Landmark Wealth Management, Inc. Portfolio Holdings

Landmark Wealth Management, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $28.1B, Spdr Ser Tr Fds Spdr Portfolio with a value of $25.3B, Ishares Core Total Usd Bond Ma with a value of $21.7B, Ishares Tr Core Intl Aggregate with a value of $14.4B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $14.1B.

Examining the 13F form we can see an increase of $4.22B in the current position value, from $205B to 210B.

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.