Landmark Wealth Management

Landmark Wealth Management as of June 30, 2025

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 87 positions in its portfolio as reported in the June 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) 16.4 $39M 68k 568.04
Proshares Tr S&p 500 Dv Arist (NOBL) 7.3 $17M 171k 100.70
Victory Portfolios Ii Shares Free Cash (VFLO) 6.2 $15M 414k 35.35
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.2 $9.9M 110k 90.12
New York Life Investments Et Nyli Ftse Intern (HFXI) 4.2 $9.8M 332k 29.47
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.2 $7.6M 161k 47.06
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $7.0M 64k 109.29
T Rowe Price Etf Total Return Etf (TOTR) 2.8 $6.6M 163k 40.59
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 2.7 $6.4M 82k 77.80
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 2.6 $6.0M 137k 43.89
Ishares Tr Core S&p500 Etf (IVV) 2.5 $6.0M 9.6k 620.91
Doubleline Etf Trust Opportunistic Co (DBND) 2.5 $5.9M 127k 46.24
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $5.7M 92k 62.02
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.3 $5.4M 119k 45.75
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.3 $5.3M 237k 22.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $4.5M 91k 49.46
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $3.8M 29k 134.39
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.4 $3.4M 15k 227.07
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.4 $3.3M 67k 49.64
Franklin Templeton Etf Tr Westn Asset Bd (WABF) 1.4 $3.2M 128k 25.26
Proshares Tr Russ 2000 Divd (SMDV) 1.3 $3.1M 48k 65.06
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $2.7M 13k 204.69
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.1 $2.6M 99k 26.68
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $2.5M 63k 40.49
Proshares Tr S&p Mdcp 400 Div (REGL) 1.0 $2.5M 30k 81.55
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.0 $2.3M 47k 49.81
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.0 $2.2M 59k 38.28
First Tr Exchange-traded No Amer Energy (EMLP) 0.9 $2.2M 59k 37.52
Apple (AAPL) 0.9 $2.1M 10k 205.22
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.8 $2.0M 37k 54.23
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.8 $1.9M 37k 51.36
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.8 $1.9M 39k 47.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.8M 32k 57.02
Schwab Strategic Tr Us Reit Etf (SCHH) 0.8 $1.8M 84k 21.16
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.5M 5.5k 279.75
Ssga Active Tr Spdr Nuveen Mun (MBND) 0.6 $1.5M 56k 27.07
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.6 $1.5M 5.4k 280.87
Oracle Corporation (ORCL) 0.6 $1.5M 6.7k 218.65
American Centy Etf Tr Diversified Mu (TAXF) 0.6 $1.5M 30k 48.93
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.6 $1.4M 60k 23.85
Spdr Series Trust Portfolio S&p500 (SPLG) 0.5 $1.3M 17k 72.71
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.2M 3.5k 339.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.1M 1.9k 551.67
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.5 $1.1M 46k 23.43
Pimco Etf Tr Muni Income Opp (MINO) 0.4 $992k 22k 44.21
Vanguard Index Fds Small Cp Etf (VB) 0.4 $960k 4.1k 236.98
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.4 $885k 20k 44.77
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.4 $869k 36k 24.26
Goldman Sachs Etf Tr Muni Income Etf (GMUB) 0.4 $864k 17k 49.91
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.3 $750k 32k 23.31
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $625k 1.5k 424.30
Nushares Etf Tr Nuveen Municipal (NUMI) 0.3 $622k 25k 24.59
Amazon (AMZN) 0.3 $608k 2.8k 219.49
NVIDIA Corporation (NVDA) 0.3 $597k 3.8k 158.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $595k 24k 24.44
Microsoft Corporation (MSFT) 0.3 $593k 1.2k 497.48
John Hancock Exchange Traded Dynamic Municip (JHMU) 0.2 $570k 22k 25.57
Ab Active Etfs Tax Aware Interm (TAFM) 0.2 $497k 20k 24.94
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $496k 6.2k 80.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $477k 2.4k 194.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $469k 759.00 617.92
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB) 0.2 $454k 9.1k 49.72
Ishares Tr Msci Eafe Etf (EFA) 0.2 $434k 4.9k 89.47
Spdr Series Trust Portfolio S&p400 (SPMD) 0.2 $408k 7.5k 54.32
Consolidated Edison (ED) 0.2 $384k 3.8k 100.29
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $383k 6.8k 56.54
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $381k 10k 37.17
Mfs Active Exchange Traded F Intermedite Muni (MFSM) 0.2 $374k 15k 24.46
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.2 $364k 7.0k 51.74
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $354k 3.8k 92.00
Pgim Etf Tr Municipal Income (PMIO) 0.1 $341k 6.8k 50.22
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $339k 7.9k 42.73
Alphabet Cap Stk Cl A (GOOGL) 0.1 $319k 1.8k 176.24
Exxon Mobil Corporation (XOM) 0.1 $305k 2.8k 107.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $303k 624.00 485.58
Mastercard Incorporated Cl A (MA) 0.1 $282k 501.00 562.87
Ishares Tr Core Msci Eafe (IEFA) 0.1 $278k 3.3k 83.58
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $261k 5.6k 46.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $252k 2.8k 89.17
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $246k 4.3k 56.93
Ishares Tr Core 60/40 Balan (AOR) 0.1 $246k 4.0k 61.61
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $245k 2.9k 83.33
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) 0.1 $234k 4.6k 51.29
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $214k 2.8k 75.70
Ishares Tr Russell 2000 Etf (IWM) 0.1 $211k 977.00 215.97
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $205k 2.6k 79.64
Ishares Tr Core Div Grwth (DGRO) 0.1 $202k 3.2k 64.05