Landmark Wealth Management, LLC Portfolio Holdings
Q3 2025•81 long positions•$249.8M portfolio value
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Holding85 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $40.5M 16.23% | -$1.0M Sold | — 66.2K shares | 67.8K → 66.2K −$1.0M | -2.41% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $18.2M 7.27% | +$549.1K Bought | — 176.2K shares | 170.8K → 176.2K +$549.1K | +3.12% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $15.5M 6.22% | +$37.8K Bought | — 414.6K shares | 413.6K → 414.6K +$37.8K | +0.24% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.6M 4.24% | +$10.6M New | — 341.6K shares | 0 → 341.6K +$10.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $10.4M 4.17% | +$10.4M New | — 116.3K shares | 0 → 116.3K +$10.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $8.0M 3.22% | +$366.8K Bought | — 168.9K shares | 161.2K → 168.9K +$366.8K | +4.78% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.4M 2.98% | -$146.2K Sold | — 62.6K shares | 63.9K → 62.6K −$146.2K | -1.93% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.0M 2.8% | +$345.7K Bought | — 171.4K shares | 162.9K → 171.4K +$345.7K | +5.2% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $6.8M 2.71% | +$317.5K Bought | — 86.2K shares | 82.1K → 86.2K +$317.5K | +4.92% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.4M 2.56% | -$13.4K Sold | — 9.6K shares | 9.6K → 9.6K −$13.4K | -0.21% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.4M 2.54% | +$6.4M New | — 143.0K shares | 0 → 143.0K +$6.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.2M 2.48% | +$292.5K Bought | — 133.1K shares | 126.8K → 133.1K +$292.5K | +4.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.9M 2.37% | -$64.5K Sold | — 90.9K shares | 91.9K → 90.9K −$64.5K | -1.08% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.8M 2.31% | +$279.1K Bought | — 124.6K shares | 118.6K → 124.6K +$279.1K | +5.09% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.6M 2.26% | +$267.1K Bought | — 248.6K shares | 236.9K → 248.6K +$267.1K | +4.96% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.8M 1.92% | -$131.8K Sold | — 88.7K shares | 91.2K → 88.7K −$131.8K | -2.67% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.9M 1.58% | -$112.5K Sold | — 27.7K shares | 28.5K → 27.7K −$112.5K | -2.77% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.8M 1.52% | +$403.0K Bought | — 75.2K shares | 67.2K → 75.2K +$403.0K | +11.88% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.5M 1.41% | -$142.8K Sold | — 14.2K shares | 14.8K → 14.2K −$142.8K | -3.9% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.5M 1.4% | +$236.2K Bought | — 137.5K shares | 128.2K → 137.5K +$236.2K | +7.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 1.39% | +$3.5M New | — 129.4K shares | 0 → 129.4K +$3.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.3M 1.32% | +$105.6K Bought | — 49.4K shares | 47.8K → 49.4K +$105.6K | +3.31% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 1.24% | +$403.0K Bought | — 113.5K shares | 98.7K → 113.5K +$403.0K | +14.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.9M 1.15% | +$486.1K Bought | — 56.7K shares | 47.1K → 56.7K +$486.1K | +20.37% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $2.7M 1.09% | +$2.7M New | — 12.6K shares | 0 → 12.6K +$2.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.6M 1.05% | -$57.5K Sold | — 61.1K shares | 62.5K → 61.1K −$57.5K | -2.15% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 1.05% | +$45.3K Bought | — 30.6K shares | 30.1K → 30.6K +$45.3K | +1.76% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $2.6M 1.04% | -$25.7K Sold | 0.0% 10.2K shares | 10.3K → 10.2K −$25.7K | -0.98% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.946% | +$106.1K Bought | — 61.7K shares | 58.9K → 61.7K +$106.1K | +4.7% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.3M 0.932% | +$422.2K Bought | — 44.5K shares | 36.5K → 44.5K +$422.2K | +22.14% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.3M 0.918% | +$2.3M New | — 58.8K shares | 0 → 58.8K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.1M 0.85% | -$43.4K Sold | — 35.9K shares | 36.6K → 35.9K −$43.4K | -2.0% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.0M 0.806% | +$136.0K Bought | — 42.0K shares | 39.1K → 42.0K +$136.0K | +7.24% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.9M 0.771% | +$112.4K Bought | — 89.3K shares | 84.1K → 89.3K +$112.4K | +6.19% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.755% | -$15.6K Sold | — 31.5K shares | 31.7K → 31.5K −$15.6K | -0.82% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $1.9M 0.753% | -$8.4K Sold | 0.0% 6.7K shares | 6.7K → 6.7K −$8.4K | -0.45% | $801.76B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.9M 0.743% | +$358.6K Bought | — 37.0K shares | 29.8K → 37.0K +$358.6K | +23.94% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.6M 0.654% | +$9.4K Bought | — 5.6K shares | 5.5K → 5.6K +$9.4K | +0.58% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.6M 0.649% | -$9.4K Sold | — 5.4K shares | 5.4K → 5.4K −$9.4K | -0.57% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.5M 0.595% | +$1.5M New | — 61.2K shares | 0 → 61.2K +$1.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.5M 0.584% | -$77.7K Sold | — 53.3K shares | 56.1K → 53.3K −$77.7K | -5.06% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 0.542% | -$4.4K Sold | — 17.3K shares | 17.3K → 17.3K −$4.4K | -0.32% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 0.509% | -$25.6K Sold | — 3.5K shares | 3.5K → 3.5K −$25.6K | -1.97% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.2M 0.466% | -$3.0K Sold | — 1.9K shares | 1.9K → 1.9K −$3.0K | -0.26% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.0M 0.415% | +$5.6K Bought | — 4.1K shares | 4.1K → 4.1K +$5.6K | +0.54% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $986.1K 0.395% | -$107.2K Sold | — 41.2K shares | 45.7K → 41.2K −$107.2K | -9.81% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $916.9K 0.367% | -$99.8K Sold | — 20.2K shares | 22.4K → 20.2K −$99.8K | -9.81% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $871.2K 0.349% | +$871.2K New | — 35.2K shares | 0 → 35.2K +$871.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $836.2K 0.335% | -$65.3K Sold | — 18.3K shares | 19.8K → 18.3K −$65.3K | -7.24% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $689.6K 0.276% | -$468.5 Sold | — 1.5K shares | 1.5K → 1.5K −$468.5 | -0.07% | — — | Q1 2022 Held for 3y 8m |
