Data as of Q4 2025 (Dec 31, 2025)

Landmark Wealth Management, LLC

•CIK: 1728778•Filing: Q4 2025

Landmark Wealth Management, LLC manages $261M across a diversified portfolio of 88 positions. The fund exhibits a significant allocation to core equity exposure, led by VOO at $45.9M. Notable holdings also include NOBL ($16.7M) and VFLO ($14.3M), suggesting a focus on established, large-cap market segments. This concentrated approach balances broad market participation with targeted sector overweighting.

Total AUM
$261.3M
QoQ Performance
+3.8%
Positions
52
Top 10 Concentration
52.2%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
NOBL
VFLO
VOO17.5%
NOBL6.4%
VFLO5.5%
HFXI4.7%
VIGI3.7%
JCPB3.2%
IJR2.9%
TOTR2.8%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+10.4%
17.5% of portfolio
PYLD
PIMCO ETF TR
+64.4%
2.2% of portfolio
HFXI
NEW YORK LIFE INVESTMENTS ET
+10.7%
4.7% of portfolio
VCRM
VANGUARD MUN BD FDS
NEW
0.2% of portfolio
VPLS
VANGUARD MALVERN FDS
+6.8%
2.8% of portfolio

📉 Biggest Sells

VFLO
VICTORY PORTFOLIOS II
-12.3%
5.5% of portfolio
NOBL
PROSHARES TR
-8.8%
6.4% of portfolio
VIGI
VANGUARD WHITEHALL FDS
-8.9%
3.7% of portfolio
ORCL
ORACLE CORP
-66.7%
0.2% of portfolio
DFNM
DIMENSIONAL ETF TRUST
-24.7%
0.6% of portfolio

Sector Breakdown

Other77.0%
ETF20.3%
Technology1.9%
Consumer0.2%
Financial0.2%
Utilities0.1%
Energy0.1%

🚪 Exited Positionssold since Q3 2025

SLYV
SPDR SERIES TRUST
SOLD
$212.1K

Changes from Q3 2025

NEW4 new positions
↑46 increased
↓31 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO17.5%
VANGUARD INDEX FDS
$45.9M
NOBL6.4%
PROSHARES TR
$16.7M
VFLO5.5%
VICTORY PORTFOLIOS II
$14.3M
HFXI4.7%
NEW YORK LIFE INVESTMENTS ET
$12.3M
VIGI3.7%
VANGUARD WHITEHALL FDS
$9.7M

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