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Landmark Wealth Management, LLC
Independent 'Fee Only' U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor providing comprehensive financial planning and investment management services.
Investment Strategy
Focuses on low-cost investment solutions and maintaining liquidity; does not publicly disclose specific strategies.
Latest 13F Filing Activity
Landmark Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $235M. The fund increased holdings in Vanguard Index FDS, Victory Portfolios II, New York Life Investments Et among other positions. Landmark Wealth Management, LLC reduced exposure to American Centy Etf TR, First TR Exch Traded FD III, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.41% | $38.5M | 67,846 | $526.92 | $568.03 | +$3.1M |
N NOBL | PROSHARES TR | 7.32% | $17.2M | 170,826 | $94.88 | $100.70 | -$563.0K |
V VFLO | VICTORY PORTFOLIOS II | 6.23% | $14.6M | 413,589 | $31.06 | $35.35 | +$686.0K |
V VIGI | VANGUARD WHITEHALL FDS | 4.20% | $9.9M | 109,462 | $86.88 | $90.12 | +$423.0K |
H HFXI | NEW YORK LIFE INVESTMENTS ET | 4.17% | $9.8M | 332,001 | $27.53 | $29.47 | +$676.0K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | Mount Sinai, NY , United States |
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