0001728778-23-000005.txt : 20231013 0001728778-23-000005.hdr.sgml : 20231013 20231013143631 ACCESSION NUMBER: 0001728778-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231013 DATE AS OF CHANGE: 20231013 EFFECTIVENESS DATE: 20231013 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: 231324825 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 09-30-2023 09-30-2023 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 10-13-2023 0 72 175964 false INFORMATION TABLE 2 Landmark13f_3q2023.xml ALPHABET INC CAP STK CL A 02079K305 246 1877 SH SOLE 0 0 1877 AMAZON COM INC COM 023135106 384 3024 SH SOLE 0 0 3024 AMERICAN CENTY ETF TR CORE MUNI FXD IN 025072695 745 16789 SH SOLE 0 0 16789 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 1650 34409 SH SOLE 0 0 34409 APPLE INC COM 037833100 1602 9357 SH SOLE 0 0 9357 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 219 624 SH SOLE 0 0 624 BLACKROCK ETF TRUST II INTERMEDIA MUNI 092528207 814 36065 SH SOLE 0 0 36065 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 4345 202115 SH SOLE 0 0 202115 CONSOLIDATED EDISON INC COM 209115104 327 3829 SH SOLE 0 0 3829 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 2313 49764 SH SOLE 0 0 49764 DOUBLELINE ETF TRUST OPPORTUNISTIC BD 25861R105 4721 107006 SH SOLE 0 0 107006 EDWARDS LIFESCIENCES CORP COM 28176E108 277 3996 SH SOLE 0 0 3996 EXXON MOBIL CORP COM 30231G102 942 8008 SH SOLE 0 0 8008 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 366 7032 SH SOLE 0 0 7032 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 4452 102198 SH SOLE 0 0 102198 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2500 51147 SH SOLE 0 0 51147 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 266 5903 SH SOLE 0 0 5903 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1679 63559 SH SOLE 0 0 63559 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 4878 115995 SH SOLE 0 0 115995 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 1100 47949 SH SOLE 0 0 47949 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 1315 35714 SH SOLE 0 0 35714 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 1275 54270 SH SOLE 0 0 54270 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 577 25236 SH SOLE 0 0 25236 INVESCO QQQ TR UNIT SER 1 46090E103 3281 9157 SH SOLE 0 0 9157 ISHARES TR CORE S&P MCP ETF 464287507 3291 13198 SH SOLE 0 0 13198 ISHARES TR CORE S&P SCP ETF 464287804 3441 36482 SH SOLE 0 0 36482 ISHARES TR CRE U S REIT ETF 464288521 278 5900 SH SOLE 0 0 5900 ISHARES TR RUS 1000 ETF 464287622 1323 5631 SH SOLE 0 0 5631 ISHARES TR CORE S&P500 ETF 464287200 4370 10177 SH SOLE 0 0 10177 ISHARES TR MSCI EAFE ETF 464287465 422 6130 SH SOLE 0 0 6130 ISHARES TR GRWT ALLOCAT ETF 464289867 275 5559 SH SOLE 0 0 5559 ISHARES TR AGGRES ALLOC ETF 464289859 264 4158 SH SOLE 0 0 4158 ISHARES TR CORE MSCI EAFE 46432F842 262 4073 SH SOLE 0 0 4073 ISHARES TR RUS MID CAP ETF 464287499 260 3757 SH SOLE 0 0 3757 ISHARES TR RUS 1000 GRW ETF 464287614 392 1472 SH SOLE 0 0 1472 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 6071 135918 SH SOLE 0 0 135918 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 3163 65384 SH SOLE 0 0 65384 LEGG MASON ETF INVT WESTN ASET TTL 52468L810 3059 157753 SH SOLE 0 0 157753 LOCKHEED MARTIN CORP COM 539830109 229 560 SH SOLE 0 0 560 MICROSOFT CORP COM 594918104 1080 3421 SH SOLE 0 0 3421 ORACLE CORP COM 68389X105 739 6975 SH SOLE 0 0 6975 PIMCO ETF TR ACTIVE BD ETF 72201R775 5054 57500 SH SOLE 0 0 57500 PIMCO ETF TR MUNI INCOME OPP 72201R635 709 16516 SH SOLE 0 0 16516 PIMCO ETF TR INTER MUN BD ACT 72201R866 1021 20383 SH SOLE 0 0 20383 PROCTER AND GAMBLE CO COM 742718109 253 1736 SH SOLE 0 0 1736 PROSHARES TR MSCI EAFE DIVD 74347B839 3034 86963 SH SOLE 0 0 86963 PROSHARES TR MSCI EMRG MKTS 74347B847 1390 32130 SH SOLE 0 0 32130 PROSHARES TR RUSS 2000 DIVD 74347B698 2246 39697 SH SOLE 0 0 39697 PROSHARES TR S&P 500 DV ARIST 74348A467 23287 262985 SH SOLE 0 0 262985 PROSHARES TR S&P MDCP 400 DIV 74347B680 3123 46787 SH SOLE 0 0 46787 SCHWAB STRATEGIC TR US REIT ETF 808524847 1352 76155 SH SOLE 0 0 76155 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 357 7062 SH SOLE 0 0 7062 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 14132 455711 SH SOLE 0 0 455711 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 1663 29841 SH SOLE 0 0 29841 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 294 10077 SH SOLE 0 0 10077 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 235 6999 SH SOLE 0 0 6999 SPDR SER TR PORTFOLIO S&P400 78464A847 255 5828 SH SOLE 0 0 5828 SPDR SER TR S&P 600 SMCP VAL 78464A300 251 3466 SH SOLE 0 0 3466 SPDR SER TR PORTFOLIO S&P500 78464A854 883 17570 SH SOLE 0 0 17570 T ROWE PRICE ETF INC TOTAL RETURN ETF 87283Q800 5357 137112 SH SOLE 0 0 137112 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 26649 67862 SH SOLE 0 0 67862 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2147 13465 SH SOLE 0 0 13465 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 224 2967 SH SOLE 0 0 2967 VANGUARD INDEX FDS MID CAP ETF 922908629 995 4778 SH SOLE 0 0 4778 VANGUARD INDEX FDS SMALL CP ETF 922908751 595 3149 SH SOLE 0 0 3149 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2754 25928 SH SOLE 0 0 25928 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1914 48814 SH SOLE 0 0 48814 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1247 6406 SH SOLE 0 0 6406 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2407 15492 SH SOLE 0 0 15492 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1748 39977 SH SOLE 0 0 39977 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 914 12809 SH SOLE 0 0 12809 VICTORY PORTFOLIOS II VICSHS DV AC ETF 92647N667 281 6478 SH SOLE 0 0 6478