Landmark Wealth Management, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$234.8M
Holdings
87
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 67,846 | $38.5M | 16.41% | |
| 2 | NOBLPROSHARES TR | 170,826 | $17.2M | 7.32% | |
| 3 | VFLOVICTORY PORTFOLIOS II | 413,589 | $14.6M | 6.23% | |
| 4 | VIGIVANGUARD WHITEHALL FDS | 109,462 | $9.9M | 4.20% | |
| 5 | HFXINEW YORK LIFE INVESTMENTS ET | 332,001 | $9.8M | 4.17% | |
| 6 | JCPBJ P MORGAN EXCHANGE TRADED F | 161,222 | $7.6M | 3.23% | |
| 7 | IJRISHARES TR | 63,878 | $7.0M | 2.97% | |
| 8 | TOTRT ROWE PRICE ETF INC | 162,922 | $6.6M | 2.82% | |
| 9 | VPLSVANGUARD MALVERN FDS | 82,113 | $6.4M | 2.72% | |
| 10 | FIXDFIRST TR EXCHNG TRADED FD VI | 136,837 | $6.0M | 2.56% | |
| 11 | IVVISHARES TR | 9,586 | $6.0M | 2.53% | |
| 12 | DBNDDOUBLELINE ETF TRUST | 126,795 | $5.9M | 2.50% | |
| 13 | IJHISHARES TR | 91,874 | $5.7M | 2.43% | |
| 14 | FBNDFIDELITY MERRIMACK STR TR | 118,559 | $5.4M | 2.31% | |
| 15 | CGCPCAPITAL GRP FIXED INCM ETF T | 236,887 | $5.3M | 2.27% | |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 91,168 | $4.5M | 1.92% | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 28,491 | $3.8M | 1.63% | |
| 18 | QQQMINVESCO EXCH TRADED FD TR II | 14,815 | $3.4M | 1.43% | |
| 19 | JMUBJ P MORGAN EXCHANGE TRADED F | 67,238 | $3.3M | 1.42% | |
| 20 | WABFFRANKLIN TEMPLETON ETF TR | 128,207 | $3.2M | 1.38% | |
| 21 | SMDVPROSHARES TR | 47,835 | $3.1M | 1.33% | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 13,396 | $2.7M | 1.17% | |
| 23 | CGMUCAPITAL GRP FIXED INCM ETF T | 98,745 | $2.6M | 1.12% | |
| 24 | SPDWSPDR INDEX SHS FDS | 62,488 | $2.5M | 1.08% | |
| 25 | REGLPROSHARES TR | 30,092 | $2.5M | 1.04% | |
| 26 | FMBFIRST TR EXCH TRADED FD III | 47,075 | $2.3M | 1.00% | |
| 27 | HEMIHARTFORD FDS EXCHANGE TRADED | 58,517 | $2.2M | 0.95% | |
| 28 | EMLPFIRST TR EXCHANGE-TRADED FD | 58,934 | $2.2M | 0.94% | |
| 29 | AAPLAPPLE INC | 10,311 | $2.1M | 0.90% | |
| 30 | GNRSPDR INDEX SHS FDS | 36,583 | $2.0M | 0.84% | |
| 31 | MUNIPIMCO ETF TR | 36,470 | $1.9M | 0.80% | |
| 32 | DFNMDIMENSIONAL ETF TRUST | 39,142 | $1.9M | 0.79% | |
| 33 | VEAVANGUARD TAX-MANAGED FDS | 31,742 | $1.8M | 0.77% | |
| 34 | SCHHSCHWAB STRATEGIC TR | 84,102 | $1.8M | 0.76% | |
| 35 | VOVANGUARD INDEX FDS | 5,530 | $1.5M | 0.66% | |
| 36 | MBNDSSGA ACTIVE TR | 56,149 | $1.5M | 0.65% | |
| 37 | VONEVANGUARD SCOTTSDALE FDS | 5,394 | $1.5M | 0.65% | |
| 38 | ORCLORACLE CORP | 6,714 | $1.5M | 0.63% | |
| 39 | TAXFAMERICAN CENTY ETF TR | 29,820 | $1.5M | 0.62% | |
| 40 | MMITNEW YORK LIFE INVTS ACTIVE E | 59,785 | $1.4M | 0.61% | |
| 41 | SPYMSPDR SERIES TRUST | 17,330 | $1.3M | 0.54% | |
| 42 | IWBISHARES TR | 3,546 | $1.2M | 0.51% | |
| 43 | NDQINVESCO QQQ TR | 1,945 | $1.1M | 0.46% | |
| 44 | INMUBLACKROCK ETF TRUST II | 45,676 | $1.1M | 0.46% | |
| 45 | MINOPIMCO ETF TR | 22,437 | $992K | 0.42% | |
| 46 | VBVANGUARD INDEX FDS | 4,051 | $960K | 0.41% | |
| 47 | AVMUAMERICAN CENTY ETF TR | 19,769 | $885K | 0.38% | |
| 48 | FLMIFRANKLIN TEMPLETON ETF TR | 35,818 | $869K | 0.37% | |
| 49 | GMUBGOLDMAN SACHS ETF TR | 17,311 | $864K | 0.37% | |
| 50 | MMINNEW YORK LIFE INVTS ACTIVE E | 32,177 | $750K | 0.32% | |
| 51 | IWFISHARES TR | 1,473 | $625K | 0.27% | |
| 52 | NUMINUSHARES ETF TR | 25,298 | $622K | 0.26% | |
| 53 | AMZNAMAZON COM INC | 2,770 | $608K | 0.26% | |
| 54 | NVDANVIDIA CORPORATION | 3,777 | $597K | 0.25% | |
| 55 | SCHXSCHWAB STRATEGIC TR | 24,347 | $595K | 0.25% | |
| 56 | MSFTMICROSOFT CORP | 1,192 | $593K | 0.25% | |
| 57 | JHMUJOHN HANCOCK EXCHANGE TRADED | 22,292 | $570K | 0.24% | |
| 58 | TAFMAB ACTIVE ETFS INC | 19,925 | $497K | 0.21% | |
| 59 | ONEQFIDELITY COMWLTH TR | 6,188 | $496K | 0.21% | |
| 60 | VBRVANGUARD INDEX FDS | 2,448 | $477K | 0.20% | |
| 61 | SPYSPDR S&P 500 ETF TR | 759 | $469K | 0.20% | |
| 62 | FMUBFIDELITY MERRIMACK STR TR | 9,131 | $454K | 0.19% | |
| 63 | EFAISHARES TR | 4,851 | $434K | 0.18% | |
| 64 | SPMDSPDR SERIES TRUST | 7,511 | $408K | 0.17% | |
| 65 | EDCONSOLIDATED EDISON INC | 3,829 | $384K | 0.16% | |
| 66 | USRTISHARES TR | 6,774 | $383K | 0.16% | |
| 67 | GWXSPDR INDEX SHS FDS | 10,251 | $381K | 0.16% | |
| 68 | MFSMMFS ACTIVE EXCHANGE TRADED F | 15,293 | $374K | 0.16% | |
| 69 | VSDAVICTORY PORTFOLIOS II | 7,035 | $364K | 0.15% | |
| 70 | IWRISHARES TR | 3,848 | $354K | 0.15% | |
| 71 | PMIOPGIM ETF TR | 6,790 | $341K | 0.15% | |
| 72 | SPEMSPDR INDEX SHS FDS | 7,933 | $339K | 0.14% | |
| 73 | GOOGLALPHABET INC | 1,810 | $319K | 0.14% | |
| 74 | XOMEXXON MOBIL CORP | 2,831 | $305K | 0.13% | |
| 75 | BRK/BBERKSHIRE HATHAWAY INC DEL | 624 | $303K | 0.13% | |
| 76 | MAMASTERCARD INCORPORATED | 501 | $282K | 0.12% | |
| 77 | AQLTISHARES TR | 3,326 | $278K | 0.12% | |
| 78 | FMHIFIRST TR EXCH TRADED FD III | 5,585 | $261K | 0.11% | |
| 79 | VNQVANGUARD INDEX FDS | 2,826 | $252K | 0.11% | |
| 80 | AORISHARES TR | 3,993 | $246K | 0.10% | |
| 81 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,321 | $246K | 0.10% | |
| 82 | AOAISHARES TR | 2,940 | $245K | 0.10% | |
| 83 | EVIMMORGAN STANLEY ETF TRUST | 4,562 | $234K | 0.10% | |
| 84 | VBILVANGUARD INSTL INDEX FD | 2,827 | $214K | 0.09% | |
| 85 | IWMISHARES TR | 977 | $211K | 0.09% | |
| 86 | SLYVSPDR SERIES TRUST | 2,574 | $205K | 0.09% | |
| 87 | DGROISHARES TR | 3,154 | $202K | 0.09% |