0001728778-23-000003.txt : 20230417 0001728778-23-000003.hdr.sgml : 20230417 20230417113330 ACCESSION NUMBER: 0001728778-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 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: 23823241 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 X0202 13F-HR LIVE false true false 0001728778 XXXXXXXX 03-31-2023 03-31-2023 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 04-17-2023 0 70 179761 false INFORMATION TABLE 2 Landmark13f_1q2023.xml AMAZON COM INC COM 023135106 317 3073 SH SOLE 0 0 3073 AMERICAN CENTY ETF TR CORE MUNI FXD IN 025072695 649 13925 SH SOLE 0 0 13925 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 1876 37265 SH SOLE 0 0 37265 APPLE INC COM 037833100 1544 9361 SH SOLE 0 0 9361 BLACKROCK ETF TRUST II INTERMEDIA MUNI 092528207 673 28513 SH SOLE 0 0 28513 CAPITAL GROUP FIXED INCOME E CORE PLUS INCM 14020Y102 4435 194620 SH SOLE 0 0 194620 CONSOLIDATED EDISON INC COM 209115104 366 3829 SH SOLE 0 0 3829 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 2400 49677 SH SOLE 0 0 49677 DOUBLELINE ETF TRUST OPPORTUNISTIC BD 25861R105 4646 99487 SH SOLE 0 0 99487 EDWARDS LIFESCIENCES CORP COM 28176E108 331 3996 SH SOLE 0 0 3996 EXXON MOBIL CORP COM 30231G102 878 8008 SH SOLE 0 0 8008 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 375 7812 SH SOLE 0 0 7812 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 4518 98215 SH SOLE 0 0 98215 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2890 56741 SH SOLE 0 0 56741 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 552 11776 SH SOLE 0 0 11776 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1707 64102 SH SOLE 0 0 64102 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 4998 110915 SH SOLE 0 0 110915 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 768 32110 SH SOLE 0 0 32110 FRANKLIN TEMPLETON ETF TR MUNICIPAL GRN BD 35473P850 293 12260 SH SOLE 0 0 12260 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 1292 33829 SH SOLE 0 0 33829 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 1420 57738 SH SOLE 0 0 57738 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 356 14596 SH SOLE 0 0 14596 INVESCO QQQ TR UNIT SER 1 46090E103 3491 10878 SH SOLE 0 0 10878 ISHARES TR CORE S&P MCP ETF 464287507 3317 13261 SH SOLE 0 0 13261 ISHARES TR CORE S&P SCP ETF 464287804 3433 35503 SH SOLE 0 0 35503 ISHARES TR CRE U S REIT ETF 464288521 243 4822 SH SOLE 0 0 4822 ISHARES TR RUS 1000 ETF 464287622 1403 6229 SH SOLE 0 0 6229 ISHARES TR CORE S&P500 ETF 464287200 4532 11024 SH SOLE 0 0 11024 ISHARES TR MSCI EAFE ETF 464287465 446 6231 SH SOLE 0 0 6231 ISHARES TR AGGRES ALLOC ETF 464289859 272 4283 SH SOLE 0 0 4283 ISHARES TR GRWT ALLOCAT ETF 464289867 261 5209 SH SOLE 0 0 5209 ISHARES TR CORE MSCI EAFE 46432F842 273 4078 SH SOLE 0 0 4078 ISHARES TR RUS MID CAP ETF 464287499 263 3755 SH SOLE 0 0 3755 ISHARES TR RUS 1000 GRW ETF 464287614 359 1471 SH SOLE 0 0 1471 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 6170 130196 SH SOLE 0 0 130196 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 3135 61924 SH SOLE 0 0 61924 LEGG MASON ETF INVT WESTN ASET TTL 52468L810 3152 151697 SH SOLE 0 0 151697 LOCKHEED MARTIN CORP COM 539830109 265 560 SH SOLE 0 0 560 MICROSOFT CORP COM 594918104 987 3425 SH SOLE 0 0 3425 ORACLE CORP COM 68389X105 649 6980 SH SOLE 0 0 6980 PIMCO ETF TR ACTIVE BD ETF 72201R775 5091 54885 SH SOLE 0 0 54885 PIMCO ETF TR MUNI INCOME OPP 72201R635 707 15905 SH SOLE 0 0 15905 PIMCO ETF TR INTER MUN BD ACT 72201R866 718 13736 SH SOLE 0 0 13736 PROCTER AND GAMBLE CO COM 742718109 258 1736 SH SOLE 0 0 1736 PROSHARES TR MSCI EAFE DIVD 74347B839 3516 93762 SH SOLE 0 0 93762 PROSHARES TR MSCI EMRG MKTS 74347B847 1635 34730 SH SOLE 0 0 34730 PROSHARES TR RUSS 2000 DIVD 74347B698 2326 38100 SH SOLE 0 0 38100 PROSHARES TR S&P 500 DV ARIST 74348A467 24231 265570 SH SOLE 0 0 265570 PROSHARES TR S&P MDCP 400 DIV 74347B680 3193 45134 SH SOLE 0 0 45134 SCHWAB STRATEGIC TR US REIT ETF 808524847 1373 70417 SH SOLE 0 0 70417 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 370 7644 SH SOLE 0 0 7644 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 14583 454002 SH SOLE 0 0 454002 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 1630 28552 SH SOLE 0 0 28552 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 314 10124 SH SOLE 0 0 10124 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 219 6411 SH SOLE 0 0 6411 SPDR SER TR PORTFOLIO S&P400 78464A847 261 5937 SH SOLE 0 0 5937 SPDR SER TR PORTFOLIO S&P500 78464A854 927 19250 SH SOLE 0 0 19250 T ROWE PRICE ETF INC TOTAL RETURN ETF 87283Q800 5365 128557 SH SOLE 0 0 128557 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27881 74137 SH SOLE 0 0 74137 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2183 13749 SH SOLE 0 0 13749 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 320 3849 SH SOLE 0 0 3849 VANGUARD INDEX FDS MID CAP ETF 922908629 1051 4985 SH SOLE 0 0 4985 VANGUARD INDEX FDS SMALL CP ETF 922908751 621 3276 SH SOLE 0 0 3276 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2787 25512 SH SOLE 0 0 25512 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1757 43478 SH SOLE 0 0 43478 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1331 7142 SH SOLE 0 0 7142 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2413 15670 SH SOLE 0 0 15670 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1950 43170 SH SOLE 0 0 43170 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 542 7352 SH SOLE 0 0 7352 VICTORY PORTFOLIOS II VICSHS DV AC ETF 92647N667 273 6032 SH SOLE 0 0 6032