13F HOLDINGS REPORT

Landmark Wealth Management, LLC

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001728778-25-000004

Total Value

$226,689

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (75)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	69,054	$35,488	15.65%
2	PROSHARES TR	74348A467	173,860	$17,765	7.84%
3	VICTORY PORTFOLIOS II	92647X830	406,462	$13,934	6.15%
4	VANGUARD WHITEHALL FDS	921946810	113,837	$9,442	4.17%
5	NEW YORK LIFE INVESTMENTS ET	45409B560	330,957	$9,108	4.02%
6	J P MORGAN EXCHANGE TRADED F	46641Q670	164,002	$7,715	3.40%
7	T ROWE PRICE ETF INC	87283Q800	165,237	$6,710	2.96%
8	VANGUARD MALVERN FDS	922020755	84,050	$6,519	2.88%
9	ISHARES TR	464287804	61,936	$6,477	2.86%
10	FIRST TR EXCHNG TRADED FD VI	33740F805	139,459	$6,114	2.70%
11	DOUBLELINE ETF TRUST	25861R105	128,639	$5,939	2.62%
12	FIDELITY MERRIMACK STR TR	316188309	121,083	$5,527	2.44%
13	ISHARES TR	464287200	9,760	$5,484	2.42%
14	CAPITAL GRP FIXED INCM ETF T	14020Y102	240,991	$5,410	2.39%
15	ISHARES TR	464287507	91,281	$5,326	2.35%
16	VANGUARD INTL EQUITY INDEX F	922042858	94,041	$4,256	1.88%
17	J P MORGAN EXCHANGE TRADED F	46641Q647	79,968	$3,998	1.76%
18	VANGUARD INTL EQUITY INDEX F	922042718	30,527	$3,529	1.56%
19	FIRST TR EXCH TRADED FD III	33739N108	69,151	$3,487	1.54%
20	FRANKLIN TEMPLETON ETF TR	FGDL	129,534	$3,273	1.44%
21	PROSHARES TR	74347B698	47,891	$3,141	1.39%
22	CAPITAL GRP FIXED INCM ETF T	14020Y201	113,942	$3,056	1.35%
23	INVESCO EXCH TRADED FD TR II	IVZ	14,999	$2,895	1.28%
24	AMERICAN CENTY ETF TR	025072505	56,403	$2,791	1.23%
25	VANGUARD SPECIALIZED FUNDS	921908844	14,290	$2,772	1.22%
26	SPDR INDEX SHS FDS	78463X889	70,713	$2,575	1.14%
27	PROSHARES TR	74347B680	31,845	$2,568	1.13%
28	DIMENSIONAL ETF TRUST	25434V849	51,064	$2,429	1.07%
29	APPLE INC	AAPL	10,305	$2,289	1.01%
30	HARTFORD FDS EXCHANGE TRADED	41653L503	59,162	$2,275	1.00%
31	FIRST TR EXCHANGE-TRADED FD	33738D101	59,703	$2,238	0.99%
32	PIMCO ETF TR	72201R866	42,731	$2,203	0.97%
33	NEW YORK LIFE INVTS ACTIVE E	45409F827	84,306	$2,021	0.89%
34	SPDR INDEX SHS FDS	78463X541	36,975	$1,969	0.87%
35	VANGUARD TAX-MANAGED FDS	921943858	36,141	$1,837	0.81%
36	SCHWAB STRATEGIC TR	808524847	83,121	$1,788	0.79%
37	SSGA ACTIVE TR	78470P705	57,482	$1,568	0.69%
38	ISHARES TR	464287622	4,765	$1,462	0.64%
39	VANGUARD INDEX FDS	922908629	5,457	$1,411	0.62%
40	VANGUARD SCOTTSDALE FDS	92206C730	5,475	$1,390	0.61%
41	SPDR SER TR	78464A854	17,528	$1,153	0.51%
42	FRANKLIN TEMPLETON ETF TR	FGDL	40,198	$982	0.43%
43	INVESCO QQQ TR	IVZ	2,032	$953	0.42%
44	ORACLE CORP	ORCL-PD	6,724	$940	0.41%
45	PIMCO ETF TR	72201R635	19,918	$891	0.39%
46	VANGUARD INDEX FDS	922908751	3,830	$849	0.37%
47	BLACKROCK ETF TRUST II	BLK	25,949	$614	0.27%
48	VANGUARD INDEX FDS	922908611	3,193	$595	0.26%
49	ISHARES TR	464287614	1,473	$532	0.23%
50	AMAZON COM INC	AMZN	2,770	$527	0.23%
51	MICROSOFT CORP	MSFT	1,226	$460	0.20%
52	ISHARES TR	464287465	5,487	$448	0.20%
53	FIDELITY COMWLTH TR	315912808	6,315	$430	0.19%
54	NVIDIA CORPORATION	NVDA	3,959	$429	0.19%
55	SCHWAB STRATEGIC TR	808524201	19,243	$425	0.19%
56	SPDR S&P 500 ETF TR	SPY	757	$424	0.19%
57	CONSOLIDATED EDISON INC	ED	3,829	$423	0.19%
58	AMERICAN CENTY ETF TR	025072695	9,242	$420	0.19%
59	ISHARES TR	464288521	6,825	$393	0.17%
60	SPDR SER TR	78464A847	6,733	$345	0.15%
61	EXXON MOBIL CORP	XOM	2,878	$342	0.15%
62	BERKSHIRE HATHAWAY INC DEL	BRK-A	624	$332	0.15%
63	VICTORY PORTFOLIOS II	92647N667	6,338	$328	0.14%
64	SPDR INDEX SHS FDS	78463X871	10,037	$321	0.14%
65	NEW YORK LIFE INVTS ACTIVE E	45409F843	13,586	$321	0.14%
66	ISHARES TR	464287499	3,726	$317	0.14%
67	SPDR INDEX SHS FDS	78463X509	7,825	$308	0.14%
68	ALPHABET INC	GOOG	1,809	$280	0.12%
69	MASTERCARD INCORPORATED	MA	501	$275	0.12%
70	FIRST TR EXCH TRADED FD III	33739P301	5,361	$256	0.11%
71	ISHARES TR	46432F842	3,336	$252	0.11%
72	VANGUARD INDEX FDS	922908553	2,683	$243	0.11%
73	J P MORGAN EXCHANGE TRADED F	46641Q332	4,235	$242	0.11%
74	ISHARES TR	464289859	3,159	$242	0.11%
75	ISHARES TR	464289867	3,795	$218	0.10%