Landmark Financial Advisors, LLC Portfolio Holdings

Landmark Financial Advisors, LLC

  • $271 Million
  • Q4 2023

Landmark Financial Advisors, LLC has filed its 13F form on February 13, 2024 for Q4 2023 where it was disclosed a total value porftolio of $271 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $26.4M, Flexshares Tr Morningstar Glob with a value of $21.9M, Ishares Barclays 0 5 Year Tips with a value of $18.4M, Vanguard Index Fds S&P 500 ETF with a value of $16.6M, and Dimensional ETF Tr Natl Mun Bd with a value of $16.4M.

Examining the 13F form we can see an increase of $31.8M in the current position value, from $240M to 271M.

Below you can find more details about Landmark Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $271 Million
ETFs: $219 Million
Financial Services: $22.4 Million
Technology: $12.7 Million
Healthcare: $4.04 Million
Consumer Cyclical: $3.17 Million
Consumer Defensive: $2.94 Million
Communication Services: $2.78 Million
Real Estate: $1.64 Million
Other: $3.01 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.69B
$358,000 0.13% of portfolio
4,107
Q1 2021 Added 16.12%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $271 Million
  • Prior Value $240 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 13, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 4 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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