Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Landmark Wealth Management

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

Top 5 stock holdings are VOO, NOBL, VFLO, HFXI, VIGI, and represent 37.83% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO, PYLD, HFXI, VCRM, VPLS, JCPB, TOTR, FBND, FIXD, CGCP.
Started 4 new stock positions in NANR, MOAT, GOOG, VCRM.
Reduced shares in these 10 stocks: VFLO, NOBL, VIGI, ORCL, DFNM, , IWB, HMOP, AAPL, VIG.
Sold out of its position in SLYV.
Landmark Wealth Management was a net buyer of stock by $6.5M.
Landmark Wealth Management has $261M in assets under management (AUM), dropping by 3.76%.
Central Index Key (CIK): 0001728778

Tip: Access up to 7 years of quarterly data

Positions held by Landmark Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 88 positions in its portfolio as reported in the December 2025 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)	17.5	$46M	+10%	73k	627.13	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	6.4	$17M	-8%	161k	104.07	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	5.5	$14M	-12%	364k	39.38	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	4.7	$12M	+10%	378k	32.45	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	3.7	$9.7M	-8%	106k	91.45	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.2	$8.4M	+5%	178k	47.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.9	$7.7M	+2%	64k	120.18	View chart
T Rowe Price Etf Total Return Etf (TOTR)	2.8	$7.4M	+5%	182k	40.76	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.8	$7.2M	+6%	92k	78.11	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	2.6	$6.7M	+6%	152k	44.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$6.6M		9.7k	684.91	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	2.5	$6.5M	+5%	141k	46.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$6.2M	+2%	93k	66.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.3	$6.1M	+6%	133k	46.04	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.3	$6.0M	+6%	265k	22.64	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.2	$5.7M	+64%	213k	26.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$4.8M		90k	53.76	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.6	$4.1M	+2%	29k	143.33	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.5	$3.8M		75k	50.50	View chart
Franklin Templeton Etf Tr Westn Asset Bd (WABF)	1.4	$3.7M	+6%	146k	25.35	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$3.5M	-2%	14k	252.93	View chart
Proshares Tr Russ 2000 Divd (SMDV)	1.3	$3.5M	+6%	52k	66.08	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.2	$3.1M		115k	27.38	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.1	$2.9M		57k	51.14	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	1.0	$2.7M	+4%	32k	84.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$2.7M	-3%	12k	219.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$2.6M	-2%	60k	44.41	View chart
Apple (AAPL)	1.0	$2.6M	-5%	9.7k	271.87	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.9	$2.4M	+3%	64k	37.87	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.9	$2.4M		45k	52.41	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.9	$2.2M		36k	62.14	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.8	$2.1M	-7%	54k	39.11	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.8	$2.1M	+14%	42k	50.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$2.0M		32k	62.47	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$2.0M	+5%	95k	20.89	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.6	$1.7M		5.4k	309.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.6M		5.6k	290.24	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.6	$1.6M	+4%	64k	24.33	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$1.5M	-24%	32k	48.17	View chart
Ssga Active Tr State Street Nuv (MBND)	0.6	$1.5M		54k	27.36	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$1.4M		18k	80.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.2M		1.9k	614.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.1M	-13%	3.0k	373.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.1M		4.1k	257.96	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.4	$1.0M		42k	24.04	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$930k		21k	45.32	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$869k		35k	24.87	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.3	$790k	-6%	17k	46.24	View chart
Nushares Etf Tr Nuveen Municipal (NUMI)	0.3	$723k	+4%	29k	25.09	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$697k		1.5k	473.40	View chart
NVIDIA Corporation (NVDA)	0.3	$654k	-2%	3.5k	186.50	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.2	$647k	+4%	13k	50.96	View chart
Amazon (AMZN)	0.2	$624k		2.7k	230.82	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$621k	-3%	23k	26.91	View chart
Microsoft Corporation (MSFT)	0.2	$567k		1.2k	483.42	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$558k	-3%	11k	51.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$516k		756.00	682.34	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$498k		5.4k	91.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$497k	-7%	1.6k	312.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$497k	-2%	2.3k	211.75	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.2	$493k	-11%	21k	23.94	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$484k	NEW	6.4k	75.57	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.2	$469k		19k	25.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$445k		4.6k	96.03	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$442k	-4%	7.6k	57.91	View chart
Oracle Corporation (ORCL)	0.2	$434k	-66%	2.2k	194.92	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$406k		9.9k	40.86	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$393k		6.9k	56.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$392k		8.4k	46.81	View chart
Consolidated Edison (ED)	0.1	$378k		3.8k	99.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$375k		3.9k	96.28	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.1	$363k		6.9k	52.78	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$349k	+7%	4.6k	75.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$341k		2.8k	120.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$314k		624.00	502.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$293k		3.3k	89.47	View chart
Mastercard Incorporated Cl A (MA)	0.1	$286k		501.00	570.88	View chart
Pgim Etf Tr Municipal Income (PMIO)	0.1	$284k		5.6k	50.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$262k	+3%	3.0k	88.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$257k	NEW	820.00	313.80	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$254k	+2%	4.4k	57.24	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$251k		5.2k	47.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$235k		956.00	246.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$222k		3.2k	69.43	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$218k		4.3k	50.24	View chart
John Hancock Exchange Traded Dynamic Municip (JHMU)	0.1	$218k		8.3k	26.16	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$211k	NEW	2.0k	103.56	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$207k	NEW	3.0k	67.83	View chart

Past Filings by Landmark Wealth Management

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

Landmark Wealth Management 2025 Q4 filed Feb. 5, 2026
Landmark Wealth Management 2025 Q3 filed Oct. 23, 2025
Landmark Wealth Management 2025 Q2 filed July 25, 2025
Landmark Wealth Management 2025 Q1 filed May 2, 2025
Landmark Wealth Management 2024 Q4 filed Jan. 22, 2025
Landmark Wealth Management 2024 Q3 filed Oct. 30, 2024
Landmark Wealth Management 2024 Q2 filed July 25, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z