# EDGAR Filing Document

**Accession Number:** 0001728778
**File Stem:** 0001728778-26-000001
**Filing Date:** 2026-2
**Character Count:** 14055
**Document Hash:** 144c6f904e64393084e931cf79f8de1a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001728778-26-000001.hdr.sgml**: 20260205

**ACCESSION NUMBER**: 0001728778-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260205

**DATE AS OF CHANGE**: 20260204

**EFFECTIVENESS DATE**: 20260205

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Landmark Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001728778

**ORGANIZATION NAME:**
- **EIN:** 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:** 26599753

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Landmark Wealth Management LLC<br>**Address:** 95 BROADHOLLOW ROAD SUITE 102<br>MELVILLE, NY 11747

**Form 13F File Number:** 028-21509

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

/s/Ashleigh Swayze  PRINCETON, NJ  02-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 88

**Form 13F Information Table Value Total:** $261319632

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 497330 | 1589 | SH |  | SOLE |  | 1589 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 257316 | 820 | SH |  | SOLE |  | 820 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 624368 | 2705 | SH |  | SOLE |  | 2705 | 0 | 0 |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 025072695 | BBG00YFF8PK9 | 789467 | 17073 | SH |  | SOLE |  | 17073 | 0 | 0 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | 025072505 | BBG00LY8JM27 | 2125629 | 42192 | SH |  | SOLE |  | 42192 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2632269 | 9682 | SH |  | SOLE |  | 9682 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 313654 | 624 | SH |  | SOLE |  | 624 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | 092528207 | BBG00ZNLVT57 | 1002671 | 41708 | SH |  | SOLE |  | 41708 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | BBG014YZRRT5 | 6008630 | 265399 | SH |  | SOLE |  | 265399 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | BBG019XRCM29 | 3141382 | 114733 | SH |  | SOLE |  | 114733 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 | BBG001S5QRL4 | 377475 | 3801 | SH |  | SOLE |  | 3801 | 0 | 0 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | BBG012558MV6 | 1522345 | 31604 | SH |  | SOLE |  | 31604 | 0 | 0 |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | 25861R105 | BBG016GCZLY9 | 6532811 | 140901 | SH |  | SOLE |  | 140901 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 340683 | 2831 | SH |  | SOLE |  | 2831 | 0 | 0 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | BBG001SBT983 | 497535 | 5443 | SH |  | SOLE |  | 5443 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | MUN BD OPPORTUN | 316188853 | BBG01T8LLD08 | 646839 | 12693 | SH |  | SOLE |  | 12693 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | BBG0078X1341 | 6127096 | 133082 | SH |  | SOLE |  | 133082 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | BBG006H1W526 | 2920072 | 57105 | SH |  | SOLE |  | 57105 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 | BBG00J3TCQF4 | 250922 | 5235 | SH |  | SOLE |  | 5235 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | BBG0034YTRP6 | 2408914 | 63610 | SH |  | SOLE |  | 63610 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 | BBG00FZ4KG74 | 6717822 | 151575 | SH |  | SOLE |  | 151575 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 | BBG00HLJ4LS6 | 868887 | 34937 | SH |  | SOLE |  | 34937 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | WESTN ASSET BD | 35473P397 | BBG01J347V18 | 3703302 | 146079 | SH |  | SOLE |  | 146079 | 0 | 0 |
| GOLDMAN SACHS ETF TR | MUNI INCOME ETF | 38149W549 | BBG01NYG3G97 | 558183 | 10904 | SH |  | SOLE |  | 10904 | 0 | 0 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | BBG00JGMYXN7 | 2129332 | 54445 | SH |  | SOLE |  | 54445 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | BBG00XS6PBW6 | 3509105 | 13874 | SH |  | SOLE |  | 13874 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 1169542 | 1904 | SH |  | SOLE |  | 1904 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 221537 | 3191 | SH |  | SOLE |  | 3191 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 293182 | 3277 | SH |  | SOLE |  | 3277 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 6166623 | 93434 | SH |  | SOLE |  | 93434 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 7703561 | 64100 | SH |  | SOLE |  | 64100 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 6631314 | 9682 | SH |  | SOLE |  | 9682 | 0 | 0 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | BBG001ST7G55 | 392861 | 6897 | SH |  | SOLE |  | 6897 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 445008 | 4634 | SH |  | SOLE |  | 4634 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 | BBG001S562W9 | 1119706 | 2998 | SH |  | SOLE |  | 2998 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 696840 | 1472 | SH |  | SOLE |  | 1472 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 375190 | 3897 | SH |  | SOLE |  | 3897 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 235411 | 956 | SH |  | SOLE |  | 956 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | BBG00N6W8XF5 | 8442309 | 178296 | SH |  | SOLE |  | 178296 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 254108 | 4439 | SH |  | SOLE |  | 4439 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | HIGH YIELD MUNI | 46654Q799 | BBG01H50H5M1 | 217761 | 4334 | SH |  | SOLE |  | 4334 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | BBG00M8D48L9 | 3789462 | 75039 | SH |  | SOLE |  | 75039 | 0 | 0 |
| JOHN HANCOCK EXCHANGE TRADED | DYNAMIC MUNICIP | 47804J743 | BBG01JZN5T90 | 217724 | 8323 | SH |  | SOLE |  | 8323 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 286011 | 501 | SH |  | SOLE |  | 501 | 0 | 0 |
| MFS ACTIVE EXCHANGE TRADED F | INTERMEDITE MUNI | 55286W306 | BBG01R1YBL95 | 469393 | 18746 | SH |  | SOLE |  | 18746 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 566574 | 1172 | SH |  | SOLE |  | 1172 | 0 | 0 |
| NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 | BBG009NMJ5N9 | 12270473 | 378135 | SH |  | SOLE |  | 378135 | 0 | 0 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 | BBG00HZ6Q3N0 | 1562294 | 64213 | SH |  | SOLE |  | 64213 | 0 | 0 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUNI | 45409F843 | BBG00HZ6Q4L0 | 493268 | 20604 | SH |  | SOLE |  | 20604 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN MUNICIPAL | 67092P714 | BBG01RQ55PR9 | 722777 | 28802 | SH |  | SOLE |  | 28802 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 653878 | 3506 | SH |  | SOLE |  | 3506 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 433695 | 2225 | SH |  | SOLE |  | 2225 | 0 | 0 |
| PGIM ETF TR | MUNICIPAL INCOME | 69344A776 | BBG01NJ9WHX9 | 283955 | 5569 | SH |  | SOLE |  | 5569 | 0 | 0 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | BBG001SF6Y39 | 2370283 | 45226 | SH |  | SOLE |  | 45226 | 0 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | BBG01GZGT490 | 5674768 | 212697 | SH |  | SOLE |  | 212697 | 0 | 0 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 | BBG012DX1041 | 929557 | 20511 | SH |  | SOLE |  | 20511 | 0 | 0 |
| PROSHARES TR | RUSS 2000 DIVD | 74347B698 | BBG0081VG5Y6 | 3462056 | 52392 | SH |  | SOLE |  | 52392 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 | BBG005D266P2 | 16715992 | 160623 | SH |  | SOLE |  | 160623 | 0 | 0 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 | BBG0081VJCK3 | 2686893 | 31903 | SH |  | SOLE |  | 31903 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | BBG001T5XQV6 | 621253 | 23086 | SH |  | SOLE |  | 23086 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | BBG001V039G2 | 1977031 | 94640 | SH |  | SOLE |  | 94640 | 0 | 0 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 | BBG001TC9HP5 | 2226706 | 35834 | SH |  | SOLE |  | 35834 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | BBG001SRXRJ1 | 2641544 | 59481 | SH |  | SOLE |  | 59481 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | BBG001SRXRD7 | 391503 | 8364 | SH |  | SOLE |  | 8364 | 0 | 0 |
| SPDR INDEX SHS FDS | S INTL SMLCP | 78463X871 | BBG001SRXRK9 | 406185 | 9941 | SH |  | SOLE |  | 9941 | 0 | 0 |
| SPDR INDEX SHS FDS | S NORTH AMER | 78463X152 | BBG00BNK9JD0 | 206552 | 3045 | SH |  | SOLE |  | 3045 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 515846 | 756 | SH |  | SOLE |  | 756 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | BBG001SPT9T9 | 441767 | 7629 | SH |  | SOLE |  | 7629 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | BBG001SPTB87 | 1401096 | 17466 | SH |  | SOLE |  | 17466 | 0 | 0 |
| SSGA ACTIVE TR | STATE STREET NUV | 78470P705 | BBG00Z4JV742 | 1475430 | 53936 | SH |  | SOLE |  | 53936 | 0 | 0 |
| T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 | BBG011XYKQZ7 | 7404564 | 181642 | SH |  | SOLE |  | 181642 | 0 | 0 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | BBG002XRNHT5 | 211160 | 2039 | SH |  | SOLE |  | 2039 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 1624448 | 5597 | SH |  | SOLE |  | 5597 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 262226 | 2963 | SH |  | SOLE |  | 2963 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 45857582 | 73123 | SH |  | SOLE |  | 73123 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 496562 | 2345 | SH |  | SOLE |  | 2345 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 1059952 | 4109 | SH |  | SOLE |  | 4109 | 0 | 0 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 | BBG01S6YYQV7 | 348516 | 4620 | SH |  | SOLE |  | 4620 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 4847244 | 90165 | SH |  | SOLE |  | 90165 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | BBG001T0SKD6 | 4087705 | 28520 | SH |  | SOLE |  | 28520 | 0 | 0 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | BBG01KG1P4G1 | 7189688 | 92040 | SH |  | SOLE |  | 92040 | 0 | 0 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | BBG01QXXCZC8 | 484052 | 6405 | SH |  | SOLE |  | 6405 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | BBG001TCHM11 | 1666001 | 5391 | SH |  | SOLE |  | 5391 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 2667828 | 12139 | SH |  | SOLE |  | 12139 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 1985189 | 31778 | SH |  | SOLE |  | 31778 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | BBG00C863MQ1 | 9681619 | 105868 | SH |  | SOLE |  | 105868 | 0 | 0 |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | BBG01H064W02 | 14319643 | 363627 | SH |  | SOLE |  | 363627 | 0 | 0 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | 92647N667 | BBG00GGLYXG3 | 362695 | 6872 | SH |  | SOLE |  | 6872 | 0 | 0 |

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