Landmark Wealth Management, LLC

CIK 0001728778 · Q2 2026

13F Equity AUM

$417.9M

+11.9% QoQ

Positions

151

+3 QoQ

AUM Rank

#5,494

Top 44%

Skill Alpha (FF)

-3.9%/yr^ns

No Clear Edge

Rank #7,346 · Top 88%

vs S&P -5.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 33.1%Top 10: 45.4%Top 20: 62.5%

VOO15.6%

NOBL5.4%

VFLO4.7%

HFXI4.5%

VIGI2.9%

IJR2.8%

JCPB2.8%

TOTR2.4%

VPLS2.3%

IJH2.1%

Others (141)54.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.2%

Technology4.1%

Industrials2.1%

Healthcare2.1%

Other5.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 151Median: 0.23%Avg: 0.66%

0–0.5%

107(19.7%)

0.5–1%

21(14.5%)

1–3%

19(35.6%)

3–5%

2(9.3%)

5%+

2(21.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 151vs 20 funds

0%Low

151

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New4Increased81Decreased39Exited1

New Positions

JEPQ0.1%

+7K

SCHF0.1%

+8K

MOAT0.1%

+2K

LLY0.1%

+185

Increased

NOBL5.4%

+209K(+110%)

CGCP2.0%

+30K(+9%)

JCPB2.8%

+21K(+9%)

PYLD1.8%

+20K(+7%)

TOTR2.4%

+19K(+8%)

VO0.5%

+17K(+292%)

FIXD2.1%

+15K(+8%)

WABF1.2%

+14K(+8%)

FBND2.0%

+10K(+6%)

DBND2.0%

+9K(+5%)

Decreased

VFLO4.7%

-18,842(-4%)

SPDW0.7%

-3,139(-5%)

PBR0.1%

-2,500(-6%)

QQQM1.2%

-1,694(-9%)

SPMD0.1%

-1,282(-16%)

DFNM0.4%

-1,132(-3%)

SPYM0.4%

-1,002(-5%)

NVDA0.2%

-997(-17%)

IJR2.8%

-766(-1%)

JPM0.6%

-659(-9%)

Exited

QC10

-37,583

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...