Landmark Wealth Management, LLC
CIK: 0001728778SEC EDGAR →
Portfolio Value
$261K
Holdings
88
As of
Q4 2025
New Positions
88
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PROSHARES TR | 160,623 | $16.7M | 6396.40% |
| 2 | VICTORY PORTFOLIOS II | 363,627 | $14.3M | 5479.51% |
| 3 | NEW YORK LIFE INVESTMENTS ET | 378,135 | $12.3M | 4695.41% |
| 4 | VANGUARD WHITEHALL FDS | 105,868 | $9.7M | 3704.67% |
| 5 | J P MORGAN EXCHANGE TRADED F | 178,296 | $8.4M | 3230.53% |
| 6 | ISHARES TR | 64,100 | $7.7M | 2947.74% |
| 7 | T ROWE PRICE ETF INC | 181,642 | $7.4M | 2833.32% |
| 8 | VANGUARD MALVERN FDS | 92,040 | $7.2M | 2751.04% |
| 9 | FIRST TR EXCHNG TRADED FD VI | 151,575 | $6.7M | 2570.42% |
| 10 | DOUBLELINE ETF TRUST | 140,901 | $6.5M | 2499.63% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (88)
$16.7M · 161K shares
$14.3M · 364K shares
$12.3M · 378K shares
$9.7M · 106K shares
$8.4M · 178K shares
$7.7M · 64K shares
$7.4M · 182K shares
$7.2M · 92K shares
$6.7M · 152K shares
$6.5M · 141K shares
$6.2M · 93K shares
$6.1M · 133K shares
$6.0M · 265K shares
$5.7M · 213K shares
$4.8M · 90K shares
$4.1M · 29K shares
$3.8M · 75K shares
$3.7M · 146K shares
$3.5M · 14K shares
$3.5M · 52K shares
$3.1M · 115K shares
$2.9M · 57K shares
$2.7M · 32K shares
$2.7M · 12K shares
$2.6M · 59K shares
$2.6M · 10K shares
$2.4M · 64K shares
$2.4M · 45K shares
$2.2M · 36K shares
$2.1M · 54K shares
$2.1M · 42K shares
$2.0M · 32K shares
$2.0M · 95K shares
$1.7M · 5K shares
$1.6M · 6K shares
$1.6M · 64K shares
$1.5M · 32K shares
$1.5M · 54K shares
$1.4M · 17K shares
$1.1M · 3K shares
$1.1M · 4K shares
$1.0M · 42K shares
$929K · 21K shares
$868K · 35K shares
$789K · 17K shares
$722K · 29K shares
$696K · 1K shares
$653K · 4K shares
$646K · 13K shares
$624K · 3K shares
$621K · 23K shares
$566K · 1K shares
$558K · 11K shares
$497K · 2K shares
$497K · 5K shares
$496K · 2K shares
$493K · 21K shares
$484K · 6K shares
$469K · 19K shares
$445K · 5K shares
$441K · 8K shares
$433K · 2K shares
$406K · 10K shares
$392K · 7K shares
$391K · 8K shares
$377K · 4K shares
$375K · 4K shares
$362K · 7K shares
$348K · 5K shares
$340K · 3K shares
$293K · 3K shares
$283K · 6K shares
$262K · 3K shares
$257K · 820 shares
$254K · 4K shares
$250K · 5K shares
$235K · 956 shares
$221K · 3K shares
$217K · 8K shares
$217K · 4K shares
$211K · 2K shares
$206K · 3K shares
$46K · 73K shares
$7K · 10K shares
$1K · 2K shares
$515 · 756 shares
$313 · 624 shares
$286 · 501 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $196.8M | 95.3% |
| Technology | 4 | $4.3M | 2.1% |
| Unknown | 6 | $3.4M | 1.6% |
| Communication Services | 2 | $754K | 0.4% |
| Consumer Cyclical | 1 | $624K | 0.3% |
| Utilities | 1 | $377K | 0.2% |
| Energy | 1 | $340K | 0.2% |