# EDGAR Filing Document

**Accession Number:** 0001728778
**File Stem:** 0001728778-23-000001
**Filing Date:** 2023-1
**Character Count:** 10233
**Document Hash:** ccd2afae4a1c29c5c9a80579086d9dc4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001728778-23-000001.hdr.sgml**: 20230120

**ACCESSION NUMBER**: 0001728778-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230120

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230120

**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:** 23540446

**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:** 12-31-2022

**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:**

Ashleigh Swayze  Newtown, PA  01-20-2023<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:** 65

**Form 13F Information Table Value Total:** $138270

      (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 |
| AMAZON COM INC | COM | 023135106 |  | 233 | 2777 | SH |  | SOLE |  | 0 | 0 | 2777 |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 025072695 |  | 581 | 12714 | SH |  | SOLE |  | 0 | 0 | 12714 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | 025072505 |  | 1258 | 25703 | SH |  | SOLE |  | 0 | 0 | 25703 |
| APPLE INC | COM | 037833100 |  | 1156 | 8896 | SH |  | SOLE |  | 0 | 0 | 8896 |
| BLACKROCK ETF TRUST II | INTERMEDIA MUNI | 092528207 |  | 539 | 23294 | SH |  | SOLE |  | 0 | 0 | 23294 |
| CAPITAL GROUP FIXED INCOME E | CORE PLUS INCM | 14020Y102 |  | 3902 | 175135 | SH |  | SOLE |  | 0 | 0 | 175135 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 1740 | 36402 | SH |  | SOLE |  | 0 | 0 | 36402 |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC BD | 25861R105 |  | 1975 | 43417 | SH |  | SOLE |  | 0 | 0 | 43417 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 298 | 3996 | SH |  | SOLE |  | 0 | 0 | 3996 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 278 | 2518 | SH |  | SOLE |  | 0 | 0 | 2518 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 263 | 6425 | SH |  | SOLE |  | 0 | 0 | 6425 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 3717 | 82560 | SH |  | SOLE |  | 0 | 0 | 82560 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 2199 | 43875 | SH |  | SOLE |  | 0 | 0 | 43875 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 |  | 491 | 10602 | SH |  | SOLE |  | 0 | 0 | 10602 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 1323 | 49581 | SH |  | SOLE |  | 0 | 0 | 49581 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 |  | 4406 | 100309 | SH |  | SOLE |  | 0 | 0 | 100309 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 |  | 643 | 27510 | SH |  | SOLE |  | 0 | 0 | 27510 |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 |  | 2091 | 63279 | SH |  | SOLE |  | 0 | 0 | 63279 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 |  | 998 | 26560 | SH |  | SOLE |  | 0 | 0 | 26560 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 45409F827 |  | 1320 | 54695 | SH |  | SOLE |  | 0 | 0 | 54695 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 45409F843 |  | 302 | 12709 | SH |  | SOLE |  | 0 | 0 | 12709 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2253 | 8461 | SH |  | SOLE |  | 0 | 0 | 8461 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2493 | 10306 | SH |  | SOLE |  | 0 | 0 | 10306 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2712 | 28657 | SH |  | SOLE |  | 0 | 0 | 28657 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1268 | 6021 | SH |  | SOLE |  | 0 | 0 | 6021 |
| ISHARES TR | AGGRES ALLOC ETF | 464289859 |  | 292 | 4887 | SH |  | SOLE |  | 0 | 0 | 4887 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4273 | 11121 | SH |  | SOLE |  | 0 | 0 | 11121 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 500 | 7615 | SH |  | SOLE |  | 0 | 0 | 7615 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 256 | 4147 | SH |  | SOLE |  | 0 | 0 | 4147 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 253 | 3750 | SH |  | SOLE |  | 0 | 0 | 3750 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 301 | 1406 | SH |  | SOLE |  | 0 | 0 | 1406 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 4861 | 105845 | SH |  | SOLE |  | 0 | 0 | 105845 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 2528 | 50868 | SH |  | SOLE |  | 0 | 0 | 50868 |
| LEGG MASON ETF INVT | WESTN ASET TTL | 52468L810 |  | 2521 | 125369 | SH |  | SOLE |  | 0 | 0 | 125369 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 269 | 552 | SH |  | SOLE |  | 0 | 0 | 552 |
| MICROSOFT CORP | COM | 594918104 |  | 224 | 935 | SH |  | SOLE |  | 0 | 0 | 935 |
| ORACLE CORP | COM | 68389X105 |  | 572 | 6994 | SH |  | SOLE |  | 0 | 0 | 6994 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 4554 | 50336 | SH |  | SOLE |  | 0 | 0 | 50336 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 |  | 608 | 13969 | SH |  | SOLE |  | 0 | 0 | 13969 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 609 | 11855 | SH |  | SOLE |  | 0 | 0 | 11855 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 257 | 1694 | SH |  | SOLE |  | 0 | 0 | 1694 |
| PROSHARES TR | MSCI EAFE DIVD | 74347B839 |  | 2577 | 72818 | SH |  | SOLE |  | 0 | 0 | 72818 |
| PROSHARES TR | MSCI EMRG MKTS | 74347B847 |  | 1324 | 29298 | SH |  | SOLE |  | 0 | 0 | 29298 |
| PROSHARES TR | RUSS 2000 DIVD | 74347B698 |  | 1800 | 29338 | SH |  | SOLE |  | 0 | 0 | 29338 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 18188 | 202114 | SH |  | SOLE |  | 0 | 0 | 202114 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 |  | 2499 | 34926 | SH |  | SOLE |  | 0 | 0 | 34926 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 1082 | 56092 | SH |  | SOLE |  | 0 | 0 | 56092 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 11064 | 372664 | SH |  | SOLE |  | 0 | 0 | 372664 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 |  | 1214 | 21290 | SH |  | SOLE |  | 0 | 0 | 21290 |
| SPDR INDEX SHS FDS | S INTL SMLCP | 78463X871 |  | 282 | 9602 | SH |  | SOLE |  | 0 | 0 | 9602 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 213 | 558 | SH |  | SOLE |  | 0 | 0 | 558 |
| SPDR SER TR | PORTFOLIO S | 78464A847 |  | 254 | 5986 | SH |  | SOLE |  | 0 | 0 | 5986 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 861 | 19145 | SH |  | SOLE |  | 0 | 0 | 19145 |
| T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 |  | 4296 | 105821 | SH |  | SOLE |  | 0 | 0 | 105821 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 20323 | 57843 | SH |  | SOLE |  | 0 | 0 | 57843 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1695 | 10675 | SH |  | SOLE |  | 0 | 0 | 10675 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 229 | 2772 | SH |  | SOLE |  | 0 | 0 | 2772 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 974 | 4778 | SH |  | SOLE |  | 0 | 0 | 4778 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 531 | 2894 | SH |  | SOLE |  | 0 | 0 | 2894 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 2092 | 20347 | SH |  | SOLE |  | 0 | 0 | 20347 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1404 | 36029 | SH |  | SOLE |  | 0 | 0 | 36029 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 337 | 1935 | SH |  | SOLE |  | 0 | 0 | 1935 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1954 | 12867 | SH |  | SOLE |  | 0 | 0 | 12867 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1321 | 31474 | SH |  | SOLE |  | 0 | 0 | 31474 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 439 | 6304 | SH |  | SOLE |  | 0 | 0 | 6304 |

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