Landmark Wealth Management

Landmark Wealth Management as of March 31, 2026

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