Landmark Wealth Management, LLC Portfolio Holdings

Landmark Wealth Management, LLC

  • $227 Million
  • Q1 2025

Landmark Wealth Management, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 Million distributed in 75 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 $35.5M, Proshares S&P 500 Dividend Ari with a value of $17.8M, Victory Portfolios Ii with a value of $13.9M, Vanguard Whitehall Fds Intl Di with a value of $9.44M, and Indexiq Iq 50 Percent Hedged F with a value of $9.11M.

Examining the 13F form we can see an increase of $1.12M in the current position value, from $226M to 227M.

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

Portfolio value $227 Million
ETFs: $193 Million
Technology: $4.12 Million
Financial Services: $607,000
Consumer Cyclical: $527,000
Utilities: $423,000
Energy: $342,000
Communication Services: $280,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.5 Million 15.65% of portfolio
69,054
Q1 2025 Added 5.8%
$0
$17.8 Million 7.84% of portfolio
173,860
Q1 2025 Added 1.04%
Victory Portfolios Ii
-
$13.9 Million 6.15% of portfolio
-
Q1 2025 Added 8.48%
$0
$9.44 Million 4.17% of portfolio
113,837
Q1 2025 Added 25.06%
$0
$9.11 Million 4.02% of portfolio
330,957
Q1 2025 New
$0
$7.72 Million 3.4% of portfolio
164,002
Q1 2025 Reduced 1.87%
$0
$6.71 Million 2.96% of portfolio
165,237
Q1 2025 Reduced 1.99%
Vanguard Malvern Fds
-
$6.52 Million 2.88% of portfolio
-
Q1 2025 Reduced 2.24%
$0
$6.48 Million 2.86% of portfolio
61,936
Q1 2025 Added 50.43%
$0
$6.11 Million 2.7% of portfolio
139,459
Q1 2025 Reduced 1.37%
$0
$5.94 Million 2.62% of portfolio
128,639
Q1 2025 Reduced 2.63%
$0
$5.53 Million 2.44% of portfolio
121,083
Q1 2025 Reduced 1.77%
$0
$5.48 Million 2.42% of portfolio
9,760
Q1 2025 Reduced 0.17%
$0
$5.41 Million 2.39% of portfolio
240,991
Q1 2025 Reduced 1.6%
$0
$5.33 Million 2.35% of portfolio
91,281
Q1 2025 Added 39.07%
$0
$4.26 Million 1.88% of portfolio
94,041
Q1 2025 Reduced 3.35%
$0
$3.53 Million 1.56% of portfolio
30,527
Q1 2025 Reduced 0.23%
$0
$3.49 Million 1.54% of portfolio
69,151
Q1 2025 Added 0.75%
Franklin Templeton ETF Tr
-
$3.27 Million 1.44% of portfolio
-
Q1 2025 Added 5.31%
$0
$3.14 Million 1.39% of portfolio
47,891
Q1 2025 Reduced 30.46%
-
$3.06 Million 1.35% of portfolio
-
Q1 2025 Added 11.79%
$0
$2.9 Million 1.28% of portfolio
14,999
Q1 2025 Reduced 3.38%
$0
$2.79 Million 1.23% of portfolio
56,403
Q1 2025 Reduced 1.41%
$0
$2.77 Million 1.22% of portfolio
14,290
Q1 2025 Reduced 2.02%
$0
$2.58 Million 1.14% of portfolio
70,713
Q1 2025 Reduced 84.21%
$0
$2.57 Million 1.13% of portfolio
31,845
Q1 2025 Reduced 33.85%
$0
$2.43 Million 1.07% of portfolio
51,064
Q1 2025 Added 6.75%
$3.42T
$2.29 Million 1.01% of portfolio
10,305
Q1 2025 Reduced 2.55%
$0
$2.28 Million 1.0% of portfolio
59,162
Q1 2025 Added 9.44%
$0
$2.24 Million 0.99% of portfolio
59,703
Q1 2025 Reduced 2.07%
$0
$2.2 Million 0.97% of portfolio
42,731
Q1 2025 Added 24.42%
$0
$2.02 Million 0.89% of portfolio
84,306
Q1 2025 Added 22.33%
$0
$1.97 Million 0.87% of portfolio
36,975
Q1 2025 Added 0.45%
$0
$1.84 Million 0.81% of portfolio
36,141
Q1 2025 Reduced 10.31%
$0
$1.79 Million 0.79% of portfolio
83,121
Q1 2025 Added 2.6%
$0
$1.57 Million 0.69% of portfolio
57,482
Q1 2025 Added 2.24%
$0
$1.46 Million 0.64% of portfolio
4,765
Q1 2025 Added 9.84%
$0
$1.41 Million 0.62% of portfolio
5,457
Q1 2025 Added 0.28%
$0
$1.39 Million 0.61% of portfolio
5,475
Q1 2025 Added 1.75%
$0
$1.15 Million 0.51% of portfolio
17,528
Q1 2025 Added 3.73%
$0
$982,000 0.43% of portfolio
40,198
Q1 2025 Reduced 2.32%
$0
$953,000 0.42% of portfolio
2,032
Q1 2025 Reduced 0.83%
$379B
$940,000 0.41% of portfolio
6,724
Q1 2025 Reduced 0.94%
$0
$891,000 0.39% of portfolio
19,918
Q1 2025 Added 5.77%
$0
$849,000 0.37% of portfolio
3,830
Q1 2025 Added 0.21%
$0
$614,000 0.27% of portfolio
25,949
Q1 2025 Added 45.66%
$0
$595,000 0.26% of portfolio
3,193
Q1 2025 Reduced 4.83%
$0
$532,000 0.23% of portfolio
1,473
Q4 2024 Reduced 0.07%
$1.88T
$527,000 0.23% of portfolio
2,770
Q1 2025 Reduced 2.74%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $227 Million
  • Prior Value $226 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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