Institutional Fund
Landmark Wealth Management, LLC
Melville, NYCIK 17287785 filings on record
Portfolio Value
$373.45M
Q1 2026
Holdings
148
Reported positions
New Buys
61
Opened this quarter
QoQ Change
+42.9%
from $261.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds15.3%
- Proshares Tr5.4%
- Victory Portfolios II4.8%
- New York Life Investments Et4.4%
- Vanguard Whitehall Fds3.0%
- J P Morgan Exchange Traded F2.8%
- Other64.4%
Portfolio Holdings
148 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 95.5K | $57.06M | 15.3% | +22.4K | Added |
| 2 | Proshares Tr | 189.4K | $20.07M | 5.4% | +28.7K | Added |
| 3 | Victory Portfolios II | 450.7K | $17.79M | 4.8% | +87.1K | Added |
| 4 | New York Life Investments Et | 489.6K | $16.44M | 4.4% | +111.4K | Added |
| 5 | Vanguard Whitehall Fds | 125.0K | $11.06M | 3.0% | +19.2K | Added |
| 6 | J P Morgan Exchange Traded F | 225.4K | $10.61M | 2.8% | +47.1K | Added |
| 7 | Ishares Tr | 78.9K | $9.80M | 2.6% | +14.8K | Added |
| 8 | T Rowe Price ETF Inc | 228.1K | $9.19M | 2.5% | +46.5K | Added |
| 9 | Vanguard Malvern Fds | 116.0K | $9.00M | 2.4% | +24.0K | Added |
| 10 | First Tr Exchng Traded Fd Vi | 187.9K | $8.19M | 2.2% | +36.3K | Added |
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