Landmark Wealth Management, LLC

Est. AUM

$373.4M

13F long equity, this entity only

Positions

148

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$57.1M	95488	15.28%	SOLE
2	PROSHARES TR	S&P 500 DV ARIST	$20.1M	189366	5.38%	SOLE
3	VICTORY PORTFOLIOS II	SHARES FREE CASH	$17.8M	450707	4.76%	SOLE
4	NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$16.4M	489573	4.40%	SOLE
5	VANGUARD WHITEHALL FDS	INTL DVD ETF	$11.1M	125044	2.96%	SOLE
6	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$10.6M	225397	2.84%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$9.8M	78855	2.62%	SOLE
8	T ROWE PRICE ETF INC	TOTAL RETURN ETF	$9.2M	228105	2.46%	SOLE
9	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$9.0M	116034	2.41%	SOLE
10	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$8.2M	187923	2.19%	SOLE
11	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$8.1M	177470	2.18%	SOLE
12	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$7.9M	173139	2.11%	SOLE
13	ISHARES TR	CORE S&P MCP ETF	$7.8M	115630	2.09%	SOLE
14	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$7.6M	338426	2.02%	SOLE
15	PIMCO ETF TR	MULTISECTOR BD	$7.1M	271064	1.90%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$6.6M	10063	1.76%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.0M	111763	1.62%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$5.1M	34852	1.36%	SOLE
19	FRANKLIN TEMPLETON ETF TR	WESTN ASSET BD	$4.7M	186163	1.25%	SOLE
20	PROSHARES TR	RUSS 2000 DIVD	$4.5M	65954	1.21%	SOLE
21	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$4.5M	89707	1.20%	SOLE
22	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$4.4M	18587	1.18%	SOLE
23	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$4.0M	148327	1.08%	SOLE
24	PROSHARES TR	S&P MDCP 400 DIV	$3.5M	40148	0.93%	SOLE
25	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$3.4M	66475	0.90%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$3.1M	71842	0.84%	SOLE
27	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.0M	14095	0.81%	SOLE
28	PIMCO ETF TR	INTER MUN BD ACT	$3.0M	56940	0.80%	SOLE
29	SPDR INDEX SHS FDS	STATE STREET SPD	$2.9M	64240	0.79%	SOLE
30	SPDR INDEX SHS FDS	STATE STREET SPD	$2.9M	38681	0.77%	SOLE
31	APPLE INC	COM	$2.8M	11015	0.75%	SOLE
32	BANK AMERICA CORP	COM	$2.7M	55189	0.72%	SOLE
33	AMERICAN CENTY ETF TR	DIVERSIFIED MU	$2.6M	51941	0.70%	SOLE
34	HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$2.5M	64796	0.67%	SOLE
35	SCHWAB STRATEGIC TR	US REIT ETF	$2.5M	115596	0.67%	SOLE
36	MICROSOFT CORP	COM	$2.4M	6414	0.64%	SOLE
37	JPMORGAN CHASE & CO	COM	$2.3M	7745	0.61%	SOLE
38	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.3M	35489	0.61%	SOLE
39	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$2.2M	89649	0.58%	SOLE
40	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$2.1M	7118	0.56%	SOLE
41	ISHARES TR	RUS 1000 ETF	$1.8M	5121	0.49%	SOLE
42	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.8M	36855	0.47%	SOLE
43	VANGUARD INDEX FDS	MID CAP ETF	$1.7M	5905	0.45%	SOLE
44	EXXON MOBIL CORP	COM	$1.7M	9924	0.45%	SOLE
45	MERCK & CO INC	COM	$1.7M	13937	0.45%	SOLE
46	CITIGROUP INC	COM NEW	$1.6M	14539	0.44%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	20835	0.43%	SOLE
48	CORNING INC	COM	$1.5M	11313	0.41%	SOLE
49	SSGA ACTIVE TR	STATE STREET NUV	$1.5M	56637	0.41%	SOLE
50	FREEPORT MCMORAN INC	CL B	$1.5M	25512	0.40%	SOLE

1–50 of 148

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.