Landmark Wealth Management, LLC

CIK

1728778

Location

MELVILLE, NY

Portfolio Value

Micro $1,499,595

Diversification

Diversified

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 SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.1%

SPY

+76.5%

Annualised alpha

+0.1%

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, 2025

Top 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	Positions
Technology	20.2%	$11,691,499	9
Financial Services	19.9%	$11,534,394	10
Healthcare	14.4%	$8,325,110	10
Industrials	14.0%	$8,125,099	9
Energy	8.3%	$4,813,079	5
Consumer Defensive	5.5%	$3,189,532	8
Consumer Cyclical	5.3%	$3,093,474	3
Unclassified	4.7%	$2,726,988	3
Basic Materials	2.6%	$1,499,595	1
Communication Services	2.6%	$1,482,178	2
Utilities	2.5%	$1,467,704	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
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 reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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 exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $1,499,595 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	25,512	NEW	$1,499,595	NEW	100.00%