The Analysis of Landmark Wealth Management, LLC's Holdings
Currently, Landmark Wealth Management, LLC holds 85 types of securities in its portfolio with a total value $251.8M. In the most recent quarter, they have increased their positions in PYLD (+129.4K shares, valued at $3.5M), VIGI (+6.8K shares, valued at $609.5K), NOBL (+5.3K shares, valued at $549.1K); decreased their positions in VOO (-1.6K shares, valued at $1.0M), JHMU (-13.8K shares, valued at $359.1K), GMUB (-6.0K shares, valued at $303.0K); initiated new positions in PYLD (+129.4K shares, valued at $3.5M), JMHI (+4.3K shares, valued at $216.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS66.2K shares-2.41%2025-09-302025-10-23
NOBL PROSHARES TR176.2K shares3.12%2025-09-302025-10-23 VFLO VICTORY PORTFOLIOS II414.6K shares0.24%2025-09-302025-10-23 HFXI NEW YORK LIFE INVESTMENTS ET341.6K shares2.90%2025-09-302025-10-23 VIGI VANGUARD WHITEHALL FDS116.3K shares6.22%2025-09-302025-10-23 JCPB J P MORGAN EXCHANGE TRADED F168.9K shares4.78%2025-09-302025-10-23 IJR ISHARES TR62.6K shares-1.93%2025-09-302025-10-23 TOTR T ROWE PRICE ETF INC171.4K shares5.20%2025-09-302025-10-23 VPLS VANGUARD MALVERN FDS86.2K shares4.92%2025-09-302025-10-23 IVV ISHARES TR9.6K shares-0.21%2025-09-302025-10-23 FIXD FIRST TR EXCHNG TRADED FD VI143.0K shares4.49%2025-09-302025-10-23 DBND DOUBLELINE ETF TRUST133.1K shares4.96%2025-09-302025-10-23 IJH ISHARES TR90.9K shares-1.08%2025-09-302025-10-23 FBND FIDELITY MERRIMACK STR TR124.6K shares5.09%2025-09-302025-10-23 CGCP CAPITAL GRP FIXED INCM ETF T248.6K shares4.96%2025-09-302025-10-23 VWO VANGUARD INTL EQUITY INDEX F88.7K shares-2.67%2025-09-302025-10-23 VSS VANGUARD INTL EQUITY INDEX F27.7K shares-2.77%2025-09-302025-10-23 JMUB J P MORGAN EXCHANGE TRADED F75.2K shares11.88%2025-09-302025-10-23 QQQM INVESCO EXCH TRADED FD TR II14.2K shares-3.90%2025-09-302025-10-23 WABF FRANKLIN TEMPLETON ETF TR137.5K shares7.22%2025-09-302025-10-23 PYLD PIMCO ETF TR129.4K sharesnew addition2025-09-302025-10-23 SMDV PROSHARES TR49.4K shares3.31%2025-09-302025-10-23 CGMU CAPITAL GRP FIXED INCM ETF T113.5K shares14.96%2025-09-302025-10-23 FMB FIRST TR EXCH TRADED FD III56.7K shares20.37%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS12.6K shares-5.86%2025-09-302025-10-23 SPDW SPDR INDEX SHS FDS61.1K shares-2.15%2025-09-302025-10-23 REGL PROSHARES TR30.6K shares1.76%2025-09-302025-10-23 AAPL APPLE INC10.2K shares-0.98%2025-09-302025-10-23 EMLP FIRST TR EXCHANGE-TRADED FD61.7K shares4.70%2025-09-302025-10-23 MUNI PIMCO ETF TR44.5K shares22.14%2025-09-302025-10-23 HMOP HARTFORD FDS EXCHANGE TRADED58.8K shares0.56%2025-09-302025-10-23 GNR SPDR INDEX SHS FDS35.9K shares-2.00%2025-09-302025-10-23 DFNM DIMENSIONAL ETF TRUST42.0K shares7.24%2025-09-302025-10-23 SCHH SCHWAB STRATEGIC TR89.3K shares6.19%2025-09-302025-10-23 VEA VANGUARD TAX-MANAGED FDS31.5K shares-0.82%2025-09-302025-10-23 ORCL ORACLE CORP6.7K shares-0.45%2025-09-302025-10-23 TAXF AMERICAN CENTY ETF TR37.0K shares23.94%2025-09-302025-10-23 VO VANGUARD INDEX FDS5.6K shares0.58%2025-09-302025-10-23 VONE VANGUARD SCOTTSDALE FDS5.4K shares-0.57%2025-09-302025-10-23 MMIT NEW YORK LIFE INVTS ACTIVE E61.2K shares2.34%2025-09-302025-10-23 MBND SSGA ACTIVE TR53.3K shares-5.06%2025-09-302025-10-23 SPYM SPDR SERIES TRUST17.3K shares-0.32%2025-09-302025-10-23 IWB ISHARES TR3.5K shares-1.97%2025-09-302025-10-23 QQQ INVESCO QQQ TR1.9K shares-0.26%2025-09-302025-10-23 VB VANGUARD INDEX FDS4.1K shares0.54%2025-09-302025-10-23 INMU BLACKROCK ETF TRUST II41.2K shares-9.81%2025-09-302025-10-23 MINO PIMCO ETF TR20.2K shares-9.81%2025-09-302025-10-23 FLMI FRANKLIN TEMPLETON ETF TR35.2K shares-1.80%2025-09-302025-10-23 AVMU AMERICAN CENTY ETF TR18.3K shares-7.24%2025-09-302025-10-23 IWF ISHARES TR1.5K shares-0.07%2025-09-302025-10-23 NUMI NUSHARES ETF TR27.5K shares8.86%2025-09-302025-10-23 NVDA NVIDIA CORPORATION3.6K shares-4.79%2025-09-302025-10-23 SCHX SCHWAB STRATEGIC TR23.9K shares-1.86%2025-09-302025-10-23 FMUB FIDELITY MERRIMACK STR TR12.1K shares32.48%2025-09-302025-10-23 MSFT MICROSOFT CORP1.2K shares-1.43%2025-09-302025-10-23 AMZN AMAZON COM INC2.7K shares-2.35%2025-09-302025-10-23 GMUB GOLDMAN SACHS ETF TR11.4K shares-34.41%2025-09-302025-10-23 MMIN NEW YORK LIFE INVTS ACTIVE E23.3K shares-27.48%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR756 shares-0.40%2025-09-302025-10-23 VBR VANGUARD INDEX FDS2.4K shares-1.96%2025-09-302025-10-23 ONEQ FIDELITY COMWLTH TR5.5K shares-10.60%2025-09-302025-10-23 MFSM MFS ACTIVE EXCHANGE TRADED F18.5K shares21.19%2025-09-302025-10-23 SPMD SPDR SERIES TRUST8.0K shares6.47%2025-09-302025-10-23 EFA ISHARES TR4.7K shares-4.10%2025-09-302025-10-23 GOOGL ALPHABET INC1.7K shares-4.75%2025-09-302025-10-23 USRT ISHARES TR7.0K shares3.65%2025-09-302025-10-23 SPEM SPDR INDEX SHS FDS8.5K shares7.50%2025-09-302025-10-23 GWX SPDR INDEX SHS FDS9.9K shares-3.37%2025-09-302025-10-23 ED CONSOLIDATED EDISON INC3.8K shares-0.73%2025-09-302025-10-23 IWR ISHARES TR3.9K shares0.88%2025-09-302025-10-23 VSDA VICTORY PORTFOLIOS II6.8K shares-2.80%2025-09-302025-10-23 VBIL VANGUARD INSTL INDEX FD4.3K shares52.18%2025-09-302025-10-23 XOM EXXON MOBIL CORP2.8K shares0.00%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL624 shares0.00%2025-09-302025-10-23 IEFA ISHARES TR3.3K shares-0.78%2025-09-302025-10-23 MA MASTERCARD INCORPORATED501 shares0.00%2025-09-302025-10-23 PGIM ETF TR PGIM ETF TR5.5K shares-19.13%2025-09-302025-10-23 VNQ VANGUARD INDEX FDS2.9K shares1.63%2025-09-302025-10-23 JEPI J P MORGAN EXCHANGE TRADED F4.3K shares0.14%2025-09-302025-10-23 FMHI FIRST TR EXCH TRADED FD III5.2K shares-7.68%2025-09-302025-10-23 IWM ISHARES TR957 shares-2.05%2025-09-302025-10-23 JHMU JOHN HANCOCK EXCHANGE TRADED8.5K shares-61.95%2025-09-302025-10-23 JMHI J P MORGAN EXCHANGE TRADED F4.3K sharesnew addition2025-09-302025-10-23 DGRO ISHARES TR3.2K shares0.54%2025-09-302025-10-23 SLYV SPDR SERIES TRUST2.4K shares-7.03%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available