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Landmark Wealth Management

Latest statistics and disclosures from Landmark Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are GTO, SPY, DSTL, DFAI, XLSR, and represent 42.68% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY, FISR, SPEM, SPAB, BIL, XLSR, DSTL, XMHQ, GLD, GTO.
Started 1 new stock position in SPAB.
Reduced shares in these 10 stocks: SPDW (-$5.5M), JNK, SPTL, OMFL, FLQM, SPSM, OMFS, DFAE, BOND, WMT.
Landmark Wealth Management was a net buyer of stock by $7.5M.
Landmark Wealth Management has $201M in assets under management (AUM), dropping by 10.51%.
Central Index Key (CIK): 0001985016

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 42 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Actively Managed Exc Total Return (GTO)	14.1	$28M	+2%	585k	48.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	9.5	$19M	+21%	33k	573.76	View chart
Etf Ser Solutions Distillate Us (DSTL)	6.9	$14M	+7%	245k	56.73	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.2	$12M	+3%	390k	31.78	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	6.0	$12M	+10%	233k	51.84	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	5.3	$11M	+21%	259k	41.28	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	5.0	$10M	+9%	98k	102.57	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	4.9	$9.8M	+7%	148k	66.35	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	4.4	$8.8M	+53%	331k	26.59	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.4	$6.9M	-44%	183k	37.56	View chart
Apple (AAPL)	3.4	$6.8M		29k	233.41	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.9	$5.8M	+8%	90k	64.60	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	2.4	$4.8M	+2%	109k	44.67	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.3	$4.7M	+2%	159k	29.41	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.1	$4.3M	+3%	83k	51.82	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.8	$3.7M	-7%	80k	45.51	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.7	$3.5M	+59%	38k	91.81	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	1.6	$3.2M	+3%	80k	40.62	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.3	$2.6M	+6%	48k	54.68	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$2.5M	+48%	10k	243.00	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	1.2	$2.3M	-14%	42k	55.70	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	1.1	$2.2M	-47%	22k	97.80	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.0	$2.1M	+5%	62k	34.13	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	1.0	$2.0M	-16%	38k	52.99	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.9	$1.8M		83k	21.27	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.9	$1.7M	+8%	60k	28.74	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.7	$1.4M	NEW	55k	26.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.4M		3.0k	460.26	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.7	$1.4M	-15%	35k	39.55	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$1.4M		2.00	691180.00	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.6	$1.2M	+7%	29k	41.76	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.6	$1.2M	+3%	47k	25.11	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.1M	-18%	39k	27.41	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.5	$986k	-2%	31k	31.43	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.4	$874k	-3%	18k	49.54	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.4	$829k		44k	18.95	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$767k	-65%	26k	29.09	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.4	$735k	-2%	7.0k	105.03	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$599k	-20%	6.3k	94.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$536k		1.4k	383.83	View chart
Wal-Mart Stores (WMT)	0.2	$308k	-22%	3.8k	80.75	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$272k	-19%	12k	23.69	View chart

Past Filings by Landmark Wealth Management

SEC 13F filings are viewable for Landmark Wealth Management going back to 2023

Landmark Wealth Management 2024 Q3 filed Nov. 1, 2024
Landmark Wealth Management 2024 Q2 filed Aug. 13, 2024
Landmark Wealth Management 2024 Q1 filed April 18, 2024
Landmark Wealth Management 2023 Q4 filed Feb. 22, 2024

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