Landmark Wealth Management

Landmark Wealth Management as of March 31, 2025

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 75 positions in its portfolio as reported in the March 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) 15.7 $36M 69k 513.92
Proshares Tr S&p 500 Dv Arist (NOBL) 7.8 $18M 174k 102.18
Victory Portfolios Ii Shares Free Cash (VFLO) 6.1 $14M 407k 34.28
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.2 $9.4M 114k 82.94
New York Life Investments Et Nyli Ftse Intern (HFXI) 4.0 $9.1M 331k 27.52
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.4 $7.7M 164k 47.04
T Rowe Price Etf Total Return Etf (TOTR) 3.0 $6.7M 165k 40.61
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 2.9 $6.5M 84k 77.56
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $6.5M 62k 104.58
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 2.7 $6.1M 140k 43.84
Doubleline Etf Trust Opportunistic Co (DBND) 2.6 $5.9M 129k 46.17
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.4 $5.5M 121k 45.65
Ishares Tr Core S&p500 Etf (IVV) 2.4 $5.5M 9.8k 561.89
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.4 $5.4M 241k 22.45
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $5.3M 91k 58.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $4.3M 94k 45.26
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.8 $4.0M 80k 49.99
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $3.5M 31k 115.60
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.5 $3.5M 69k 50.43
Franklin Templeton Etf Tr Westn Asset Bd (WABF) 1.4 $3.3M 130k 25.27
Proshares Tr Russ 2000 Divd (SMDV) 1.4 $3.1M 48k 65.59
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.3 $3.1M 114k 26.82
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.3 $2.9M 15k 193.01
American Centy Etf Tr Diversified Mu (TAXF) 1.2 $2.8M 56k 49.48
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $2.8M 14k 193.98
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $2.6M 71k 36.41
Proshares Tr S&p Mdcp 400 Div (REGL) 1.1 $2.6M 32k 80.64
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.1 $2.4M 51k 47.57
Apple (AAPL) 1.0 $2.3M 10k 222.13
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.0 $2.3M 59k 38.45
First Tr Exchange-traded No Amer Energy (EMLP) 1.0 $2.2M 60k 37.49
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.0 $2.2M 43k 51.56
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.9 $2.0M 84k 23.97
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.9 $2.0M 37k 53.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.8M 36k 50.83
Schwab Strategic Tr Us Reit Etf (SCHH) 0.8 $1.8M 83k 21.51
Ssga Active Tr Spdr Nuveen Mun (MBND) 0.7 $1.6M 58k 27.28
Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.5M 4.8k 306.82
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.4M 5.5k 258.57
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.6 $1.4M 5.5k 253.88
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.2M 18k 65.78
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.4 $982k 40k 24.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $953k 2.0k 469.00
Oracle Corporation (ORCL) 0.4 $940k 6.7k 139.80
Pimco Etf Tr Muni Income Opp (MINO) 0.4 $891k 20k 44.73
Vanguard Index Fds Small Cp Etf (VB) 0.4 $849k 3.8k 221.67
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.3 $614k 26k 23.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $595k 3.2k 186.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $532k 1.5k 361.17
Amazon (AMZN) 0.2 $527k 2.8k 190.25
Microsoft Corporation (MSFT) 0.2 $460k 1.2k 375.20
Ishares Tr Msci Eafe Etf (EFA) 0.2 $448k 5.5k 81.65
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $430k 6.3k 68.09
NVIDIA Corporation (NVDA) 0.2 $429k 4.0k 108.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $425k 19k 22.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $424k 757.00 560.11
Consolidated Edison (ED) 0.2 $423k 3.8k 110.47
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.2 $420k 9.2k 45.44
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $393k 6.8k 57.58
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $345k 6.7k 51.24
Exxon Mobil Corporation (XOM) 0.2 $342k 2.9k 118.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $332k 624.00 532.05
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.1 $328k 6.3k 51.75
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.1 $321k 14k 23.63
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $321k 10k 31.98
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $317k 3.7k 85.08
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $308k 7.8k 39.36
Alphabet Cap Stk Cl A (GOOGL) 0.1 $280k 1.8k 154.78
Mastercard Incorporated Cl A (MA) 0.1 $275k 501.00 548.90
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $256k 5.4k 47.75
Ishares Tr Core Msci Eafe (IEFA) 0.1 $252k 3.3k 75.54
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $243k 2.7k 90.57
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $242k 4.2k 57.14
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $242k 3.2k 76.61
Ishares Tr Core 60/40 Balan (AOR) 0.1 $218k 3.8k 57.44