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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 32.78% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$13M), HFXI, VFLO, NOBL, BAC, JPM, JCPB, MSFT, TOTR, VPLS.
Started 61 new stock positions in IJS, RTX, T, LMT, SHEL, AMGN, SLB, JNJ, GLD, AOA.
Reduced shares in these 4 stocks: MOAT, FMHI, GWX, EFA.
Sold out of its position in MOAT.
Landmark Wealth Management was a net buyer of stock by $114M.
Landmark Wealth Management has $373M in assets under management (AUM), dropping by 42.91%.
Central Index Key (CIK): 0001728778

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 148 positions in its portfolio as reported in the March 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)	15.3	$57M	+30%	96k	597.55	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	5.4	$20M	+17%	189k	106.01	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	4.8	$18M	+23%	451k	39.48	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	4.4	$16M	+29%	490k	33.58	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	3.0	$11M	+18%	125k	88.46	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.8	$11M	+26%	225k	47.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.6	$9.8M	+23%	79k	124.31	View chart
T Rowe Price Etf Total Return Etf (TOTR)	2.5	$9.2M	+25%	228k	40.28	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.4	$9.0M	+26%	116k	77.59	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	2.2	$8.2M	+23%	188k	43.59	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	2.2	$8.1M	+25%	178k	45.81	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$7.9M	+30%	173k	45.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$7.8M	+23%	116k	67.53	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.0	$7.6M	+27%	338k	22.34	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.9	$7.1M	+27%	271k	26.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$6.6M	+3%	10k	653.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$6.0M	+23%	112k	54.05	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.4	$5.1M	+22%	35k	145.79	View chart
Franklin Templeton Etf Tr Westn Asset Bd (WABF)	1.3	$4.7M	+27%	186k	25.17	View chart
Proshares Tr Russ 2000 Divd (SMDV)	1.2	$4.5M	+25%	66k	68.79	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.2	$4.5M	+19%	90k	49.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.2	$4.4M	+33%	19k	237.62	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.1	$4.0M	+29%	148k	27.15	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.9	$3.5M	+25%	40k	86.41	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.9	$3.4M	+16%	67k	50.66	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.8	$3.1M	+12%	72k	43.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$3.0M	+16%	14k	215.06	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.8	$3.0M	+25%	57k	52.19	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.8	$2.9M	+8%	64k	45.65	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.8	$2.9M	+7%	39k	74.67	View chart
Apple (AAPL)	0.7	$2.8M	+13%	11k	253.78	View chart
Bank of America Corporation (BAC)	0.7	$2.7M	NEW	55k	48.75	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.7	$2.6M	+23%	52k	50.05	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.7	$2.5M	+19%	65k	38.74	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.7	$2.5M	+22%	116k	21.49	View chart
Microsoft Corporation (MSFT)	0.6	$2.4M	+447%	6.4k	370.18	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.3M	NEW	7.7k	294.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.3M	+11%	36k	64.08	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.6	$2.2M	+39%	90k	24.11	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.6	$2.1M	+32%	7.1k	295.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$1.8M	+70%	5.1k	356.55	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$1.8M	+16%	37k	47.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.7M	+5%	5.9k	287.17	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.7M	+250%	9.9k	169.67	View chart
Merck & Co (MRK)	0.4	$1.7M	NEW	14k	120.29	View chart
Citigroup Com New (C)	0.4	$1.6M	NEW	15k	113.41	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$1.6M	+19%	21k	76.54	View chart
Corning Incorporated (GLW)	0.4	$1.5M	NEW	11k	135.97	View chart
Ssga Active Tr State Street Nuv (MBND)	0.4	$1.5M	+5%	57k	27.16	View chart
Freeport Mcmoran CL B (FCX)	0.4	$1.5M	NEW	26k	58.78	View chart
Ford Motor Company (F)	0.4	$1.4M	NEW	121k	11.54	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.4	$1.3M	+53%	54k	24.79	View chart
Ge Vernova (GEV)	0.3	$1.2M	NEW	1.4k	872.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M	+10%	2.1k	577.30	View chart
Cisco Systems (CSCO)	0.3	$1.2M	NEW	16k	77.59	View chart
Ge Aerospace Com New (GE)	0.3	$1.2M	NEW	4.2k	283.77	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.3	$1.2M	+19%	50k	23.91	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$1.2M	+28%	26k	45.17	View chart
Abbvie (ABBV)	0.3	$1.2M	NEW	5.4k	217.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.2M	+8%	4.4k	261.94	View chart
Nushares Etf Tr Nuveen Municipal (NUMI)	0.3	$1.1M	+55%	45k	24.95	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.3	$1.1M	+131%	15k	75.15	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.1M	NEW	5.8k	192.91	View chart
Home Depot (HD)	0.3	$1.1M	NEW	3.3k	328.88	View chart
Intel Corporation (INTC)	0.3	$1.1M	NEW	24k	44.13	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.0M	NEW	1.7k	604.56	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.3	$1.0M	+59%	20k	50.60	View chart
NVIDIA Corporation (NVDA)	0.3	$1.0M	+64%	5.8k	174.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$981k	+228%	2.0k	479.20	View chart
At&t (T)	0.3	$970k	NEW	34k	28.99	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.3	$963k	+175%	13k	75.65	View chart
Shell Spon Ads (SHEL)	0.2	$930k	NEW	10k	93.00	View chart
Wells Fargo & Company (WFC)	0.2	$925k	NEW	12k	79.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$922k	+87%	1.4k	650.55	View chart
Barclays Adr (BCS)	0.2	$904k	NEW	43k	21.16	View chart
Emerson Electric (EMR)	0.2	$891k	NEW	6.8k	131.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$883k	+49%	34k	25.64	View chart
Pfizer (PFE)	0.2	$880k	NEW	31k	28.08	View chart
Bristol Myers Squibb (BMY)	0.2	$875k	NEW	14k	60.65	View chart
Gilead Sciences (GILD)	0.2	$839k	NEW	6.0k	139.37	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.2	$830k	NEW	40k	20.75	View chart
Nokia Corp Sponsored Adr (NOK)	0.2	$804k	NEW	100k	8.04	View chart
Johnson & Johnson (JNJ)	0.2	$788k	NEW	3.2k	244.40	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$787k		17k	45.80	View chart
Caterpillar (CAT)	0.2	$776k	NEW	1.1k	708.55	View chart
Visa Com Cl A (V)	0.2	$748k	NEW	2.5k	302.24	View chart
Boeing Company (BA)	0.2	$727k	NEW	3.7k	199.03	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$726k	+30%	14k	50.95	View chart
BP Sponsored Adr (BP)	0.2	$696k	NEW	15k	47.00	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.2	$684k	+39%	29k	23.71	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.2	$682k	+46%	27k	24.85	View chart
Carrier Global Corporation (CARR)	0.2	$676k	NEW	12k	56.31	View chart
SLB Com Stk (SLB)	0.2	$674k	NEW	13k	51.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$628k		1.5k	426.50	View chart
Amgen (AMGN)	0.2	$626k	NEW	1.8k	351.85	View chart
Amazon (AMZN)	0.2	$616k	+9%	3.0k	208.27	View chart
Charles Schwab Corporation (SCHW)	0.2	$606k	NEW	6.4k	93.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$606k	+157%	2.1k	286.81	View chart
Wal-Mart Stores (WMT)	0.2	$598k	NEW	4.8k	124.29	View chart
GSK Sponsored Adr (GSK)	0.2	$593k	NEW	11k	55.19	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$592k	NEW	1.4k	430.29	View chart
Southern Company (SO)	0.2	$576k	NEW	6.0k	96.51	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.1	$557k	+48%	10k	54.50	View chart
Texas Instruments Incorporated (TXN)	0.1	$551k	NEW	2.8k	194.14	View chart
Procter & Gamble Company (PG)	0.1	$536k	NEW	3.7k	144.45	View chart
Philip Morris International (PM)	0.1	$532k	NEW	3.2k	165.34	View chart
Coca-Cola Company (KO)	0.1	$519k	NEW	6.8k	76.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$516k		2.4k	217.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$512k	+12%	1.8k	287.60	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$503k	NEW	17k	30.12	View chart
Flagstar Bank National Assoc Com New (FLG)	0.1	$495k	NEW	38k	13.17	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$492k	+6%	5.8k	84.91	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$487k	+19%	8.2k	59.19	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$467k	+3%	7.9k	59.22	View chart
3M Company (MMM)	0.1	$466k	NEW	3.2k	145.23	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$453k	+15%	9.7k	46.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$447k	+17%	4.6k	97.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$439k	-2%	4.5k	97.13	View chart
Consolidated Edison (ED)	0.1	$431k		3.8k	113.17	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$422k	+67%	7.4k	56.68	View chart
Pgim Etf Tr Municipal Income (PMIO)	0.1	$407k	+44%	8.1k	50.50	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$403k	-3%	9.5k	42.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$395k	+66%	1.6k	247.92	View chart
Solventum Corp Com Shs (SOLV)	0.1	$361k	NEW	5.5k	65.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$353k	+18%	3.9k	90.52	View chart
Oracle Corporation (ORCL)	0.1	$348k	+6%	2.4k	147.13	View chart
Alps Etf Tr Bbh Intermediate (MNBD)	0.1	$319k	NEW	12k	25.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$298k	+13%	3.4k	88.71	View chart
Pepsi (PEP)	0.1	$281k	NEW	1.8k	155.29	View chart
Spdr Index Shs Fds State Street Spd (NANR)	0.1	$277k	+8%	3.3k	84.00	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$259k	NEW	2.7k	94.59	View chart
Mastercard Incorporated Cl A (MA)	0.1	$257k	+2%	515.00	499.66	View chart
T Rowe Price Etf Intermediate Mun (TAXE)	0.1	$254k	NEW	5.0k	50.73	View chart
ConAgra Foods (CAG)	0.1	$252k	NEW	16k	15.72	View chart
Duke Energy Corp Com New (DUK)	0.1	$251k	NEW	1.9k	130.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$243k	NEW	814.00	298.85	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$242k	NEW	2.7k	88.50	View chart
Altria (MO)	0.1	$241k	NEW	3.6k	65.99	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$237k	+9%	4.8k	49.83	View chart
Lamb Weston Hldgs (LW)	0.1	$232k	NEW	5.5k	42.26	View chart
John Hancock Exchange Traded Dynamic Municip (JHMU)	0.1	$229k	+5%	8.8k	25.96	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$225k		3.2k	70.19	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$225k	NEW	3.5k	64.35	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$218k	NEW	1.6k	132.86	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$216k	NEW	4.6k	46.74	View chart
Public Service Enterprise (PEG)	0.1	$209k	NEW	2.6k	80.96	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$207k	-16%	4.3k	47.54	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$200k	NEW	1.7k	118.43	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 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
Landmark Wealth Management 2022 Q2 filed July 21, 2022

View all past filings

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