Landmark Wealth Management, LLC
Q3 2025 13F Holdings
- Locationmelville, NY
- Num holdings
85
- Value ($000)
$251,847
- Date Filed10/23/2025
- Form type13F-HR
- CIK0001728778
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $40.55M | 16 % | 66,212 | ||
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $18.16M | 7 % | 176,153 | ||
VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $15.55M | 6 % | 414,596 | ||
NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 | $10.59M | 4 % | 341,622 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $10.41M | 4 % | 116,267 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $8.03M | 3 % | 168,936 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.44M | 3 % | 62,648 | ||
T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 | $6.99M | 3 % | 171,399 | ||
VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $6.77M | 3 % | 86,151 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $6.4M | 3 % | 9,566 |
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