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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, VFLO, JCPB, and represent 39.23% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$35M), VIGI (+$7.6M), VPLS (+$6.5M), IVV (+$5.7M), FBND (+$5.5M), IJR, VWO, IJH, VSS, VIG.
Started 28 new stock positions in SCHX, VSS, MSFT, ED, AOA, IVV, VIGI, VIG, VB, ONEQ.
Reduced shares in these 10 stocks: NOBL, SMDV, , EMLP, REGL, VONE, INMU, MBND, MMIN, MMIT.
Sold out of its position in BOND.
Landmark Wealth Management was a net buyer of stock by $94M.
Landmark Wealth Management has $230M in assets under management (AUM), dropping by 78.95%.
Central Index Key (CIK): 0001728778

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 76 positions in its portfolio as reported in the September 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)	15.4	$35M	NEW	67k	527.68	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	8.0	$18M	-3%	172k	106.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	6.9	$16M		424k	37.56	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	5.5	$13M	+2%	381k	33.30	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.4	$7.7M	+2%	160k	48.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	3.3	$7.6M	NEW	87k	88.28	View chart
T Rowe Price Etf Total Return Etf (TOTR)	2.9	$6.7M	+2%	162k	41.60	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.8	$6.5M	NEW	82k	79.32	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	2.7	$6.1M		135k	45.24	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	2.6	$6.0M	+2%	126k	47.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$5.7M	NEW	9.8k	576.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.4	$5.5M	NEW	118k	46.74	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.4	$5.4M	+2%	235k	23.12	View chart
Proshares Tr Russ 2000 Divd (SMDV)	2.1	$4.9M	-9%	71k	69.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$4.9M	NEW	42k	116.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$4.6M	NEW	95k	47.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$4.2M	NEW	68k	62.33	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	1.8	$4.1M		50k	81.79	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.6	$3.7M	+5%	72k	51.27	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.6	$3.7M	NEW	29k	125.96	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	1.5	$3.4M		66k	51.97	View chart
Legg Mason Etf Invt Westn Aset Ttl (WBND)	1.4	$3.3M		159k	20.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.4	$3.2M		16k	200.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$2.9M	NEW	15k	198.07	View chart
American Centy Etf Tr Diversified Mu (TAXF)	1.2	$2.9M		56k	51.42	View chart
Apple (AAPL)	1.1	$2.5M		11k	232.98	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.1	$2.5M	+7%	92k	27.46	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.0	$2.2M		46k	48.55	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.0	$2.2M	-3%	66k	33.59	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.9	$2.1M		54k	39.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$2.1M	NEW	40k	52.80	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.9	$2.0M	+5%	35k	57.67	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$1.8M	NEW	78k	23.17	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.7	$1.6M	-2%	66k	24.60	View chart
Ssga Active Tr Spdr Nuveen Mun (MBND)	0.7	$1.6M	-2%	58k	28.01	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.7	$1.6M	+4%	30k	52.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.4M	NEW	5.4k	263.75	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.6	$1.4M	-4%	5.4k	260.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.4M	NEW	4.4k	314.40	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$1.2M		18k	67.49	View chart
Oracle Corporation (ORCL)	0.5	$1.2M		6.9k	170.40	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.5	$1.1M	-2%	42k	25.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.0M	-2%	2.1k	488.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$909k	NEW	3.8k	237.34	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$895k	-3%	19k	46.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$693k	NEW	3.5k	200.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$553k	NEW	1.5k	375.17	View chart
Microsoft Corporation (MSFT)	0.2	$531k	NEW	1.2k	429.96	View chart
Amazon (AMZN)	0.2	$531k		2.8k	186.45	View chart
Blackrock Etf Trust Ii Intermedia Muni (INMU)	0.2	$498k	-9%	21k	24.06	View chart
NVIDIA Corporation (NVDA)	0.2	$493k		4.1k	121.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$468k	NEW	5.6k	83.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$448k	NEW	6.6k	67.82	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$440k	NEW	6.1k	71.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$437k		762.00	573.49	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$428k	-4%	9.1k	46.91	View chart
Consolidated Edison (ED)	0.2	$399k	NEW	3.8k	104.20	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$395k	NEW	6.4k	61.63	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$356k	-2%	10k	34.09	View chart
Exxon Mobil Corporation (XOM)	0.1	$337k		2.9k	117.10	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.1	$337k		6.4k	53.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$322k	NEW	3.7k	88.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$318k	+5%	7.7k	41.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$306k		3.9k	78.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$300k		1.8k	165.93	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$295k	-4%	3.4k	86.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$287k		624.00	459.94	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$281k	-6%	5.1k	54.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$271k	NEW	2.8k	97.48	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$267k	NEW	3.4k	78.90	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.1	$256k	-15%	10k	24.53	View chart
Mastercard Incorporated Cl A (MA)	0.1	$247k		501.00	493.01	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$238k	NEW	4.0k	59.32	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$237k	+2%	4.8k	49.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$217k		3.6k	59.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$201k	NEW	889.00	226.10	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 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
Landmark Wealth Management 2022 Q1 filed April 26, 2022
Landmark Wealth Management 2021 Q4 filed Jan. 27, 2022

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