 1,014 240.9%
FCX 847 52.8%
Top Reduces (Value $000, Stocks/ETFs)
WABF -5,013 -100.0%
VIGI -2,331 -19.3%
JMUB -1,872 -41.2%
FMB -1,631 -44.2%
MBND -1,539 -100.0%
CGMU -1,422 -33.1%
XOM -1,357 -100.0%
NOBL -1,238 -5.5%
DFNM -1,164 -67.4%
GLW -1,150 -39.8%
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