Landmark Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Landmark Wealth Management, LLC held in its portfolio 87 assets valued at $261,319,632 (i.e. $261.32M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($45.86M), PROSHARES TR ($16.72M), and VICTORY PORTFOLIOS II ($14.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Landmark Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 73123 | 45857582 | S&P 500 ETF SHS |
| PROSHARES TR | 160623 | 16715992 | S&P 500 DV ARIST |
| VICTORY PORTFOLIOS II | 363627 | 14319643 | SHARES FREE CASH |
| NEW YORK LIFE INVESTMENTS ET | 378135 | 12270473 | NYLI FTSE INTERN |
| VANGUARD WHITEHALL FDS | 105868 | 9681619 | INTL DVD ETF |
| J P MORGAN EXCHANGE TRADED F | 178296 | 8442309 | CORE PLUS BD ETF |
| ISHARES TR | 64100 | 7703561 | CORE S&P SCP ETF |
| T ROWE PRICE ETF INC | 181642 | 7404564 | TOTAL RETURN ETF |
| VANGUARD MALVERN FDS | 92040 | 7189688 | CORE-PLUS BD ETF |
| FIRST TR EXCHNG TRADED FD VI | 151575 | 6717822 | SMITH OPPORT FXD |
| ISHARES TR | 9682 | 6631314 | CORE S&P500 ETF |
| DOUBLELINE ETF TRUST | 140901 | 6532811 | OPPORTUNISTIC CO |
| ISHARES TR | 93434 | 6166623 | CORE S&P MCP ETF |
| FIDELITY MERRIMACK STR TR | 133082 | 6127096 | TOTAL BD ETF |
| CAPITAL GRP FIXED INCM ETF T | 265399 | 6008630 | CORE PLUS INCM |
| PIMCO ETF TR | 212697 | 5674768 | MULTISECTOR BD |
| VANGUARD INTL EQUITY INDEX F | 90165 | 4847244 | FTSE EMR MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 28520 | 4087705 | FTSE SMCAP ETF |
| J P MORGAN EXCHANGE TRADED F | 75039 | 3789462 | MUNICIPAL ETF |
| FRANKLIN TEMPLETON ETF TR | 146079 | 3703302 | WESTN ASSET BD |
| INVESCO EXCH TRADED FD TR II | 13874 | 3509105 | NASDAQ 100 ETF |
| PROSHARES TR | 52392 | 3462056 | RUSS 2000 DIVD |
| CAPITAL GRP FIXED INCM ETF T | 114733 | 3141382 | MUNICIPAL INCOME |
| FIRST TR EXCH TRADED FD III | 57105 | 2920072 | MANAGD MUN ETF |
| PROSHARES TR | 31903 | 2686893 | S&P MDCP 400 DIV |
| VANGUARD SPECIALIZED FUNDS | 12139 | 2667828 | DIV APP ETF |
| SPDR INDEX SHS FDS | 59481 | 2641544 | PORTFOLIO DEVLPD |
| APPLE INC | 9682 | 2632269 | COM |
| FIRST TR EXCHANGE-TRADED FD | 63610 | 2408914 | NO AMER ENERGY |
| PIMCO ETF TR | 45226 | 2370283 | INTER MUN BD ACT |
| SPDR INDEX SHS FDS | 35834 | 2226706 | GLB NAT RESRCE |
| HARTFORD FDS EXCHANGE TRADED | 54445 | 2129332 | MUN OPORTUNITE |
| AMERICAN CENTY ETF TR | 42192 | 2125629 | DIVERSIFIED MU |
| VANGUARD TAX-MANAGED FDS | 31778 | 1985189 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 94640 | 1977031 | US REIT ETF |
| SPDR SERIES TRUST | 25095 | 1842863 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 5391 | 1666001 | VNG RUS1000IDX |
| VANGUARD INDEX FDS | 5597 | 1624448 | MID CAP ETF |
| NEW YORK LIFE INVTS ACTIVE E | 64213 | 1562294 | NYLI MACKAY MUN |
| DIMENSIONAL ETF TRUST | 31604 | 1522345 | NATL MUN BD ETF |
| SSGA ACTIVE TR | 53936 | 1475430 | STATE STREET NUV |
| INVESCO QQQ TR | 1904 | 1169542 | UNIT SER 1 |
| ISHARES TR | 2998 | 1119706 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 4109 | 1059952 | SMALL CP ETF |
| BLACKROCK ETF TRUST II | 41708 | 1002671 | ISHARES INTERMED |
| PIMCO ETF TR | 20511 | 929557 | MUNI INCOME OPP |
| FRANKLIN TEMPLETON ETF TR | 34937 | 868887 | FRANKLIN DYN MUN |
| AMERICAN CENTY ETF TR | 17073 | 789467 | CORE MUNI FXD IN |
| NUSHARES ETF TR | 28802 | 722777 | NUVEEN MUNICIPAL |
| ISHARES TR | 1472 | 696840 | RUS 1000 GRW ETF |
| NVIDIA CORPORATION | 3506 | 653878 | COM |
| FIDELITY MERRIMACK STR TR | 12693 | 646839 | MUN BD OPPORTUN |
| AMAZON COM INC | 2705 | 624368 | COM |
| SCHWAB STRATEGIC TR | 23086 | 621253 | US LRG CAP ETF |
| MICROSOFT CORP | 1172 | 566574 | COM |
| GOLDMAN SACHS ETF TR | 10904 | 558183 | MUNI INCOME ETF |
| SPDR S&P 500 ETF TR | 756 | 515846 | TR UNIT |
| FIDELITY COMWLTH TR | 5443 | 497535 | NASDAQ COMPSIT |
| ALPHABET INC | 1589 | 497330 | CAP STK CL A |
| VANGUARD INDEX FDS | 2345 | 496562 | SM CP VAL ETF |
| NEW YORK LIFE INVTS ACTIVE E | 20604 | 493268 | NYLI MACKAY MUNI |
| VANGUARD MUN BD FDS | 6405 | 484052 | CORE TAX EXEMPT |
| MFS ACTIVE EXCHANGE TRADED F | 18746 | 469393 | INTERMEDITE MUNI |
| ISHARES TR | 4634 | 445008 | MSCI EAFE ETF |
| ORACLE CORP | 2225 | 433695 | COM |
| SPDR INDEX SHS FDS | 9941 | 406185 | S&P INTL SMLCP |
| ISHARES TR | 6897 | 392861 | CRE U S REIT ETF |
| SPDR INDEX SHS FDS | 8364 | 391503 | PORTFOLIO EMG MK |
| CONSOLIDATED EDISON INC | 3801 | 377475 | COM |
| ISHARES TR | 3897 | 375190 | RUS MID CAP ETF |
| VICTORY PORTFOLIOS II | 6872 | 362695 | VICSHS DV AC ETF |
| VANGUARD INSTL INDEX FD | 4620 | 348516 | 0-3 MO TREAS BIL |
| EXXON MOBIL CORP | 2831 | 340683 | COM |
| BERKSHIRE HATHAWAY INC DEL | 624 | 313654 | CL B NEW |
| ISHARES TR | 3277 | 293182 | CORE MSCI EAFE |
| MASTERCARD INCORPORATED | 501 | 286011 | CL A |
| PGIM ETF TR | 5569 | 283955 | MUNICIPAL INCOME |
| VANGUARD INDEX FDS | 2963 | 262226 | REAL ESTATE ETF |
| ALPHABET INC | 820 | 257316 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 4439 | 254108 | EQUITY PREMIUM |
| FIRST TR EXCH TRADED FD III | 5235 | 250922 | MUNI HI INCM ETF |
| ISHARES TR | 956 | 235411 | RUSSELL 2000 ETF |
| ISHARES TR | 3191 | 221537 | CORE DIV GRWTH |
| J P MORGAN EXCHANGE TRADED F | 4334 | 217761 | HIGH YIELD MUNI |
| JOHN HANCOCK EXCHANGE TRADED | 8323 | 217724 | DYNAMIC MUNICIP |
| VANECK ETF TRUST | 2039 | 211160 | MRNGSTR WDE MOAT |
| SPDR INDEX SHS FDS | 3045 | 206552 | S&P NORTH AMER |
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