Landmark Wealth Management, LLC
Q2 2025 13F Holdings
- Locationmelville, NY
- Num holdings
87
- Value ($000)
$235
- Date Filed07/25/2025
- Form type13F-HR
- CIK0001728778
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $38.54K | 16 % | 67,846 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $17.20K | 7 % | 170,826 | ||
VFLO VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $14.62K | 6 % | 413,589 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $9.87K | 4 % | 109,462 | ||
HFXI NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 | $9.78K | 4 % | 332,001 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $7.59K | 3 % | 161,222 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.98K | 3 % | 63,878 | ||
TOTR T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 | $6.61K | 3 % | 162,922 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $6.39K | 3 % | 82,113 | ||
FIXD FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 | $6.01K | 3 % | 136,837 |
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