Landmark Wealth Management, LLC Portfolio Holdings by Sector
Landmark Wealth Management, LLC
- $216 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO NOBL HFXI VIGI JCPB IJR TOTR IVV 61 stocks |
$206,556
96.24% of portfolio
|
  29  
|
  32  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,599
1.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL MSFT 2 stocks |
$2,487
1.16% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$670
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$593
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$419
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED 1 stocks |
$382
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$319
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$313
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$284
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|