Landmark Wealth Management, LLC

RIA/Wealth

Landmark Wealth Management, LLC is a RIA/Wealth based in Farmington, UT led by Joseph Michael Favorito, reporting $310.5M in AUM as of Q3 2025 with 95% ETF concentration, 52% concentrated in top 10 holdings, and 16% allocation to VOO.

Managing PartnerJoseph Michael Favorito

Portfolio Value: $249.8M
Positions: 81
Top Holding: VOO at 16.23%
Last Reported: Q3 2025

Address286 South 200 West, Suite 230, Farmington, UT, 84025, United States

Top Holdings

Largest long holdings in Landmark Wealth Management, LLC's portfolio (52.4% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$40.5M	16.23%	-$1.0M Sold	— 66.2K shares	Q4 2021 Held for 3y 11m
2 ProShares S&P 500 Dividend Aristocrats NOBL	ETF ETF	$18.2M	7.27%	+$549.1K Bought	— 176.2K shares	Q4 2021 Held for 3y 11m
3 VictoryShares Free Cash Flow VFLO	ETF ETF	$15.5M	6.22%	+$37.8K Bought	— 414.6K shares	Q2 2024 Held for 1y 5m
4 IQ FTSE International Equity Currency Neutral HFXI	ETF ETF	$10.6M	4.24%	+$10.6M New	— 341.6K shares	Q3 2025 Held for 2 months
5 Vanguard International Dividend Appreciation VIGI	ETF ETF	$10.4M	4.17%	+$10.4M New	— 116.3K shares	Q3 2025 Held for 2 months
6 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$8.0M	3.22%	+$366.8K Bought	— 168.9K shares	Q4 2021 Held for 3y 11m
7 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$7.4M	2.98%	-$146.2K Sold	— 62.6K shares	Q4 2021 Held for 3y 11m
8 T. Rowe Price Total Return TOTR	ETF ETF	$7.0M	2.80%	+$345.7K Bought	— 171.4K shares	Q1 2022 Held for 3y 8m
9 VPLS Vanguard Core Plus Bond VPLS	ETF ETF	$6.8M	2.71%	+$317.5K Bought	— 86.2K shares	Q3 2024 Held for 1y 2m
10 iShares Core S&P 500 ETF IVV	ETF ETF	$6.4M	2.56%	-$13.4K Sold	— 9.6K shares	Q4 2021 Held for 3y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Landmark Wealth Management, LLC's latest filing

See all changes

GthenC

Market Value

$249.8M

Prior: $197.7M

Q/Q Change

+26.35%

+$52.1M

Net Flows % of MV

+16.76%

Turnover Ratio

9.96%

New Purchases

14 stocks

$40.4M

Added To

33 stocks

+$6.6M

Sold Out Of

4 stocks

$1.2M

Reduced Holdings

43 stocks

-$3.5M

Increased Positions

Position	Shares Δ	Change
1 IQ FTSE International Equity Currency Neutral HFXI	New	0 → 341.6K +$10.6M
2 Vanguard International Dividend Appreciation VIGI	New	0 → 116.3K +$10.4M
3 First Trust TCW Opportunistic Fixed Income FIXD	New	0 → 143.0K +$6.4M
4 PYLD PIMCO Multi Sector Bond Active PYLD	New	0 → 129.4K +$3.5M
5 Vanguard Dividend Appreciation VIG	New	0 → 12.6K +$2.7M

Decreased Positions

Position	Shares Δ	Change
1 TAFM AB Tax-Aware Intermediate Municipal TAFM	Sold	19.9K → 0 −$496.6K
2 iShares Core Growth Allocation AOR	Sold	4.0K → 0 −$245.8K
3 iShares Core Aggressive Allocation AOA	Sold	2.9K → 0 −$245.2K
4 Eaton Vance Intermediate Municipal Income EVIM	Sold	4.6K → 0 −$234.2K
5 John Hancock Dynamic Municipal Bond JHMU	-61.95%	22.3K → 8.5K −$359.1K