Landmark Wealth Management, LLC Top Holdings and 13F Report (2024) About Landmark Wealth Management, LLCInvestment ActivityLandmark Wealth Management, LLC has $226.69 thousand in total holdings as of June 30, 2024.Landmark Wealth Management, LLC owns shares of 75 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.11% of the portfolio was purchased this quarter.About 8.13% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, LLC has purchased 75 new stocks and bought additional shares in 36 stocks.Landmark Wealth Management, LLC sold shares of 33 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $35,488ProShares S&P 500 Aristocrats ETF $17,765VictoryShares Free Cash Flow ETF $13,934Vanguard International Dividend Appreciation ETF $9,442NYLI FTSE International Equity Currency Neutral ETF $9,108 Largest New Holdings this Quarter 45409B560 - NYLI FTSE International Equity Currency Neutral ETF $9,108 Holding Largest Purchases this Quarter NYLI FTSE International Equity Currency Neutral ETF 330,957 shares (about $9.11K)iShares Core S&P Small-Cap ETF 20,764 shares (about $2.17K)Vanguard S&P 500 ETF 3,786 shares (about $1.95K)Vanguard International Dividend Appreciation ETF 22,810 shares (about $1.89K)iShares Core S&P Mid-Cap ETF 25,646 shares (about $1.50K) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 377,028 shares (about $13.73K)ProShares Russell 2000 Dividend Growers ETF 20,974 shares (about $1.38K)ProShares S&P MidCap 400 Dividend Aristocrats ETF 16,293 shares (about $1.31K)Vanguard FTSE Developed Markets ETF 4,156 shares (about $211.24)DoubleLine Opportunistic Bond ETF 3,477 shares (about $160.53) 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$35,488$1,946 ▲5.8%69,05415.7%ETFNOBLProShares S&P 500 Aristocrats ETF$17,765$182 ▲1.0%173,8607.8%ETFVFLOVictoryShares Free Cash Flow ETF$13,934$1,089 ▲8.5%406,4626.1%ETFVIGIVanguard International Dividend Appreciation ETF$9,442$1,892 ▲25.1%113,8374.2%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$9,108$9,108 ▲New Holding330,9574.0%ETFJCPBJPMorgan Core Plus Bond ETF$7,715$147 ▼-1.9%164,0023.4%ETFTOTRT. Rowe Price Total Return ETF$6,710$136 ▼-2.0%165,2373.0%ETFVANGUARD MALVERN FDS$6,519$149 ▼-2.2%84,0502.9%CORE-PLUS BD ETFIJRiShares Core S&P Small-Cap ETF$6,477$2,171 ▲50.4%61,9362.9%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$6,114$85 ▼-1.4%139,4592.7%ManufacturingDBNDDoubleLine Opportunistic Bond ETF$5,939$161 ▼-2.6%128,6392.6%ETFFBNDFidelity Total Bond ETF$5,527$100 ▼-1.8%121,0832.4%ETFIVViShares Core S&P 500 ETF$5,484$10 ▼-0.2%9,7602.4%ETFCGCPCapital Group Core Plus Income ETF$5,410$88 ▼-1.6%240,9912.4%ETFIJHiShares Core S&P Mid-Cap ETF$5,326$1,496 ▲39.1%91,2812.3%ETFVWOVanguard FTSE Emerging Markets ETF$4,256$148 ▼-3.4%94,0411.9%ETFJMUBJPMorgan Municipal ETF$3,998$270 ▲7.2%79,9681.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,529$8 ▼-0.2%30,5271.6%ETFFMBFirst Trust Managed Municipal ETF$3,487$26 ▲0.7%69,1511.5%ManufacturingFRANKLIN TEMPLETON ETF TR$3,273$165 ▲5.3%129,5341.4%WESTN ASSET BDSMDVProShares Russell 2000 Dividend Growers ETF$3,141$1,376 ▼-30.5%47,8911.4%ETFCGMUCapital Group Municipal Income ETF$3,056$322 ▲11.8%113,9421.3%ETFQQQMInvesco NASDAQ 100 ETF$2,895$101 ▼-3.4%14,9991.3%ETFTAXFAmerican Century Diversified Municipal Bond ETF$2,791$40 ▼-1.4%56,4031.2%ETFVIGVanguard Dividend Appreciation ETF$2,772$57 ▼-2.0%14,2901.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,575$13,729 ▼-84.2%70,7131.1%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$2,568$1,314 ▼-33.8%31,8451.1%ETFDFNMDimensional National Municipal Bond ETF$2,429$154 ▲6.7%51,0641.1%ETFAAPLApple$2,289$60 ▼-2.6%10,3051.0%Computer and TechnologyHMOPHartford Municipal Opportunities ETF$2,275$196 ▲9.4%59,1621.0%ETFEMLPFirst Trust North American Energy Infrastructure Fund$2,238$47 ▼-2.1%59,7031.0%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,203$432 ▲24.4%42,7311.0%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$2,021$369 ▲22.3%84,3060.9%ETFGNRSPDR S&P Global Natural Resources ETF$1,969$9 ▲0.4%36,9750.9%ETFVEAVanguard FTSE Developed Markets ETF$1,837$211 ▼-10.3%36,1410.8%ETFSCHHSchwab U.S. REIT ETF$1,788$45 ▲2.6%83,1210.8%ETFMBNDSPDR Nuveen Municipal Bond ETF$1,568$34 ▲2.2%57,4820.7%ETFIWBiShares Russell 1000 ETF$1,462$131 ▲9.8%4,7650.6%ETFVOVanguard Mid-Cap ETF$1,411$4 ▲0.3%5,4570.6%ETFVONEVanguard Russell 1000$1,390$24 ▲1.7%5,4750.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,153$41 ▲3.7%17,5280.5%ETFFLMIFranklin Dynamic Municipal Bond ETF$982$23 ▼-2.3%40,1980.4%ETFQQQInvesco QQQ$953$8 ▼-0.8%2,0320.4%FinanceORCLOracle$940$9 ▼-0.9%6,7240.4%Computer and TechnologyMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$891$49 ▲5.8%19,9180.4%ETFVBVanguard Small-Cap ETF$849$2 ▲0.2%3,8300.4%ETFINMUiShares Intermediate Muni Income Active ETF$614$192 ▲45.7%25,9490.3%ETFVBRVanguard Small-Cap Value ETF$595$30 ▼-4.8%3,1930.3%ETFIWFiShares Russell 1000 Growth ETF$5320.0%1,4730.2%ETFAMZNAmazon.com$527$15 ▼-2.7%2,7700.2%Retail/WholesaleMSFTMicrosoft$460$4 ▼-0.8%1,2260.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$448$20 ▼-4.2%5,4870.2%FinanceONEQFidelity NASDAQ Composite Index ETF$430$28 ▲6.9%6,3150.2%ETFNVDANVIDIA$429$7 ▲1.7%3,9590.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$425$8 ▼-1.8%19,2430.2%ETFSPYSPDR S&P 500 ETF Trust$424$1 ▲0.1%7570.2%FinanceEDConsolidated Edison$4230.0%3,8290.2%UtilitiesAVMUAvantis Core Municipal Fixed Income ETF$420$28 ▲7.2%9,2420.2%ETFUSRTiShares Core U.S. REIT ETF$393$12 ▲3.1%6,8250.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$345$90 ▲35.4%6,7330.2%ETFXOMExxon Mobil$3420.0%2,8780.2%EnergyBRK.BBerkshire Hathaway$3320.0%6240.1%FinanceVSDAVictoryShares Dividend Accelerator ETF$328$1 ▼-0.4%6,3380.1%ETFGWXSPDR S&P International Small Cap ETF$321$32 ▼-9.2%10,0370.1%ETFMMINNYLI MacKay Municipal Insured ETF$321$74 ▲29.8%13,5860.1%ETFIWRiShares Russell Mid-Cap ETF$317$9 ▲2.8%3,7260.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$308$1 ▲0.4%7,8250.1%ETFGOOGLAlphabet$280$0 ▲0.1%1,8090.1%Computer and TechnologyMAMastercard$2750.0%5010.1%Business ServicesFMHIFirst Trust Municipal High Income ETF$256$21 ▲8.9%5,3610.1%ManufacturingIEFAiShares Core MSCI EAFE ETF$252$45 ▼-15.1%3,3360.1%ETFVNQVanguard Real Estate ETF$243$9 ▼-3.6%2,6830.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$242$1 ▼-0.5%3,1590.1%ETFJEPIJPMorgan Equity Premium Income ETF$242$23 ▲10.5%4,2350.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$218$13 ▼-5.8%3,7950.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$0$254 ▼-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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