Landmark Wealth Management, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$226.7M
Holdings
75
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (75 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 69,054 | $35.5M | 15.65% | |
| 2 | NOBLPROSHARES TR | 173,860 | $17.8M | 7.84% | |
| 3 | VFLOVICTORY PORTFOLIOS II | 406,462 | $13.9M | 6.15% | |
| 4 | VIGIVANGUARD WHITEHALL FDS | 113,837 | $9.4M | 4.17% | |
| 5 | HFXINEW YORK LIFE INVESTMENTS ET | 330,957 | $9.1M | 4.02% | |
| 6 | JCPBJ P MORGAN EXCHANGE TRADED F | 164,002 | $7.7M | 3.40% | |
| 7 | TOTRT ROWE PRICE ETF INC | 165,237 | $6.7M | 2.96% | |
| 8 | VPLSVANGUARD MALVERN FDS | 84,050 | $6.5M | 2.88% | |
| 9 | IJRISHARES TR | 61,936 | $6.5M | 2.86% | |
| 10 | FIXDFIRST TR EXCHNG TRADED FD VI | 139,459 | $6.1M | 2.70% | |
| 11 | DBNDDOUBLELINE ETF TRUST | 128,639 | $5.9M | 2.62% | |
| 12 | FBNDFIDELITY MERRIMACK STR TR | 121,083 | $5.5M | 2.44% | |
| 13 | IVVISHARES TR | 9,760 | $5.5M | 2.42% | |
| 14 | CGCPCAPITAL GRP FIXED INCM ETF T | 240,991 | $5.4M | 2.39% | |
| 15 | IJHISHARES TR | 91,281 | $5.3M | 2.35% | |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 94,041 | $4.3M | 1.88% | |
| 17 | JMUBJ P MORGAN EXCHANGE TRADED F | 79,968 | $4.0M | 1.76% | |
| 18 | VSSVANGUARD INTL EQUITY INDEX F | 30,527 | $3.5M | 1.56% | |
| 19 | FMBFIRST TR EXCH TRADED FD III | 69,151 | $3.5M | 1.54% | |
| 20 | WABFFRANKLIN TEMPLETON ETF TR | 129,534 | $3.3M | 1.44% | |
| 21 | SMDVPROSHARES TR | 47,891 | $3.1M | 1.39% | |
| 22 | CGMUCAPITAL GRP FIXED INCM ETF T | 113,942 | $3.1M | 1.35% | |
| 23 | QQQMINVESCO EXCH TRADED FD TR II | 14,999 | $2.9M | 1.28% | |
| 24 | TAXFAMERICAN CENTY ETF TR | 56,403 | $2.8M | 1.23% | |
| 25 | VIGVANGUARD SPECIALIZED FUNDS | 14,290 | $2.8M | 1.22% | |
| 26 | SPDWSPDR INDEX SHS FDS | 70,713 | $2.6M | 1.14% | |
| 27 | REGLPROSHARES TR | 31,845 | $2.6M | 1.13% | |
| 28 | DFNMDIMENSIONAL ETF TRUST | 51,064 | $2.4M | 1.07% | |
| 29 | AAPLAPPLE INC | 10,305 | $2.3M | 1.01% | |
| 30 | HEMIHARTFORD FDS EXCHANGE TRADED | 59,162 | $2.3M | 1.00% | |
| 31 | EMLPFIRST TR EXCHANGE-TRADED FD | 59,703 | $2.2M | 0.99% | |
| 32 | MUNIPIMCO ETF TR | 42,731 | $2.2M | 0.97% | |
| 33 | MMITNEW YORK LIFE INVTS ACTIVE E | 84,306 | $2.0M | 0.89% | |
| 34 | GNRSPDR INDEX SHS FDS | 36,975 | $2.0M | 0.87% | |
| 35 | VEAVANGUARD TAX-MANAGED FDS | 36,141 | $1.8M | 0.81% | |
| 36 | SCHHSCHWAB STRATEGIC TR | 83,121 | $1.8M | 0.79% | |
| 37 | MBNDSSGA ACTIVE TR | 57,482 | $1.6M | 0.69% | |
| 38 | IWBISHARES TR | 4,765 | $1.5M | 0.64% | |
| 39 | VOVANGUARD INDEX FDS | 5,457 | $1.4M | 0.62% | |
| 40 | VONEVANGUARD SCOTTSDALE FDS | 5,475 | $1.4M | 0.61% | |
| 41 | SPYMSPDR SER TR | 17,528 | $1.2M | 0.51% | |
| 42 | FLMIFRANKLIN TEMPLETON ETF TR | 40,198 | $982K | 0.43% | |
| 43 | NDQINVESCO QQQ TR | 2,032 | $953K | 0.42% | |
| 44 | ORCLORACLE CORP | 6,724 | $940K | 0.41% | |
| 45 | MINOPIMCO ETF TR | 19,918 | $891K | 0.39% | |
| 46 | VBVANGUARD INDEX FDS | 3,830 | $849K | 0.37% | |
| 47 | INMUBLACKROCK ETF TRUST II | 25,949 | $614K | 0.27% | |
| 48 | VBRVANGUARD INDEX FDS | 3,193 | $595K | 0.26% | |
| 49 | IWFISHARES TR | 1,473 | $532K | 0.23% | |
| 50 | AMZNAMAZON COM INC | 2,770 | $527K | 0.23% | |
| 51 | MSFTMICROSOFT CORP | 1,226 | $460K | 0.20% | |
| 52 | EFAISHARES TR | 5,487 | $448K | 0.20% | |
| 53 | ONEQFIDELITY COMWLTH TR | 6,315 | $430K | 0.19% | |
| 54 | NVDANVIDIA CORPORATION | 3,959 | $429K | 0.19% | |
| 55 | SCHXSCHWAB STRATEGIC TR | 19,243 | $425K | 0.19% | |
| 56 | SPYSPDR S&P 500 ETF TR | 757 | $424K | 0.19% | |
| 57 | EDCONSOLIDATED EDISON INC | 3,829 | $423K | 0.19% | |
| 58 | AVMUAMERICAN CENTY ETF TR | 9,242 | $420K | 0.19% | |
| 59 | USRTISHARES TR | 6,825 | $393K | 0.17% | |
| 60 | SPMDSPDR SER TR | 6,733 | $345K | 0.15% | |
| 61 | XOMEXXON MOBIL CORP | 2,878 | $342K | 0.15% | |
| 62 | BRK/BBERKSHIRE HATHAWAY INC DEL | 624 | $332K | 0.15% | |
| 63 | VSDAVICTORY PORTFOLIOS II | 6,338 | $328K | 0.14% | |
| 64 | GWXSPDR INDEX SHS FDS | 10,037 | $321K | 0.14% | |
| 65 | MMINNEW YORK LIFE INVTS ACTIVE E | 13,586 | $321K | 0.14% | |
| 66 | IWRISHARES TR | 3,726 | $317K | 0.14% | |
| 67 | SPEMSPDR INDEX SHS FDS | 7,825 | $308K | 0.14% | |
| 68 | GOOGLALPHABET INC | 1,809 | $280K | 0.12% | |
| 69 | MAMASTERCARD INCORPORATED | 501 | $275K | 0.12% | |
| 70 | FMHIFIRST TR EXCH TRADED FD III | 5,361 | $256K | 0.11% | |
| 71 | AQLTISHARES TR | 3,336 | $252K | 0.11% | |
| 72 | VNQVANGUARD INDEX FDS | 2,683 | $243K | 0.11% | |
| 73 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,235 | $242K | 0.11% | |
| 74 | AOAISHARES TR | 3,159 | $242K | 0.11% | |
| 75 | AORISHARES TR | 3,795 | $218K | 0.10% |