Landmark Wealth Management, LLC Portfolio Holdings
Landmark Wealth Management, LLC
- $235 Million
- Q2 2025
Landmark Wealth Management, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 87 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 $38.5M, Proshares S&P 500 Dividend Ari with a value of $17.2M, Victory Portfolios Ii with a value of $14.6M, Vanguard Whitehall Fds Intl Di with a value of $9.87M, and Indexiq Iq 50 Percent Hedged F with a value of $9.78M.
Examining the 13F form we can see an increase of $8.16M in the current position value, from $227M to 235M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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