0001728778-23-000004.txt : 20230714 0001728778-23-000004.hdr.sgml : 20230714 20230714145714 ACCESSION NUMBER: 0001728778-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230714 DATE AS OF CHANGE: 20230714 EFFECTIVENESS DATE: 20230714 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: 231088892 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 06-30-2023 06-30-2023 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 07-14-2023 0 40 112864 false INFORMATION TABLE 2 Landmark13f_2q2023.xml ALPHABET INC CAP STK CL A 02079K305 225 1877 SH SOLE 0 0 1877 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 4426 198822 SH SOLE 0 0 198822 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 2044 42916 SH SOLE 0 0 42916 DOUBLELINE ETF TRUST OPPORTUNISTIC BD 25861R105 4765 103179 SH SOLE 0 0 103179 EDWARDS LIFESCIENCES CORP COM 28176E108 377 3996 SH SOLE 0 0 3996 EXXON MOBIL CORP COM 30231G102 859 8008 SH SOLE 0 0 8008 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 3027 59719 SH SOLE 0 0 59719 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 542 11503 SH SOLE 0 0 11503 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1767 65435 SH SOLE 0 0 65435 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 4985 112859 SH SOLE 0 0 112859 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 796 33293 SH SOLE 0 0 33293 FRANKLIN TEMPLETON ETF TR MUNICIPAL GRN BD 35473P850 293 12347 SH SOLE 0 0 12347 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 1467 38554 SH SOLE 0 0 38554 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 1496 61392 SH SOLE 0 0 61392 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 408 16862 SH SOLE 0 0 16862 INVESCO QQQ TR UNIT SER 1 46090E103 3505 9489 SH SOLE 0 0 9489 ISHARES TR CORE MSCI EAFE 46432F842 275 4073 SH SOLE 0 0 4073 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 6156 132150 SH SOLE 0 0 132150 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 3177 63253 SH SOLE 0 0 63253 LEGG MASON ETF INVT WESTN ASET TTL 52468L810 3136 153093 SH SOLE 0 0 153093 ORACLE CORP COM 68389X105 831 6981 SH SOLE 0 0 6981 PIMCO ETF TR ACTIVE BD ETF 72201R775 5130 55994 SH SOLE 0 0 55994 PIMCO ETF TR MUNI INCOME OPP 72201R635 722 16192 SH SOLE 0 0 16192 PIMCO ETF TR INTER MUN BD ACT 72201R866 678 13070 SH SOLE 0 0 13070 PROSHARES TR MSCI EAFE DIVD 74347B839 3453 93292 SH SOLE 0 0 93292 PROSHARES TR MSCI EMRG MKTS 74347B847 1651 35505 SH SOLE 0 0 35505 PROSHARES TR RUSS 2000 DIVD 74347B698 2352 39776 SH SOLE 0 0 39776 PROSHARES TR S&P 500 DV ARIST 74348A467 25411 269524 SH SOLE 0 0 269524 PROSHARES TR S&P MDCP 400 DIV 74347B680 3328 47354 SH SOLE 0 0 47354 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 14754 453406 SH SOLE 0 0 453406 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 1653 30659 SH SOLE 0 0 30659 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 308 10083 SH SOLE 0 0 10083 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 222 6472 SH SOLE 0 0 6472 SPDR S&P 500 ETF TR TR UNIT 78462F103 201 454 SH SOLE 0 0 454 SPDR SER TR PORTFOLIO S&P400 78464A847 272 5937 SH SOLE 0 0 5937 SPDR SER TR S&P 600 SMCP VAL 78464A300 257 3330 SH SOLE 0 0 3330 SPDR SER TR PORTFOLIO S&P500 78464A854 918 17610 SH SOLE 0 0 17610 T ROWE PRICE ETF INC TOTAL RETURN ETF 87283Q800 5359 131362 SH SOLE 0 0 131362 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1360 6748 SH SOLE 0 0 6748 VICTORY PORTFOLIOS II VICSHS DV AC ETF 92647N667 278 6012 SH SOLE 0 0 6012