Landmark Wealth Management
Latest statistics and disclosures from Landmark Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, BRK.B, BRK.A, VUG, and represent 97.70% of Landmark Wealth Management's stock portfolio.
- Added to shares of these 1 stock: WMT.
- Started 1 new stock position in WMT.
- Reduced shares in these 2 stocks: SPY, AAPL.
- Landmark Wealth Management was a net buyer of stock by $81k.
- Landmark Wealth Management has $9.7M in assets under management (AUM), dropping by 0.23%.
- Central Index Key (CIK): 0001985016
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Portfolio Holdings for Landmark Wealth Management
Landmark Wealth Management holds 6 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 52.2 | $5.1M | 30k | 171.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.3 | $1.4M | -9% | 2.6k | 523.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 13.1 | $1.3M | 3.0k | 420.52 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 13.1 | $1.3M | 2.00 | 634440.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 5.1 | $493k | 1.4k | 344.29 |
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| Wal-Mart Stores (WMT) | 2.3 | $223k | NEW | 3.7k | 60.17 |
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Past Filings by Landmark Wealth Management
SEC 13F filings are viewable for Landmark Wealth Management going back to 2023
- Landmark Wealth Management 2024 Q1 filed April 18, 2024
- Landmark Wealth Management 2023 Q4 filed Feb. 22, 2024