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Landmark Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Landmark Wealth Management, LLC

报告期 2026-03-31 · CIK 0001728778

持仓数

148

前50大市值合计

$310.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$57.1M

95,488

18.4%

NOBL PROSHARES TR

S&P 500 DV ARIST

$20.1M

189,366

6.5%

VFLO VICTORY PORTFOLIOS II

SHARES FREE CASH

$17.8M

450,707

5.7%

HFXI NEW YORK LIFE INVESTMENTS ET

NYLI FTSE INTERN

$16.4M

489,573

5.3%

VIGI VANGUARD WHITEHALL FDS

INTL DVD ETF

$11.1M

125,044

3.6%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$10.6M

225,397

3.4%

IJR ISHARES TR

CORE S&P SCP ETF

$9.8M

78,855

3.2%

TOTR T ROWE PRICE ETF INC

TOTAL RETURN ETF

$9.2M

228,105

3.0%

VPLS VANGUARD MALVERN FDS

CORE-PLUS BD ETF

$9.0M

116,034

2.9%

FIXD FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD

$8.2M

187,923

2.6%

DBND DOUBLELINE ETF TRUST

OPPORTUNISTIC CO

$8.1M

177,470

2.6%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$7.9M

173,139

2.5%

IJH ISHARES TR

CORE S&P MCP ETF

$7.8M

115,630

2.5%

CGCP CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM

$7.6M

338,426

2.4%

PYLD PIMCO ETF TR

MULTISECTOR BD

$7.1M

271,064

2.3%

IVV ISHARES TR

CORE S&P500 ETF

$6.6M

10,063

2.1%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$6.0M

111,763

1.9%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$5.1M

34,852

1.6%

WABF FRANKLIN TEMPLETON ETF TR

WESTN ASSET BD

$4.7M

186,163

1.5%

SMDV PROSHARES TR

RUSS 2000 DIVD

$4.5M

65,954

1.5%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$4.5M

89,707

1.4%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$4.4M

18,587

1.4%

CGMU CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME

$4.0M

148,327

1.3%

REGL PROSHARES TR

S&P MDCP 400 DIV

$3.5M

40,148

1.1%

FMB FIRST TR EXCH TRADED FD III

MANAGD MUN ETF

$3.4M

66,475

1.1%

EMLP FIRST TR EXCHANGE-TRADED FD

NO AMER ENERGY

$3.1M

71,842

1.0%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$3.0M

14,095

1.0%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$3.0M

56,940

1.0%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$2.9M

64,240

0.9%

GNR SPDR INDEX SHS FDS

STATE STREET SPD

$2.9M

38,681

0.9%

AAPL APPLE INC

COM

$2.8M

11,015

0.9%

BAC BANK AMERICA CORP

COM

$2.7M

55,189

0.9%

TAXF AMERICAN CENTY ETF TR

DIVERSIFIED MU

$2.6M

51,941

0.8%

HMOP HARTFORD FDS EXCHANGE TRADED

MUN OPORTUNITE

$2.5M

64,796

0.8%

SCHH SCHWAB STRATEGIC TR

US REIT ETF

$2.5M

115,596

0.8%

MSFT MICROSOFT CORP

COM

$2.4M

6,414

0.8%

JPM JPMORGAN CHASE & CO

COM

$2.3M

7,745

0.7%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$2.3M

35,489

0.7%

MMIT NEW YORK LIFE INVTS ACTIVE E

NYLI MACKAY MUN

$2.2M

89,649

0.7%

VONE VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX

$2.1M

7,118

0.7%

IWB ISHARES TR

RUS 1000 ETF

$1.8M

5,121

0.6%

DFNM DIMENSIONAL ETF TRUST

NATL MUN BD ETF

$1.8M

36,855

0.6%

VO VANGUARD INDEX FDS

MID CAP ETF

$1.7M

5,905

0.5%

— EXXON MOBIL CORP

COM

$1.7M

9,924

0.5%

MRK MERCK & CO INC

COM

$1.7M

13,937

0.5%

C CITIGROUP INC

COM NEW

$1.6M

14,539

0.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$1.6M

20,835

0.5%

GLW CORNING INC

COM

$1.5M

11,313

0.5%

MBND SSGA ACTIVE TR

STATE STREET NUV

$1.5M

56,637

0.5%

FCX FREEPORT MCMORAN INC

CL B

$1.5M

25,512

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

43%前 6 大占比

VOO18.4%NOBL6.5%VFLO5.7%HFXI5.3%VIGI3.6%JCPB3.4%