Landmark Wealth Management, Inc. Portfolio Holdings

Landmark Wealth Management, Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Actively Managed ETF T with a value of $28.3B, Spdr S&P 500 ETF Trust with a value of $19B, ETF Ser Solution Distillate Us with a value of $13.9B, Dimensional ETF Tr with a value of $12.4B, and Ssga Active Tr Spdr Ssga Us Se with a value of $12.1B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $182B to 201B.

Landmark Wealth Management, Inc. is based out at Normal, IL

Below you can find more details about Landmark Wealth Management, Inc. portfolio as well as his latest detailed transactions.