Landmark Wealth Management, LLC
Q4 2025 13F Holdings
- Locationmelville, NY
- Num holdings
88
- Value ($000)
$261,320
- Date Filed02/05/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $45.86M | 18 % | 73,123 | ||
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $16.72M | 6 % | 160,623 | ||
VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $14.32M | 6 % | 363,627 | ||
NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 | $12.27M | 5 % | 378,135 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $9.68M | 4 % | 105,868 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $8.44M | 3 % | 178,296 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.7M | 3 % | 64,100 | ||
T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 | $7.4M | 3 % | 181,642 | ||
VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $7.19M | 3 % | 92,040 | ||
FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 | $6.72M | 3 % | 151,575 |
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