The Analysis of Landmark Wealth Management, LLC's Holdings
Currently, Landmark Wealth Management, LLC holds 88 types of securities in its portfolio with a total value $261.3M. In the most recent quarter, they have increased their positions in N/A (+6.9K shares, valued at $4.3M), PYLD (+83.3K shares, valued at $2.2M), HFXI (+36.5K shares, valued at $1.2M); decreased their positions in VFLO (-51.0K shares, valued at $2.0M), NOBL (-15.5K shares, valued at $1.6M), VIGI (-10.4K shares, valued at $951.0K); initiated new positions in VCRM (+6.4K shares, valued at $484.1K), N/A (+820 shares, valued at $257.3K), MOAT (+2.0K shares, valued at $211.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NOBL PROSHARES TR160.6K shares-8.82%2025-12-312026-02-05
VFLO VICTORY PORTFOLIOS II363.6K shares-12.29%2025-12-312026-02-05 HFXI NEW YORK LIFE INVESTMENTS ET378.1K shares10.69%2025-12-312026-02-05 VIGI VANGUARD WHITEHALL FDS105.9K shares-8.94%2025-12-312026-02-05 JCPB J P MORGAN EXCHANGE TRADED F178.3K shares5.54%2025-12-312026-02-05 IJR ISHARES TR64.1K shares2.32%2025-12-312026-02-05 TOTR T ROWE PRICE ETF INC181.6K shares5.98%2025-12-312026-02-05 VPLS VANGUARD MALVERN FDS92.0K shares6.84%2025-12-312026-02-05 FIXD FIRST TR EXCHNG TRADED FD VI151.6K shares6.01%2025-12-312026-02-05 IVV ISHARES TR9.7K shares1.21%2025-12-312026-02-05 DBND DOUBLELINE ETF TRUST140.9K shares5.88%2025-12-312026-02-05 IJH ISHARES TR93.4K shares2.80%2025-12-312026-02-05 FBND FIDELITY MERRIMACK STR TR133.1K shares6.81%2025-12-312026-02-05 CGCP CAPITAL GRP FIXED INCM ETF T265.4K shares6.74%2025-12-312026-02-05 PYLD PIMCO ETF TR212.7K shares64.37%2025-12-312026-02-05 VWO VANGUARD INTL EQUITY INDEX F90.2K shares1.61%2025-12-312026-02-05 VSS VANGUARD INTL EQUITY INDEX F28.5K shares2.95%2025-12-312026-02-05 JMUB J P MORGAN EXCHANGE TRADED F75.0K shares-0.24%2025-12-312026-02-05 WABF FRANKLIN TEMPLETON ETF TR146.1K shares6.26%2025-12-312026-02-05 QQQM INVESCO EXCH TRADED FD TR II13.9K shares-2.55%2025-12-312026-02-05 SMDV PROSHARES TR52.4K shares6.02%2025-12-312026-02-05 CGMU CAPITAL GRP FIXED INCM ETF T114.7K shares1.07%2025-12-312026-02-05 FMB FIRST TR EXCH TRADED FD III57.1K shares0.78%2025-12-312026-02-05 REGL PROSHARES TR31.9K shares4.18%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS12.1K shares-3.74%2025-12-312026-02-05 SPDW SPDR INDEX SHS FDS59.5K shares-2.72%2025-12-312026-02-05 AAPL APPLE INC9.7K shares-5.17%2025-12-312026-02-05 EMLP FIRST TR EXCHANGE-TRADED FD63.6K shares3.09%2025-12-312026-02-05 MUNI PIMCO ETF TR45.2K shares1.53%2025-12-312026-02-05 GNR SPDR INDEX SHS FDS35.8K shares-0.04%2025-12-312026-02-05 HMOP HARTFORD FDS EXCHANGE TRADED54.4K shares-7.47%2025-12-312026-02-05 TAXF AMERICAN CENTY ETF TR42.2K shares14.16%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS31.8K shares0.94%2025-12-312026-02-05 SCHH SCHWAB STRATEGIC TR94.6K shares5.97%2025-12-312026-02-05 VONE VANGUARD SCOTTSDALE FDS5.4K shares0.52%2025-12-312026-02-05 VO VANGUARD INDEX FDS5.6K shares0.63%2025-12-312026-02-05 MMIT NEW YORK LIFE INVTS ACTIVE E64.2K shares4.96%2025-12-312026-02-05 DFNM DIMENSIONAL ETF TRUST31.6K shares-24.71%2025-12-312026-02-05 MBND SSGA ACTIVE TR53.9K shares1.18%2025-12-312026-02-05 SPYM SPDR SERIES TRUST17.5K shares1.11%2025-12-312026-02-05 IWB ISHARES TR3.0K shares-13.75%2025-12-312026-02-05 VB VANGUARD INDEX FDS4.1K shares0.88%2025-12-312026-02-05 INMU BLACKROCK ETF TRUST II41.7K shares1.24%2025-12-312026-02-05 MINO PIMCO ETF TR20.5K shares1.36%2025-12-312026-02-05 FLMI FRANKLIN TEMPLETON ETF TR34.9K shares-0.67%2025-12-312026-02-05 AVMU AMERICAN CENTY ETF TR17.1K shares-6.89%2025-12-312026-02-05 NUMI NUSHARES ETF TR28.8K shares4.59%2025-12-312026-02-05 IWF ISHARES TR1.5K shares0.00%2025-12-312026-02-05 NVDA NVIDIA CORPORATION3.5K shares-2.50%2025-12-312026-02-05 FMUB FIDELITY MERRIMACK STR TR12.7K shares4.93%2025-12-312026-02-05 AMZN AMAZON COM INC2.7K shares0.00%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR23.1K shares-3.38%2025-12-312026-02-05 MSFT MICROSOFT CORP1.2K shares-0.26%2025-12-312026-02-05 GMUB GOLDMAN SACHS ETF TR10.9K shares-3.97%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR756 shares0.00%2025-12-312026-02-05 ONEQ FIDELITY COMWLTH TR5.4K shares-1.61%2025-12-312026-02-05 ALPHABET INC ALPHABET INC1.6K shares-7.83%2025-12-312026-02-05 VBR VANGUARD INDEX FDS2.3K shares-2.29%2025-12-312026-02-05 MMIN NEW YORK LIFE INVTS ACTIVE E20.6K shares-11.70%2025-12-312026-02-05 VCRM VANGUARD MUN BD FDS6.4K sharesnew addition2025-12-312026-02-05 MFSM MFS ACTIVE EXCHANGE TRADED F18.7K shares1.15%2025-12-312026-02-05 EFA ISHARES TR4.6K shares-0.39%2025-12-312026-02-05 SPMD SPDR SERIES TRUST7.6K shares-4.60%2025-12-312026-02-05 ORCL ORACLE CORP2.2K shares-66.71%2025-12-312026-02-05 GWX SPDR INDEX SHS FDS9.9K shares0.35%2025-12-312026-02-05 USRT ISHARES TR6.9K shares-1.77%2025-12-312026-02-05 SPEM SPDR INDEX SHS FDS8.4K shares-1.92%2025-12-312026-02-05 ED CONSOLIDATED EDISON INC3.8K shares0.00%2025-12-312026-02-05 IWR ISHARES TR3.9K shares0.39%2025-12-312026-02-05 VSDA VICTORY PORTFOLIOS II6.9K shares0.50%2025-12-312026-02-05 VBIL VANGUARD INSTL INDEX FD4.6K shares7.39%2025-12-312026-02-05 XOM EXXON MOBIL CORP2.8K shares0.00%2025-12-312026-02-05 IEFA ISHARES TR3.3K shares-0.70%2025-12-312026-02-05 MA MASTERCARD INCORPORATED501 shares0.00%2025-12-312026-02-05 PGIM ETF TR PGIM ETF TR5.6K shares1.42%2025-12-312026-02-05 VNQ VANGUARD INDEX FDS3.0K shares3.17%2025-12-312026-02-05 ALPHABET INC ALPHABET INC820 sharesnew addition2025-12-312026-02-05 JEPI J P MORGAN EXCHANGE TRADED F4.4K shares2.59%2025-12-312026-02-05 FMHI FIRST TR EXCH TRADED FD III5.2K shares1.53%2025-12-312026-02-05 IWM ISHARES TR956 shares-0.10%2025-12-312026-02-05 DGRO ISHARES TR3.2K shares0.63%2025-12-312026-02-05 JMHI J P MORGAN EXCHANGE TRADED F4.3K shares1.21%2025-12-312026-02-05 JHMU JOHN HANCOCK EXCHANGE TRADED8.3K shares-1.89%2025-12-312026-02-05 MOAT VANECK ETF TRUST2.0K sharesnew addition2025-12-312026-02-05 NANR SPDR INDEX SHS FDS3.0K sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available