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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, XLSR, DFAI, and represent 38.49% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JNK, VOO, IUSB, SPIB, SPDW, AAPL, CERY, IAGG, BIL, VXF.
Started 5 new stock positions in VXF, VOO, SPIB, CERY, IUSB.
Reduced shares in these 10 stocks: FISR, GTO, , SPY, DFAI, DSTL, , XMHQ, SMLF, AVEM.
Sold out of its positions in SPAB, SPTL.
Landmark Wealth Management was a net buyer of stock by $10M.
Landmark Wealth Management has $205M in assets under management (AUM), dropping by 2.33%.
Central Index Key (CIK): 0001985016

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Actively Managed Exc Total Return (GTO)	12.3	$25M	-7%	542k	46.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.9	$18M	-6%	31k	586.08	View chart
Etf Ser Solutions Distillate Us (DSTL)	6.1	$13M	-6%	229k	54.92	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	6.1	$13M		235k	53.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.1	$11M	-7%	360k	29.20	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	5.0	$10M	+2%	265k	38.37	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	4.6	$9.4M	-5%	139k	67.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	4.4	$9.0M	-6%	92k	98.47	View chart
Apple (AAPL)	4.4	$9.0M	+23%	36k	250.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.1	$8.5M	+36%	249k	34.13	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	3.0	$6.2M	+192%	65k	95.47	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	2.7	$5.6M	-33%	222k	25.36	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.7	$5.6M	+36%	112k	49.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.4	$4.8M	-7%	82k	58.79	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.1	$4.4M	+25%	48k	91.43	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.0	$4.2M	-8%	146k	28.67	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	2.0	$4.1M	-8%	100k	40.67	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.8	$3.8M	+4%	84k	44.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$3.6M	NEW	6.7k	538.81	View chart
Ishares Tr Core Total Usd (IUSB)	1.5	$3.1M	NEW	68k	45.20	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	1.3	$2.7M	-9%	72k	38.04	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.3	$2.6M		47k	54.69	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$2.5M	+4%	11k	242.12	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.2	$2.5M	NEW	77k	32.76	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.0	$2.1M	+12%	69k	30.98	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	1.0	$2.0M	-9%	38k	54.31	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.9	$1.9M	-9%	34k	54.23	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.9	$1.9M	+15%	95k	19.53	View chart
Spdr Ser Tr Bloomberg Enhncd (CERY)	0.8	$1.7M	NEW	67k	25.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.6M	+19%	3.6k	453.28	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.8	$1.5M	-9%	55k	28.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$1.4M		2.00	680920.00	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.6	$1.3M	+11%	32k	41.73	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.6	$1.3M	+13%	53k	23.78	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.6	$1.3M	-9%	32k	39.56	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.4	$909k	+12%	49k	18.49	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.4	$901k		31k	28.72	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$883k	-9%	35k	25.37	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.4	$868k		18k	49.24	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$738k	NEW	3.9k	189.98	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$686k	-4%	6.7k	102.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$547k	-4%	1.3k	410.34	View chart
Wal-Mart Stores (WMT)	0.2	$345k		3.8k	90.35	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$257k	-55%	2.8k	90.42	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$245k	-10%	10k	23.93	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 Q4 filed Jan. 28, 2025
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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