# EDGAR Filing Document

**Accession Number:** 0001728778
**File Stem:** 0001728778-25-000005
**Filing Date:** 2025-7
**Character Count:** 12618
**Document Hash:** dd8a8759b820ea53ac767db476020147
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001728778-25-000005.hdr.sgml**: 20250725

**ACCESSION NUMBER**: 0001728778-25-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250725

**DATE AS OF CHANGE**: 20250725

**EFFECTIVENESS DATE**: 20250725

**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:** 251150580

**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:** 06-30-2025

**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:**

Ashleigh Swayze  PRINCETON, NJ  07-25-2025<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:** 87

**Form 13F Information Table Value Total:** $234848

      (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 |  | 319 | 1810 | SH |  | SOLE |  | 0 | 0 | 1810 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 282 | 501 | SH |  | SOLE |  | 0 | 0 | 501 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 303 | 624 | SH |  | SOLE |  | 0 | 0 | 624 |
| AMAZON COM INC | COM | 023135106 |  | 608 | 2770 | SH |  | SOLE |  | 0 | 0 | 2770 |
| APPLE INC | COM | 037833100 |  | 2116 | 10311 | SH |  | SOLE |  | 0 | 0 | 10311 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 305 | 2831 | SH |  | SOLE |  | 0 | 0 | 2831 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 597 | 3777 | SH |  | SOLE |  | 0 | 0 | 3777 |
| ORACLE CORP | COM | 68389X105 |  | 1468 | 6714 | SH |  | SOLE |  | 0 | 0 | 6714 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 202 | 3154 | SH |  | SOLE |  | 0 | 0 | 3154 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 278 | 3326 | SH |  | SOLE |  | 0 | 0 | 3326 |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 025072695 |  | 885 | 19769 | SH |  | SOLE |  | 0 | 0 | 19769 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 7587 | 161222 | SH |  | SOLE |  | 0 | 0 | 161222 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 5330 | 236887 | SH |  | SOLE |  | 0 | 0 | 236887 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | 025072505 |  | 1459 | 29820 | SH |  | SOLE |  | 0 | 0 | 29820 |
| JOHN HANCOCK EXCHANGE TRADED | DYNAMIC MUNICIP | 47804J743 |  | 570 | 22292 | SH |  | SOLE |  | 0 | 0 | 22292 |
| MORGAN STANLEY ETF TRUST | EATON VANCE INTE | 61774R882 |  | 234 | 4562 | SH |  | SOLE |  | 0 | 0 | 4562 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 246 | 4321 | SH |  | SOLE |  | 0 | 0 | 4321 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 |  | 869 | 35818 | SH |  | SOLE |  | 0 | 0 | 35818 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 |  | 1984 | 36583 | SH |  | SOLE |  | 0 | 0 | 36583 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 1873 | 36470 | SH |  | SOLE |  | 0 | 0 | 36470 |
| MFS ACTIVE EXCHANGE TRADED F | INTERMEDITE MUNI | 55286W306 |  | 374 | 15293 | SH |  | SOLE |  | 0 | 0 | 15293 |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | 092528207 |  | 1070 | 45676 | SH |  | SOLE |  | 0 | 0 | 45676 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 2345 | 47075 | SH |  | SOLE |  | 0 | 0 | 47075 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 |  | 2240 | 58517 | SH |  | SOLE |  | 0 | 0 | 58517 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 |  | 261 | 5585 | SH |  | SOLE |  | 0 | 0 | 5585 |
| GOLDMAN SACHS ETF TR | MUNI INCOME ETF | 38149W549 |  | 864 | 17311 | SH |  | SOLE |  | 0 | 0 | 17311 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 |  | 992 | 22437 | SH |  | SOLE |  | 0 | 0 | 22437 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 3338 | 67238 | SH |  | SOLE |  | 0 | 0 | 67238 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 2635 | 98745 | SH |  | SOLE |  | 0 | 0 | 98745 |
| PGIM ETF TR | MUNICIPAL INCOME | 69344A776 |  | 341 | 6790 | SH |  | SOLE |  | 0 | 0 | 6790 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 3364 | 14815 | SH |  | SOLE |  | 0 | 0 | 14815 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 1856 | 39142 | SH |  | SOLE |  | 0 | 0 | 39142 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 2211 | 58934 | SH |  | SOLE |  | 0 | 0 | 58934 |
| NUSHARES ETF TR | NUVEEN MUNICIPAL | 67092P714 |  | 622 | 25298 | SH |  | SOLE |  | 0 | 0 | 25298 |
| NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 |  | 9784 | 332001 | SH |  | SOLE |  | 0 | 0 | 332001 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 |  | 1426 | 59785 | SH |  | SOLE |  | 0 | 0 | 59785 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUNI | 45409F843 |  | 750 | 32177 | SH |  | SOLE |  | 0 | 0 | 32177 |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | 25861R105 |  | 5863 | 126795 | SH |  | SOLE |  | 0 | 0 | 126795 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 2530 | 62488 | SH |  | SOLE |  | 0 | 0 | 62488 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 339 | 7933 | SH |  | SOLE |  | 0 | 0 | 7933 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 408 | 7511 | SH |  | SOLE |  | 0 | 0 | 7511 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 1260 | 17330 | SH |  | SOLE |  | 0 | 0 | 17330 |
| PROSHARES TR | RUSS 2000 DIVD | 74347B698 |  | 3112 | 47835 | SH |  | SOLE |  | 0 | 0 | 47835 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 17202 | 170826 | SH |  | SOLE |  | 0 | 0 | 170826 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 205 | 2574 | SH |  | SOLE |  | 0 | 0 | 2574 |
| SPDR INDEX SHS FDS | S INTL SMLCP | 78463X871 |  | 381 | 10251 | SH |  | SOLE |  | 0 | 0 | 10251 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 |  | 2454 | 30092 | SH |  | SOLE |  | 0 | 0 | 30092 |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 |  | 14620 | 413589 | SH |  | SOLE |  | 0 | 0 | 413589 |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 |  | 6006 | 136837 | SH |  | SOLE |  | 0 | 0 | 136837 |
| SSGA ACTIVE TR | SPDR NUVEEN MUN | 78470P705 |  | 1520 | 56149 | SH |  | SOLE |  | 0 | 0 | 56149 |
| AB ACTIVE ETFS INC | TAX AWARE INTERM | 00039J889 |  | 497 | 19925 | SH |  | SOLE |  | 0 | 0 | 19925 |
| T ROWE PRICE ETF INC | TOTAL RETURN ETF | 87283Q800 |  | 6613 | 162922 | SH |  | SOLE |  | 0 | 0 | 162922 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 469 | 759 | SH |  | SOLE |  | 0 | 0 | 759 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1073 | 1945 | SH |  | SOLE |  | 0 | 0 | 1945 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | 92647N667 |  | 364 | 7035 | SH |  | SOLE |  | 0 | 0 | 7035 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 1515 | 5394 | SH |  | SOLE |  | 0 | 0 | 5394 |
| FRANKLIN TEMPLETON ETF TR | WESTN ASSET BD | 35473P397 |  | 3238 | 128207 | SH |  | SOLE |  | 0 | 0 | 128207 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 384 | 3829 | SH |  | SOLE |  | 0 | 0 | 3829 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 496 | 6188 | SH |  | SOLE |  | 0 | 0 | 6188 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 5424 | 118559 | SH |  | SOLE |  | 0 | 0 | 118559 |
| FIDELITY MERRIMACK STR TR | MUN BD OPPORTUN | 316188853 |  | 454 | 9131 | SH |  | SOLE |  | 0 | 0 | 9131 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 5698 | 91874 | SH |  | SOLE |  | 0 | 0 | 91874 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 6981 | 63878 | SH |  | SOLE |  | 0 | 0 | 63878 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5952 | 9586 | SH |  | SOLE |  | 0 | 0 | 9586 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 383 | 6774 | SH |  | SOLE |  | 0 | 0 | 6774 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 434 | 4851 | SH |  | SOLE |  | 0 | 0 | 4851 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1204 | 3546 | SH |  | SOLE |  | 0 | 0 | 3546 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 211 | 977 | SH |  | SOLE |  | 0 | 0 | 977 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 246 | 3993 | SH |  | SOLE |  | 0 | 0 | 3993 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 354 | 3848 | SH |  | SOLE |  | 0 | 0 | 3848 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 245 | 2940 | SH |  | SOLE |  | 0 | 0 | 2940 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 625 | 1473 | SH |  | SOLE |  | 0 | 0 | 1473 |
| MICROSOFT CORP | COM | 594918104 |  | 593 | 1192 | SH |  | SOLE |  | 0 | 0 | 1192 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 1780 | 84102 | SH |  | SOLE |  | 0 | 0 | 84102 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 595 | 24347 | SH |  | SOLE |  | 0 | 0 | 24347 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 38539 | 67846 | SH |  | SOLE |  | 0 | 0 | 67846 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 960 | 4051 | SH |  | SOLE |  | 0 | 0 | 4051 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 252 | 2826 | SH |  | SOLE |  | 0 | 0 | 2826 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1547 | 5530 | SH |  | SOLE |  | 0 | 0 | 5530 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 477 | 2448 | SH |  | SOLE |  | 0 | 0 | 2448 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 214 | 2827 | SH |  | SOLE |  | 0 | 0 | 2827 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 3829 | 28491 | SH |  | SOLE |  | 0 | 0 | 28491 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4509 | 91168 | SH |  | SOLE |  | 0 | 0 | 91168 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 |  | 6388 | 82113 | SH |  | SOLE |  | 0 | 0 | 82113 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2742 | 13396 | SH |  | SOLE |  | 0 | 0 | 13396 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1810 | 31742 | SH |  | SOLE |  | 0 | 0 | 31742 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 9865 | 109462 | SH |  | SOLE |  | 0 | 0 | 109462 |

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