LW

Landmark Wealth Management, LLC

13F
Landmark Wealth Management, LLC
Last update 2025-05-02 75 Stocks (1 new)
Value $227.00 Mil Turnover 9 %
Countries:
Top Holdings: VOO(15.65%)NOBL(7.84%)VFLO(6.14%)VIGI(4.16%)HFXI(4.02%)
Summary Stock Picks Current Portfolio
Landmark Wealth Management, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
69,054
35,490.0
+5.80%
15.650
+0.86%
0.010
+1.97%
+1.52%
611,010.4
 
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
173,860
17,770.0
+1.04%
7.840
+0.08%
0.150
-2.59%
+0.71%
11,411.3
 
VFLO 		VictoryShares Free Cash Flow ETF
406,462
13,930.0
+8.48%
6.140
+0.48%
0.370
-0.11%
+1.48%
4,001.3
 
VIGI 		Vanguard International Dividend Appreciation ETF
113,837
9,440.0
+25.06%
4.160
+0.83%
0.130
+6.08%
+13.28%
7,838.2
 
HFXI 		NYLI FTSE International Equity Currency Neutral ETF
330,957
9,110.0
New Holding
4.020
+4.02%
0.900
+3.60%
+12.70%
1,076.4
 
JCPB 		JPMorgan Core Plus Bond ETF
164,002
7,720.0
-1.87%
3.400
-0.06%
0.120
+0.19%
+2.74%
6,481.8
 
TOTR 		T. Rowe Price Total Return ETF
165,237
6,710.0
-1.99%
2.960
-0.06%
4.980
-0.31%
+2.60%
552.1
 
VPLS 		Vanguard Core-Plus Bond ETF
84,050
6,520.0
-2.24%
2.880
-0.06%
1.310
+0.69%
+3.29%
519.4
 
IJR 		iShares Core S&P Small-Cap ETF
61,936
6,480.0
+50.43%
2.860
+0.96%
0.010
-1.78%
-7.38%
77,469.0
 
FIXD 		First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
139,459
6,110.0
-1.37%
2.690
-0.04%
0.170
+0.13%
+2.76%
3,445.7
 

Landmark Wealth Management, LLC's Historical Top Holdings Breakdowns

Landmark Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPDW 		SPDR Portfolio Developed World ex-US ETF2025-03-31Reduce
-5.70%
●
33.84 ($36.14) 37.77
$40.22
11.29%
Reduce -84.21%
70,713
-377,028
HFXI 		NYLI FTSE International Equity Currency Neutral ETF2025-03-31New Buy
+4.02%
●
25.98 ($27.44) 28.41
$29.37
7.03%
New holding
330,957
330,957
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.96%
●
102.49 ($112.84) 119.96
$106.39
-5.72%
Add 50.43%
61,936
20,764
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.86%
●
507.05 ($540.58) 563.67
$545.09
0.83%
Add 5.8%
69,054
3,786
VIGI 		Vanguard International Dividend Appreciation ETF2025-03-31Add
+0.83%
●
78.97 ($83.11) 85.82
$90.06
8.36%
Add 25.06%
113,837
22,810
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Add
+0.66%
●
57.21 ($62.1) 65.8
$60.51
-2.56%
Add 39.07%
91,281
25,646
SMDV 		ProShares Russell 2000 Div Growers ETF2025-03-31Reduce
-0.63%
●
64.6 ($67.72) 69.89
$63.89
-5.66%
Reduce -30.46%
47,891
-20,974
REGL 		ProShares S&P MidCap 400 Div Aristocrats ETF2025-03-31Reduce
-0.58%
●
78.12 ($81.4) 83.7
$80.70
-0.86%
Reduce -33.85%
31,845
-16,293
VFLO 		VictoryShares Free Cash Flow ETF2025-03-31Add
+0.48%
●
33.49 ($35.11) 36.26
$34.43
-1.94%
Add 8.48%
406,462
31,769
MUNI 		PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund2025-03-31Add
+0.19%
●
51.26 ($51.87) 52.53
$50.91
-1.85%
Add 24.42%
42,731
8,387

Landmark Wealth Management, LLC Total Holding History ($B)

To

Landmark Wealth Management, LLC's Asset Allocation

To

Landmark Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Landmark Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Landmark Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Landmark Wealth Management, LLC's Holdings Heat Map

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Landmark Wealth Management, LLC's Holdings Bubble Chart

Landmark Wealth Management, LLC News

  • 1

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