Landmark Wealth Management, LLC ETF holdings
Melville, NY
Reported $352.1M in 89 ETFs in its Form 13F for June 30, 2026.
ETF value
$352.1M
ETFs held
89
Change from prior quarter
+10.9%
With price moves
ETFs as a share of its 13F
84.3%
of $417.9M
Top 10 of 89 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $65.3M | 95,047 | −441 shares |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $22.4M | 398,540 | +209,174 shares |
| VFLO | Victoryshares Free Cash Flow ETF | $19.8M | 431,865 | −18,842 shares |
| HFXI | NYLI FTSE International Equity Currency Neutral ETF | $18.9M | 496,162 | +6,589 shares |
| VIGI | Vanguard International Dividend Appreciation ETF | $12.1M | 129,206 | +4,162 shares |
| IJR | iShares Core S&P Small-Cap ETF | $11.6M | 78,089 | −766 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $11.6M | 246,133 | +20,736 shares |
| TOTR | T. Rowe Price Total Return ETF | $9.9M | 247,447 | +19,342 shares |
| VPLS | Vanguard Core-Plus Bond ETF | $9.4M | 121,511 | +5,477 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $9.0M | 116,576 | +946 shares |
79 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001728778. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Landmark Wealth Management, LLC own?
Landmark Wealth Management, LLC reported 89 ETF positions worth $352.1M in its Form 13F for June 30, 2026. The largest was VOO, at $65.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.