Landmark Wealth Management, LLC Top Holdings and 13F Report (2024) About Landmark Wealth Management, LLCInvestment ActivityLandmark Wealth Management, LLC has $225.57 thousand in total holdings as of June 30, 2024.Landmark Wealth Management, LLC owns shares of 75 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 3.52% of the portfolio was purchased this quarter.About 2.68% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, LLC has purchased 76 new stocks and bought additional shares in 38 stocks.Landmark Wealth Management, LLC sold shares of 30 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $35,167ProShares S&P 500 Aristocrats ETF $17,130SPDR Portfolio Developed World ex-US ETF $15,281VictoryShares Free Cash Flow ETF $12,773JPMorgan Core Plus Bond ETF $7,699 Largest New Holdings this Quarter FRANKLIN TEMPLETON ETF TR $3,059 Holding Largest Purchases this Quarter FRANKLIN TEMPLETON ETF TR 123,005 shares (about $3.06K)SPDR Portfolio Developed World ex-US ETF 23,294 shares (about $795.00)Vanguard International Dividend Appreciation ETF 4,534 shares (about $362.66)JPMorgan Core Plus Bond ETF 6,860 shares (about $316.02)Schwab US Large-Cap ETF 12,988 shares (about $300.94) Largest Sales this Quarter Vanguard S&P 500 ETF 1,824 shares (about $982.79)VictoryShares Free Cash Flow ETF 6,516 shares (about $222.13)First Trust North American Energy Infrastructure Fund 4,764 shares (about $169.81)iShares Core S&P Mid-Cap ETF 2,442 shares (about $152.17)Invesco NASDAQ 100 ETF 659 shares (about $138.69) 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$35,167$983 ▼-2.7%65,26815.6%ETFNOBLProShares S&P 500 Aristocrats ETF$17,130$50 ▲0.3%172,0787.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,281$795 ▲5.5%447,7416.8%ETFVFLOVictoryShares Free Cash Flow ETF$12,773$222 ▼-1.7%374,6935.7%ETFJCPBJPMorgan Core Plus Bond ETF$7,699$316 ▲4.3%167,1243.4%ETFVIGIVanguard International Dividend Appreciation ETF$7,281$363 ▲5.2%91,0273.2%ETFTOTRT. Rowe Price Total Return ETF$6,738$273 ▲4.2%168,5943.0%ETFVANGUARD MALVERN FDS$6,533$300 ▲4.8%85,9732.9%CORE-PLUS BD ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$6,076$264 ▲4.5%141,3932.7%ManufacturingDBNDDoubleLine Opportunistic Bond ETF$5,983$270 ▲4.7%132,1162.7%ETFIVViShares Core S&P 500 ETF$5,755$15 ▼-0.3%9,7772.6%ETFFBNDFidelity Total Bond ETF$5,531$228 ▲4.3%123,2672.5%ETFCGCPCapital Group Core Plus Income ETF$5,437$226 ▲4.3%244,9152.4%ETFIJRiShares Core S&P Small-Cap ETF$4,744$46 ▼-1.0%41,1722.1%ETFSMDVProShares Russell 2000 Dividend Growers ETF$4,660$121 ▼-2.5%68,8652.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,285$87 ▲2.1%97,3051.9%ETFIJHiShares Core S&P Mid-Cap ETF$4,090$152 ▼-3.6%65,6351.8%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$3,883$121 ▼-3.0%48,1381.7%ETFJMUBJPMorgan Municipal ETF$3,740$151 ▲4.2%74,5761.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,503$182 ▲5.5%30,5971.6%ETFFMBFirst Trust Managed Municipal ETF$3,501$134 ▲4.0%68,6381.6%ManufacturingQQQMInvesco NASDAQ 100 ETF$3,267$139 ▼-4.1%15,5241.4%ETFFRANKLIN TEMPLETON ETF TR$3,059$3,059 ▲New Holding123,0051.4%WESTN ASSET BDTAXFAmerican Century Diversified Municipal Bond ETF$2,869$85 ▲3.0%57,2111.3%ETFVIGVanguard Dividend Appreciation ETF$2,856$1 ▲0.0%14,5851.3%ETFCGMUCapital Group Municipal Income ETF$2,744$264 ▲10.6%101,9221.2%ETFAAPLApple$2,648$73 ▼-2.7%10,5751.2%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$2,285$72 ▲3.3%47,8371.0%ETFEMLPFirst Trust North American Energy Infrastructure Fund$2,173$170 ▼-7.2%60,9621.0%ETFHMOPHartford Municipal Opportunities ETF$2,090$1 ▲0.0%54,0600.9%ETFVEAVanguard FTSE Developed Markets ETF$1,927$40 ▲2.1%40,2970.9%ETFGNRSPDR S&P Global Natural Resources ETF$1,832$72 ▲4.1%36,8110.8%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,777$204 ▲13.0%34,3440.8%ETFSCHHSchwab U.S. REIT ETF$1,706$57 ▲3.4%81,0130.8%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$1,655$64 ▲4.0%68,9160.7%ETFMBNDSPDR Nuveen Municipal Bond ETF$1,547$47 ▼-3.0%56,2200.7%ETFVOVanguard Mid-Cap ETF$1,437$16 ▲1.2%5,4420.6%ETFVONEVanguard Russell 1000$1,435$16 ▼-1.1%5,3810.6%ETFIWBiShares Russell 1000 ETF$1,398$15 ▼-1.0%4,3380.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,165$106 ▼-8.3%16,8980.5%ETFORCLOracle$1,131$13 ▼-1.1%6,7880.5%Computer and TechnologyQQQInvesco QQQ$1,047$18 ▼-1.7%2,0490.5%FinanceFLMIFranklin Dynamic Municipal Bond ETF$1,006$30 ▼-2.9%41,1510.4%ETFVBVanguard Small-Cap ETF$918$2 ▼-0.2%3,8220.4%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$849$25 ▼-2.9%18,8320.4%ETFVBRVanguard Small-Cap Value ETF$665$19 ▼-2.8%3,3550.3%ETFAMZNAmazon.com$6250.0%2,8480.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$592$0 ▼-0.1%1,4730.3%ETFNVDANVIDIA$523$23 ▼-4.2%3,8920.2%Computer and TechnologyMSFTMicrosoft$521$0 ▲0.1%1,2360.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$454$301 ▲196.6%19,5940.2%ETFONEQFidelity NASDAQ Composite Index ETF$449$19 ▼-4.0%5,9050.2%ETFSPYSPDR S&P 500 ETF Trust$443$4 ▼-0.8%7560.2%FinanceEFAiShares MSCI EAFE ETF$433$10 ▲2.3%5,7300.2%FinanceINMUiShares Intermediate Muni Income Active ETF$420$68 ▼-13.9%17,8150.2%ETFAVMUAvantis Core Municipal Fixed Income ETF$398$23 ▼-5.5%8,6240.2%ETFUSRTiShares Core U.S. REIT ETF$379$12 ▲3.3%6,6200.2%ETFGOOGLAlphabet$3420.0%1,8080.2%Computer and TechnologyEDConsolidated Edison$3420.0%3,8290.2%UtilitiesGWXSPDR S&P International Small Cap ETF$342$19 ▲5.8%11,0490.2%ETFVSDAVictoryshares Dividend Accelerator ETF$324$1 ▲0.2%6,3650.1%ETFIWRiShares Russell Mid-Cap ETF$320$3 ▼-1.0%3,6230.1%ETFXOMExxon Mobil$3100.0%2,8780.1%Oils/EnergySPEMSPDR Portfolio Emerging Markets ETF$299$3 ▲1.1%7,7900.1%ETFBRK.BBerkshire Hathaway$2830.0%6240.1%FinanceIEFAiShares Core MSCI EAFE ETF$276$1 ▲0.4%3,9310.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$272$9 ▼-3.4%4,9710.1%ETFMAMastercard$2640.0%5010.1%Business ServicesSLYVSPDR S&P 600 Small CapValue ETF$254$42 ▼-14.2%2,9170.1%ETFMMINNYLI MacKay Municipal Insured ETF$249$1 ▲0.3%10,4630.1%ETFVNQVanguard Real Estate ETF$248$0 ▲0.1%2,7820.1%ETFAOAiShares Core Aggressive Allocation ETF$243$16 ▼-6.1%3,1760.1%ETFFMHIFirst Trust Municipal High Income ETF$238$6 ▲2.5%4,9240.1%ManufacturingAORiShares Core Growth Allocation ETF$231$1 ▲0.4%4,0280.1%ETFJEPIJPMorgan Equity Premium Income ETF$221$11 ▲5.1%3,8330.1%ETFWBNDWestern Asset Total Return ETF$0$3,295 ▼-100.0%00.0%ManufacturingXLKTechnology Select Sector SPDR Fund$0$201 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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