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Landmark Wealth Management

Latest statistics and disclosures from Landmark Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, NOBL, SPDW, VIGI, JCPB, and represent 42.46% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH, MBND, NOBL, TOTR, JCPB, CGMU, FIXD, DBND, MUNI, BOND.
Started 1 new stock position in MBND.
Reduced shares in these 10 stocks: VOO, , PG, LMT, QQQ, IVV, VONE, NVDA, AOR, FLMI.
Sold out of its positions in EW, LMT, PG.
Landmark Wealth Management was a net buyer of stock by $7.4M.
Landmark Wealth Management has $216M in assets under management (AUM), dropping by 6.26%.
Central Index Key (CIK): 0001728778

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 72 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.3	$33M	-2%	69k	480.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	13.7	$30M		292k	101.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.0	$15M		422k	35.84	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	3.2	$7.0M	+2%	86k	81.53	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.2	$6.9M	+4%	148k	46.64	View chart
T Rowe Price Etf Total Return Etf (TOTR)	2.8	$6.1M	+5%	151k	40.37	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.7	$5.8M	+4%	63k	91.86	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	2.6	$5.6M	+5%	128k	43.60	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	2.5	$5.4M	+5%	118k	45.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$5.3M		10k	525.74	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.3	$5.0M	+4%	110k	45.31	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.3	$4.9M	+4%	220k	22.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$4.3M		39k	110.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$4.1M	+377%	68k	60.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$4.0M	+5%	96k	41.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$4.0M	-4%	9.0k	444.02	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	1.8	$3.9M		50k	78.56	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.6	$3.5M	+6%	69k	50.75	View chart
Legg Mason Etf Invt Westn Aset Ttl (WBND)	1.6	$3.5M	+5%	171k	20.17	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.6	$3.4M	+2%	29k	116.85	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.4	$3.1M	+5%	61k	51.35	View chart
Proshares Tr Russ 2000 Divd (SMDV)	1.3	$2.8M	+3%	44k	64.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$2.8M		15k	182.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$2.8M		14k	191.86	View chart
American Centy Etf Tr Diversified Mu (TAXF)	1.2	$2.5M	+4%	50k	50.55	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.1	$2.3M	+4%	48k	48.09	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.0	$2.2M	+16%	80k	27.01	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.0	$2.1M	+2%	72k	29.53	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.9	$2.0M	+6%	35k	57.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$2.0M	-2%	40k	50.16	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.9	$2.0M	+4%	51k	38.84	View chart
Apple (AAPL)	0.9	$1.9M	+14%	11k	171.52	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.8	$1.7M	+8%	70k	24.39	View chart
Ssga Active Tr Spdr Nuveen Mun (MBND)	0.8	$1.7M	NEW	61k	27.53	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$1.7M		82k	20.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.7	$1.5M	-4%	5.3k	288.07	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.7	$1.5M	+22%	29k	52.48	View chart
Microsoft Corporation (MSFT)	0.7	$1.4M	-3%	3.3k	420.61	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.6	$1.4M	-5%	5.8k	238.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.3M	+9%	5.3k	249.81	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.5	$1.1M	-5%	44k	24.52	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$1.1M		17k	61.56	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$917k		20k	45.64	View chart
Exxon Mobil Corporation (XOM)	0.4	$913k	-3%	7.9k	116.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$872k	+15%	3.8k	228.63	View chart
Oracle Corporation (ORCL)	0.4	$862k		6.9k	125.55	View chart
Blackrock Etf Trust Ii Intermedia Muni (INMU)	0.3	$607k	-2%	26k	23.75	View chart
Amazon (AMZN)	0.2	$506k	-7%	2.8k	180.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$497k		1.5k	337.18	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$465k	-8%	10k	46.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$448k	-2%	5.6k	79.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$414k	-3%	6.7k	62.06	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$410k	-6%	6.4k	64.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$399k	+68%	762.00	523.62	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$377k	+5%	7.0k	53.76	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$354k		11k	32.47	View chart
Consolidated Edison (ED)	0.2	$348k		3.8k	90.89	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$339k		6.7k	50.28	View chart
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)	0.2	$325k		13k	24.33	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$320k		3.9k	82.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$308k		3.7k	84.15	View chart
NVIDIA Corporation (NVDA)	0.1	$307k	-20%	339.00	905.60	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$298k	-3%	5.6k	53.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$293k		3.9k	74.27	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$277k	-15%	3.8k	73.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$273k	-3%	1.8k	151.16	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$267k		7.4k	36.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$262k		624.00	419.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$259k	-2%	3.0k	86.42	View chart
Mastercard Incorporated Cl A (MA)	0.1	$241k		501.00	481.04	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$241k	-22%	4.3k	55.76	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$225k		4.7k	48.18	View chart

Past Filings by Landmark Wealth Management

SEC 13F filings are viewable for Landmark Wealth Management going back to 2021

Landmark Wealth Management 2024 Q1 filed April 24, 2024
Landmark Wealth Management 2023 Q4 filed Jan. 22, 2024
Landmark Wealth Management 2023 Q3 filed Oct. 13, 2023
Landmark Wealth Management 2023 Q2 filed July 14, 2023
Landmark Wealth Management 2023 Q1 filed April 17, 2023
Landmark Wealth Management 2022 Q4 filed Jan. 20, 2023
Landmark Wealth Management 2022 Q3 filed Oct. 24, 2022
Landmark Wealth Management 2022 Q2 filed July 21, 2022
Landmark Wealth Management 2022 Q1 amended filed April 28, 2022
Landmark Wealth Management 2022 Q1 filed April 26, 2022
Landmark Wealth Management 2021 Q4 filed Jan. 27, 2022

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