Landmark Wealth Management, LLC
Filing Date
Global Rank
#6,547
/ 8,517
▼ 390
Top Industry
Banks - Diversified
15.8%
3Y Alpha vs SPY
+8.3%
Period ended 46 days ago
Filed Aug 10, 2026 · 5d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+97.4%
SPY
+75.3%
Annualised alpha
+4.9%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
64 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
4.9%
−12.5 pts
Top 5
22.0%
−16.0 pts
Top 10
37.1%
−11.7 pts
HHI
236
Diversified−302
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.7% | $17,022,204 |
| Financial Services | 19.0% | $13,116,168 |
| Industrials | 15.8% | $10,868,277 |
| Healthcare | 12.7% | $8,733,866 |
| Energy | 5.7% | $3,894,599 |
| Consumer Cyclical | 5.1% | $3,547,325 |
| Consumer Defensive | 4.7% | $3,261,839 |
| Unclassified | 4.6% | $3,165,555 |
| Communication Services | 3.0% | $2,085,039 |
| Utilities | 2.3% | $1,604,457 |
| Basic Materials | 2.3% | $1,604,449 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BCS | Barclays PLC | +5,200 | 47,900 | $1,286,594 | |
| C | Citigroup Inc | +4,500 | 19,039 | $2,664,698 | |
| CARR | CARRIER GLOBAL Corp | +3,000 | 15,010 | $1,100,983 | |
| RTX | RTX Corp | +2,798 | 8,575 | $1,626,934 | |
| EMR | Emerson Electric Co | +1,500 | 8,302 | $1,188,431 | |
| MO | Altria Group, Inc. | +1,065 | 4,709 | $338,812 | |
| SO | Southern Co | +929 | 6,901 | $660,494 | |
| DUK | Duke Energy CORP | +552 | 2,468 | $312,399 | |
| CSCO | Cisco Systems, Inc. | +505 | 16,128 | $1,894,394 | |
| GEV | GE Vernova Inc. | +303 | 1,733 | $2,036,032 | |
| QQQ | Invesco Qqq Trust, Series 1 | +78 | 2,181 | $1,606,088 | |
| T | At&T Inc. | +37 | 33,498 | $693,408 | |
| AMZN | Amazon Com Inc | +27 | 2,986 | $711,683 | |
| GOOGL | Alphabet Inc. | +25 | 3,919 | $1,391,631 | |
| MSFT | Microsoft Corp | +16 | 6,430 | $2,398,518 | |
| V | Visa Inc. | +9 | 2,485 | $852,578 | |
| CAG | Conagra Brands Inc. | +8 | 16,028 | $215,736 | |
| WFC | Wells Fargo & Company/Mn | +6 | 11,627 | $960,855 | |
| BRK-B | Berkshire Hathaway Inc | +5 | 2,053 | $1,027,300 | |
| INTC | Intel Corp | +5 | 24,045 | $3,357,403 | |
| SCHW | Schwab Charles Corp | +5 | 6,454 | $595,510 | |
| PEG | Public Service Enterprise Group Inc | +4 | 2,591 | $210,285 | |
| GE | General Electric Co | +2 | 4,221 | $1,577,514 | |
| BA | Boeing Co | +2 | 3,653 | $790,764 | |
| WMT | Walmart Inc. | +1 | 4,809 | $544,667 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PBR | Petrobras - Petroleo Brasileiro SA | −2,500 | 37,500 | $606,000 | |
| NVDA | Nvidia Corp | −997 | 4,778 | $956,030 | |
| JPM | Jpmorgan Chase & Co | −659 | 7,086 | $2,319,460 | |
| ORCL | Oracle Corp | −582 | 1,783 | $261,298 | |
| AAPL | Apple Inc. | −335 | 10,680 | $3,090,364 | |
| GSK | GSK plc | −256 | 10,481 | $549,414 | |
| HD | Home Depot, Inc. | −13 | 3,290 | $1,160,317 | |
| SPY | Spdr S&P 500 ETF Trust | −7 | 1,410 | $1,052,945 | |
| CAT | Caterpillar Inc | −5 | 1,090 | $1,160,741 | |
| ABBV | AbbVie Inc. | −1 | 5,446 | $1,370,431 | |
| MMM | 3M Co | −1 | 3,204 | $518,759 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LLY | ELI LILLY & Co | 185 | $221,894 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HFXI | NYLI FTSE International Equity Currency Neutral ETF | 489,573 | $16,439,861 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 125,044 | $11,061,392 | |
| VIG | Vanguard Dividend Appreciation ETF | 14,095 | $3,031,270 | |
| VEA | Vanguard FTSE Developed Markets ETF | 35,489 | $2,274,135 | |
| VB | Vanguard Morningstar Small-Cap ETF | 4,440 | $1,162,924 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 14,833 | $1,114,699 | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 12,732 | $963,175 | |
| FLG | Flagstar Bank, National Association | 37,583 | $494,968 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | 2,730 | $241,577 | |
| No positions match the current search. | ||||
64 tracked positions ·
$68,903,778 total
· filing declares
151 positions · $417,875,381
· as of Jun 30, 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 |
|---|---|---|---|---|---|---|
| INTC |
Intel Corp
Technology
|
Added | 24,045 | $3,357,403 | 4.87% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 55,189 | $3,144,669 | 4.56% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,680 | $3,090,364 | 4.49% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 11,313 | $2,889,679 | 4.19% | |
| C |
Citigroup Inc
Financial Services
|
Added | 19,039 | $2,664,698 | 3.87% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,430 | $2,398,518 | 3.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 7,086 | $2,319,460 | 3.37% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,733 | $2,036,032 | 2.95% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 16,128 | $1,894,394 | 2.75% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 13,937 | $1,790,904 | 2.60% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 120,527 | $1,675,325 | 2.43% | |
| RTX |
RTX Corp
Industrials
|
Added | 8,575 | $1,626,934 | 2.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,181 | $1,606,088 | 2.33% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 25,512 | $1,604,449 | 2.33% | |
| GE |
General Electric Co
Industrials
|
Added | 4,221 | $1,577,514 | 2.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,919 | $1,391,631 | 2.02% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 5,446 | $1,370,431 | 1.99% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 9,924 | $1,356,809 | 1.97% | |
| NOK |
Nokia Corp
Technology
|
Held | 100,000 | $1,328,000 | 1.93% | |
| BCS |
Barclays PLC
Financial Services
|
Added | 47,900 | $1,286,594 | 1.87% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 8,302 | $1,188,431 | 1.72% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,090 | $1,160,741 | 1.68% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,290 | $1,160,317 | 1.68% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Added | 15,010 | $1,100,983 | 1.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,410 | $1,052,945 | 1.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,053 | $1,027,300 | 1.49% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 11,627 | $960,855 | 1.39% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,778 | $956,030 | 1.39% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 1,704 | $868,119 | 1.26% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,485 | $852,578 | 1.24% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 2,840 | $846,518 | 1.23% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 14,424 | $831,110 | 1.21% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 3,224 | $818,799 | 1.19% | |
| BA |
Boeing Co
Industrials
|
Added | 3,653 | $790,764 | 1.15% | |
| SHEL |
Shell plc
Energy
|
Held | 10,000 | $775,400 | 1.13% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 6,018 | $760,314 | 1.10% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 31,328 | $754,378 | 1.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,986 | $711,683 | 1.03% | |
| T |
At&T Inc.
Communication Services
|
Added | 33,498 | $693,408 | 1.01% | |
| SO |
Southern Co
Utilities
|
Added | 6,901 | $660,494 | 0.96% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,780 | $644,573 | 0.94% | |
| SLB |
Slb Limited/Nv
Energy
|
Held | 13,111 | $609,530 | 0.88% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Reduced | 37,500 | $606,000 | 0.88% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 6,454 | $595,510 | 0.86% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 3,215 | $581,625 | 0.84% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Held | 16,700 | $565,796 | 0.82% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 6,827 | $554,830 | 0.81% | |
| GSK |
GSK plc
Healthcare
|
Reduced | 10,481 | $549,414 | 0.80% | |
| BP |
Bp PLC
Energy
|
Held | 14,800 | $546,860 | 0.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,809 | $544,667 | 0.79% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.