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CIK: 0001728778
Total reported value
$417.9M
$417.9M
87 檔
21.5%
As reported in its official Q2 2025 Form 13F filing, Landmark Wealth Management, LLC's tracked investment portfolio stood at $417.9M with 87 total positions.
During Q2 2025, Landmark Wealth Management, LLC performed routine portfolio adjustments (12 new buys, 11 additions, 27 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.41% | +0.34% | -1.75% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 7.32% | -0.02% | -1.75% | |
| 3 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 6.23% | -0.03% | +1.75% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.20% | -0.07% | -3.84% | |
| 5 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 4.17% | +0.12% | +0.32% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.23% | -0.08% | -1.70% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.97% | +0.15% | +3.14% | |
| 8 | TOTR | T Rowe Price Total Return Et | ETF-Other | 2.82% | -0.09% | -1.40% | |
| 9 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.72% | -0.15% | -2.30% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.56% | -0.08% | -1.88% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | -0.01% | -1.78% | |
| 12 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 2.50% | -0.14% | -1.43% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.43% | +0.06% | +0.65% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.31% | -0.13% | -2.08% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.27% | -0.06% | -1.70% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.92% | -0.03% | -3.06% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.63% | -0.05% | -6.67% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.43% | +0.04% | -1.23% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.42% | -0.11% | -15.92% | |
| 20 | WABF | Western Asset Bond ETF | ETF-Other | 1.38% | -0.05% | -1.02% | |
| 21 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.33% | +0.04% | -0.12% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.17% | -0.03% | -6.26% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-Other | 1.12% | -0.05% | -13.34% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.08% | -0.05% | -11.63% | |
| 25 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.04% | — | -5.50% | |
| 26 | FMB | First Trust Managed Municipa | ETF-Other | 1.00% | -0.02% | -31.92% | |
| 27 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.95% | -0.05% | -1.09% | |
| 28 | EMLP | First Trust North American E | ETF-Other | 0.94% | -0.04% | -1.29% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.01% | +0.06% | |
| 30 | GNR | State Street Spdr S&p Global | ETF-Other | 0.84% | -0.11% | -1.06% | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.80% | -0.04% | -14.65% | |
| 32 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.79% | -0.06% | -23.35% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | — | -12.17% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-Other | 0.76% | — | +1.18% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | — | +1.34% | |
| 36 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 0.65% | -0.04% | -2.32% | |
| 37 | VONE | Vanguard Russell 1000 | ETF-Other | 0.65% | +0.02% | -1.48% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.03% | -0.15% | |
| 39 | TAXF | American Century Diver Muni | ETF-Other | 0.62% | -0.01% | -47.13% | |
| 40 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.61% | -0.05% | -29.09% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | -1.13% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.51% | +0.01% | -25.58% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.05% | -4.28% | |
| 44 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.46% | -0.03% | +76.02% | |
| 45 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.42% | -0.03% | +12.65% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | +0.01% | +5.77% | |
| 47 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.38% | -0.02% | +113.90% | |
| 48 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.37% | — | -10.90% | |
| 49 | GMUB | Gs Municipal Income ETF | ETF-Other | 0.37% | +0.02% | — | |
| 50 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.32% | -0.01% | +136.84% |
According to official SEC Form 13F filings, Landmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $417.9M across 87 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, VFLO) accounted for 21.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
GMUB
市值: $864.0K
Top Position Liquidated / Trimmed
VOO
前期市值: $35.5M
During Q2 2025, Landmark Wealth Management, LLC's top holdings by market value included VOO (16.4%)、NOBL (7.3%)、VFLO (6.2%). The largest single position, VOO, represented 16.4% of total portfolio value.
In Q2 2025, Landmark Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 11 positions, trimming 27 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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