Portfolio (Quarterly) Guide ↗

Landmark Wealth Management, LLC

· CIK 0001728778

13F Portfolio $373M AUM 148 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 61 New 81 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MOAT	VANECK ETF TRUST	—	2,039	$211K	0.08%	SOLD

Sector Allocation

Financial Services 22.4%

Technology 20.5%

Healthcare 14.6%

Industrials 12.0%

Energy 8.4%

Consumer Defensive 5.6%

Consumer Cyclical 5.4%

Utilities 4.8%

Communication Services 3.7%

Basic Materials 2.6%