Landmark Wealth Management, Inc. Portfolio Holdings by Sector
Landmark Wealth Management, Inc.
- $256 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO IUSB SPDW SPY IAGG SPEM XLSR VXF 31 stocks |
$235 Million
94.61% of portfolio
|
  17  
|
  11  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9.15 Million
3.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3.33 Million
1.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$397,915
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO 1 stocks |
$240,174
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$238,575
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|