0001728778-24-000002.txt : 20240424 0001728778-24-000002.hdr.sgml : 20240424 20240424133213 ACCESSION NUMBER: 0001728778-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Landmark Wealth Management, LLC CENTRAL INDEX KEY: 0001728778 ORGANIZATION NAME: 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: 24869468 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 03-31-2024 03-31-2024 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 04-24-2024 0 72 215903 false INFORMATION TABLE 2 Landmark13f_1q2024.xml ALPHABET INC CAP STK CL A 02079K305 273 1806 SH SOLE 0 0 1806 AMAZON COM INC COM 023135106 506 2804 SH SOLE 0 0 2804 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 2540 50243 SH SOLE 0 0 50243 AMERICAN CENTY ETF TR CORE MUNI FXD IN 025072695 465 9980 SH SOLE 0 0 9980 APPLE INC COM 037833100 1863 10862 SH SOLE 0 0 10862 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 262 624 SH SOLE 0 0 624 BLACKROCK ETF TRUST II INTERMEDIA MUNI 092528207 607 25554 SH SOLE 0 0 25554 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 4938 219858 SH SOLE 0 0 219858 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 2165 80153 SH SOLE 0 0 80153 CONSOLIDATED EDISON INC COM 209115104 348 3829 SH SOLE 0 0 3829 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 2309 48015 SH SOLE 0 0 48015 DOUBLELINE ETF TRUST OPPORTUNISTIC BD 25861R105 5426 118259 SH SOLE 0 0 118259 EXXON MOBIL CORP COM 30231G102 913 7858 SH SOLE 0 0 7858 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 410 6370 SH SOLE 0 0 6370 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 5001 110381 SH SOLE 0 0 110381 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 3129 60931 SH SOLE 0 0 60931 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 225 4670 SH SOLE 0 0 4670 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 2119 71765 SH SOLE 0 0 71765 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 5579 127970 SH SOLE 0 0 127970 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 1085 44245 SH SOLE 0 0 44245 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 1976 50872 SH SOLE 0 0 50872 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 1703 69825 SH SOLE 0 0 69825 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 325 13358 SH SOLE 0 0 13358 INVESCO QQQ TR UNIT SER 1 46090E103 3978 8959 SH SOLE 0 0 8959 ISHARES TR CORE S&P500 ETF 464287200 5269 10022 SH SOLE 0 0 10022 ISHARES TR CORE S&P MCP ETF 464287507 4108 67629 SH SOLE 0 0 67629 ISHARES TR CORE S&P SCP ETF 464287804 4264 38579 SH SOLE 0 0 38579 ISHARES TR CRE U S REIT ETF 464288521 377 7013 SH SOLE 0 0 7013 ISHARES TR RUS 1000 ETF 464287622 1523 5287 SH SOLE 0 0 5287 ISHARES TR MSCI EAFE ETF 464287465 448 5613 SH SOLE 0 0 5613 ISHARES TR GRWT ALLOCAT ETF 464289867 241 4322 SH SOLE 0 0 4322 ISHARES TR AGGRES ALLOC ETF 464289859 277 3764 SH SOLE 0 0 3764 ISHARES TR CORE MSCI EAFE 46432F842 293 3945 SH SOLE 0 0 3945 ISHARES TR RUS MID CAP ETF 464287499 308 3660 SH SOLE 0 0 3660 ISHARES TR RUS 1000 GRW ETF 464287614 497 1474 SH SOLE 0 0 1474 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 6912 148189 SH SOLE 0 0 148189 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 3507 69108 SH SOLE 0 0 69108 LEGG MASON ETF INVT WESTN ASET TTL 52468L810 3450 171036 SH SOLE 0 0 171036 MASTERCARD INCORPORATED CL A 57636Q104 241 501 SH SOLE 0 0 501 MICROSOFT CORP COM 594918104 1404 3338 SH SOLE 0 0 3338 NVIDIA CORPORATION COM 67066G104 307 339 SH SOLE 0 0 339 ORACLE CORP COM 68389X105 862 6866 SH SOLE 0 0 6866 PIMCO ETF TR ACTIVE BD ETF 72201R775 5753 62631 SH SOLE 0 0 62631 PIMCO ETF TR INTER MUN BD ACT 72201R866 1514 28850 SH SOLE 0 0 28850 PIMCO ETF TR MUNI INCOME OPP 72201R635 917 20093 SH SOLE 0 0 20093 PROSHARES TR RUSS 2000 DIVD 74347B698 2827 44158 SH SOLE 0 0 44158 PROSHARES TR S&P 500 DV ARIST 74348A467 29596 291845 SH SOLE 0 0 291845 PROSHARES TR S&P MDCP 400 DIV 74347B680 3949 50270 SH SOLE 0 0 50270 SCHWAB STRATEGIC TR US REIT ETF 808524847 1655 81505 SH SOLE 0 0 81505 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 414 6671 SH SOLE 0 0 6671 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 15117 421802 SH SOLE 0 0 421802 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 2023 34914 SH SOLE 0 0 34914 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 354 10901 SH SOLE 0 0 10901 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 267 7379 SH SOLE 0 0 7379 SPDR S&P 500 ETF TR TR UNIT 78462F103 399 762 SH SOLE 0 0 762 SPDR SER TR PORTFOLIO S&P500 78464A854 1067 17334 SH SOLE 0 0 17334 SPDR SER TR PORTFOLIO S&P400 78464A847 298 5578 SH SOLE 0 0 5578 SPDR SER TR S&P 600 SMCP VAL 78464A300 320 3857 SH SOLE 0 0 3857 SSGA ACTIVE TR SPDR NUVEEN MUN 78470P705 1675 60847 SH SOLE 0 0 60847 T ROWE PRICE ETF INC TOTAL RETURN ETF 87283Q800 6112 151398 SH SOLE 0 0 151398 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 33037 68727 SH SOLE 0 0 68727 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2771 14443 SH SOLE 0 0 14443 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 259 2997 SH SOLE 0 0 2997 VANGUARD INDEX FDS SMALL CP ETF 922908751 872 3814 SH SOLE 0 0 3814 VANGUARD INDEX FDS MID CAP ETF 922908629 1324 5300 SH SOLE 0 0 5300 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3384 28961 SH SOLE 0 0 28961 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4010 96004 SH SOLE 0 0 96004 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1387 5821 SH SOLE 0 0 5821 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2812 15399 SH SOLE 0 0 15399 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2004 39950 SH SOLE 0 0 39950 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 7014 86029 SH SOLE 0 0 86029 VICTORY PORTFOLIOS II VICSHS DV AC ETF 92647N667 339 6742 SH SOLE 0 0 6742