Landmark Wealth Management, LLC Reduced Holdings in Q3 2025

Landmark Wealth Management, LLC

  • $216 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Goldman Sachs ETF Tr
-5.96K
- 34.41%
N/A
11.4K $0
John Hancock Exchange Traded
-13.8K
- 61.95%
N/A
8.48K $0
VIG
Vanguard Dividend Appreciation

ETFs
-785
- 5.86%
N/A
12.6K $2.3M
Pgim ETF Tr
-1.3K
- 19.13%
N/A
5.49K $0
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-8.84K
- 27.48%
$22.83 - $23.85 $202K - $211K
23.3K $555K
INMU
Blackrock ETF Tr Ii Intermedia
-4.48K
- 9.81%
$23.29 - $23.97 $104K - $107K
41.2K $985K
MINO
Pimco ETF Tr Municipal Income

ETFs
-2.2K
- 9.81%
$43.6 - $45.33 $96K - $99.8K
20.2K $916K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
-2.84K
- 5.06%
$26.68 - $27.48 $75.8K - $78K
53.3K $1.46M
AVMU
American Centy ETF Travantis C

ETFs
-1.43K
- 7.24%
$43.91 - $45.71 $62.9K - $65.5K
18.3K $835K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-429
- 7.68%
$45.92 - $47.76 $19.7K - $20.5K
5.16K $244K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-656
- 10.6%
$79.52 - $89.63 $52.2K - $58.8K
5.53K $493K
ED
Consolidated Edison Inc

Utilities
-28
- 0.73%
$95.57 - $105.36 $2.68K - $2.95K
3.8K $382K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-199
- 4.1%
$87.29 - $93.61 $17.4K - $18.6K
4.65K $434K
VSDA
Victory Portfolios Ii Victorys

ETFs
-197
- 2.8%
$51.99 - $54.89 $10.2K - $10.8K
6.84K $365K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-646
- 1.8%
$23.96 - $24.81 $15.5K - $16K
35.2K $871K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-181
- 7.03%
$79.39 - $90.39 $14.4K - $16.4K
2.39K $212K
IEFA
Ishares Tr

ETFs
-26
- 0.78%
$81.7 - $87.53 $2.12K - $2.28K
3.3K $288K
MSFT
Microsoft Corp

Technology
-17
- 1.43%
$491.09 - $535.64 $8.35K - $9.11K
1.18K $608K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-345
- 3.37%
$36.93 - $40.55 $12.7K - $14K
9.91K $398K
IWM
Ishares Russell 2000 ETF

ETFs
-20
- 2.05%
$214.92 - $244.84 $4.3K - $4.9K
957 $231K
VBR
Vanguard Small Cap Value ETF

ETFs
-48
- 1.96%
$195.41 - $212.37 $9.38K - $10.2K
2.4K $500K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-454
- 1.86%
$24.46 - $26.5 $11.1K - $12K
23.9K $629K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.4%
$617.65 - $666.84 $1.85K - $2K
756 $503K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.07%
$420.11 - $472.68 $420 - $473
1.47K $689K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-70
- 1.97%
$339.37 - $366.46 $23.8K - $25.7K
3.48K $1.27M
NVDA
Nvidia Corp

Technology
-181
- 4.79%
$153.3 - $186.58 $27.7K - $33.8K
3.6K $670K
VEA
Vanguard Ftse Developed Market

ETFs
-260
- 0.82%
$56.02 - $60.3 $14.6K - $15.7K
31.5K $1.89M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.34K
- 2.15%
$39.8 - $42.86 $53.5K - $57.6K
61.1K $2.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 0.26%
$546.99 - $602.2 $2.73K - $3.01K
1.94K $1.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-56
- 0.32%
$72.65 - $78.68 $4.07K - $4.41K
17.3K $1.35M
GOOGL
Alphabet Inc.

Communication Services
-86
- 4.75%
$174.36 - $254.72 $15K - $21.9K
1.72K $419K
VONE
Vanguard Russell 1000 ETF

ETFs
-31
- 0.57%
$280.68 - $303.97 $8.7K - $9.42K
5.36K $1.62M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-789
- 2.77%
$133.48 - $144.38 $105K - $114K
27.7K $3.95M
GNR
Spdr S&P Global Natural Resour

ETFs
-733
- 2.0%
$54.23 - $59.34 $39.8K - $43.5K
35.9K $2.12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-578
- 3.9%
$225.11 - $247.9 $130K - $143K
14.2K $3.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-988
- 1.08%
$62.09 - $66.51 $61.3K - $65.7K
90.9K $5.93M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.43K
- 2.67%
$49.43 - $54.52 $120K - $133K
88.7K $4.81M
ORCL
Oracle Corp

Technology
-30
- 0.45%
$218.96 - $328.33 $6.57K - $9.85K
6.68K $1.88M
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 0.21%
$620.67 - $670.08 $12.4K - $13.4K
9.57K $6.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.23K
- 1.93%
$108.46 - $120.63 $133K - $148K
62.6K $7.44M
AAPL
Apple Inc.

Technology
-101
- 0.98%
$202.38 - $256.87 $20.4K - $25.9K
10.2K $2.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.63K
- 2.41%
$567.77 - $614.76 $928K - $1M
66.2K $40.5M
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Landmark Wealth Management, LLC Portfolio

Follow Landmark Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email