Landmark Wealth Management, LLC
CIK 1728778 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $417.9M
- Posisi
- 151
- Per tanggal
- 30 Juni 2026
#4.251 dari 9.443 berdasarkan nilai 13F · top 45.0%
Nilai portofolio QoQ: +11.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 45,43%
- Bobot 25 kepemilikan teratas
- 67,64%
- Posisi di atas 1%
- 23
- Jumlah posisi efektif
- 24,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,97% Perkiraan pembelian $26.367.759 · penjualan $3.836.984
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 98,1% masih dipegang
- Posisi baru
- 4
- Meningkat
- 81
- Menurun
- 39
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Industrials
3,3%
Technology
2,6%
Financials
2,5%
Healthcare
2,1%
Energy
0,9%
Communications
0,8%
Retail
0,6%
Consumer Staples
0,5%
Consumer Discretionary
0,4%
Materials
0,4%
Financial Services
0,4%
Utilities
0,4%
Communication Services
0,3%
Telecommunication
0,2%
Consumer products
0,1%
Lainnya/Tidak terpetakan
84,5%
Portofolio lengkap 151 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $65.278.987 | 15,62% | 95.047 | $8.220.186 | Turun ×1 | ||
| NOBL | $22.382.002 | 5,36% | 398.540 | $2.307.270 | Naik ×2 | ||
| VFLO VictoryShares Free Cash Flow ETF | $19.757.838 | 4,73% | 431.865 | $1.963.940 | Turun ×1 | ||
| HFXI | $18.898.814 | 4,52% | 496.162 | $2.458.952 | Naik ×5 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $12.065.234 | 2,89% | 129.206 | $1.003.838 | Naik ×2 | ||
| IJR | $11.581.398 | 2,77% | 78.089 | $1.778.958 | Turun ×1 | ||
| JCPB | $11.553.464 | 2,76% | 246.133 | $941.796 | Naik ×4 | ||
| TOTR | $9.914.845 | 2,37% | 247.447 | $726.791 | Naik ×4 | ||
| VPLS Vanguard Core Plus Bond ETF | $9.426.303 | 2,26% | 121.511 | $423.329 | Naik ×4 | ||
| IJH | $8.989.196 | 2,15% | 116.576 | $1.180.715 | Naik ×3 | ||
| FIXD First Trust Smith Opportunistic Fixed Income ETF | $8.835.441 | 2,11% | 202.601 | $643.873 | Naik ×4 | ||
| DBND | $8.506.339 | 2,04% | 186.581 | $376.458 | Naik ×4 | ||
| FBND | $8.332.911 | 1,99% | 183.181 | $434.305 | Naik ×4 | ||
| CGCP | $8.204.104 | 1,96% | 368.062 | $643.670 | Naik ×4 | ||
| PYLD | $7.706.193 | 1,84% | 290.580 | $604.306 | Naik ×3 | ||
| IVV | $7.327.571 | 1,75% | 9.785 | $754.154 | Turun ×1 | ||
| VWO | $6.637.702 | 1,59% | 111.203 | $596.937 | Turun ×1 | ||
| VSS | $5.487.384 | 1,31% | 35.565 | $406.282 | Naik ×3 | ||
| SMDV | $5.227.333 | 1,25% | 67.861 | $690.377 | Naik ×4 | ||
| QQQM Invesco NASDAQ 100 ETF | $5.118.084 | 1,22% | 16.893 | $701.393 | Turun ×1 | ||
| WABF Western Asset Bond ETF | $5.012.562 | 1,20% | 200.579 | $327.671 | Naik ×4 | ||
| JMUB | $4.539.165 | 1,09% | 89.609 | $54.692 | Turun ×1 | ||
| CGMU | $4.293.113 | 1,03% | 156.284 | $266.025 | Naik ×4 | ||
| REGL | $3.876.701 | 0,93% | 42.336 | $407.520 | Naik ×4 | ||
| FMB First Trust Managed Municipal ETF | $3.691.843 | 0,88% | 71.872 | $324.213 | Naik ×4 | ||
| INTC Intel Corporation - Common Stock | $3.357.436 | 0,80% | 24.045 | $2.296.541 | Naik ×1 | ||
| EMLP | $3.338.206 | 0,80% | 76.740 | $201.594 | Naik ×4 | ||
| VIG | $3.279.182 | 0,78% | 13.858 | $247.921 | Turun ×1 | ||
| MUNI | $3.164.056 | 0,76% | 60.153 | $192.381 | Naik ×4 | ||
| BAC Bank of America Corporation Common Stock | $3.144.669 | 0,75% | 55.189 | $454.205 | |||
| AAPL Apple Inc. - Common Stock | $3.090.328 | 0,74% | 10.680 | $294.909 | Turun ×1 | ||
| SPDW | $3.078.876 | 0,74% | 61.101 | $146.321 | Turun ×1 | ||
| TAXF | $2.899.255 | 0,69% | 57.033 | $299.624 | Naik ×4 | ||
| GLW Corning Incorporated Common Stock | $2.889.738 | 0,69% | 11.313 | $1.351.478 | |||
| SCHH | $2.808.023 | 0,67% | 118.582 | $323.868 | Naik ×6 | ||
| GNR | $2.775.467 | 0,66% | 41.234 | $-112.860 | Naik ×2 | ||
| C Citigroup, Inc. Common Stock | $2.664.698 | 0,64% | 19.039 | $1.015.830 | Naik ×1 | ||
| HMOP | $2.604.382 | 0,62% | 66.532 | $94.195 | Naik ×2 | ||
| VEA | $2.536.293 | 0,61% | 35.597 | $262.167 | Naik ×3 | ||
| VONE Vanguard Russell 1000 ETF | $2.422.527 | 0,58% | 7.152 | $321.906 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2.398.488 | 0,57% | 6.430 | $24.179 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.319.403 | 0,56% | 7.086 | $41.252 | Turun ×1 | ||
| MMIT | $2.201.887 | 0,53% | 90.427 | $40.893 | Naik ×4 | ||
| IWB | $2.092.701 | 0,50% | 5.110 | $266.829 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $2.036.032 | 0,49% | 1.733 | $787.785 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.894.345 | 0,45% | 16.128 | $682.189 | Naik ×1 | ||
| VO | $1.866.043 | 0,45% | 23.161 | $170.296 | Naik ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.790.961 | 0,43% | 13.937 | $114.426 | |||
| SPYM | $1.742.941 | 0,42% | 19.833 | $148.252 | Turun ×1 | ||
| DFNM | $1.726.655 | 0,41% | 35.723 | $-39.810 | Turun ×1 | ||
| F Ford Motor Company Common Stock | $1.675.326 | 0,40% | 120.527 | $284.444 | |||
| RTX RTX Corporation Common Stock | $1.627.014 | 0,39% | 8.575 | $512.550 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.606.408 | 0,38% | 2.181 | $392.348 | Naik ×2 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $1.604.450 | 0,38% | 25.512 | $104.855 | |||
| VCRM | $1.586.781 | 0,38% | 20.769 | $472.086 | Naik ×2 | ||
| GE GE Aerospace Common Stock | $1.577.514 | 0,38% | 4.221 | $380.288 | Naik ×1 | ||
| MBND | $1.538.508 | 0,37% | 56.273 | $343 | Turun ×1 | ||
| FLMI | $1.518.754 | 0,36% | 60.340 | $190.048 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1.370.537 | 0,33% | 5.446 | $185.777 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.356.863 | 0,32% | 9.924 | $-326.909 | |||
| VB | $1.350.465 | 0,32% | 4.455 | $187.441 | Naik ×6 | ||
| NOK Nokia Corporation Sponsored American Depositary Shares | $1.328.000 | 0,32% | 100.000 | $524.000 | |||
| BCS Barclays PLC Common Stock | $1.286.594 | 0,31% | 47.900 | $383.062 | Naik ×1 | ||
| INMU | $1.210.717 | 0,29% | 49.926 | $17.456 | Naik ×3 | ||
| MINO | $1.194.063 | 0,29% | 26.094 | $2.858 | Turun ×1 | ||
| EMR Emerson Electric Company Common Stock | $1.188.431 | 0,28% | 8.302 | $297.233 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1.160.883 | 0,28% | 1.090 | $385.025 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.160.263 | 0,28% | 3.290 | $73.989 | Turun ×1 | ||
| NUMI | $1.153.921 | 0,28% | 45.745 | $37.616 | Naik ×4 | ||
| CARR Carrier Global Corporation Common Stock | $1.100.984 | 0,26% | 15.010 | $424.701 | Naik ×1 | ||
| SPY SPY | $1.053.127 | 0,25% | 1.410 | $131.294 | Turun ×1 | ||
| FMUB Fidelity Municipal Bond Opportunities ETF | $1.043.770 | 0,25% | 20.305 | $18.464 | Naik ×4 | ||
| SCHX | $1.035.108 | 0,25% | 35.172 | $152.207 | Naik ×2 | ||
| BRKB | $1.027.301 | 0,25% | 2.053 | $45.899 | Naik ×2 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $985.848 | 0,24% | 13.027 | $22.694 | Naik ×4 | ||
| WFC Wells Fargo & Company Common Stock | $960.878 | 0,23% | 11.627 | $35.709 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $956.028 | 0,23% | 4.778 | $-51.141 | Turun ×1 | ||
| GMUB | $893.046 | 0,21% | 17.361 | $166.917 | Naik ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $868.366 | 0,21% | 1.704 | $-161.807 | |||
| V Visa Inc. | $852.579 | 0,20% | 2.485 | $104.233 | Naik ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $846.519 | 0,20% | 2.840 | $295.161 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $831.124 | 0,20% | 14.424 | $-43.705 | |||
| JNJ Johnson & Johnson Common Stock | $818.681 | 0,20% | 3.224 | $30.720 | |||
| AVMU | $805.575 | 0,19% | 17.293 | $18.749 | Naik ×2 | ||
| BA Boeing Company (The) Common Stock | $790.765 | 0,19% | 3.653 | $64.106 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $778.258 | 0,19% | 2.203 | $172.227 | Naik ×2 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $775.400 | 0,19% | 10.000 | $-154.600 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $760.314 | 0,18% | 6.018 | $-78.415 | |||
| PFE Pfizer, Inc. Common Stock | $754.370 | 0,18% | 31.328 | $-125.310 | |||
| IWF | $731.187 | 0,17% | 5.889 | $103.372 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $711.683 | 0,17% | 2.986 | $95.412 | Naik ×2 | ||
| MMIN | $711.196 | 0,17% | 29.376 | $27.632 | Naik ×2 | ||
| T AT&T Inc. | $693.418 | 0,17% | 33.498 | $-276.630 | Naik ×1 | ||
| MFSM MFS Active Intermediate Muni Bond ETF | $687.519 | 0,16% | 27.293 | $5.358 | Turun ×1 | ||
| SO Southern Company (The) Common Stock | $660.524 | 0,16% | 6.901 | $84.142 | Naik ×1 | ||
| AMGN Amgen Inc. - Common Stock | $644.574 | 0,15% | 1.780 | $18.281 | |||
| VSDA VictoryShares Dividend Accelerator ETF | $627.920 | 0,15% | 10.793 | $71.409 | Naik ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $613.417 | 0,15% | 1.716 | $101.205 | Turun ×1 | ||
| JEPI | $609.836 | 0,15% | 10.797 | $187.983 | Naik ×6 | ||
| SLB SLB Limited Common Shares | $609.530 | 0,15% | 13.111 | $-64.244 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| HFXI | $18.898.814 | 4,52% | naik ×5 |
| JCPB | $11.553.464 | 2,76% | naik ×4 |
| TOTR | $9.914.845 | 2,37% | naik ×4 |
| VPLS | $9.426.303 | 2,26% | naik ×4 |
| IJH | $8.989.196 | 2,15% | naik ×3 |
| FIXD | $8.835.441 | 2,11% | naik ×4 |
| DBND | $8.506.339 | 2,04% | naik ×4 |
| FBND | $8.332.911 | 1,99% | naik ×4 |
| CGCP | $8.204.104 | 1,96% | naik ×4 |
| PYLD | $7.706.193 | 1,84% | naik ×3 |
| VSS | $5.487.384 | 1,31% | naik ×3 |
| SMDV | $5.227.333 | 1,25% | naik ×4 |
| WABF | $5.012.562 | 1,20% | naik ×4 |
| CGMU | $4.293.113 | 1,03% | naik ×4 |
| REGL | $3.876.701 | 0,93% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Dipangkas | -441 | +$8.2M |
| HFXI | Beli lebih banyak | +7K | +$2.5M |
| NOBL | Beli lebih banyak | +209K | +$2.3M |
| INTC | Beli lebih banyak | +5 | +$2.3M |
| VFLO | Dipangkas | -19K | +$2.0M |
| IJR | Dipangkas | -766 | +$1.8M |
| GLW | Hanya pergerakan harga | +0 | +$1.4M |
| IJH | Beli lebih banyak | +946 | +$1.2M |
| C | Beli lebih banyak | +4K | +$1.0M |
| VIGI | Beli lebih banyak | +4K | +$1.0M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| FLG | 30 Juni 2026 | 37.583 | $494.968 | -8,4% |
| SLYV | 31 Des. 2025 | 2.393 | $212.116 | Tidak lagi dilacak |
| MOAT | 31 Maret 2026 | 2.039 | $211.160 | Tidak lagi dilacak |
| TAFM | 30 Sep. 2025 | 19.925 | $497 | Tidak lagi dilacak |
| SLYV | 31 Maret 2025 | 2.917 | $254 | Tidak lagi dilacak |
| AOR | 30 Sep. 2025 | 3.993 | $246 | Tidak lagi dilacak |
| AOA | 30 Sep. 2025 | 2.940 | $245 | Tidak lagi dilacak |
| EVIM | 30 Sep. 2025 | 4.562 | $234 | Tidak lagi dilacak |