Landmark Wealth Management, LLC
149 holdingsFiling period: 2026-03-31Current AUM: $408.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 95.5K | $57.1M | $65.6M | 16.06% | +22.4K | 2026-03-31 |
| 2 | NOBL | PROSHARES TR | 189.4K | $20.1M | $21.6M | 5.30% | +28.7K | 2026-03-31 |
| 3 | VFLO | VICTORY PORTFOLIOS II | 450.7K | $17.8M | $22.4M | 5.49% | +87.1K | 2026-03-31 |
| 4 | HFXI | NEW YORK LIFE INVESTMENTS ET | 489.6K | $16.4M | $18.3M | 4.48% | +111.4K | 2026-03-31 |
| 5 | VIGI | VANGUARD WHITEHALL FDS | 125.0K | $11.1M | $12.2M | 2.98% | +19.2K | 2026-03-31 |
| 6 | JCPB | J P MORGAN EXCHANGE TRADED F | 225.4K | $10.6M | $10.4M | 2.55% | +47.1K | 2026-03-31 |
| 7 | IJR | ISHARES TR | 78.9K | $9.8M | $11.5M | 2.81% | +14.8K | 2026-03-31 |
| 8 | TOTR | T ROWE PRICE ETF INC | 228.1K | $9.2M | $9.0M | 2.20% | +46.5K | 2026-03-31 |
| 9 | VPLS | VANGUARD MALVERN FDS | 116.0K | $9.0M | $8.9M | 2.17% | +24.0K | 2026-03-31 |
| 10 | FIXD | FIRST TR EXCHNG TRADED FD VI | 187.9K | $8.2M | $8.0M | 1.97% | +36.3K | 2026-03-31 |
| 11 | DBND | DOUBLELINE ETF TRUST | 177.5K | $8.1M | $8.0M | 1.95% | +36.6K | 2026-03-31 |
| 12 | FBND | FIDELITY MERRIMACK STR TR | 173.1K | $7.9M | $7.7M | 1.90% | +40.1K | 2026-03-31 |
| 13 | IJH | ISHARES TR | 115.6K | $7.8M | $8.7M | 2.13% | +22.2K | 2026-03-31 |
| 14 | CGCP | CAPITAL GRP FIXED INCM ETF T | 338.4K | $7.6M | $7.4M | 1.82% | +73.0K | 2026-03-31 |
| 15 | PYLD | PIMCO ETF TR | 271.1K | $7.1M | $7.1M | 1.74% | +58.4K | 2026-03-31 |
| 16 | IVV | ISHARES TR | 10.1K | $6.6M | $7.6M | 1.85% | +381 | 2026-03-31 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | 111.8K | $6.0M | $6.6M | 1.61% | +21.6K | 2026-03-31 |
| 18 | VSS | VANGUARD INTL EQUITY INDEX F | 34.9K | $5.1M | $5.2M | 1.29% | +6.3K | 2026-03-31 |
| 19 | WABF | FRANKLIN TEMPLETON ETF TR | 186.2K | $4.7M | $4.6M | 1.12% | +40.1K | 2026-03-31 |
| 20 | SMDV | PROSHARES TR | 66.0K | $4.5M | $5.1M | 1.25% | +13.6K | 2026-03-31 |
| 21 | JMUB | J P MORGAN EXCHANGE TRADED F | 89.7K | $4.5M | $4.5M | 1.09% | +14.7K | 2026-03-31 |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | 18.6K | $4.4M | $5.3M | 1.29% | +4.7K | 2026-03-31 |
| 23 | CGMU | CAPITAL GRP FIXED INCM ETF T | 148.3K | $4.0M | $4.0M | 0.98% | +33.6K | 2026-03-31 |
| 24 | REGL | PROSHARES TR | 40.1K | $3.5M | $3.8M | 0.92% | +8.2K | 2026-03-31 |
| 25 | FMB | FIRST TR EXCH TRADED FD III | 66.5K | $3.4M | $3.3M | 0.82% | +9.4K | 2026-03-31 |
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