0001728778-22-000006.txt : 20220721 0001728778-22-000006.hdr.sgml : 20220721 20220721130304 ACCESSION NUMBER: 0001728778-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220721 DATE AS OF CHANGE: 20220721 EFFECTIVENESS DATE: 20220721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Landmark Wealth Management, LLC CENTRAL INDEX KEY: 0001728778 IRS NUMBER: 452586190 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21509 FILM NUMBER: 221096560 BUSINESS ADDRESS: STREET 1: 95 BROADHOLLOW ROAD, SUITE 102 CITY: MELVILLE STATE: NY ZIP: 11747 BUSINESS PHONE: 6319232487 MAIL ADDRESS: STREET 1: 95 BROADHOLLOW ROAD, SUITE 102 CITY: MELVILLE STATE: NY ZIP: 11747 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001728778 XXXXXXXX 06-30-2022 06-30-2022 Landmark Wealth Management, LLC

95 BROADHOLLOW ROAD, SUITE 102 MELVILLE NY 11747

13F HOLDINGS REPORT 028-21509 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 07-21-2022 0 38 78249 false INFORMATION TABLE 2 Landmark13F_2q2022.xml ALPHABET INC CAP STK CL A 02079K305 222 102 SH SOLE 0 0 102 AT&T INC COM 00206R102 202 9638 SH SOLE 0 0 9638 CAPITAL GROUP CORE PLUS INCO SHS CREATION UNI 14020Y102 399 17137 SH SOLE 0 0 17137 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1697 35309 SH SOLE 0 0 35309 EXXON MOBIL CORP COM 30231G102 216 2518 SH SOLE 0 0 2518 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1284 25375 SH SOLE 0 0 25375 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1295 50295 SH SOLE 0 0 50295 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 6696 144399 SH SOLE 0 0 144399 FRANKLIN TEMPLETON ETF TR MUNICIPAL GRN BD 35473P850 731 30985 SH SOLE 0 0 30985 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 727 30702 SH SOLE 0 0 30702 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 5937 173605 SH SOLE 0 0 173605 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 816 21589 SH SOLE 0 0 21589 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 421 17344 SH SOLE 0 0 17344 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 1094 45095 SH SOLE 0 0 45095 ISHARES TR CORE MSCI EAFE 46432F842 279 4743 SH SOLE 0 0 4743 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 7124 148289 SH SOLE 0 0 148289 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 1328 26606 SH SOLE 0 0 26606 LEGG MASON ETF INVT WESTN ASET TTL 52468L810 2569 122111 SH SOLE 0 0 122111 ORACLE CORP COM 68389X105 490 7007 SH SOLE 0 0 7007 PIMCO ETF TR ACTIVE BD ETF 72201R775 6460 67825 SH SOLE 0 0 67825 PIMCO ETF TR INTER MUN BD ACT 72201R866 1389 26979 SH SOLE 0 0 26979 PIMCO ETF TR MUNI INCOME OPP 72201R635 415 9402 SH SOLE 0 0 9402 PROSHARES TR MSCI EAFE DIVD 74347B839 2786 80576 SH SOLE 0 0 80576 PROSHARES TR MSCI EMRG MKTS 74347B847 1387 28063 SH SOLE 0 0 28063 PROSHARES TR RUSS 2000 DIVD 74347B698 1854 31545 SH SOLE 0 0 31545 PROSHARES TR S&P 500 DV ARIST 74348A467 13032 152675 SH SOLE 0 0 152675 PROSHARES TR S&P MDCP 400 DIV 74347B680 2508 37177 SH SOLE 0 0 37177 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 10469 362990 SH SOLE 0 0 362990 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 1131 21722 SH SOLE 0 0 21722 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 285 9868 SH SOLE 0 0 9868 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 209 6001 SH SOLE 0 0 6001 SPDR S&P 500 ETF TR TR UNIT 78462F103 262 694 SH SOLE 0 0 694 SPDR SER TR PORTFOLIO S&P400 78464A847 276 6960 SH SOLE 0 0 6960 SPDR SER TR PORTFOLIO S&P500 78464A854 853 19246 SH SOLE 0 0 19246 T ROWE PRICE ETF INC TOTAL RETURN ETF 87283Q800 386 8957 SH SOLE 0 0 8957 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 272 1581 SH SOLE 0 0 1581 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 497 6520 SH SOLE 0 0 6520 VERIZON COMMUNICATIONS INC COM 92343V104 251 4947 SH SOLE 0 0 4947