Landmark Wealth Management, LLC Portfolio Holdings
Landmark Wealth Management, LLC
- $216 Million
- Q3 2025
Landmark Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $216 Million distributed in 85 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 $40.5M, Proshares S&P 500 Dividend Ari with a value of $18.2M, Indexiq Iq 50 Percent Hedged F with a value of $10.6M, Vanguard Whitehall Fds Intl Di with a value of $10.4M, and J P Morgan Exchange Traded Fd with a value of $8.03M.
Examining the 13F form we can see an decrease of $19.2M in the current position value, from $235M to 216M.
Below you can find more details about Landmark Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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