Landmark Wealth Management, LLC Top Holdings and 13F Report (2024) About Landmark Wealth Management, LLCInvestment ActivityLandmark Wealth Management, LLC has $229.66 thousand in total holdings as of June 30, 2024.Landmark Wealth Management, LLC owns shares of 76 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 41.57% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, LLC has purchased 49 new stocks and bought additional shares in 23 stocks.Landmark Wealth Management, LLC sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $35,403ProShares S&P 500 Aristocrats ETF $18,317SPDR Portfolio Developed World ex-US ETF $15,942VictoryShares Free Cash Flow ETF $12,694JPMorgan Core Plus Bond ETF $7,731 Largest New Holdings this Quarter Vanguard S&P 500 ETF $35,403 HoldingVanguard International Dividend Appreciation ETF $7,636 HoldingVANGUARD MALVERN FDS $6,506 HoldingiShares Core S&P 500 ETF $5,655 HoldingFidelity Total Bond ETF $5,524 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 67,092 shares (about $35.40K)Vanguard International Dividend Appreciation ETF 86,493 shares (about $7.64K)VANGUARD MALVERN FDS 82,025 shares (about $6.51K)iShares Core S&P 500 ETF 9,803 shares (about $5.66K)Fidelity Total Bond ETF 118,183 shares (about $5.52K) Largest Sales this Quarter ProShares S&P 500 Aristocrats ETF 5,511 shares (about $588.34)ProShares Russell 2000 Dividend Growers ETF 7,076 shares (about $490.04)First Trust North American Energy Infrastructure Fund 2,615 shares (about $87.85)ProShares S&P MidCap 400 Dividend Aristocrats ETF 899 shares (about $73.53)Vanguard Russell 1000 246 shares (about $63.99) Sector Allocation Over TimeMap of 500 Largest Holdings ofLandmark Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$35,403$35,403 ▲New Holding67,09215.4%ETFNOBLProShares S&P 500 Aristocrats ETF$18,317$588 ▼-3.1%171,5768.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,942$14 ▼-0.1%424,4476.9%ETFVFLOVictoryShares Free Cash Flow ETF$12,694$274 ▲2.2%381,2095.5%ETFJCPBJPMorgan Core Plus Bond ETF$7,731$163 ▲2.2%160,2643.4%ETFVIGIVanguard International Dividend Appreciation ETF$7,636$7,636 ▲New Holding86,4933.3%ETFTOTRT. Rowe Price Total Return ETF$6,730$165 ▲2.5%161,7672.9%ETFVANGUARD MALVERN FDS$6,506$6,506 ▲New Holding82,0252.8%CORE-PLUS BD ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$6,119$95 ▲1.6%135,2512.7%ManufacturingDBNDDoubleLine Opportunistic Bond ETF$5,975$148 ▲2.5%126,1562.6%ETFIVViShares Core S&P 500 ETF$5,655$5,655 ▲New Holding9,8032.5%ETFFBNDFidelity Total Bond ETF$5,524$5,524 ▲New Holding118,1832.4%ETFCGCPCapital Group Core Plus Income ETF$5,427$138 ▲2.6%234,7172.4%ETFSMDVProShares Russell 2000 Dividend Growers ETF$4,893$490 ▼-9.1%70,6532.1%ETFIJRiShares Core S&P Small-Cap ETF$4,862$4,862 ▲New Holding41,5692.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,562$4,562 ▲New Holding95,3322.0%ETFIJHiShares Core S&P Mid-Cap ETF$4,243$4,243 ▲New Holding68,0771.8%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$4,060$74 ▼-1.8%49,6421.8%ETFJMUBJPMorgan Municipal ETF$3,669$175 ▲5.0%71,5641.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,654$3,654 ▲New Holding29,0091.6%ETFFMBFirst Trust Managed Municipal ETF$3,430$61 ▲1.8%66,0051.5%ManufacturingWBNDWestern Asset Total Return ETF$3,295$50 ▲1.5%158,5981.4%ManufacturingQQQMInvesco NASDAQ 100 ETF$3,250$50 ▲1.5%16,1831.4%ETFVIGVanguard Dividend Appreciation ETF$2,888$2,888 ▲New Holding14,5811.3%ETFTAXFAmerican Century Diversified Municipal Bond ETF$2,855$12 ▲0.4%55,5191.2%ETFAAPLApple$2,532$41 ▼-1.6%10,8681.1%Computer and TechnologyCGMUCapital Group Municipal Income ETF$2,530$176 ▲7.5%92,1251.1%ETFDFNMDimensional National Municipal Bond ETF$2,249$12 ▲0.5%46,3241.0%ETFEMLPFirst Trust North American Energy Infrastructure Fund$2,208$88 ▼-3.8%65,7261.0%ETFHMOPHartford Municipal Opportunities ETF$2,129$39 ▼-1.8%54,0390.9%ETFVEAVanguard FTSE Developed Markets ETF$2,083$2,083 ▲New Holding39,4530.9%ETFGNRSPDR S&P Global Natural Resources ETF$2,039$99 ▲5.1%35,3580.9%ETFSCHHSchwab U.S. REIT ETF$1,815$1,815 ▲New Holding78,3260.8%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$1,630$45 ▼-2.7%66,2510.7%ETFMBNDSPDR Nuveen Municipal Bond ETF$1,623$47 ▼-2.8%57,9430.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,610$63 ▲4.1%30,3980.7%ETFVOVanguard Mid-Cap ETF$1,419$1,419 ▲New Holding5,3800.6%ETFVONEVanguard Russell 1000$1,415$64 ▼-4.3%5,4400.6%ETFIWBiShares Russell 1000 ETF$1,378$1,378 ▲New Holding4,3830.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,244$3 ▲0.3%18,4330.5%ETFORCLOracle$1,1700.0%6,8660.5%Computer and TechnologyFLMIFranklin Dynamic Municipal Bond ETF$1,060$26 ▼-2.4%42,3820.5%ETFQQQInvesco QQQ$1,017$27 ▼-2.6%2,0840.4%FinanceVBVanguard Small-Cap ETF$909$909 ▲New Holding3,8300.4%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$895$33 ▼-3.5%19,3870.4%ETFVBRVanguard Small-Cap Value ETF$693$693 ▲New Holding3,4530.3%ETFIWFiShares Russell 1000 Growth ETF$553$553 ▲New Holding1,4740.2%ETFAMZNAmazon.com$531$2 ▲0.4%2,8480.2%Retail/WholesaleMSFTMicrosoft$531$531 ▲New Holding1,2350.2%Computer and TechnologyINMUiShares Intermediate Muni Income Active ETF$498$55 ▼-10.0%20,7010.2%ETFNVDANVIDIA$493$0 ▼0.0%4,0620.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$468$468 ▲New Holding5,6000.2%FinanceSCHXSchwab US Large-Cap ETF$448$448 ▲New Holding6,6060.2%ETFONEQFidelity NASDAQ Composite Index ETF$440$440 ▲New Holding6,1490.2%ETFSPYSPDR S&P 500 ETF Trust$437$1 ▲0.1%7620.2%FinanceAVMUAvantis Core Municipal Fixed Income ETF$428$20 ▼-4.5%9,1230.2%ETFEDConsolidated Edison$399$399 ▲New Holding3,8290.2%UtilitiesUSRTiShares Core U.S. REIT ETF$395$395 ▲New Holding6,4090.2%ETFGWXSPDR S&P International Small Cap ETF$356$11 ▼-2.9%10,4440.2%ETFXOMExxon Mobil$3370.0%2,8780.1%Oils/EnergyVSDAVictoryshares Dividend Accelerator ETF$337$1 ▲0.2%6,3510.1%ETFIWRiShares Russell Mid-Cap ETF$322$322 ▲New Holding3,6580.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$318$16 ▲5.3%7,7040.1%ETFIEFAiShares Core MSCI EAFE ETF$306$4 ▼-1.4%3,9160.1%ETFGOOGLAlphabet$300$0 ▲0.1%1,8080.1%Computer and TechnologySLYVSPDR S&P 600 Small CapValue ETF$295$13 ▼-4.3%3,4000.1%ETFBRK.BBerkshire Hathaway$2870.0%6240.1%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$281$21 ▼-7.0%5,1440.1%ETFVNQVanguard Real Estate ETF$271$271 ▲New Holding2,7800.1%ETFAOAiShares Core Aggressive Allocation ETF$267$267 ▲New Holding3,3840.1%ETFMMINNYLI MacKay Municipal Insured ETF$256$45 ▼-15.0%10,4350.1%ETFMAMastercard$2470.0%5010.1%Business ServicesAORiShares Core Growth Allocation ETF$238$238 ▲New Holding4,0120.1%ETFFMHIFirst Trust Municipal High Income ETF$237$5 ▲2.2%4,8030.1%ManufacturingJEPIJPMorgan Equity Premium Income ETF$217$3 ▲1.4%3,6480.1%ETFXLKTechnology Select Sector SPDR Fund$201$201 ▲New Holding8890.1%ETFPIMCO ETF TR$0$219 ▼-100.0%00.0%ACTIVE BD ETFShowing largest 100 holdings. 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