Landmark Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    melville, NY
  • Num holdings

    85

  • Value ($000)

    $251,847

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001728778
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$40.55M
16 %

66,212

N
NOBL

PROSHARES TR

S&P 500 DV ARIST
74348A467
$18.16M
7 %

176,153

V
VFLO

VICTORY PORTFOLIOS II

SHARES FREE CASH
92647X830
$15.55M
6 %

414,596

H
HFXI

NEW YORK LIFE INVESTMENTS ET

NYLI FTSE INTERN
45409B560
$10.59M
4 %

341,622

V
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
921946810
$10.41M
4 %

116,267

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$8.03M
3 %

168,936

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$7.44M
3 %

62,648

T
TOTR

T ROWE PRICE ETF INC

TOTAL RETURN ETF
87283Q800
$6.99M
3 %

171,399

V
VPLS

VANGUARD MALVERN FDS

CORE-PLUS BD ETF
922020755
$6.77M
3 %

86,151

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.40M
3 %

9,566

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