Landmark-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  "ORCL",
  null,
  null,
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "IEFA",
  "SCHX",
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  "VNQ",
  "VO",
  "VWO",
  "VSS",
  null,
  null,
  "VIG",
  "IWR",
  "VIGI",
  "AMZN",
  null,
  null,
  "VEA",
  "VONE",
  "VBR",
  "VB",
  "VOO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BRK-B",
  "ED",
  "EFA",
  "IWB",
  "QQQ",
  "XOM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 75
Total Value: 226689
Accession Number: 0001728778-25-000004
Form Type: 13F-HR
CIK: landmark-wealth-management
Manager Name: Landmark-Wealth-Management

Data Enrichment

47% identified

35 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $226.7K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

74347B698

Shares:47.9K

Value:$3.1M

% of Portfolio:1385.6% ($3.1M/$226.7K)

14020Y201

Shares:113.9K

Value:$3.1M

% of Portfolio:1348.1% ($3.1M/$226.7K)

46138G649

Shares:15.0K

Value:$2.9M

% of Portfolio:1277.1% ($2.9M/$226.7K)

025072505

Shares:56.4K

Value:$2.8M

% of Portfolio:1231.2% ($2.8M/$226.7K)

921908844

VIG|921908844

Shares:14.3K

Value:$2.8M

% of Portfolio:1222.8% ($2.8M/$226.7K)

78463X889

SPDW|78463X889

Shares:70.7K

Value:$2.6M

% of Portfolio:1135.9% ($2.6M/$226.7K)

74347B680

Shares:31.8K

Value:$2.6M

% of Portfolio:1132.8% ($2.6M/$226.7K)

25434V849

Shares:51.1K

Value:$2.4M

% of Portfolio:1071.5% ($2.4M/$226.7K)

Apple Inc.

AAPL|037833100

Shares:10.3K

Value:$2.3M

% of Portfolio:1009.8% ($2.3M/$226.7K)

41653L503

Shares:59.2K

Value:$2.3M

% of Portfolio:1003.6% ($2.3M/$226.7K)

33738D101

Shares:59.7K

Value:$2.2M

% of Portfolio:987.3% ($2.2M/$226.7K)

72201R866

Shares:42.7K

Value:$2.2M

% of Portfolio:971.8% ($2.2M/$226.7K)

45409F827

Shares:84.3K

Value:$2.0M

% of Portfolio:891.5% ($2.0M/$226.7K)

78463X541

Shares:37.0K

Value:$2.0M

% of Portfolio:868.6% ($2.0M/$226.7K)

921943858

VEA|921943858

Shares:36.1K

Value:$1.8M

% of Portfolio:810.4% ($1.8M/$226.7K)

808524847

SCHH|808524847

Shares:83.1K

Value:$1.8M

% of Portfolio:788.7% ($1.8M/$226.7K)

78470P705

Shares:57.5K

Value:$1.6M

% of Portfolio:691.7% ($1.6M/$226.7K)

464287622

IWB|464287622

Shares:4.8K

Value:$1.5M

% of Portfolio:644.9% ($1.5M/$226.7K)

922908629

VO|922908629

Shares:5.5K

Value:$1.4M

% of Portfolio:622.4% ($1.4M/$226.7K)

92206C730

VONE|92206C730

Shares:5.5K

Value:$1.4M

% of Portfolio:613.2% ($1.4M/$226.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74347B698)✕	47.9K	QoQ -30.45% (-21.0K) YoY +8.45% (+3.7K)	All Managers (Combined)	$3.1M	1385.6% ($3.1M/$226.7K)	QoQ -32.59% (-$2) YoY +11.10% (+$0)
(cusip14020Y201)✕	113.9K	QoQ +11.79% (+12.0K) YoY +42.15% (+33.8K)	All Managers (Combined)	$3.1M	1348.1% ($3.1M/$226.7K)	QoQ +11.37% (+$0) YoY +41.15% (+$1)
(cusip46138G649)✕	15.0K	QoQ -3.38% (-525) YoY NEW(+15.0K)	All Managers (Combined)	$2.9M	1277.1% ($2.9M/$226.7K)	QoQ -11.38% (-$0) YoY NEW(+$3)
(cusip025072505)✕	56.4K	QoQ -1.41% (-808) YoY +12.26% (+6.2K)	All Managers (Combined)	$2.8M	1231.2% ($2.8M/$226.7K)	QoQ -2.71% (-$0) YoY +9.88% (+$0)
(VIGcusip921908844)	14.3K	QoQ -2.02% (-295) YoY -7.20% (-1.1K)	All Managers (Combined)	$2.8M	1222.8% ($2.8M/$226.7K)	QoQ -2.94% (-$0) YoY -1.42% (-$0)
(SPDWcusip78463X889)	70.7K	QoQ -84.20% (-377.0K) YoY -83.23% (-351.1K)	All Managers (Combined)	$2.6M	1135.9% ($2.6M/$226.7K)	QoQ -83.14% (-$13) YoY -82.96% (-$13)
(cusip74347B680)✕	31.8K	QoQ -33.84% (-16.3K) YoY -36.65% (-18.4K)	All Managers (Combined)	$2.6M	1132.8% ($2.6M/$226.7K)	QoQ -33.86% (-$1) YoY -34.97% (-$1)
(cusip25434V849)✕	51.1K	QoQ +6.74% (+3.2K) YoY +6.35% (+3.0K)	All Managers (Combined)	$2.4M	1071.5% ($2.4M/$226.7K)	QoQ +6.30% (+$0) YoY +5.19% (+$0)
Apple Inc.(AAPLcusip037833100)	10.3K	QoQ -2.55% (-270) YoY -5.12% (-557)	All Managers (Combined)	$2.3M	1009.8% ($2.3M/$226.7K)	QoQ -13.55% (-$0) YoY +22.86% (-$0)
(cusip41653L503)✕	59.2K	QoQ +9.43% (+5.1K) YoY +16.29% (+8.3K)	All Managers (Combined)	$2.3M	1003.6% ($2.3M/$226.7K)	QoQ +8.85% (+$0) YoY +15.13% (+$0)
(cusip33738D101)✕	59.7K	QoQ -2.06% (-1.3K) YoY -16.80% (-12.1K)	All Managers (Combined)	$2.2M	987.3% ($2.2M/$226.7K)	QoQ +2.99% (-$0) YoY +5.61% (-$0)
(cusip72201R866)✕	42.7K	QoQ +24.42% (+8.4K) YoY +48.11% (+13.9K)	All Managers (Combined)	$2.2M	971.8% ($2.2M/$226.7K)	QoQ +23.97% (+$0) YoY +45.50% (+$1)
(cusip45409F827)✕	84.3K	QoQ +22.33% (+15.4K) YoY +20.73% (+14.5K)	All Managers (Combined)	$2.0M	891.5% ($2.0M/$226.7K)	QoQ +22.11% (+$0) YoY +18.67% (+$0)
(cusip78463X541)✕	37.0K	QoQ +0.44% (+164) YoY +5.90% (-2.1K)	All Managers (Combined)	$2.0M	868.6% ($2.0M/$226.7K)	QoQ +7.47% (+$0) YoY -2.66% (-$0)
(VEAcusip921943858)	36.1K	QoQ -10.31% (-4.2K) YoY -9.53% (-3.8K)	All Managers (Combined)	$1.8M	810.4% ($1.8M/$226.7K)	QoQ -4.67% (-$0) YoY -8.33% (-$0)
(SCHHcusip808524847)	83.1K	QoQ +2.60% (+2.1K) YoY +1.98% (+1.6K)	All Managers (Combined)	$1.8M	788.7% ($1.8M/$226.7K)	QoQ +4.80% (+$0) YoY +8.03% (+$0)
(cusip78470P705)✕	57.5K	QoQ +2.24% (+1.3K) YoY -5.53% (-3.4K)	All Managers (Combined)	$1.6M	691.7% ($1.6M/$226.7K)	QoQ +1.35% (+$0) YoY -6.38% (-$0)
(IWBcusip464287622)	4.8K	QoQ +9.84% (+427) YoY -9.87% (-522)	All Managers (Combined)	$1.5M	644.9% ($1.5M/$226.7K)	QoQ +4.57% (+$0) YoY -4.00% (-$0)
(VOcusip922908629)	5.5K	QoQ +0.27% (-15) YoY +2.96% (+157)	All Managers (Combined)	$1.4M	622.4% ($1.4M/$226.7K)	QoQ -1.80% (-$0) YoY +6.57% (+$0)
(VONEcusip92206C730)	5.5K	QoQ +1.74% (-94) YoY -5.94% (-346)	All Managers (Combined)	$1.4M	613.2% ($1.4M/$226.7K)	QoQ -3.13% (-$0) YoY +0.21% (-$0)