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CIK: 0001728778
Total reported value
$417.9M
$417.9M
88 檔
23.7%
As reported in its official Q4 2025 Form 13F filing, Landmark Wealth Management, LLC's tracked investment portfolio stood at $417.9M with 88 total positions.
In Q4 2025, Landmark Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 30 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 | 17.55% | +0.34% | +10.44% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 6.40% | -0.02% | -8.82% | |
| 3 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 5.48% | -0.03% | -12.29% | |
| 4 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 4.70% | +0.12% | +10.69% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.70% | -0.07% | -8.94% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.23% | -0.08% | +5.54% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.95% | +0.15% | +2.32% | |
| 8 | TOTR | T Rowe Price Total Return Et | ETF-Other | 2.83% | -0.09% | +5.98% | |
| 9 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.75% | -0.15% | +6.84% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.57% | -0.08% | +6.01% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | -0.01% | +1.21% | |
| 12 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 2.50% | -0.14% | +5.88% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.36% | +0.06% | +2.80% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.34% | -0.13% | +6.81% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.30% | -0.06% | +6.74% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.17% | -0.06% | +64.37% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.85% | -0.03% | +1.61% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.56% | -0.05% | +2.95% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.45% | -0.11% | -0.24% | |
| 20 | WABF | Western Asset Bond ETF | ETF-Other | 1.42% | -0.05% | +6.26% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.34% | +0.04% | -2.55% | |
| 22 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.32% | +0.04% | +6.02% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-Other | 1.20% | -0.05% | +1.07% | |
| 24 | FMB | First Trust Managed Municipa | ETF-Other | 1.12% | -0.02% | +0.78% | |
| 25 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.03% | — | +4.18% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.02% | -0.03% | -3.74% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.01% | -0.05% | -2.72% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.01% | -0.01% | -5.17% | |
| 29 | EMLP | First Trust North American E | ETF-Other | 0.92% | -0.04% | +3.09% | |
| 30 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.91% | -0.04% | +1.53% | |
| 31 | GNR | State Street Spdr S&p Global | ETF-Other | 0.85% | -0.11% | -0.04% | |
| 32 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.81% | -0.05% | -7.47% | |
| 33 | TAXF | American Century Diver Muni | ETF-Other | 0.81% | -0.01% | +14.16% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.76% | — | +0.94% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-Other | 0.76% | — | +5.97% | |
| 36 | VONE | Vanguard Russell 1000 | ETF-Other | 0.64% | +0.02% | +0.52% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | — | +0.63% | |
| 38 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.60% | -0.05% | +4.96% | |
| 39 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.58% | -0.06% | -24.71% | |
| 40 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 0.56% | -0.04% | +1.18% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | +1.11% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.05% | -1.86% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.43% | +0.01% | -13.75% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | +0.01% | +0.88% | |
| 45 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.38% | -0.03% | +1.24% | |
| 46 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.36% | -0.03% | +1.36% | |
| 47 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.33% | — | -0.67% | |
| 48 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.30% | -0.02% | -6.89% | |
| 49 | NUMI | Nuveen Municipal Income ETF | ETF-Other | 0.28% | -0.02% | +4.59% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | +0.01% | — |
According to official SEC Form 13F filings, Landmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $417.9M across 88 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, VFLO) accounted for 23.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
VCRM
市值: $484.1K
Top Position Liquidated / Trimmed
SLYV
前期市值: $212.1K
During Q4 2025, Landmark Wealth Management, LLC's top holdings by market value included VOO (17.6%)、NOBL (6.4%)、VFLO (5.5%). The largest single position, VOO, represented 17.6% of total portfolio value.
In Q4 2025, Landmark Wealth Management, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 14 holdings, and fully liquidating 1 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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