Landmark Wealth Management, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$261.3M
Holdings
88
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 73,123 | $45.9M | 17.55% | |
| 2 | NOBLPROSHARES TR | 160,623 | $16.7M | 6.40% | |
| 3 | VFLOVICTORY PORTFOLIOS II | 363,627 | $14.3M | 5.48% | |
| 4 | HFXINEW YORK LIFE INVESTMENTS ET | 378,135 | $12.3M | 4.70% | |
| 5 | VIGIVANGUARD WHITEHALL FDS | 105,868 | $9.7M | 3.70% | |
| 6 | JCPBJ P MORGAN EXCHANGE TRADED F | 178,296 | $8.4M | 3.23% | |
| 7 | IJRISHARES TR | 64,100 | $7.7M | 2.95% | |
| 8 | TOTRT ROWE PRICE ETF INC | 181,642 | $7.4M | 2.83% | |
| 9 | VPLSVANGUARD MALVERN FDS | 92,040 | $7.2M | 2.75% | |
| 10 | FIXDFIRST TR EXCHNG TRADED FD VI | 151,575 | $6.7M | 2.57% | |
| 11 | IVVISHARES TR | 9,682 | $6.6M | 2.54% | |
| 12 | DBNDDOUBLELINE ETF TRUST | 140,901 | $6.5M | 2.50% | |
| 13 | IJHISHARES TR | 93,434 | $6.2M | 2.36% | |
| 14 | FBNDFIDELITY MERRIMACK STR TR | 133,082 | $6.1M | 2.34% | |
| 15 | CGCPCAPITAL GRP FIXED INCM ETF T | 265,399 | $6.0M | 2.30% | |
| 16 | PYLDPIMCO ETF TR | 212,697 | $5.7M | 2.17% | |
| 17 | VWOVANGUARD INTL EQUITY INDEX F | 90,165 | $4.8M | 1.85% | |
| 18 | VSSVANGUARD INTL EQUITY INDEX F | 28,520 | $4.1M | 1.56% | |
| 19 | JMUBJ P MORGAN EXCHANGE TRADED F | 75,039 | $3.8M | 1.45% | |
| 20 | WABFFRANKLIN TEMPLETON ETF TR | 146,079 | $3.7M | 1.42% | |
| 21 | QQQMINVESCO EXCH TRADED FD TR II | 13,874 | $3.5M | 1.34% | |
| 22 | SMDVPROSHARES TR | 52,392 | $3.5M | 1.32% | |
| 23 | CGMUCAPITAL GRP FIXED INCM ETF T | 114,733 | $3.1M | 1.20% | |
| 24 | FMBFIRST TR EXCH TRADED FD III | 57,105 | $2.9M | 1.12% | |
| 25 | REGLPROSHARES TR | 31,903 | $2.7M | 1.03% | |
| 26 | VIGVANGUARD SPECIALIZED FUNDS | 12,139 | $2.7M | 1.02% | |
| 27 | SPDWSPDR INDEX SHS FDS | 59,481 | $2.6M | 1.01% | |
| 28 | AAPLAPPLE INC | 9,682 | $2.6M | 1.01% | |
| 29 | EMLPFIRST TR EXCHANGE-TRADED FD | 63,610 | $2.4M | 0.92% | |
| 30 | MUNIPIMCO ETF TR | 45,226 | $2.4M | 0.91% | |
| 31 | GNRSPDR INDEX SHS FDS | 35,834 | $2.2M | 0.85% | |
| 32 | HEMIHARTFORD FDS EXCHANGE TRADED | 54,445 | $2.1M | 0.81% | |
| 33 | TAXFAMERICAN CENTY ETF TR | 42,192 | $2.1M | 0.81% | |
| 34 | VEAVANGUARD TAX-MANAGED FDS | 31,778 | $2.0M | 0.76% | |
| 35 | SCHHSCHWAB STRATEGIC TR | 94,640 | $2.0M | 0.76% | |
| 36 | VONEVANGUARD SCOTTSDALE FDS | 5,391 | $1.7M | 0.64% | |
| 37 | VOVANGUARD INDEX FDS | 5,597 | $1.6M | 0.62% | |
| 38 | MMITNEW YORK LIFE INVTS ACTIVE E | 64,213 | $1.6M | 0.60% | |
| 39 | DFNMDIMENSIONAL ETF TRUST | 31,604 | $1.5M | 0.58% | |
| 40 | MBNDSSGA ACTIVE TR | 53,936 | $1.5M | 0.56% | |
| 41 | SPYMSPDR SERIES TRUST | 17,466 | $1.4M | 0.54% | |
| 42 | NDQINVESCO QQQ TR | 1,904 | $1.2M | 0.45% | |
| 43 | IWBISHARES TR | 2,998 | $1.1M | 0.43% | |
| 44 | VBVANGUARD INDEX FDS | 4,109 | $1.1M | 0.41% | |
| 45 | INMUBLACKROCK ETF TRUST II | 41,708 | $1.0M | 0.38% | |
| 46 | MINOPIMCO ETF TR | 20,511 | $929K | 0.36% | |
| 47 | FLMIFRANKLIN TEMPLETON ETF TR | 34,937 | $868K | 0.33% | |
| 48 | AVMUAMERICAN CENTY ETF TR | 17,073 | $789K | 0.30% | |
| 49 | NUMINUSHARES ETF TR | 28,802 | $722K | 0.28% | |
| 50 | IWFISHARES TR | 1,472 | $696K | 0.27% | |
| 51 | NVDANVIDIA CORPORATION | 3,506 | $653K | 0.25% | |
| 52 | FMUBFIDELITY MERRIMACK STR TR | 12,693 | $646K | 0.25% | |
| 53 | AMZNAMAZON COM INC | 2,705 | $624K | 0.24% | |
| 54 | SCHXSCHWAB STRATEGIC TR | 23,086 | $621K | 0.24% | |
| 55 | MSFTMICROSOFT CORP | 1,172 | $566K | 0.22% | |
| 56 | GMUBGOLDMAN SACHS ETF TR | 10,904 | $558K | 0.21% | |
| 57 | SPYSPDR S&P 500 ETF TR | 756 | $515K | 0.20% | |
| 58 | GOOGLALPHABET INC | 1,589 | $497K | 0.19% | |
| 59 | ONEQFIDELITY COMWLTH TR | 5,443 | $497K | 0.19% | |
| 60 | VBRVANGUARD INDEX FDS | 2,345 | $496K | 0.19% | |
| 61 | MMINNEW YORK LIFE INVTS ACTIVE E | 20,604 | $493K | 0.19% | |
| 62 | VCRMVANGUARD MUN BD FDS | 6,405 | $484K | 0.19% | |
| 63 | MFSMMFS ACTIVE EXCHANGE TRADED F | 18,746 | $469K | 0.18% | |
| 64 | EFAISHARES TR | 4,634 | $445K | 0.17% | |
| 65 | SPMDSPDR SERIES TRUST | 7,629 | $441K | 0.17% | |
| 66 | ORCLORACLE CORP | 2,225 | $433K | 0.17% | |
| 67 | GWXSPDR INDEX SHS FDS | 9,941 | $406K | 0.16% | |
| 68 | USRTISHARES TR | 6,897 | $392K | 0.15% | |
| 69 | SPEMSPDR INDEX SHS FDS | 8,364 | $391K | 0.15% | |
| 70 | EDCONSOLIDATED EDISON INC | 3,801 | $377K | 0.14% | |
| 71 | IWRISHARES TR | 3,897 | $375K | 0.14% | |
| 72 | VSDAVICTORY PORTFOLIOS II | 6,872 | $362K | 0.14% | |
| 73 | VBILVANGUARD INSTL INDEX FD | 4,620 | $348K | 0.13% | |
| 74 | XOMEXXON MOBIL CORP | 2,831 | $340K | 0.13% | |
| 75 | BRK/BBERKSHIRE HATHAWAY INC DEL | 624 | $313K | 0.12% | |
| 76 | AQLTISHARES TR | 3,277 | $293K | 0.11% | |
| 77 | MAMASTERCARD INCORPORATED | 501 | $286K | 0.11% | |
| 78 | PMIOPGIM ETF TR | 5,569 | $283K | 0.11% | |
| 79 | VNQVANGUARD INDEX FDS | 2,963 | $262K | 0.10% | |
| 80 | GOOGALPHABET INC | 820 | $257K | 0.10% | |
| 81 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,439 | $254K | 0.10% | |
| 82 | FMHIFIRST TR EXCH TRADED FD III | 5,235 | $250K | 0.10% | |
| 83 | IWMISHARES TR | 956 | $235K | 0.09% | |
| 84 | DGROISHARES TR | 3,191 | $221K | 0.08% | |
| 85 | JHMUJOHN HANCOCK EXCHANGE TRADED | 8,323 | $217K | 0.08% | |
| 86 | JMHIJ P MORGAN EXCHANGE TRADED F | 4,334 | $217K | 0.08% | |
| 87 | MOATVANECK ETF TRUST | 2,039 | $211K | 0.08% | |
| 88 | NANRSPDR INDEX SHS FDS | 3,045 | $206K | 0.08% |