Landmark Wealth Management, LLC

13F filer · CIK 0001728778

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$418MU.S. long equity reported on 13F

Positions701 new · 1 closed

Net flow last quarter+$3.15MBuys minus sells

Top 10 positions weight12.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202670 positions
NOBLNoble International, Ltd.	$22.4M	5.36%	Not reported	+5.2%	Q4 2021
CGCPCardiogenesis Corp	$8.2M	1.96%	Not reported	+8.8%	Q1 2022
INTCIntel Corp	$3.36M	0.80%	0.00%	0.0%	Q1 2022
BACBank of America Corp	$3.14M	0.75%	0.00%	Not reported	Q1 2022
AAPLApple Inc.	$3.09M	0.74%	0.00%	-3.0%	Q4 2021
GLWCorning Inc	$2.89M	0.69%	0.00%	Not reported	Q1 2026
CCitigroup Inc	$2.66M	0.64%	0.00%	+31.0%	Q1 2026
MSFTMicrosoft Corp	$2.4M	0.57%	0.00%	+0.3%	Q1 2022
JPMJPMorgan Chase & Co	$2.32M	0.56%	0.00%	-8.5%	Q1 2022
GEVGE Vernova Inc.	$2.04M	0.49%	0.00%	+21.2%	Q1 2026
CSCOCisco Systems, Inc.	$1.89M	0.45%	0.00%	+3.2%	Q1 2022
MRKMerck & Co., Inc.	$1.79M	0.43%	0.00%	Not reported	Q1 2022
FFord Motor Co	$1.68M	0.40%	0.00%	Not reported	Q1 2026
RTXRTX Corp	$1.63M	0.39%	0.00%	+48.4%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$1.61M	0.38%	Not reported	+3.7%	Q1 2022
FCXFreeport-Mcmoran Inc	$1.6M	0.38%	0.00%	Not reported	Q1 2026
GEGeneral Electric Co	$1.58M	0.38%	0.00%	+0.1%	Q1 2026
MBNDMultiband Corp	$1.54M	0.37%	0.26%	-0.6%	Q4 2021
ABBVAbbVie Inc.	$1.37M	0.33%	0.00%	0.0%	Q1 2022
XOMExxonMobil Holdings Corp	$1.36M	0.32%	0.00%	Not reported	Q1 2022
NOKNokia Corp	$1.33M	0.32%	0.00%	Not reported	Q1 2026
BCSBarclays PLC	$1.29M	0.31%	0.00%	+12.2%	Q1 2026
EMREmerson Electric Co	$1.19M	0.28%	0.00%	+22.1%	Q1 2026
CATCaterpillar Inc	$1.16M	0.28%	0.00%	-0.5%	Q1 2026
HDHome Depot, Inc.	$1.16M	0.28%	0.00%	-0.4%	Q1 2022
CARRCARRIER GLOBAL Corp	$1.1M	0.26%	0.00%	+25.0%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.05M	0.25%	Not reported	-0.5%	Q1 2022
BRK.BBerkshire Hathaway Inc	$1.03M	0.25%	Not reported	+0.2%	Q1 2022
WFCWells Fargo & Company	$961K	0.23%	0.00%	+0.1%	Q1 2022
NVDANvidia Corp	$956K	0.23%	0.00%	-17.3%	Q4 2023
LMTLockheed Martin Corp	$868K	0.21%	0.00%	Not reported	Q1 2022
VVisa Inc.	$853K	0.20%	0.00%	+0.4%	Q1 2022
TXNTexas Instruments Inc	$847K	0.20%	0.00%	Not reported	Q1 2026
BMYBristol Myers Squibb Co	$831K	0.20%	0.00%	Not reported	Q1 2022
JNJJohnson & Johnson	$819K	0.20%	0.00%	Not reported	Q1 2022
BABoeing Co	$791K	0.19%	0.00%	+0.1%	Q1 2022
GOOGAlphabet Inc.	$778K	0.19%	Not reported	+4.3%	Q4 2025
SHELShell plc	$775K	0.19%	0.00%	Not reported	Q1 2026
GILDGilead Sciences, Inc.	$760K	0.18%	0.00%	Not reported	Q1 2022
PFEPfizer Inc	$754K	0.18%	0.00%	Not reported	Q1 2022
AMZNAmazon Com Inc	$712K	0.17%	0.00%	+0.9%	Q1 2022
TAt&T Inc.	$693K	0.17%	0.00%	+0.1%	Q4 2021
SOSouthern Co	$661K	0.16%	0.00%	+15.6%	Q1 2022
AMGNAmgen Inc	$645K	0.15%	0.00%	Not reported	Q1 2022
GOOGLAlphabet Inc.	$613K	0.15%	0.00%	-3.7%	Q1 2022
SLBSLB Limited	$610K	0.15%	0.00%	Not reported	Q1 2026
PBRPetrobras - Petroleo Brasileiro SA	$606K	0.15%	0.00%	-6.3%	Q1 2026
SCHWSchwab Charles Corp	$595K	0.14%	0.00%	+0.1%	Q1 2022
PMPhilip Morris International Inc.	$582K	0.14%	0.00%	Not reported	Q1 2026
TEVATeva Pharmaceutical Industries Ltd	$566K	0.14%	0.00%	Not reported	Q1 2026

Q1 2026Reported Apr 29, 202670 positions
NOBLNoble International, Ltd.	$20.1M	5.38%	Not reported	+17.9%	Q4 2021
CGCPCardiogenesis Corp	$7.56M	2.02%	Not reported	+27.5%	Q1 2022
AAPLApple Inc.	$2.8M	0.75%	0.00%	+13.8%	Q4 2021
BACBank of America Corp	$2.69M	0.72%	0.00%	Not reported	Q1 2022
MSFTMicrosoft Corp	$2.37M	0.64%	0.00%	+447.3%	Q1 2022
JPMJPMorgan Chase & Co	$2.28M	0.61%	0.00%	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$1.68M	0.45%	0.00%	+250.6%	Q1 2022
MRKMerck & Co., Inc.	$1.68M	0.45%	0.00%	Not reported	Q1 2022
CCitigroup Inc	$1.65M	0.44%	0.00%	New	Q1 2026
GLWCorning Inc	$1.54M	0.41%	0.00%	New	Q1 2026
MBNDMultiband Corp	$1.54M	0.41%	0.26%	+5.0%	Q4 2021
FCXFreeport-Mcmoran Inc	$1.5M	0.40%	0.00%	New	Q1 2026
FFord Motor Co	$1.39M	0.37%	0.00%	New	Q1 2026
GEVGE Vernova Inc.	$1.25M	0.33%	0.00%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$1.21M	0.33%	Not reported	+10.5%	Q1 2022
CSCOCisco Systems, Inc.	$1.21M	0.32%	0.00%	Not reported	Q1 2022
GEGeneral Electric Co	$1.2M	0.32%	0.00%	New	Q1 2026
ABBVAbbVie Inc.	$1.18M	0.32%	0.00%	Not reported	Q1 2022
RTXRTX Corp	$1.11M	0.30%	0.00%	Not reported	Q1 2022
HDHome Depot, Inc.	$1.09M	0.29%	0.00%	Not reported	Q1 2022
INTCIntel Corp	$1.06M	0.28%	0.00%	Not reported	Q1 2022
LMTLockheed Martin Corp	$1.03M	0.28%	0.00%	Not reported	Q1 2022
NVDANvidia Corp	$1.01M	0.27%	0.00%	+64.7%	Q4 2023
BRK.BBerkshire Hathaway Inc	$981K	0.26%	Not reported	+228.2%	Q1 2022
TAt&T Inc.	$970K	0.26%	0.00%	Not reported	Q4 2021
SHELShell plc	$930K	0.25%	0.00%	New	Q1 2026
WFCWells Fargo & Company	$925K	0.25%	0.00%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$922K	0.25%	Not reported	+87.4%	Q1 2022
BCSBarclays PLC	$904K	0.24%	0.00%	New	Q1 2026
EMREmerson Electric Co	$891K	0.24%	0.00%	New	Q1 2026
PFEPfizer Inc	$880K	0.24%	0.00%	Not reported	Q1 2022
BMYBristol Myers Squibb Co	$875K	0.23%	0.00%	Not reported	Q1 2022
GILDGilead Sciences, Inc.	$839K	0.22%	0.00%	Not reported	Q1 2022
PBRPetrobras - Petroleo Brasileiro SA	$830K	0.22%	0.00%	New	Q1 2026
NOKNokia Corp	$804K	0.22%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$788K	0.21%	0.00%	Not reported	Q1 2022
CATCaterpillar Inc	$776K	0.21%	0.00%	New	Q1 2026
VVisa Inc.	$748K	0.20%	0.00%	Not reported	Q1 2022
BABoeing Co	$727K	0.19%	0.00%	Not reported	Q1 2022
BPBP PLC	$696K	0.19%	Not reported	New	Q1 2026
CARRCARRIER GLOBAL Corp	$676K	0.18%	0.00%	Not reported	Q1 2022
SLBSLB Limited	$674K	0.18%	0.00%	New	Q1 2026
AMGNAmgen Inc	$626K	0.17%	0.00%	Not reported	Q1 2022
AMZNAmazon Com Inc	$616K	0.17%	0.00%	+9.4%	Q1 2022
SCHWSchwab Charles Corp	$606K	0.16%	0.00%	Not reported	Q1 2022
GOOGAlphabet Inc.	$606K	0.16%	Not reported	+157.7%	Q4 2025
WMTWalmart Inc.	$598K	0.16%	0.00%	New	Q1 2026
GSKGSK plc	$593K	0.16%	0.00%	New	Q1 2026
GLDSPDR Gold Trust	$592K	0.16%	0.00%	New	Q1 2026
SOSouthern Co	$576K	0.15%	0.00%	Not reported	Q1 2022

Q4 2025Reported Feb 5, 202618 positions
NOBLNoble International, Ltd.	$16.7M	6.40%	Not reported	-8.8%	Q4 2021
CGCPCardiogenesis Corp	$6.01M	2.30%	Not reported	+6.7%	Q1 2022
AAPLApple Inc.	$2.63M	1.01%	0.00%	-5.2%	Q4 2021
MBNDMultiband Corp	$1.48M	0.56%	0.25%	+1.2%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.17M	0.45%	Not reported	-1.9%	Q1 2022
NVDANvidia Corp	$654K	0.25%	0.00%	-2.5%	Q4 2023
AMZNAmazon Com Inc	$624K	0.24%	0.00%	Not reported	Q1 2022
MSFTMicrosoft Corp	$567K	0.22%	0.00%	-0.3%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$516K	0.20%	Not reported	Not reported	Q1 2022
GOOGLAlphabet Inc.	$497K	0.19%	0.00%	-7.8%	Q1 2022
SPMDSupermedia Inc.	$442K	0.17%	Not reported	-4.6%	Q1 2022
ORCLOracle Corp	$434K	0.17%	0.00%	-66.7%	Q1 2022
USRTEnigma-Bulwark, Ltd.	$393K	0.15%	Not reported	-1.8%	Q1 2022
EDConsolidated Edison Inc	$377K	0.14%	0.00%	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$341K	0.13%	0.00%	Not reported	Q1 2022
BRK.BBerkshire Hathaway Inc	$314K	0.12%	Not reported	Not reported	Q1 2022
MAMastercard Inc	$286K	0.11%	0.00%	Not reported	Q1 2022
GOOGAlphabet Inc.	$257K	0.10%	Not reported	New	Q4 2025
Q3 2025Reported Oct 23, 202517 positions
NOBLNoble International, Ltd.	$18.2M	7.21%	Not reported	+3.1%	Q4 2021
CGCPCardiogenesis Corp	$5.65M	2.24%	Not reported	+5.0%	Q1 2022
AAPLApple Inc.	$2.6M	1.03%	0.00%	-1.0%	Q4 2021
ORCLOracle Corp	$1.88M	0.75%	0.00%	-0.5%	Q1 2022
MBNDMultiband Corp	$1.46M	0.58%	0.24%	-5.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.16M	0.46%	Not reported	-0.3%	Q1 2022
NVDANvidia Corp	$671K	0.27%	0.00%	-4.8%	Q4 2023
MSFTMicrosoft Corp	$609K	0.24%	0.00%	-1.4%	Q1 2022
AMZNAmazon Com Inc	$594K	0.24%	0.00%	-2.4%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$503K	0.20%	Not reported	-0.4%	Q1 2022
SPMDSupermedia Inc.	$457K	0.18%	Not reported	+6.5%	Q1 2022
GOOGLAlphabet Inc.	$419K	0.17%	0.00%	-4.8%	Q1 2022
USRTEnigma-Bulwark, Ltd.	$412K	0.16%	Not reported	+3.7%	Q1 2022
EDConsolidated Edison Inc	$382K	0.15%	0.00%	-0.7%	Q1 2022
XOMExxonMobil Holdings Corp	$319K	0.13%	0.00%	Not reported	Q1 2022
BRK.BBerkshire Hathaway Inc	$314K	0.12%	Not reported	Not reported	Q1 2022
MAMastercard Inc	$285K	0.11%	0.00%	Not reported	Q1 2022

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