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
$448,000 0.2% of portfolio
5,487
Q1 2025 Reduced 4.24%
$3.67T
$460,000 0.2% of portfolio
1,226
Q1 2025 Reduced 0.81%
$382B
$429,000 0.19% of portfolio
3,959
Q1 2025 Added 1.72%
$0
$425,000 0.19% of portfolio
19,243
Q1 2025 Reduced 1.79%
$0
$430,000 0.19% of portfolio
6,315
Q1 2025 Added 6.94%
$35.7B
$423,000 0.19% of portfolio
3,829
Q3 2024 New
$0
$424,000 0.19% of portfolio
757
Q1 2025 Added 0.13%
$0
$420,000 0.19% of portfolio
9,242
Q1 2025 Added 7.17%
$0
$393,000 0.17% of portfolio
6,825
Q1 2025 Added 3.1%
$0
$345,000 0.15% of portfolio
6,733
Q1 2025 Added 35.45%
$455B
$342,000 0.15% of portfolio
2,878
Q2 2024 Reduced 63.37%
$637B
$332,000 0.15% of portfolio
624
Q3 2023 New
$0
$308,000 0.14% of portfolio
7,825
Q1 2025 Added 0.45%
$0
$321,000 0.14% of portfolio
10,037
Q1 2025 Reduced 9.16%
$0
$321,000 0.14% of portfolio
13,586
Q1 2025 Added 29.85%
$0
$328,000 0.14% of portfolio
6,338
Q1 2025 Reduced 0.42%
$539B
$275,000 0.12% of portfolio
501
Q4 2023 New
$1.06T
$280,000 0.12% of portfolio
1,809
Q1 2025 Added 0.06%
$0
$256,000 0.11% of portfolio
5,361
Q1 2025 Added 8.87%
$0
$242,000 0.11% of portfolio
4,235
Q1 2025 Added 10.49%
$0
$243,000 0.11% of portfolio
2,683
Q1 2025 Reduced 3.56%
$0
$242,000 0.11% of portfolio
3,159
Q1 2025 Reduced 0.54%
$0
$252,000 0.11% of portfolio
3,336
Q1 2025 Reduced 15.14%
$0
$218,000 0.1% of portfolio
3,795
Q1 2025 Reduced 5.78%

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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