Landmark Wealth Management, LLC MUNI — PIMCO ETF TR

Ownership history in Landmark Wealth Management, LLC  ·  18 quarters on record

AI Ownership Summary

Landmark Wealth Management, LLC reported PIMCO ETF TR (MUNI) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.19% in 2024 Q2. The latest visible filing shows MUNI at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUNI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Landmark Wealth Management, LLC's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MUNI was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUNI stock page Landmark Wealth Management, LLC fund profile Landmark Wealth Management, LLC full holdings
How Landmark Wealth Management, LLC held MUNI — position size vs. price
% of Fund (quarterly)    MUNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 56,940 +11,714 +25.9% 0.80% $3.0M 2026-04-29 $52.31
2025 Q4 ADDED — — — 45,226 +680 +1.5% 0.91% $2.4M 2026-02-05 $52.45
2025 Q3 ADDED — — — 44,546 +8,076 +22.1% 0.92% $2.3M 2025-10-23 $51.68
2025 Q2 REDUCED 14.7% +2.6% ❌ 36,470 -6,261 -14.7% 0.80% $1.9M 2025-07-25 $49.65
2025 Q1 ADDED — — — 42,731 +8,387 +24.4% 0.97% $2.2M 2025-05-02 $49.40
2024 Q4 ADDED — — — 34,344 +3,946 +13.0% 0.79% $1.8M 2025-01-22 $49.55
2024 Q3 ADDED — — — 30,398 +1,191 +4.1% 0.70% $1.6M 2024-10-30 $49.46
2024 Q2 ADDED — — — 29,207 +357 +1.2% 1.19% $1.5M 2024-07-25 $49.20
2024 Q1 ADDED — — — 28,850 +5,223 +22.1% 0.70% $1.5M 2024-04-24 $48.39
2023 Q4 ADDED — — — 23,627 +3,244 +15.9% 0.61% $1.2M 2024-01-22 $48.38
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUNI

As of 2026 Q1 — sorted by position size

PW ADVISORS, LLC \ FL 11.21% Avant Financial Advisors LLC 4.7% Shotwell Rutter Baer Inc 4.26% Altura Wealth Advisors Inc. 3Y 3.94% Smith Partners Wealth Management, LLC 3.81% Crestmont Private Wealth LLC 3Y 3.3% Benchmark Financial Wealth Advisors, LLC 3Y 7Y 3.27% Austin Wealth Management, LLC 2.89% KEYVANTAGE WEALTH, LLC 2.75% Stonebridge Financial Group, LLC 2.61%

FAQ About Landmark Wealth Management, LLC and MUNI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Landmark Wealth Management, LLC reported owning MUNI?

Landmark Wealth Management, LLC reported MUNI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MUNI position in Landmark Wealth Management, LLC's portfolio?

The largest reported portfolio weight for MUNI was 1.19% in 2024 Q2.

What is the latest reported MUNI position on this page?

The most recent filing on this page is 2026 Q1, when Landmark Wealth Management, LLC reported 56,940 shares, equal to 0.80% of portfolio, with an estimated market value of $3.0M.

What does the chart on this MUNI ownership page compare?

The chart compares Landmark Wealth Management, LLC's quarterly MUNI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Landmark Wealth Management, LLC time their MUNI position?

Based on 13F filing dates vs. subsequent MUNI price moves, Landmark Wealth Management, LLC correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on MUNI relative to SPY over the holding period was -10.7%.

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