0001728778-22-000007.txt : 20221024 0001728778-22-000007.hdr.sgml : 20221024 20221024091038 ACCESSION NUMBER: 0001728778-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221024 DATE AS OF CHANGE: 20221024 EFFECTIVENESS DATE: 20221024 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: 221324927 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 09-30-2022 09-30-2022 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 10-24-2022 0 63 132004 false INFORMATION TABLE 2 Landmark13f_3q2022.xml AMAZON COM INC COM 023135106 312 2757 SH SOLE 2757 0 0 AMERICAN CENTY ETF TR CORE MUNI FXD IN 025072695 490 11141 SH SOLE 11141 0 0 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 1375 28842 SH SOLE 28842 0 0 APPLE INC COM 037833100 1232 8915 SH SOLE 8915 0 0 CAPITAL GROUP CORE PLUS INCO SHS CREATION UNI 14020Y102 4131 188891 SH SOLE 188891 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1412 30263 SH SOLE 30263 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 330 3996 SH SOLE 3996 0 0 EXXON MOBIL CORP COM 30231G102 220 2518 SH SOLE 2518 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 385 9299 SH SOLE 9299 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 3756 84539 SH SOLE 84539 0 0 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1747 35852 SH SOLE 35852 0 0 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 407 8960 SH SOLE 8960 0 0 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1207 48525 SH SOLE 48525 0 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 4739 108844 SH SOLE 108844 0 0 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 489 21476 SH SOLE 21476 0 0 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 4229 130352 SH SOLE 130352 0 0 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 1114 30579 SH SOLE 30579 0 0 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 1122 47962 SH SOLE 47962 0 0 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 378 16445 SH SOLE 16445 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1998 7477 SH SOLE 7477 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2318 10570 SH SOLE 10570 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2557 29331 SH SOLE 29331 0 0 ISHARES TR RUS 1000 ETF 464287622 1250 6336 SH SOLE 6336 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 289 5213 SH SOLE 5213 0 0 ISHARES TR CORE S&P500 ETF 464287200 4475 12478 SH SOLE 12478 0 0 ISHARES TR MSCI EAFE ETF 464287465 465 8308 SH SOLE 8308 0 0 ISHARES TR CORE MSCI EAFE 46432F842 233 4423 SH SOLE 4423 0 0 ISHARES TR RUS MID CAP ETF 464287499 233 3745 SH SOLE 3745 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 295 1404 SH SOLE 1404 0 0 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 4815 104944 SH SOLE 104944 0 0 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 2495 51521 SH SOLE 51521 0 0 LEGG MASON ETF INVT WESTN ASET TTL 52468L810 2387 123240 SH SOLE 123240 0 0 LOCKHEED MARTIN CORP COM 539830109 213 552 SH SOLE 552 0 0 MICROSOFT CORP COM 594918104 215 921 SH SOLE 921 0 0 ORACLE CORP COM 68389X105 427 6993 SH SOLE 6993 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 4990 55622 SH SOLE 55622 0 0 PIMCO ETF TR MUNI INCOME OPP 72201R635 511 12004 SH SOLE 12004 0 0 PIMCO ETF TR INTER MUN BD ACT 72201R866 912 18191 SH SOLE 18191 0 0 PROCTER AND GAMBLE CO COM 742718109 214 1694 SH SOLE 1694 0 0 PROSHARES TR MSCI EAFE DIVD 74347B839 2431 77641 SH SOLE 77641 0 0 PROSHARES TR MSCI EMRG MKTS 74347B847 1228 29403 SH SOLE 29403 0 0 PROSHARES TR RUSS 2000 DIVD 74347B698 1698 30597 SH SOLE 30597 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 12136 151773 SH SOLE 151773 0 0 PROSHARES TR S&P MDCP 400 DIV 74347B680 2314 35908 SH SOLE 35908 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 978 52324 SH SOLE 52324 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 9949 385601 SH SOLE 385601 0 0 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 1134 22927 SH SOLE 22927 0 0 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 241 9246 SH SOLE 9246 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 236 6126 SH SOLE 6126 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 868 20682 SH SOLE 20682 0 0 T ROWE PRICE ETF INC TOTAL RETURN ETF 87283Q800 4167 102442 SH SOLE 102442 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 23230 70759 SH SOLE 70759 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1575 10981 SH SOLE 10981 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 213 2652 SH SOLE 2652 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1057 5625 SH SOLE 5625 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 682 3993 SH SOLE 3993 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1889 20352 SH SOLE 20352 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1284 35186 SH SOLE 35186 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 298 1822 SH SOLE 1822 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 476 6401 SH SOLE 6401 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1973 14601 SH SOLE 14601 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1251 34419 SH SOLE 34419 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 329 5312 SH SOLE 5312 0 0