13F Filings History of Landmark Wealth Management, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$261,319,632
Signature - Title
Ashleigh Swayze - Counsel
Location
Melville, NY
Summary
This page shows a list of all the recent 13F filings made by Landmark Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Landmark Wealth Management, LLC reported 88 stock holdings with total value $261,319,632 as of Q4 2025. Top holdings included VOO, NOBL, VFLO, HFXI, and VIGI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 88 $261,319,632 +$13,712,110 -$7,250,098 +$6,462,012 VOO, NOBL, VFLO, HFXI, VIGI 13F-HR 04 Feb 2026, 18:39
Q3 2025 85 $251,847,255 +$10,679,643 -$4,750,950 +$5,928,693 VOO, NOBL, VFLO, HFXI, VIGI 13F-HR 23 Oct 2025, 14:53
Q2 2025 87 $234,848,000 +$7,161,162 -$9,595,025 -$2,433,863 VOO, NOBL, VFLO, VIGI, HFXI 13F-HR 25 Jul 2025, 12:54
Q1 2025 75 $226,689,000 +$20,643,736 -$18,439,567 +$2,204,169 VOO, NOBL, VFLO, VIGI, HFXI 13F-HR 02 May 2025, 11:14
Q4 2024 75 $225,571,000 +$7,939,516 -$6,036,040 +$1,903,476 VOO, NOBL, SPDW, VFLO, JCPB 13F-HR 22 Jan 2025, 16:59
Q3 2024 76 $229,662,000 +$95,473,537 -$1,964,164 +$93,509,373 VOO, NOBL, SPDW, VFLO, JCPB 13F-HR 30 Oct 2024, 13:51
Q2 2024 49 $128,339,000 +$19,743,648 -$105,286,652 -$85,543,004 NOBL, SPDW, VFLO, JCPB, TOTR 13F-HR 25 Jul 2024, 13:58
Q1 2024 72 $215,903,000 +$10,310,108 -$2,904,985 +$7,405,123 VOO, NOBL, SPDW, VIGI, JCPB 13F-HR 24 Apr 2024, 13:32
Q4 2023 74 $203,190,000 +$19,406,699 -$6,777,183 +$12,629,516 VOO, NOBL, SPDW, VIGI, JCPB 13F-HR 22 Jan 2024, 16:54
Q3 2023 72 $175,964,000 +$70,928,734 -$2,713,645 +$68,215,089 VOO, NOBL, SPDW, JCPB, TOTR 13F-HR 13 Oct 2023, 14:36
Q2 2023 40 $112,864,000 +$2,768,826 -$70,691,691 -$67,922,865 NOBL, SPDW, JCPB, TOTR, BOND 13F-HR 14 Jul 2023, 14:57
Q1 2023 70 $179,761,000 +$37,963,281 -$2,489,374 +$35,473,907 VOO, NOBL, SPDW, JCPB, TOTR 13F-HR 17 Apr 2023, 11:33
Q4 2022 65 $138,270,000 +$9,221,768 -$11,833,737 -$2,611,969 VOO, NOBL, SPDW, JCPB, BOND 13F-HR 20 Jan 2023, 14:32
Q3 2022 63 $132,004,000 +$67,871,808 -$9,235,893 +$58,635,915 VOO, NOBL, SPDW, BOND, JCPB 13F-HR 24 Oct 2022, 09:10
Q2 2022 38 $78,249,000 +$2,517,032 -$102,907,048 -$100,390,016 NOBL, SPDW, JCPB, FIXD, BOND 13F-HR 21 Jul 2022, 13:03
Q1 2022 75 $187,604,000 $0 $0 $0 VOO, NOBL, SPDW, JCPB, FIXD New Holdings 28 Apr 2022, 12:42
Q1 2022 256 $187,608,209 $0 $0 $0 VOO, NOBL, SPDW, JCPB, FIXD 13F-HR 26 Apr 2022, 10:53
Q4 2021 36 $7,000 $0 $0 $0 EFAD, EMDV, MBND 13F-HR 27 Jan 2022, 14:35