Landmark Wealth Management, LLC
Landmark Wealth Management, LLC reported 151 holdings worth US$418M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Landmark Wealth Management, LLC reported 151 holdings worth US$418M as of Jun 30, 2026. Largest: Intel Corporation, Bank Of America Corporation and Apple Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 151
- Value as reported
- US$418M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Intel Corporation | 24,045 | US$3.36M | 0.80% |
| Bank Of America Corporation | 55,189 | US$3.14M | 0.75% |
| Apple Inc | 10,680 | US$3.09M | 0.74% |
| Corning Incorporated | 11,313 | US$2.89M | 0.69% |
| Citigroup, Inc. | 19,039 | US$2.66M | 0.64% |
| Microsoft Corp. | 6,430 | US$2.4M | 0.57% |
| Jp Morgan Chase & Co. | 7,086 | US$2.32M | 0.56% |
| Ge Vernova Inc. | 1,733 | US$2.04M | 0.49% |
| Cisco Systems, Inc. | 16,128 | US$1.89M | 0.45% |
| Merck & Company, Inc. | 13,937 | US$1.79M | 0.43% |
| Ford Mtr Co Del | 121K | US$1.68M | 0.40% |
| Rtx Corporation | 8,575 | US$1.63M | 0.39% |
| Freeport-mcmoran, Inc. | 25,512 | US$1.6M | 0.38% |
| Ge Aerospace | 4,221 | US$1.58M | 0.38% |
| Alphabet Inc (google) Class C | 3,894 | US$1.39M | 0.33% |
| Abbvie Inc. | 5,446 | US$1.37M | 0.33% |
| Exxon Mobil Corporation | 9,924 | US$1.36M | 0.32% |
| Nokia Oyj | 100K | US$1.33M | 0.32% |
| Barclays Plc | 47,900 | US$1.29M | 0.31% |
| Emerson Electric Company | 8,302 | US$1.19M | 0.28% |
| Caterpillar, Inc. | 1,090 | US$1.16M | 0.28% |
| Home Depot, Inc. (the) | 3,290 | US$1.16M | 0.28% |
| Carrier Global Corporation | 15,010 | US$1.1M | 0.26% |
| Berkshire Hathaway Inc. | 2,053 | US$1.03M | 0.25% |
| Wells Fargo & Company | 11,627 | US$961K | 0.23% |
| Nvidia Corporation | 4,778 | US$956K | 0.23% |
| Lockheed Martin Corporation | 1,704 | US$868K | 0.21% |
| Visa Inc. | 2,485 | US$853K | 0.20% |
| Texas Instruments Incorporated | 2,840 | US$847K | 0.20% |
| Bristol-myers Squibb Company | 14,424 | US$831K | 0.20% |
| Johnson & Johnson | 3,224 | US$819K | 0.20% |
| Boeing Company (the) | 3,653 | US$791K | 0.19% |
| Shell Plc | 10,000 | US$775K | 0.19% |
| Gilead Sciences, Inc. | 6,018 | US$760K | 0.18% |
| Pfizer, Inc. | 31,328 | US$754K | 0.18% |
| Amazon.com, Inc. | 2,986 | US$712K | 0.17% |
| At&t Inc. | 33,498 | US$693K | 0.17% |
| Southern Company (the) | 6,901 | US$661K | 0.16% |
| Amgen Inc. | 1,780 | US$645K | 0.15% |
| Petroleo Brasileiro Sa | 37,500 | US$606K | 0.15% |
| Charles Schwab Corporation (the) | 6,454 | US$595K | 0.14% |
| Philip Morris International Inc | 3,215 | US$582K | 0.14% |
| Teva Pharmaceutical Industries Limited | 16,700 | US$566K | 0.14% |
| Coca-cola Company (the) | 6,827 | US$555K | 0.13% |
| Gsk Plc | 10,481 | US$549K | 0.13% |
| Bp Plc | 14,800 | US$547K | 0.13% |
| Walmart Inc. | 4,809 | US$545K | 0.13% |
| Procter & Gamble Company (the) | 3,708 | US$544K | 0.13% |
| 3m Company | 3,204 | US$519K | 0.12% |
| Solventum Corporation | 5,525 | US$426K | 0.10% |
| Consolidated Edison, Inc. | 3,808 | US$421K | 0.10% |
| Altria Group, Inc. | 4,709 | US$339K | 0.08% |
| Duke Energy Corporation (holding Company) | 2,468 | US$312K | 0.07% |
| Mastercard Incorporated | 515 | US$265K | 0.06% |
| Oracle Corporation | 1,783 | US$261K | 0.06% |
| Pepsico, Inc. | 1,809 | US$245K | 0.06% |
| Lamb Weston Holdings, Inc. | 5,500 | US$237K | 0.06% |
| Eli Lilly And Company | 185 | US$222K | 0.05% |
| Conagra Brands, Inc. | 16,028 | US$216K | 0.05% |
| Public Service Enterprise Group Incorporated | 2,591 | US$210K | 0.05% |
| Flagstar Bank, N.a. | 0 | US$0 | 0.00% |
Source
View original at SEC
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