Landmark Wealth Management, LLC
Filing Date
Global Rank
#6,288
/ 8,232
▲ 1743
Top Industry
Banks - Diversified
15.3%
3Y Alpha vs SPY
0.0%
Period ended 2 months ago
Filed Apr 29, 2026 · 45d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+76.6%
SPY
+76.5%
Annualised alpha
+0.0%
Max drawdown
−23.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
64 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.8%
−26.5 pts
Top 5
20.4%
−46.7 pts
Top 10
33.8%
−59.1 pts
HHI
216
Diversified−1,278
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.2% | $11,691,499 |
| Financial Services | 19.9% | $11,534,394 |
| Healthcare | 14.4% | $8,325,110 |
| Industrials | 14.0% | $8,125,099 |
| Energy | 8.3% | $4,813,079 |
| Consumer Defensive | 5.5% | $3,189,532 |
| Consumer Cyclical | 5.3% | $3,093,474 |
| Unclassified | 4.7% | $2,726,988 |
| Basic Materials | 2.6% | $1,499,595 |
| Communication Services | 2.6% | $1,482,178 |
| Utilities | 2.5% | $1,467,704 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | +7,093 | 9,924 | $1,683,705 | |
| MSFT | Microsoft Corp | +5,242 | 6,414 | $2,374,270 | |
| NVDA | Nvidia Corp | +2,269 | 5,775 | $1,007,160 | |
| BRK-B | Berkshire Hathaway Inc | +1,424 | 2,048 | $981,401 | |
| AAPL | Apple Inc. | +1,333 | 11,015 | $2,795,496 | |
| SPY | Spdr S&P 500 ETF Trust | +661 | 1,417 | $921,531 | |
| AMZN | Amazon Com Inc | +254 | 2,959 | $616,270 | |
| QQQ | Invesco Qqq Trust, Series 1 | +199 | 2,103 | $1,213,809 | |
| GOOGL | Alphabet Inc. | +192 | 1,781 | $512,144 | |
| ORCL | Oracle Corp | +140 | 2,365 | $347,915 | |
| MA | Mastercard Inc | +14 | 515 | $257,324 | |
| ED | Consolidated Edison Inc | +7 | 3,808 | $430,989 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | 55,189 | $2,690,463 | |
| JPM | Jpmorgan Chase & Co | 7,745 | $2,278,269 | |
| MRK | Merck & Co., Inc. | 13,937 | $1,676,481 | |
| C | Citigroup Inc | 14,539 | $1,648,867 | |
| GLW | Corning Inc /Ny | 11,313 | $1,538,228 | |
| FCX | Freeport-Mcmoran Inc | 25,512 | $1,499,595 | |
| F | Ford Motor Co | 120,527 | $1,390,881 | |
| GEV | GE Vernova Inc. | 1,430 | $1,248,247 | |
| CSCO | Cisco Systems, Inc. | 15,623 | $1,212,188 | |
| GE | General Electric Co | 4,219 | $1,197,225 | |
| ABBV | AbbVie Inc. | 5,447 | $1,184,668 | |
| RTX | RTX Corp | 5,777 | $1,114,383 | |
| HD | Home Depot, Inc. | 3,303 | $1,086,323 | |
| INTC | Intel Corp | 24,040 | $1,060,885 | |
| LMT | Lockheed Martin Corp | 1,704 | $1,029,880 | |
| T | At&T Inc. | 33,461 | $970,034 | |
| SHEL | Shell plc | 10,000 | $930,000 | |
| WFC | Wells Fargo & Company/Mn | 11,621 | $925,147 | |
| BCS | Barclays PLC | 42,700 | $903,532 | |
| EMR | Emerson Electric Co | 6,802 | $891,198 | |
| PFE | Pfizer Inc | 31,328 | $879,690 | |
| BMY | Bristol Myers Squibb Co | 14,424 | $874,815 | |
| GILD | Gilead Sciences, Inc. | 6,018 | $838,728 | |
| PBR | Petrobras - Petroleo Brasileiro SA | 40,000 | $830,000 | |
| NOK | Nokia Corp | 100,000 | $804,000 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
64 positions ·
$57,948,652 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 64 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 11,015 | $2,795,496 | 4.82% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 55,189 | $2,690,463 | 4.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,414 | $2,374,270 | 4.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 7,745 | $2,278,269 | 3.93% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 9,924 | $1,683,705 | 2.91% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 13,937 | $1,676,481 | 2.89% | |
| C |
Citigroup Inc
Financial Services
|
NEW | 14,539 | $1,648,867 | 2.85% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 11,313 | $1,538,228 | 2.65% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 25,512 | $1,499,595 | 2.59% | |
| F |
Ford Motor Co
Consumer Cyclical
|
NEW | 120,527 | $1,390,881 | 2.40% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 1,430 | $1,248,247 | 2.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,103 | $1,213,809 | 2.09% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 15,623 | $1,212,188 | 2.09% | |
| GE |
General Electric Co
Industrials
|
NEW | 4,219 | $1,197,225 | 2.07% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 5,447 | $1,184,668 | 2.04% | |
| RTX |
RTX Corp
Industrials
|
NEW | 5,777 | $1,114,383 | 1.92% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 3,303 | $1,086,323 | 1.87% | |
| INTC |
Intel Corp
Technology
|
NEW | 24,040 | $1,060,885 | 1.83% | |
| LMT |
Lockheed Martin Corp
Industrials
|
NEW | 1,704 | $1,029,880 | 1.78% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,775 | $1,007,160 | 1.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,048 | $981,401 | 1.69% | |
| T |
At&T Inc.
Communication Services
|
NEW | 33,461 | $970,034 | 1.67% | |
| SHEL |
Shell plc
Energy
|
NEW | 10,000 | $930,000 | 1.60% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
NEW | 11,621 | $925,147 | 1.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,417 | $921,531 | 1.59% | |
| BCS |
Barclays PLC
Financial Services
|
NEW | 42,700 | $903,532 | 1.56% | |
| EMR |
Emerson Electric Co
Industrials
|
NEW | 6,802 | $891,198 | 1.54% | |
| PFE |
Pfizer Inc
Healthcare
|
NEW | 31,328 | $879,690 | 1.52% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
NEW | 14,424 | $874,815 | 1.51% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
NEW | 6,018 | $838,728 | 1.45% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
NEW | 40,000 | $830,000 | 1.43% | |
| NOK |
Nokia Corp
Technology
|
NEW | 100,000 | $804,000 | 1.39% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 3,224 | $788,074 | 1.36% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 1,095 | $775,763 | 1.34% | |
| V |
Visa Inc.
Financial Services
|
NEW | 2,476 | $748,346 | 1.29% | |
| BA |
Boeing Co
Industrials
|
NEW | 3,651 | $726,658 | 1.25% | |
| BP |
Bp PLC
Energy
|
NEW | 14,800 | $695,600 | 1.20% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
NEW | 12,010 | $676,283 | 1.17% | |
| SLB |
Slb Limited/Nv
Energy
|
NEW | 13,111 | $673,774 | 1.16% | |
| AMGN |
Amgen Inc
Healthcare
|
NEW | 1,780 | $626,293 | 1.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,959 | $616,270 | 1.06% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
NEW | 6,449 | $606,077 | 1.05% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 4,808 | $597,538 | 1.03% | |
| GSK |
GSK plc
Healthcare
|
NEW | 10,737 | $592,575 | 1.02% | |
| GLD |
Spdr Gold Trust
|
NEW | 1,375 | $591,648 | 1.02% | |
| SO |
Southern Co
Utilities
|
NEW | 5,972 | $576,417 | 0.99% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 2,840 | $551,357 | 0.95% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 3,708 | $535,583 | 0.92% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
NEW | 3,215 | $531,568 | 0.92% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 6,827 | $519,193 | 0.90% |