Landmark Wealth Management

Landmark Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 88 positions in its portfolio as reported in the December 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) 17.5 $46M 73k 627.13
Proshares Tr S&p 500 Dv Arist (NOBL) 6.4 $17M 161k 104.07
Victory Portfolios Ii Shares Free Cash (VFLO) 5.5 $14M 364k 39.38
New York Life Investments Et Nyli Ftse Intern (HFXI) 4.7 $12M 378k 32.45
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.7 $9.7M 106k 91.45
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.2 $8.4M 178k 47.35
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $7.7M 64k 120.18
T Rowe Price Etf Total Return Etf (TOTR) 2.8 $7.4M 182k 40.76
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 2.8 $7.2M 92k 78.11
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 2.6 $6.7M 152k 44.32
Ishares Tr Core S&p500 Etf (IVV) 2.5 $6.6M 9.7k 684.91
Doubleline Etf Trust Opportunistic Co (DBND) 2.5 $6.5M 141k 46.36
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $6.2M 93k 66.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.3 $6.1M 133k 46.04
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.3 $6.0M 265k 22.64
Pimco Etf Tr Multisector Bd (PYLD) 2.2 $5.7M 213k 26.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $4.8M 90k 53.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $4.1M 29k 143.33
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.5 $3.8M 75k 50.50
Franklin Templeton Etf Tr Westn Asset Bd (WABF) 1.4 $3.7M 146k 25.35
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.3 $3.5M 14k 252.93
Proshares Tr Russ 2000 Divd (SMDV) 1.3 $3.5M 52k 66.08
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.2 $3.1M 115k 27.38
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.1 $2.9M 57k 51.14
Proshares Tr S&p Mdcp 400 Div (REGL) 1.0 $2.7M 32k 84.22
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $2.7M 12k 219.77
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $2.6M 60k 44.41
Apple (AAPL) 1.0 $2.6M 9.7k 271.87
First Tr Exchange-traded No Amer Energy (EMLP) 0.9 $2.4M 64k 37.87
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.9 $2.4M 45k 52.41
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.9 $2.2M 36k 62.14
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.8 $2.1M 54k 39.11
American Centy Etf Tr Diversified Mu (TAXF) 0.8 $2.1M 42k 50.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $2.0M 32k 62.47
Schwab Strategic Tr Us Reit Etf (SCHH) 0.8 $2.0M 95k 20.89
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.6 $1.7M 5.4k 309.03
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.6M 5.6k 290.24
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.6 $1.6M 64k 24.33
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $1.5M 32k 48.17
Ssga Active Tr State Street Nuv (MBND) 0.6 $1.5M 54k 27.36
Spdr Series Trust State Street Spd (SPYM) 0.5 $1.4M 18k 80.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.2M 1.9k 614.26
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.1M 3.0k 373.48
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.1M 4.1k 257.96
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.4 $1.0M 42k 24.04
Pimco Etf Tr Muni Income Opp (MINO) 0.4 $930k 21k 45.32
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.3 $869k 35k 24.87
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.3 $790k 17k 46.24
Nushares Etf Tr Nuveen Municipal (NUMI) 0.3 $723k 29k 25.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $697k 1.5k 473.40
NVIDIA Corporation (NVDA) 0.3 $654k 3.5k 186.50
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB) 0.2 $647k 13k 50.96
Amazon (AMZN) 0.2 $624k 2.7k 230.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $621k 23k 26.91
Microsoft Corporation (MSFT) 0.2 $567k 1.2k 483.42
Goldman Sachs Etf Tr Muni Income Etf (GMUB) 0.2 $558k 11k 51.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $516k 756.00 682.34
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $498k 5.4k 91.41
Alphabet Cap Stk Cl A (GOOGL) 0.2 $497k 1.6k 312.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $497k 2.3k 211.75
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.2 $493k 21k 23.94
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.2 $484k 6.4k 75.57
Mfs Active Exchange Traded F Intermedite Muni (MFSM) 0.2 $469k 19k 25.04
Ishares Tr Msci Eafe Etf (EFA) 0.2 $445k 4.6k 96.03
Spdr Series Trust State Street Spd (SPMD) 0.2 $442k 7.6k 57.91
Oracle Corporation (ORCL) 0.2 $434k 2.2k 194.92
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $406k 9.9k 40.86
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $393k 6.9k 56.96
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $392k 8.4k 46.81
Consolidated Edison (ED) 0.1 $378k 3.8k 99.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $375k 3.9k 96.28
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.1 $363k 6.9k 52.78
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $349k 4.6k 75.44
Exxon Mobil Corporation (XOM) 0.1 $341k 2.8k 120.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $314k 624.00 502.65
Ishares Tr Core Msci Eafe (IEFA) 0.1 $293k 3.3k 89.47
Mastercard Incorporated Cl A (MA) 0.1 $286k 501.00 570.88
Pgim Etf Tr Municipal Income (PMIO) 0.1 $284k 5.6k 50.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $262k 3.0k 88.50
Alphabet Cap Stk Cl C (GOOG) 0.1 $257k 820.00 313.80
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $254k 4.4k 57.24
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $251k 5.2k 47.93
Ishares Tr Russell 2000 Etf (IWM) 0.1 $235k 956.00 246.25
Ishares Tr Core Div Grwth (DGRO) 0.1 $222k 3.2k 69.43
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $218k 4.3k 50.24
John Hancock Exchange Traded Dynamic Municip (JHMU) 0.1 $218k 8.3k 26.16
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $211k 2.0k 103.56
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $207k 3.0k 67.83