Landmark Wealth Management, LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$373.4M
Holdings
148
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 98.9% (73.1k → 826 shares)
15.3%
02
$NOBL
PROSHARES TR
Q1 2026: Exited (was 160.6k shares)
5.4%
03
$VFLO
VICTORY PORTFOLIOS II
Q1 2026: Sold 27.7% (363.6k → 262.9k shares)
4.8%
04
$HFXI
NEW YORK LIFE INVESTMENTS ET
Q1 2026: Exited (was 378.1k shares)
4.4%
05
$VIGI
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 105.9k shares)
3.0%
06
$JCPB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 178.3k shares)
2.8%
07
$IJR
ISHARES TR
Q1 2026: Sold 97.0% (64.1k → 1.9k shares)
2.6%
08
$TOTR
T ROWE PRICE ETF INC
Q1 2026: Exited (was 181.6k shares)
2.5%
09
$VPLS
VANGUARD MALVERN FDS
Q1 2026: Exited (was 92.0k shares)
2.4%
10
$FIXD
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 151.6k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:18 UTC.