Landmark Wealth Management, Inc. Portfolio Holdings by Sector
Landmark Wealth Management, Inc.
- $233 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO IUSB SPDW SPY IAGG XLSR SPEM FISR 35 stocks |
$214 Million
93.85% of portfolio
|
  20  
|
  14  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.42 Million
3.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3.22 Million
1.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR 1 stocks |
$2.81 Million
1.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$377,529
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO 1 stocks |
$200,673
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|