Landmark Wealth Management, Inc. Portfolio Holdings

Landmark Wealth Management, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $205 Billion distributed in 66 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 $25.2B, Spdr S&P 500 ETF Trust with a value of $18.2B, ETF Ser Solution Distillate Us with a value of $12.6B, Ssga Active Tr Spdr Ssga Us Se with a value of $12.6B, and Dimensional ETF Tr with a value of $10.5B.

Examining the 13F form we can see an increase of $4.68B in the current position value, from $201B to 205B.

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.