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CIK: 0001728778
Total reported value
$417.9M
$417.9M
85 檔
22.8%
The Q3 2025 SEC filing reveals that Landmark Wealth Management, LLC held a total portfolio value of $417.9M, covering 85 public equity positions.
In Q3 2025, Landmark Wealth Management, LLC displayed an active expansion posture, initiating 12 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.10% | +0.34% | -2.41% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 7.21% | -0.02% | +3.12% | |
| 3 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 6.17% | -0.03% | +0.24% | |
| 4 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 4.21% | +0.12% | +2.90% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.14% | -0.07% | +6.22% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.19% | -0.08% | +4.78% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.96% | +0.15% | -1.93% | |
| 8 | TOTR | T Rowe Price Total Return Et | ETF-Other | 2.78% | -0.09% | +5.20% | |
| 9 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.69% | -0.15% | +4.92% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | -0.01% | -0.21% | |
| 11 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.52% | -0.08% | +4.49% | |
| 12 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 2.46% | -0.14% | +4.96% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.36% | +0.06% | -1.08% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.29% | -0.13% | +5.09% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.24% | -0.06% | +4.96% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.91% | -0.03% | -2.67% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.57% | -0.05% | -2.77% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.51% | -0.11% | +11.88% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.40% | +0.04% | -3.90% | |
| 20 | WABF | Western Asset Bond ETF | ETF-Other | 1.39% | -0.05% | +7.22% | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.38% | -0.06% | — | |
| 22 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.31% | +0.04% | +3.31% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-Other | 1.23% | -0.05% | +14.96% | |
| 24 | FMB | First Trust Managed Municipa | ETF-Other | 1.14% | -0.02% | +20.37% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.08% | -0.03% | -5.86% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.04% | -0.05% | -2.15% | |
| 27 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.04% | — | +1.76% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.03% | -0.01% | -0.98% | |
| 29 | EMLP | First Trust North American E | ETF-Other | 0.94% | -0.04% | +4.70% | |
| 30 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.92% | -0.04% | +22.14% | |
| 31 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.91% | -0.05% | +0.56% | |
| 32 | GNR | State Street Spdr S&p Global | ETF-Other | 0.84% | -0.11% | -2.00% | |
| 33 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.80% | -0.06% | +7.24% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-Other | 0.76% | — | +6.19% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | — | -0.82% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.03% | -0.45% | |
| 37 | TAXF | American Century Diver Muni | ETF-Other | 0.74% | -0.01% | +23.94% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | — | +0.58% | |
| 39 | VONE | Vanguard Russell 1000 | ETF-Other | 0.64% | +0.02% | -0.57% | |
| 40 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.59% | -0.05% | +2.33% | |
| 41 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 0.58% | -0.04% | -5.06% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | -0.32% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | +0.01% | -1.97% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.05% | -0.26% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | +0.01% | +0.54% | |
| 46 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.39% | -0.03% | -9.81% | |
| 47 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.36% | -0.03% | -9.81% | |
| 48 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.35% | — | -1.80% | |
| 49 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.33% | -0.02% | -7.24% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | +0.01% | -0.07% |
According to official SEC Form 13F filings, Landmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $417.9M across 85 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, VFLO) accounted for 22.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
PYLD
市值: $3.5M
Top Position Liquidated / Trimmed
AOA
前期市值: $242.0K
During Q3 2025, Landmark Wealth Management, LLC's top holdings by market value included VOO (16.1%)、NOBL (7.2%)、VFLO (6.2%). The largest single position, VOO, represented 16.1% of total portfolio value.
In Q3 2025, Landmark Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 2 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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