Landmark Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Landmark Wealth Management, LLC 13F Holdings
CIK 0001728778 · MELVILLE, NY
As of Sep 30, 2025, Landmark Wealth Management, LLC reported
85 positions worth $251.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 66,212 | $40.5M | 16.10% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 176,153 |
|
8.2M7.21% |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | — | 414,596 |
5.5M | 6.17% |
| NEW YORK LIFE INVESTMENTS ET | HFXI | — | 341,622 |
0.6M | 4.21% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 116,267 |
0.4M | 4.14% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 168,936 | $8.0M | 3.19% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 62,648 | $7.4M | 2.96% |
| T ROWE PRICE ETF INC | TOTR | — | 171,399 | $7.0M | 2.78% |
| VANGUARD CORE-PLUS BOND ETF | VPLS | — | 86,151 | $6.8M | 2.69% |
| ISHARES CORE S&P 500 ETF | IVV | — | 9,566 | $6.4M | 2.54% |
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | FIXD | — | 142,986 | $6.4M | 2.52% |
| DOUBLELINE OPPORTUNISTIC CORE BOND ETF | DBND | — | 133,082 | $6.2M | 2.46% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 90,886 | $5.9M | 2.36% |
| FIDELITY TOTAL BOND ETF | FBND | — | 124,595 | $5.8M | 2.29% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 248,642 | $5.6M | 2.24% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 88,735 | $4.8M | 1.91% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 27,702 | $3.9M | 1.57% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 75,223 | $3.8M | 1.51% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 14,237 | $3.5M | 1.40% |
| FRANKLIN TEMPLETON ETF TR | — | — | 137,467 | $3.5M | 1.39% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 129,400 | $3.5M | 1.38% |
| PROSHARES TR | — | — | 49,419 | $3.3M | 1.31% |
| CAPITAL GROUP MUNICIPAL INCOME ETF | CGMU | — | 113,513 | $3.1M | 1.23% |
| FIRST TRUST MANAGED MUNICIPAL ETF | FMB | — | 56,662 | $2.9M | 1.14% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 12,611 | $2.7M | 1.08% |