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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, VFLO, HFXI, VIGI, and represent 37.82% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PYLD, VIGI, NOBL, FMB, MUNI, CGMU, JMUB, JCPB, TAXF, TOTR.
Started 2 new stock positions in PYLD, JMHI.
Reduced shares in these 10 stocks: VOO, TAFM, JHMU, GMUB, AOR, AOA, EVIM, MMIN, VIG, IJR.
Sold out of its positions in TAFM, AOA, AOR, EVIM.
Landmark Wealth Management was a net buyer of stock by $5.9M.
Landmark Wealth Management has $252M in assets under management (AUM), dropping by 7.24%.
Central Index Key (CIK): 0001728778

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 85 positions in its portfolio as reported in the September 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)	16.1	$41M	-2%	66k	612.38	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	7.2	$18M	+3%	176k	103.07	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	6.2	$16M		415k	37.50	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	4.2	$11M	+2%	342k	31.01	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	4.1	$10M	+6%	116k	89.57	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.2	$8.0M	+4%	169k	47.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.0	$7.4M		63k	118.83	View chart
T Rowe Price Etf Total Return Etf (TOTR)	2.8	$7.0M	+5%	171k	40.78	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.7	$6.8M	+4%	86k	78.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$6.4M		9.6k	669.31	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	2.5	$6.4M	+4%	143k	44.42	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	2.5	$6.2M	+4%	133k	46.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$5.9M		91k	65.26	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.3	$5.8M	+5%	125k	46.24	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.2	$5.6M	+4%	249k	22.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$4.8M	-2%	89k	54.18	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.6	$3.9M	-2%	28k	142.55	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.5	$3.8M	+11%	75k	50.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.4	$3.5M	-3%	14k	247.11	View chart
Franklin Templeton Etf Tr Westn Asset Bd (WABF)	1.4	$3.5M	+7%	138k	25.51	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$3.5M	NEW	129k	26.84	View chart
Proshares Tr Russ 2000 Divd (SMDV)	1.3	$3.3M	+3%	49k	66.64	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.2	$3.1M	+14%	114k	27.29	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.1	$2.9M	+20%	57k	50.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$2.7M	-5%	13k	215.80	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$2.6M	-2%	61k	42.79	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	1.0	$2.6M		31k	85.34	View chart
Apple (AAPL)	1.0	$2.6M		10k	254.63	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.9	$2.4M	+4%	62k	38.29	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.9	$2.3M	+22%	45k	52.28	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.9	$2.3M		59k	38.97	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.8	$2.1M	-2%	36k	59.21	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.8	$2.0M	+7%	42k	47.98	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$1.9M	+6%	89k	21.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.9M		32k	59.92	View chart
Oracle Corporation (ORCL)	0.7	$1.9M		6.7k	281.24	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.7	$1.9M	+23%	37k	50.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.6M		5.6k	293.71	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.6	$1.6M		5.4k	302.32	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.6	$1.5M	+2%	61k	24.30	View chart
Ssga Active Tr Spdr Nuveen Mun (MBND)	0.6	$1.5M	-5%	53k	27.36	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.5	$1.4M		17k	78.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$1.3M		3.5k	365.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.2M		1.9k	600.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.0M		4.1k	254.28	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.4	$986k	-9%	41k	23.94	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$917k	-9%	20k	45.31	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$871k		35k	24.77	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.3	$836k	-7%	18k	45.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$690k		1.5k	468.48	View chart
Nushares Etf Tr Nuveen Municipal (NUMI)	0.3	$687k	+8%	28k	24.93	View chart
NVIDIA Corporation (NVDA)	0.3	$671k	-4%	3.6k	186.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$629k		24k	26.34	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.2	$615k	+32%	12k	50.86	View chart
Microsoft Corporation (MSFT)	0.2	$609k		1.2k	517.88	View chart
Amazon (AMZN)	0.2	$594k	-2%	2.7k	219.57	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$578k	-34%	11k	50.88	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.2	$556k	-27%	23k	23.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$503k		756.00	665.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$501k		2.4k	208.68	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$493k	-10%	5.5k	89.13	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.2	$460k	+21%	19k	24.83	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$457k	+6%	8.0k	57.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$434k	-4%	4.7k	93.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$419k	-4%	1.7k	243.04	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$412k	+3%	7.0k	58.72	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$399k	+7%	8.5k	46.81	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$398k	-3%	9.9k	40.18	View chart
Consolidated Edison (ED)	0.2	$382k		3.8k	100.51	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$375k		3.9k	96.56	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.1	$366k	-2%	6.8k	53.47	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$325k	+52%	4.3k	75.61	View chart
Exxon Mobil Corporation (XOM)	0.1	$319k		2.8k	112.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$314k		624.00	502.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$288k		3.3k	87.31	View chart
Mastercard Incorporated Cl A (MA)	0.1	$285k		501.00	568.81	View chart
Pgim Etf Tr Municipal Income (PMIO)	0.1	$280k	-19%	5.5k	50.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$263k		2.9k	91.43	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$247k		4.3k	57.10	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$245k	-7%	5.2k	47.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$232k	-2%	957.00	241.87	View chart
John Hancock Exchange Traded Dynamic Municip (JHMU)	0.1	$221k	-61%	8.5k	26.00	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$216k	NEW	4.3k	50.49	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$216k		3.2k	68.08	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$212k	-7%	2.4k	88.64	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 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
Landmark Wealth Management 2022 Q1 filed April 26, 2022

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