Landmark Wealth Management, LLC holds a focused book of 151 stocks worth $417.9M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened JPM Nasdaq Equity Premium and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Landmark Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $78.9B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.1B |
| JPMORGAN CHASE & CO | 77 / 80 | $349.3B |
| LPL Financial LLC | 77 / 80 | $76.1B |
| NewEdge Advisors, LLC | 75 / 80 | $8.8B |
| Integrated Wealth Concepts LLC | 75 / 80 | $3.9B |
| MORGAN STANLEY | 74 / 80 | $401.8B |
| UBS Group AG | 74 / 80 | $109.4B |
Ranked by how many of Landmark Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $65.3M | 95.0K | 15.6% | ▼−0.5% Reduced · −441 sh | |
| 2 | Proshares TR S&P 500 DV ARIST | $22.4M | 398.5K | 5.4% | ▲+110% Added · +209K sh | |
| 3 | Victory Portfolios II SHS FR CA FL ETF | $19.8M | 431.9K | 4.7% | ▼−4.2% Reduced · −19K sh | |
| 4 | New York Life Investments Et FTSE INTL EQTY C | $18.9M | 496.2K | 4.5% | ▲+1.3% Added · +7K sh | |
| 5 | Vanguard Whitehall FDS INTL DVD ETF | $12.1M | 129.2K | 2.9% | ▲+3.3% Added · +4K sh | |
| 6 | Ishares TR CORE S&P SCP ETF | $11.6M | 78.1K | 2.8% | ▼−1.0% Reduced · −766 sh | |
| 7 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $11.6M | 246.1K | 2.8% | ▲+9.2% Added · +21K sh | |
| 8 | T Rowe Price Exchange-Traded TOTAL RETURN ETF | $9.9M | 247.4K | 2.4% | ▲+8.5% Added · +19K sh | |
| 9 | Vanguard Malvern FDS CORE-PLUS BD ETF | $9.4M | 121.5K | 2.3% | ▲+4.7% Added · +5K sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $9.0M | 116.6K | 2.2% | ▲+0.8% Added · +946 sh | |
| 11 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $8.8M | 202.6K | 2.1% | ▲+7.8% Added · +15K sh | |
| 12 | Doubleline ETF Trust OPPO CORE BD ETF | $8.5M | 186.6K | 2.0% | ▲+5.1% Added · +9K sh | |
| 13 | Fidelity Merrimack STR TR TOTAL BD ETF | $8.3M | 183.2K | 2.0% | ▲+5.8% Added · +10K sh | |
| 14 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $8.2M | 368.1K | 2.0% | ▲+8.8% Added · +30K sh | |
| 15 | Pimco ETF TR MULTISECTOR BD | $7.7M | 290.6K | 1.8% | ▲+7.2% Added · +20K sh | |
| 16 | Ishares TR CORE S&P500 ETF | $7.3M | 9.8K | 1.8% | ▼−2.8% Reduced · −278 sh | |
| 17 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $6.6M | 111.2K | 1.6% | ▼−0.5% Reduced · −560 sh | |
| 18 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $5.5M | 35.6K | 1.3% | ▲+2.0% Added · +713 sh | |
| 19 | Proshares TR RUSS 2000 DIVD | $5.2M | 67.9K | 1.3% | ▲+2.9% Added · +2K sh | |
| 20 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $5.1M | 16.9K | 1.2% | ▼−9.1% Reduced · −2K sh | |
| 21 | Franklin Templeton ETF TR WESTN ASSET BD | $5.0M | 200.6K | 1.2% | ▲+7.7% Added · +14K sh | |
| 22 | J P Morgan Exchange Traded F MUNICIPAL ETF | $4.5M | 89.6K | 1.1% | ▼−0.1% Reduced · −98 sh | |
| 23 | Capital Grp Fixed Incm ETF T MUN INM ETF | $4.3M | 156.3K | 1.0% | ▲+5.4% Added · +8K sh | |
| 24 | Proshares TR S&P MDCP 400 DIV | $3.9M | 42.3K | 0.9% | ▲+5.4% Added · +2K sh | |
| 25 | First TR Exch Traded FD III MANAGD MUN ETF | $3.7M | 71.9K | 0.9% | ▲+8.1% Added · +5K sh | |
| 26 | Intel Corp COM | $3.4M | 24.0K | 0.8% | ▲~0% Added · +5 sh | |
| 27 | First TR Exchange-Traded FD NO AMER ENERGY | $3.3M | 76.7K | 0.8% | ▲+6.8% Added · +5K sh | |
| 28 | Vanguard Specialized Funds DIV APP ETF | $3.3M | 13.9K | 0.8% | ▼−1.7% Reduced · −237 sh | |
| 29 | Pimco ETF TR INTER MUN BD ACT | $3.2M | 60.2K | 0.8% | ▲+5.6% Added · +3K sh | |
| 30 | Bank Of Amer Corp COM | $3.1M | 55.2K | 0.8% | —Held | |
| 31 | Apple Inc COM | $3.1M | 10.7K | 0.7% | ▼−3.0% Reduced · −335 sh | |
| 32 | SPDR Index SHS FDS ST STR PO EX ETF | $3.1M | 61.1K | 0.7% | ▼−4.9% Reduced · −3K sh | |
| 33 | American Centy ETF TR DIVERSIFIED MU | $2.9M | 57.0K | 0.7% | ▲+9.8% Added · +5K sh | |
| 34 | Corning Inc COM | $2.9M | 11.3K | 0.7% | —Held | |
| 35 | Schwab Strategic TR US REIT ETF | $2.8M | 118.6K | 0.7% | ▲+2.6% Added · +3K sh | |
| 36 | SPDR Index SHS FDS ST STR NAT ETF | $2.8M | 41.2K | 0.7% | ▲+6.6% Added · +3K sh | |
| 37 | Citigroup Inc COM NEW | $2.7M | 19.0K | 0.6% | ▲+31% Added · +5K sh | |
| 38 | Hartford FDS Exchange Traded MUN OPORTUNITE | $2.6M | 66.5K | 0.6% | ▲+2.7% Added · +2K sh | |
| 39 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.5M | 35.6K | 0.6% | ▲+0.3% Added · +108 sh | |
| 40 | Vanguard Scottsdale FDS VNG RUS1000IDX | $2.4M | 7.2K | 0.6% | ▲+0.5% Added · +34 sh | |
| 41 | Microsoft Corp COM | $2.4M | 6.4K | 0.6% | ▲+0.2% Added · +16 sh | |
| 42 | JPMorgan Chase & Co COM | $2.3M | 7.1K | 0.6% | ▼−8.5% Reduced · −659 sh | |
| 43 | New York Life Invts Active E MACKAY MUN INTER | $2.2M | 90.4K | 0.5% | ▲+0.9% Added · +778 sh | |
| 44 | Ishares TR RUS 1000 ETF | $2.1M | 5.1K | 0.5% | ▼−0.2% Reduced · −11 sh | |
| 45 | Ge Vernova Inc COM | $2.0M | 1.7K | 0.5% | ▲+21% Added · +303 sh | |
| 46 | Cisco Sys Inc COM | $1.9M | 16.1K | 0.5% | ▲+3.2% Added · +505 sh | |
| 47 | Vanguard Index FDS MID CAP ETF | $1.9M | 23.2K | 0.4% | ▲+292% Added · +17K sh | |
| 48 | Merck & Co Inc COM | $1.8M | 13.9K | 0.4% | —Held | |
| 49 | SPDR Series Trust ST STR P500ETF | $1.7M | 19.8K | 0.4% | ▼−4.8% Reduced · −1K sh | |
| 50 | Dimensional ETF Trust NATL MUN BD ETF | $1.7M | 35.7K | 0.4% | ▼−3.1% Reduced · −1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1728778/holdings"
Use Arkolith to show Landmark Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.