Universe · entity
Landmark Wealth Management, LLC
Institutional manager (13F) · CIK 1728778
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $310M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $57M | 95,488 |
| 2 | PROSHARES TR | $20M | 189,366 |
| 3 | VICTORY PORTFOLIOS II | $18M | 450,707 |
| 4 | NEW YORK LIFE INVESTMENTS ET | $16M | 489,573 |
| 5 | VANGUARD WHITEHALL FDS | $11M | 125,044 |
| 6 | J P MORGAN EXCHANGE TRADED F | $11M | 225,397 |
| 7 | ISHARES TR | $10M | 78,855 |
| 8 | T ROWE PRICE ETF INC | $9M | 228,105 |
| 9 | VANGUARD MALVERN FDS | $9M | 116,034 |
| 10 | FIRST TR EXCHNG TRADED FD VI | $8M | 187,923 |
| 11 | DOUBLELINE ETF TRUST | $8M | 177,470 |
| 12 | FIDELITY MERRIMACK STR TR | $8M | 173,139 |
| 13 | ISHARES TR | $8M | 115,630 |
| 14 | CAPITAL GRP FIXED INCM ETF T | $8M | 338,426 |
| 15 | PIMCO ETF TR | $7M | 271,064 |
| 16 | ISHARES TR | $7M | 10,063 |
| 17 | VANGUARD INTL EQUITY INDEX F | $6M | 111,763 |
| 18 | VANGUARD INTL EQUITY INDEX F | $5M | 34,852 |
| 19 | FRANKLIN TEMPLETON ETF TR | $5M | 186,163 |
| 20 | PROSHARES TR | $5M | 65,954 |
| 21 | J P MORGAN EXCHANGE TRADED F | $4M | 89,707 |
| 22 | INVESCO EXCH TRADED FD TR II | $4M | 18,587 |
| 23 | CAPITAL GRP FIXED INCM ETF T | $4M | 148,327 |
| 24 | PROSHARES TR | $3M | 40,148 |
| 25 | FIRST TR EXCH TRADED FD III | $3M | 66,475 |
| 26 | FIRST TR EXCHANGE-TRADED FD | $3M | 71,842 |
| 27 | VANGUARD SPECIALIZED FUNDS | $3M | 14,095 |
| 28 | PIMCO ETF TR | $3M | 56,940 |
| 29 | SPDR INDEX SHS FDS | $3M | 64,240 |
| 30 | SPDR INDEX SHS FDS | $3M | 38,681 |
| 31 | APPLE INC | $3M | 11,015 |
| 32 | BANK AMERICA CORP | $3M | 55,189 |
| 33 | AMERICAN CENTY ETF TR | $3M | 51,941 |
| 34 | HARTFORD FDS EXCHANGE TRADED | $3M | 64,796 |
| 35 | SCHWAB STRATEGIC TR | $2M | 115,596 |
| 36 | MICROSOFT CORP | $2M | 6,414 |
| 37 | JPMORGAN CHASE & CO | $2M | 7,745 |
| 38 | VANGUARD TAX-MANAGED FDS | $2M | 35,489 |
| 39 | NEW YORK LIFE INVTS ACTIVE E | $2M | 89,649 |
| 40 | VANGUARD SCOTTSDALE FDS | $2M | 7,118 |
| 41 | ISHARES TR | $2M | 5,121 |
| 42 | DIMENSIONAL ETF TRUST | $2M | 36,855 |
| 43 | VANGUARD INDEX FDS | $2M | 5,905 |
| 44 | EXXON MOBIL CORP | $2M | 9,924 |
| 45 | MERCK & CO INC | $2M | 13,937 |
| 46 | CITIGROUP INC | $2M | 14,539 |
| 47 | SPDR SERIES TRUST | $2M | 20,835 |
| 48 | CORNING INC | $2M | 11,313 |
| 49 | SSGA ACTIVE TR | $2M | 56,637 |
| 50 | FREEPORT MCMORAN INC | $1M | 25,512 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.