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 33.12% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NOBL (+$12M), VO, JCPB, TOTR, CGCP, FIXD, C, IWF, RTX, PYLD.
Started 4 new stock positions in MOAT, SCHF, JEPQ, LLY.
Reduced shares in these 10 stocks: VFLO, QQQM, FLG, VOO, JPM, IVV, NVDA, SPDW, IJR, AAPL.
Sold out of its position in FLG.
Landmark Wealth Management was a net buyer of stock by $23M.
Landmark Wealth Management has $418M in assets under management (AUM), dropping by 11.90%.
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 151 positions in its portfolio as reported in the June 2026 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)	15.6	$65M		95k	686.81	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	5.4	$22M	+110%	399k	56.16	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	4.7	$20M	-4%	432k	45.75	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	4.5	$19M		496k	38.09	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.9	$12M	+3%	129k	93.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.8	$12M		78k	148.31	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.8	$12M	+9%	246k	46.94	View chart
T Rowe Price Exchange-traded Total Return Etf (TOTR)	2.4	$9.9M	+8%	247k	40.07	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.3	$9.4M	+4%	122k	77.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.2	$9.0M		117k	77.11	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	2.1	$8.8M	+7%	203k	43.61	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	2.0	$8.5M	+5%	187k	45.59	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.0	$8.3M	+5%	183k	45.49	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.0	$8.2M	+8%	368k	22.29	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.8	$7.7M	+7%	291k	26.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$7.3M	-2%	9.8k	748.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$6.6M		111k	59.69	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.3	$5.5M	+2%	36k	154.29	View chart
Proshares Tr Russ 2000 Divd (SMDV)	1.3	$5.2M	+2%	68k	77.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.2	$5.1M	-9%	17k	302.97	View chart
Franklin Templeton Etf Tr Westn Asset Bd (WABF)	1.2	$5.0M	+7%	201k	24.99	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.1	$4.5M		90k	50.66	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	1.0	$4.3M	+5%	156k	27.47	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.9	$3.9M	+5%	42k	91.57	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.9	$3.7M	+8%	72k	51.37	View chart
Intel Corporation (INTC)	0.8	$3.4M		24k	139.63	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.8	$3.3M	+6%	77k	43.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$3.3M		14k	236.63	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.8	$3.2M	+5%	60k	52.60	View chart
Bank of America Corporation (BAC)	0.8	$3.1M		55k	56.98	View chart
Apple (AAPL)	0.7	$3.1M	-3%	11k	289.36	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.7	$3.1M	-4%	61k	50.39	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.7	$2.9M	+9%	57k	50.83	View chart
Corning Incorporated (GLW)	0.7	$2.9M		11k	255.44	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.7	$2.8M	+2%	119k	23.68	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.7	$2.8M	+6%	41k	67.31	View chart
Citigroup Com New (C)	0.6	$2.7M	+30%	19k	139.96	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.6	$2.6M	+2%	67k	39.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.5M		36k	71.25	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.6	$2.4M		7.2k	338.72	View chart
Microsoft Corporation (MSFT)	0.6	$2.4M		6.4k	373.02	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.3M	-8%	7.1k	327.32	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.5	$2.2M		90k	24.35	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.1M		5.1k	409.53	View chart
Ge Vernova (GEV)	0.5	$2.0M	+21%	1.7k	1174.86	View chart
Cisco Systems (CSCO)	0.5	$1.9M	+3%	16k	117.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.9M	+292%	23k	80.57	View chart
Merck & Co (MRK)	0.4	$1.8M		14k	128.50	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$1.7M	-4%	20k	87.88	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$1.7M	-3%	36k	48.33	View chart
Ford Motor Company (F)	0.4	$1.7M		121k	13.90	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.6M	+48%	8.6k	189.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.6M	+3%	2.2k	736.55	View chart
Freeport Mcmoran CL B (FCX)	0.4	$1.6M		26k	62.89	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.4	$1.6M	+40%	21k	76.40	View chart
Ge Aerospace Com New (GE)	0.4	$1.6M		4.2k	373.73	View chart
Ssga Active Tr St Str Nuvee Etf (MBND)	0.4	$1.5M		56k	27.34	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.4	$1.5M	+12%	60k	25.17	View chart
Abbvie (ABBV)	0.3	$1.4M		5.4k	251.66	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.4M		9.9k	136.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.4M		4.5k	303.13	View chart
Nokia Corp Sponsored Adr (NOK)	0.3	$1.3M		100k	13.28	View chart
Barclays Adr (BCS)	0.3	$1.3M	+12%	48k	26.86	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.3	$1.2M		50k	24.25	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$1.2M		26k	45.76	View chart
Emerson Electric (EMR)	0.3	$1.2M	+22%	8.3k	143.15	View chart
Caterpillar (CAT)	0.3	$1.2M		1.1k	1065.03	View chart
Home Depot (HD)	0.3	$1.2M		3.3k	352.66	View chart
Nushares Etf Tr Nuve Mun Inc Etf (NUMI)	0.3	$1.2M	+2%	46k	25.23	View chart
Carrier Global Corporation (CARR)	0.3	$1.1M	+24%	15k	73.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.1M		1.4k	746.90	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.2	$1.0M		20k	51.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M	+2%	35k	29.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.0M		2.1k	500.39	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.2	$986k	+2%	13k	75.68	View chart
Wells Fargo & Company (WFC)	0.2	$961k		12k	82.64	View chart
NVIDIA Corporation (NVDA)	0.2	$956k	-17%	4.8k	200.09	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$893k	+21%	17k	51.44	View chart
Lockheed Martin Corporation (LMT)	0.2	$868k		1.7k	509.60	View chart
Visa Com Cl A (V)	0.2	$853k		2.5k	343.09	View chart
Texas Instruments Incorporated (TXN)	0.2	$847k		2.8k	298.07	View chart
Bristol Myers Squibb (BMY)	0.2	$831k		14k	57.62	View chart
Johnson & Johnson (JNJ)	0.2	$819k		3.2k	253.93	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$806k		17k	46.58	View chart
Boeing Company (BA)	0.2	$791k		3.7k	216.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$778k	+4%	2.2k	353.27	View chart
Shell Spon Ads (SHEL)	0.2	$775k		10k	77.54	View chart
Gilead Sciences (GILD)	0.2	$760k		6.0k	126.34	View chart
Pfizer (PFE)	0.2	$754k		31k	24.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$731k	+300%	5.9k	124.16	View chart
Amazon (AMZN)	0.2	$712k		3.0k	238.34	View chart
New York Life Invts Active E Mack Mu Insd Etf (MMIN)	0.2	$711k		29k	24.21	View chart
At&t (T)	0.2	$693k		34k	20.70	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.2	$688k		27k	25.19	View chart
Southern Company (SO)	0.2	$661k	+15%	6.9k	95.71	View chart
Amgen (AMGN)	0.2	$645k		1.8k	362.12	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$628k	+5%	11k	58.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$613k	-3%	1.7k	357.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$610k	+45%	11k	56.48	View chart
SLB Com Stk (SLB)	0.1	$610k		13k	46.49	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.1	$606k	-6%	38k	16.16	View chart
Charles Schwab Corporation (SCHW)	0.1	$596k		6.5k	92.27	View chart
Philip Morris International (PM)	0.1	$582k		3.2k	180.91	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$569k	-4%	5.5k	103.22	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$566k		17k	33.88	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$556k		8.4k	66.45	View chart
Coca-Cola Company (KO)	0.1	$555k		6.8k	81.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$550k	-4%	2.3k	243.01	View chart
GSK Sponsored Adr (GSK)	0.1	$549k	-2%	11k	52.42	View chart
BP Sponsored Adr (BP)	0.1	$547k		15k	36.95	View chart
Wal-Mart Stores (WMT)	0.1	$545k		4.8k	113.26	View chart
Procter & Gamble Company (PG)	0.1	$544k		3.7k	146.65	View chart
3M Company (MMM)	0.1	$519k		3.2k	161.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$507k		1.4k	368.38	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$506k		4.6k	110.31	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$501k		9.7k	51.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$472k		1.6k	300.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$470k		4.5k	103.89	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$446k	-16%	6.6k	67.56	View chart
Solventum Corp Com Shs (SOLV)	0.1	$426k		5.5k	77.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$426k	NEW	6.9k	61.46	View chart
Pgim Etf Tr Mun Inco Opp Etf (PMIO)	0.1	$421k	+2%	8.2k	51.08	View chart
Consolidated Edison (ED)	0.1	$421k		3.8k	110.62	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$412k		9.4k	43.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$380k		3.9k	96.58	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$365k	+16%	1.9k	190.47	View chart
Altria (MO)	0.1	$339k	+29%	4.7k	71.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$331k	+2%	3.4k	96.42	View chart
Alps Etf Tr Bbh Inter Etf (MNBD)	0.1	$325k		13k	26.04	View chart
Duke Energy Corp Com New (DUK)	0.1	$312k	+28%	2.5k	126.60	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$279k	-6%	2.6k	109.13	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$268k	+10%	3.9k	69.51	View chart
Mastercard Incorporated Cl A (MA)	0.1	$265k		515.00	513.60	View chart
Oracle Corporation (ORCL)	0.1	$261k	-24%	1.8k	146.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$260k	-7%	756.00	344.07	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.1	$256k	+2%	3.4k	75.50	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$255k	-4%	2.6k	97.60	View chart
T Rowe Price Exchange-traded Inter Mu In Etf (TAXE)	0.1	$252k		4.9k	51.27	View chart
Pepsi (PEP)	0.1	$245k		1.8k	135.40	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$244k		3.2k	75.78	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$244k		4.8k	50.63	View chart
Lamb Weston Hldgs (LW)	0.1	$238k		5.5k	43.18	View chart
John Hancock Exchange Traded Dynamic Municip (JHMU)	0.1	$232k		8.8k	26.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$224k	NEW	8.1k	27.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$223k	-3%	1.6k	136.70	View chart
Eli Lilly & Co. (LLY)	0.1	$222k	NEW	185.00	1199.43	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$218k	-2%	4.5k	48.12	View chart
ConAgra Foods (CAG)	0.1	$216k		16k	13.46	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$212k		4.4k	48.49	View chart
Public Service Enterprise (PEG)	0.1	$210k		2.6k	81.17	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$209k	NEW	2.0k	103.96	View chart

Past Filings by Landmark Wealth Management

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

Landmark Wealth Management 2026 Q2 filed Aug. 10, 2026
Landmark Wealth Management 2026 Q1 filed April 29, 2026
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

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