Landmark Wealth Management, LLC

CIK 0001728778 • 6 13F filings • May 2, 2025 – Aug 10, 2026

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Filer information

Filed by: Landmark Wealth Management, LLC, Counsel
Address: 95 BROADHOLLOW ROAD, SUITE 102, MELVILLE, NY, 11747
Phone: 6463953900
AUM: $261.3M

AUM over time

$417.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $261.3M87 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$497K	0.2%Prev: 0.2%	1,589 SH	Increased-135 SH
ALPHABET INC	CAP STK CL C	$257K	0.1%	820 SH	New
AMAZON COM INC	COM	$624K	0.2%Prev: 0.2%	2,705 SH	Increased
AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$789K	0.3%Prev: 0.3%	17,073 SH	Decreased-1,264 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$2.1M	0.8%Prev: 0.7%	42,192 SH	Increased+5,233 SH
APPLE INC	COM	$2.6M	1.0%Prev: 1.0%	9,682 SH	Increased-528 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$314K	0.1%Prev: 0.1%	624 SH	Decreased
BLACKROCK ETF TRUST II	ISHARES INTERMED	$1.0M	0.4%Prev: 0.4%	41,708 SH	Increased+511 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$6.0M	2.3%Prev: 2.2%	265,399 SH	Increased+16,757 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$3.1M	1.2%Prev: 1.2%	114,733 SH	Increased+1,220 SH
CONSOLIDATED EDISON INC	COM	$377K	0.1%Prev: 0.2%	3,801 SH	Decreased
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.5M	0.6%Prev: 0.8%	31,604 SH	Decreased-10,372 SH
DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$6.5M	2.5%Prev: 2.5%	140,901 SH	Increased+7,819 SH
EXXON MOBIL CORP	COM	$341K	0.1%Prev: 0.1%	2,831 SH	Increased
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$498K	0.2%Prev: 0.2%	5,443 SH	Increased-89 SH
FIDELITY MERRIMACK STR TR	MUN BD OPPORTUN	$647K	0.2%Prev: 0.2%	12,693 SH	Increased+596 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$6.1M	2.3%Prev: 2.3%	133,082 SH	Increased+8,487 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$2.9M	1.1%Prev: 1.1%	57,105 SH	Increased+443 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$251K	0.1%Prev: 0.1%	5,235 SH	Increased+79 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$2.4M	0.9%Prev: 0.9%	63,610 SH	Increased+1,906 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$6.7M	2.6%Prev: 2.5%	151,575 SH	Increased+8,589 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$869K	0.3%Prev: 0.3%	34,937 SH	Decreased-235 SH
FRANKLIN TEMPLETON ETF TR	WESTN ASSET BD	$3.7M	1.4%Prev: 1.4%	146,079 SH	Increased+8,612 SH
GOLDMAN SACHS ETF TR	MUNI INCOME ETF	$558K	0.2%Prev: 0.2%	10,904 SH	Decreased-451 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$2.1M	0.8%Prev: 0.9%	54,445 SH	Decreased-4,397 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.5M	1.3%Prev: 1.4%	13,874 SH	Decreased-363 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.4%Prev: 0.5%	1,904 SH	Increased-36 SH
ISHARES TR	CORE DIV GRWTH	$222K	0.1%Prev: 0.1%	3,191 SH	Increased+20 SH
ISHARES TR	CORE MSCI EAFE	$293K	0.1%Prev: 0.1%	3,277 SH	Increased-23 SH
ISHARES TR	CORE S&P MCP ETF	$6.2M	2.4%Prev: 2.4%	93,434 SH	Increased+2,548 SH
ISHARES TR	CORE S&P SCP ETF	$7.7M	2.9%Prev: 3.0%	64,100 SH	Increased+1,452 SH
ISHARES TR	CORE S&P500 ETF	$6.6M	2.5%Prev: 2.5%	9,682 SH	Increased+116 SH
ISHARES TR	CRE U S REIT ETF	$393K	0.2%Prev: 0.2%	6,897 SH	Decreased-124 SH
ISHARES TR	MSCI EAFE ETF	$445K	0.2%Prev: 0.2%	4,634 SH	Increased-18 SH
ISHARES TR	RUS 1000 ETF	$1.1M	0.4%Prev: 0.5%	2,998 SH	Decreased-478 SH
ISHARES TR	RUS 1000 GRW ETF	$697K	0.3%Prev: 0.3%	1,472 SH	Increased
ISHARES TR	RUS MID CAP ETF	$375K	0.1%Prev: 0.1%	3,897 SH	Increased+15 SH
ISHARES TR	RUSSELL 2000 ETF	$235K	0.1%Prev: 0.1%	956 SH	Increased-1 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$8.4M	3.2%Prev: 3.2%	178,296 SH	Increased+9,360 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$254K	0.1%Prev: 0.1%	4,439 SH	Increased+112 SH
J P MORGAN EXCHANGE TRADED F	HIGH YIELD MUNI	$218K	0.1%Prev: 0.1%	4,334 SH	Increased+52 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$3.8M	1.5%Prev: 1.5%	75,039 SH	Decreased-184 SH
JOHN HANCOCK EXCHANGE TRADED	DYNAMIC MUNICIP	$218K	0.1%Prev: 0.1%	8,323 SH	Decreased-160 SH
MASTERCARD INCORPORATED	CL A	$286K	0.1%Prev: 0.1%	501 SH	Increased
MFS ACTIVE EXCHANGE TRADED F	INTERMEDITE MUNI	$469K	0.2%Prev: 0.2%	18,746 SH	Increased+213 SH
MICROSOFT CORP	COM	$567K	0.2%Prev: 0.2%	1,172 SH	Decreased-3 SH
NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$12.3M	4.7%Prev: 4.2%	378,135 SH	Increased+36,513 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$1.6M	0.6%Prev: 0.6%	64,213 SH	Increased+3,032 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$493K	0.2%Prev: 0.2%	20,604 SH	Decreased-2,730 SH
NUSHARES ETF TR	NUVEEN MUNICIPAL	$723K	0.3%Prev: 0.3%	28,802 SH	Increased+1,263 SH
NVIDIA CORPORATION	COM	$654K	0.3%Prev: 0.3%	3,506 SH	Decreased-90 SH
ORACLE CORP	COM	$434K	0.2%Prev: 0.7%	2,225 SH	Decreased-4,459 SH
PGIM ETF TR	MUNICIPAL INCOME	$284K	0.1%Prev: 0.1%	5,569 SH	Increased+78 SH
PIMCO ETF TR	INTER MUN BD ACT	$2.4M	0.9%Prev: 0.9%	45,226 SH	Increased+680 SH
PIMCO ETF TR	MULTISECTOR BD	$5.7M	2.2%Prev: 1.4%	212,697 SH	Increased+83,297 SH
PIMCO ETF TR	MUNI INCOME OPP	$930K	0.4%Prev: 0.4%	20,511 SH	Increased+276 SH
PROSHARES TR	RUSS 2000 DIVD	$3.5M	1.3%Prev: 1.3%	52,392 SH	Increased+2,973 SH
PROSHARES TR	S&P 500 DV ARIST	$16.7M	6.4%Prev: 7.2%	160,623 SH	Decreased-15,530 SH
PROSHARES TR	S&P MDCP 400 DIV	$2.7M	1.0%Prev: 1.0%	31,903 SH	Increased+1,280 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$621K	0.2%Prev: 0.2%	23,086 SH	Decreased-807 SH
SCHWAB STRATEGIC TR	US REIT ETF	$2.0M	0.8%Prev: 0.8%	94,640 SH	Increased+5,329 SH
SPDR INDEX SHS FDS	GLB NAT RESRCE	$2.2M	0.9%Prev: 0.8%	35,834 SH	Increased-16 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$2.6M	1.0%Prev: 1.0%	59,481 SH	Increased-1,664 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$392K	0.1%Prev: 0.2%	8,364 SH	Decreased-164 SH
SPDR INDEX SHS FDS	S&P INTL SMLCP	$406K	0.2%Prev: 0.2%	9,941 SH	Increased+35 SH
SPDR INDEX SHS FDS	S&P NORTH AMER	$207K	0.1%	3,045 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$516K	0.2%Prev: 0.2%	756 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$1.8M	0.7%	25,095 SH	New
SSGA ACTIVE TR	STATE STREET NUV	$1.5M	0.6%	53,936 SH	New
T ROWE PRICE ETF INC	TOTAL RETURN ETF	$7.4M	2.8%Prev: 2.8%	181,642 SH	Increased+10,243 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$211K	0.1%	2,039 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.6M	0.6%Prev: 0.6%	5,597 SH	Decreased+35 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$262K	0.1%Prev: 0.1%	2,963 SH	Decreased+91 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$45.9M	17.5%Prev: 16.1%	73,123 SH	Increased+6,911 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$497K	0.2%Prev: 0.2%	2,345 SH	Decreased-55 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	0.4%Prev: 0.4%	4,109 SH	Increased+36 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$349K	0.1%Prev: 0.1%	4,620 SH	Increased+318 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.8M	1.9%Prev: 1.9%	90,165 SH	Increased+1,430 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.1M	1.6%Prev: 1.6%	28,520 SH	Increased+818 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$7.2M	2.8%Prev: 2.7%	92,040 SH	Increased+5,889 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$484K	0.2%	6,405 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.7M	0.6%Prev: 0.6%	5,391 SH	Increased+28 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.7M	1.0%Prev: 1.1%	12,139 SH	Decreased-472 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.0M	0.8%Prev: 0.7%	31,778 SH	Increased+296 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$9.7M	3.7%Prev: 4.1%	105,868 SH	Decreased-10,399 SH
VICTORY PORTFOLIOS II	SHARES FREE CASH	$14.3M	5.5%Prev: 6.2%	363,627 SH	Decreased-50,969 SH
VICTORY PORTFOLIOS II	VICSHS DV AC ETF	$363K	0.1%Prev: 0.1%	6,872 SH	Decreased+34 SH

Sold (vs prior filing)

SPDR SERIES TRUST — $457K
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $212K
SSGA ACTIVE TR — $1.5M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001728778-26-000001	$261.3M	View
Oct 23, 2025	Q3 2025	13F-HR	0001728778-25-000007	$251.8M	View
Aug 10, 2026	Q2 2026