Landmark Wealth Management, Inc. Portfolio Holdings
Landmark Wealth Management, Inc.
- $256 Billion
- Q3 2025
Landmark Wealth Management, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 61 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 $45.1B, Ishares Core Total Usd Bond Ma with a value of $30.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $28.8B, Spdr S&P 500 ETF Trust with a value of $27.8B, and Ishares Tr Core Intl Aggregate with a value of $17.8B.
Examining the 13F form we can see an increase of $22.7B in the current position value, from $233B to 256B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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