Landmark Wealth Management, LLC Last Quarter Change: USA ETF, Reduced

Landmark Wealth Management, LLC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Landmark Wealth Management, LLC opened 27 positions, added to 42, reduced 19, sold out of 24 and left 0 unchanged. The largest increase in value was VFLO (+$19,757,838); the largest decrease was VFLO (-$17,793,898).

VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 95,488; Shares 2026-06-30 95,047.
IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 78,855; Shares 2026-06-30 78,089.
IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 10,063; Shares 2026-06-30 9,785.
QQQM: Country of operation —; Class NASDAQ 100 ETF; Shares 2026-03-31 18,587; Shares 2026-06-30 16,893.

Two Form 13F-HR filings compared (SEC CIK 1728778): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	95,488	95,047	-441	$57,058,801	$65,278,987	+$8,220,186
IJR ISHARES TR	CORE S&P SCP ETF	78,855	78,089	-766	$9,802,440	$11,581,398	+$1,778,958
IVV ISHARES TR	CORE S&P500 ETF	10,063	9,785	-278	$6,573,417	$7,327,571	+$754,154
QQQM INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	18,587	16,893	-1,694	$4,416,691	$5,118,084	+$701,393
VWO VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	111,763	111,203	-560	$6,040,765	$6,637,702	+$596,937
IWB ISHARES TR	RUS 1000 ETF	5,121	5,110	-11	$1,825,872	$2,092,701	+$266,829
VIG VANGUARD SPECIALIZED FUNDS	DIV APP ETF	14,095	13,858	-237	$3,031,261	$3,279,182	+$247,921
SPY STATE STR SPDR S&P 500 ETF T	TR UNIT	1,417	1,410	-7	$921,833	$1,053,127	+$131,294
ONEQ FIDELITY COMWLTH TR	NASDAQ COMPSIT	5,799	5,513	-286	$492,419	$569,076	+$76,657
IWM ISHARES TR	RUSSELL 2000 ETF	1,595	1,570	-25	$395,440	$471,728	+$76,288
IWR ISHARES TR	RUS MID CAP ETF	4,595	4,583	-12	$446,770	$505,550	+$58,780
JMUB J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	89,707	89,609	-98	$4,484,473	$4,539,165	+$54,692
DFNM DIMENSIONAL ETF TRUST	NATL MUN BD ETF	36,855	35,723	-1,132	$1,766,465	$1,726,655	-$39,810
VBR VANGUARD INDEX FDS	SM CP VAL ETF	2,373	2,264	-109	$515,579	$550,177	+$34,598
IJS ISHARES TR	SP SMCP600VL ETF	1,691	1,633	-58	$200,258	$223,233	+$22,975
VV VANGUARD INDEX FDS	LARGE CAP ETF	814	756	-58	$243,264	$260,116	+$16,852
MFSM MFS ACTIVE EXCHANGE TRADED F	INTERMEDITE MUNI	27,446	27,293	-153	$682,161	$687,519	+$5,358
MINO PIMCO ETF TR	MUNI INCOME OPP	26,372	26,094	-278	$1,191,205	$1,194,063	+$2,858
SCHC SCHWAB STRATEGIC TR	INTL SCEQT ETF	4,622	4,529	-93	$216,018	$217,951	+$1,933

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