Landmark Wealth Management

Landmark Wealth Management as of June 30, 2026

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 151 positions in its portfolio as reported in the June 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) 15.6 $65M 95k 686.81
Proshares Tr S&p 500 Dv Arist (NOBL) 5.4 $22M 399k 56.16
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) 4.7 $20M 432k 45.75
New York Life Investments Et Ftse Intl Eqty C (HFXI) 4.5 $19M 496k 38.09
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.9 $12M 129k 93.38
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $12M 78k 148.31
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.8 $12M 246k 46.94
T Rowe Price Exchange-traded Total Return Etf (TOTR) 2.4 $9.9M 247k 40.07
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 2.3 $9.4M 122k 77.58
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $9.0M 117k 77.11
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 2.1 $8.8M 203k 43.61
Doubleline Etf Trust Oppo Core Bd Etf (DBND) 2.0 $8.5M 187k 45.59
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.0 $8.3M 183k 45.49
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.0 $8.2M 368k 22.29
Pimco Etf Tr Multisector Bd (PYLD) 1.8 $7.7M 291k 26.52
Ishares Tr Core S&p500 Etf (IVV) 1.8 $7.3M 9.8k 748.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $6.6M 111k 59.69
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $5.5M 36k 154.29
Proshares Tr Russ 2000 Divd (SMDV) 1.3 $5.2M 68k 77.03
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.2 $5.1M 17k 302.97
Franklin Templeton Etf Tr Westn Asset Bd (WABF) 1.2 $5.0M 201k 24.99
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.1 $4.5M 90k 50.66
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 1.0 $4.3M 156k 27.47
Proshares Tr S&p Mdcp 400 Div (REGL) 0.9 $3.9M 42k 91.57
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.9 $3.7M 72k 51.37
Intel Corporation (INTC) 0.8 $3.4M 24k 139.63
First Tr Exchange-traded No Amer Energy (EMLP) 0.8 $3.3M 77k 43.50
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $3.3M 14k 236.63
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.8 $3.2M 60k 52.60
Bank of America Corporation (BAC) 0.8 $3.1M 55k 56.98
Apple (AAPL) 0.7 $3.1M 11k 289.36
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.7 $3.1M 61k 50.39
American Centy Etf Tr Diversified Mu (TAXF) 0.7 $2.9M 57k 50.83
Corning Incorporated (GLW) 0.7 $2.9M 11k 255.44
Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $2.8M 119k 23.68
Spdr Index Shs Fds St Str Nat Etf (GNR) 0.7 $2.8M 41k 67.31
Citigroup Com New (C) 0.6 $2.7M 19k 139.96
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.6 $2.6M 67k 39.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.5M 36k 71.25
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.6 $2.4M 7.2k 338.72
Microsoft Corporation (MSFT) 0.6 $2.4M 6.4k 373.02
JPMorgan Chase & Co. (JPM) 0.6 $2.3M 7.1k 327.32
New York Life Invts Active E Mackay Mun Inter (MMIT) 0.5 $2.2M 90k 24.35
Ishares Tr Rus 1000 Etf (IWB) 0.5 $2.1M 5.1k 409.53
Ge Vernova (GEV) 0.5 $2.0M 1.7k 1174.86
Cisco Systems (CSCO) 0.5 $1.9M 16k 117.46
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.9M 23k 80.57
Merck & Co (MRK) 0.4 $1.8M 14k 128.50
Spdr Series Trust St Str P500etf (SPYM) 0.4 $1.7M 20k 87.88
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.4 $1.7M 36k 48.33
Ford Motor Company (F) 0.4 $1.7M 121k 13.90
Raytheon Technologies Corp (RTX) 0.4 $1.6M 8.6k 189.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.6M 2.2k 736.55
Freeport Mcmoran CL B (FCX) 0.4 $1.6M 26k 62.89
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.4 $1.6M 21k 76.40
Ge Aerospace Com New (GE) 0.4 $1.6M 4.2k 373.73
Ssga Active Tr St Str Nuvee Etf (MBND) 0.4 $1.5M 56k 27.34
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.4 $1.5M 60k 25.17
Abbvie (ABBV) 0.3 $1.4M 5.4k 251.66
Exxon Mobil Corporation (XOM) 0.3 $1.4M 9.9k 136.73
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.4M 4.5k 303.13
Nokia Corp Sponsored Adr (NOK) 0.3 $1.3M 100k 13.28
Barclays Adr (BCS) 0.3 $1.3M 48k 26.86
Blackrock Etf Trust Ii Ishar Inter Etf (INMU) 0.3 $1.2M 50k 24.25
Pimco Etf Tr Muni Income Opp (MINO) 0.3 $1.2M 26k 45.76
Emerson Electric (EMR) 0.3 $1.2M 8.3k 143.15
Caterpillar (CAT) 0.3 $1.2M 1.1k 1065.03
Home Depot (HD) 0.3 $1.2M 3.3k 352.66
Nushares Etf Tr Nuve Mun Inc Etf (NUMI) 0.3 $1.2M 46k 25.23
Carrier Global Corporation (CARR) 0.3 $1.1M 15k 73.35
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.1M 1.4k 746.90
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB) 0.2 $1.0M 20k 51.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.0M 35k 29.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.0M 2.1k 500.39
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.2 $986k 13k 75.68
Wells Fargo & Company (WFC) 0.2 $961k 12k 82.64
NVIDIA Corporation (NVDA) 0.2 $956k 4.8k 200.09
Goldman Sachs Etf Tr Muni Income Etf (GMUB) 0.2 $893k 17k 51.44
Lockheed Martin Corporation (LMT) 0.2 $868k 1.7k 509.60
Visa Com Cl A (V) 0.2 $853k 2.5k 343.09
Texas Instruments Incorporated (TXN) 0.2 $847k 2.8k 298.07
Bristol Myers Squibb (BMY) 0.2 $831k 14k 57.62
Johnson & Johnson (JNJ) 0.2 $819k 3.2k 253.93
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.2 $806k 17k 46.58
Boeing Company (BA) 0.2 $791k 3.7k 216.47
Alphabet Cap Stk Cl C (GOOG) 0.2 $778k 2.2k 353.27
Shell Spon Ads (SHEL) 0.2 $775k 10k 77.54
Gilead Sciences (GILD) 0.2 $760k 6.0k 126.34
Pfizer (PFE) 0.2 $754k 31k 24.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $731k 5.9k 124.16
Amazon (AMZN) 0.2 $712k 3.0k 238.34
New York Life Invts Active E Mack Mu Insd Etf (MMIN) 0.2 $711k 29k 24.21
At&t (T) 0.2 $693k 34k 20.70
Mfs Active Exchange Traded F Intermedite Muni (MFSM) 0.2 $688k 27k 25.19
Southern Company (SO) 0.2 $661k 6.9k 95.71
Amgen (AMGN) 0.2 $645k 1.8k 362.12
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.2 $628k 11k 58.18
Alphabet Cap Stk Cl A (GOOGL) 0.1 $613k 1.7k 357.47
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $610k 11k 56.48
SLB Com Stk (SLB) 0.1 $610k 13k 46.49
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.1 $606k 38k 16.16
Charles Schwab Corporation (SCHW) 0.1 $596k 6.5k 92.27
Philip Morris International (PM) 0.1 $582k 3.2k 180.91
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $569k 5.5k 103.22
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $566k 17k 33.88
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $556k 8.4k 66.45
Coca-Cola Company (KO) 0.1 $555k 6.8k 81.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $550k 2.3k 243.01
GSK Sponsored Adr (GSK) 0.1 $549k 11k 52.42
BP Sponsored Adr (BP) 0.1 $547k 15k 36.95
Wal-Mart Stores (WMT) 0.1 $545k 4.8k 113.26
Procter & Gamble Company (PG) 0.1 $544k 3.7k 146.65
3M Company (MMM) 0.1 $519k 3.2k 161.91
Spdr Gold Tr Gold Shs (GLD) 0.1 $507k 1.4k 368.38
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $506k 4.6k 110.31
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.1 $501k 9.7k 51.78
Ishares Tr Russell 2000 Etf (IWM) 0.1 $472k 1.6k 300.46
Ishares Tr Msci Eafe Etf (EFA) 0.1 $470k 4.5k 103.89
Spdr Series Trust St Str P400mid (SPMD) 0.1 $446k 6.6k 67.56
Solventum Corp Com Shs (SOLV) 0.1 $426k 5.5k 77.15
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $426k 6.9k 61.46
Pgim Etf Tr Mun Inco Opp Etf (PMIO) 0.1 $421k 8.2k 51.08
Consolidated Edison (ED) 0.1 $421k 3.8k 110.62
Spdr Index Shs Fds St Intl Cap Etf (GWX) 0.1 $412k 9.4k 43.76
Ishares Tr Core Msci Eafe (IEFA) 0.1 $380k 3.9k 96.58
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $365k 1.9k 190.47
Altria (MO) 0.1 $339k 4.7k 71.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $331k 3.4k 96.42
Alps Etf Tr Bbh Inter Etf (MNBD) 0.1 $325k 13k 26.04
Duke Energy Corp Com New (DUK) 0.1 $312k 2.5k 126.60
Spdr Series Trust ST STR SP600SM C (SLYV) 0.1 $279k 2.6k 109.13
Ishares Tr Core 60 Bala Etf (AOR) 0.1 $268k 3.9k 69.51
Mastercard Incorporated Cl A (MA) 0.1 $265k 515.00 513.60
Oracle Corporation (ORCL) 0.1 $261k 1.8k 146.55
Vanguard Index Fds Large Cap Etf (VV) 0.1 $260k 756.00 344.07
Spdr Index Shs Fds St Str Sp N Am (NANR) 0.1 $256k 3.4k 75.50
Ishares Tr Core 80 20 Etf (AOA) 0.1 $255k 2.6k 97.60
T Rowe Price Exchange-traded Inter Mu In Etf (TAXE) 0.1 $252k 4.9k 51.27
Pepsi (PEP) 0.1 $245k 1.8k 135.40
Ishares Tr Core Div Grwth (DGRO) 0.1 $244k 3.2k 75.78
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $244k 4.8k 50.63
Lamb Weston Hldgs (LW) 0.1 $238k 5.5k 43.18
John Hancock Exchange Traded Dynamic Municip (JHMU) 0.1 $232k 8.8k 26.32
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $224k 8.1k 27.70
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $223k 1.6k 136.70
Eli Lilly & Co. (LLY) 0.1 $222k 185.00 1199.43
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $218k 4.5k 48.12
ConAgra Foods (CAG) 0.1 $216k 16k 13.46
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $212k 4.4k 48.49
Public Service Enterprise (PEG) 0.1 $210k 2.6k 81.17
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $209k 2.0k 103.96