Landmark Wealth Management, LLC Incresed Positions in Q3 2025

Landmark Wealth Management, LLC

  • $216 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.33K
+ 3.12%
$101.12 - $106.18 $539K - $566K
176K $18.2M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
9.62K
+ 2.9%
$29.19 - $31.2 $281K - $300K
342K $10.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.81K
+ 6.22%
$86.07 - $90.74 $586K - $617K
116K $10.4M
FMB
First Tr Exchange Traded Fd Ii

ETFs
9.59K
+ 20.37%
$49.32 - $50.93 $473K - $488K
56.7K $2.87M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.99K
+ 11.88%
$49.09 - $50.58 $392K - $404K
75.2K $3.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.08K
+ 22.14%
$50.9 - $52.37 $411K - $423K
44.5K $2.33M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.71K
+ 4.78%
$46.37 - $47.77 $358K - $368K
169K $8.03M
TAXF
American Centy ETF Tr Diversif

ETFs
7.14K
+ 23.94%
$48.42 - $50.27 $346K - $359K
37K $1.86M
TOTR
T Rowe Price Exchange Traded F

ETFs
8.48K
+ 5.2%
$40.14 - $41.24 $340K - $350K
171K $6.99M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.15K
+ 4.49%
$43.36 - $44.8 $267K - $275K
143K $6.35M
DBND
Doubleline ETF Tr Opportunisti

ETFs
6.29K
+ 4.96%
$45.57 - $46.76 $286K - $294K
133K $6.19M
CGCP
Capital Group Core Plus Income

ETFs
11.8K
+ 4.96%
$22.27 - $22.95 $262K - $270K
249K $5.65M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1.58K
+ 3.31%
$63.98 - $69.04 $101K - $109K
49.4K $3.29M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
531
+ 1.76%
$81.61 - $86.58 $43.3K - $46K
30.6K $2.61M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.83K
+ 7.24%
$47.18 - $48.17 $134K - $137K
42K $2.01M
EMLP
First Tr Exchange Traded Iv

ETFs
2.77K
+ 4.7%
$36.99 - $38.38 $102K - $106K
61.7K $2.36M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.21K
+ 6.19%
$20.76 - $21.78 $108K - $113K
89.3K $1.93M
VO
Vanguard Mid Cap ETF

ETFs
32
+ 0.58%
$279.83 - $293.74 $8.95K - $9.4K
5.56K $1.63M
VB
Vanguard Small Cap ETF

ETFs
22
+ 0.54%
$237.58 - $259.17 $5.23K - $5.7K
4.07K $1.04M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
1.4K
+ 2.34%
$23.69 - $24.32 $33.1K - $34K
61.2K $1.49M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
595
+ 7.5%
$42.67 - $46.91 $25.4K - $27.9K
8.53K $399K
HMOP
Hartford Fds Exchange Traded T

ETFs
325
+ 0.56%
$37.94 - $39.14 $12.3K - $12.7K
58.8K $2.29M
SPMD
Spdr Portfolio

ETFs
486
+ 6.47%
$54.43 - $58.29 $26.5K - $28.3K
8K $457K
USRT
Ishares Core U.S. Reit ETF

ETFs
247
+ 3.65%
$55.64 - $59.37 $13.7K - $14.7K
7.02K $412K
IWR
Ishares Russell Mid Cap ETF

ETFs
34
+ 0.88%
$92.26 - $97.51 $3.14K - $3.32K
3.88K $374K
DGRO
Ishares Core Dividend Growth E

ETFs
17
+ 0.54%
$64.12 - $68.08 $1.09K - $1.16K
3.17K $215K
VNQ
Vanguard Specialized Funds Van

ETFs
46
+ 1.63%
$88.47 - $93.24 $4.07K - $4.29K
2.87K $262K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6
+ 0.14%
$55.61 - $57.37 $334 - $344
4.33K $247K
Vanguard Instl Index Fd
1.48K
+ 52.18%
N/A
4.3K $0
Mfs Active Exchange Traded F
3.24K
+ 21.19%
N/A
18.5K $0
Fidelity Merrimack Str Tr
2.97K
+ 32.48%
N/A
12.1K $0
Nushares ETF Tr
2.24K
+ 8.86%
N/A
27.5K $0
CGMU
Capital Group Core Plus Income
14.8K
+ 14.96%
N/A
114K $0
Franklin Templeton ETF Tr
9.26K
+ 7.22%
N/A
137K $0
Vanguard Malvern Fds
4.04K
+ 4.92%
N/A
86.2K $0
Victory Portfolios Ii
1.01K
+ 0.24%
N/A
415K $0
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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