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:

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78464A854

SPLG|78464A854

Shares:17.5K

Value:$1.2M

% of Portfolio:508.6% ($1.2M/$226.7K)

35473P868

Shares:40.2K

Value:$982.0K

% of Portfolio:433.2% ($982.0K/$226.7K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.0K

Value:$953.0K

% of Portfolio:420.4% ($953.0K/$226.7K)

ORACLE CORP

ORCL|68389X105

Shares:6.7K

Value:$940.0K

% of Portfolio:414.7% ($940.0K/$226.7K)

72201R635

Shares:19.9K

Value:$891.0K

% of Portfolio:393.0% ($891.0K/$226.7K)

922908751

VB|922908751

Shares:3.8K

Value:$849.0K

% of Portfolio:374.5% ($849.0K/$226.7K)

092528207

Shares:25.9K

Value:$614.0K

% of Portfolio:270.9% ($614.0K/$226.7K)

922908611

VBR|922908611

Shares:3.2K

Value:$595.0K

% of Portfolio:262.5% ($595.0K/$226.7K)

464287614

IWF|464287614

Shares:1.5K

Value:$532.0K

% of Portfolio:234.7% ($532.0K/$226.7K)

AMAZON COM INC

AMZN|023135106

Shares:2.8K

Value:$527.0K

% of Portfolio:232.5% ($527.0K/$226.7K)

MICROSOFT CORP

MSFT|594918104

Shares:1.2K

Value:$460.0K

% of Portfolio:202.9% ($460.0K/$226.7K)

464287465

EFA|464287465

Shares:5.5K

Value:$448.0K

% of Portfolio:197.6% ($448.0K/$226.7K)

315912808

Shares:6.3K

Value:$430.0K

% of Portfolio:189.7% ($430.0K/$226.7K)

NVIDIA CORP

NVDA|67066G104

Shares:4.0K

Value:$429.0K

% of Portfolio:189.2% ($429.0K/$226.7K)

808524201

SCHX|808524201

Shares:19.2K

Value:$425.0K

% of Portfolio:187.5% ($425.0K/$226.7K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:757

Value:$424.0K

% of Portfolio:187.0% ($424.0K/$226.7K)

CONSOLIDATED EDISON INC

ED|209115104

Shares:3.8K

Value:$423.0K

% of Portfolio:186.6% ($423.0K/$226.7K)

025072695

Shares:9.2K

Value:$420.0K

% of Portfolio:185.3% ($420.0K/$226.7K)

464288521

Shares:6.8K

Value:$393.0K

% of Portfolio:173.4% ($393.0K/$226.7K)

78464A847

Shares:6.7K

Value:$345.0K

% of Portfolio:152.2% ($345.0K/$226.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	17.5K	QoQ +3.72% (-630) YoY +1.11% (+194)	All Managers (Combined)	$1.2M	508.6% ($1.2M/$226.7K)	QoQ -1.03% (-$0) YoY +8.05% (+$0)
(cusip35473P868)✕	40.2K	QoQ -2.31% (-953) YoY -9.14% (-4.0K)	All Managers (Combined)	$982.0K	433.2% ($982.0K/$226.7K)	QoQ -2.38% (-$0) YoY -9.49% (-$0)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.0K	QoQ -0.82% (-17) YoY -77.31% (-6.9K)	All Managers (Combined)	$953.0K	420.4% ($953.0K/$226.7K)	QoQ -8.97% (-$0) YoY -76.04% (-$3)
ORACLE CORP(ORCLcusip68389X105)	6.7K	QoQ -0.94% (-64) YoY -2.06% (-142)	All Managers (Combined)	$940.0K	414.7% ($940.0K/$226.7K)	QoQ -16.88% (-$0) YoY +9.04% (-$0)
(cusip72201R635)✕	19.9K	QoQ +5.76% (+1.1K) YoY -0.87% (-175)	All Managers (Combined)	$891.0K	393.0% ($891.0K/$226.7K)	QoQ +4.94% (+$0) YoY -2.83% (-$0)
(VBcusip922908751)	3.8K	QoQ +0.20% (-8) YoY +0.41% (-16)	All Managers (Combined)	$849.0K	374.5% ($849.0K/$226.7K)	QoQ -7.51% (-$0) YoY -2.63% (-$0)
(cusip092528207)✕	25.9K	QoQ +45.65% (+8.1K) YoY +1.54% (+395)	All Managers (Combined)	$614.0K	270.9% ($614.0K/$226.7K)	QoQ +46.19% (+$0) YoY +1.15% (+$0)
(VBRcusip922908611)	3.2K	QoQ -4.82% (-162) YoY -77.89% (-11.3K)	All Managers (Combined)	$595.0K	262.5% ($595.0K/$226.7K)	QoQ -10.52% (-$0) YoY -78.52% (-$2)
(IWFcusip464287614)	1.5K	QoQ 0.00% (-0) YoY -0.06% (-1)	All Managers (Combined)	$532.0K	234.7% ($532.0K/$226.7K)	QoQ -10.13% (-$0) YoY +7.04% (-$0)
AMAZON COM INC(AMZNcusip023135106)	2.8K	QoQ -2.73% (-78) YoY -1.21% (-34)	All Managers (Combined)	$527.0K	232.5% ($527.0K/$226.7K)	QoQ -15.68% (-$0) YoY +4.15% (-$0)
MICROSOFT CORP(MSFTcusip594918104)	1.2K	QoQ -0.80% (-10) YoY -63.27% (-2.1K)	All Managers (Combined)	$460.0K	202.9% ($460.0K/$226.7K)	QoQ -11.70% (-$0) YoY -67.23% (-$1)
(EFAcusip464287465)	5.5K	QoQ -4.24% (-243) YoY -2.24% (-126)	All Managers (Combined)	$448.0K	197.6% ($448.0K/$226.7K)	QoQ +3.46% (-$0) YoY 0.00% (-$0)
(cusip315912808)✕	6.3K	QoQ +6.94% (-410) YoY -0.86% (-55)	All Managers (Combined)	$430.0K	189.7% ($430.0K/$226.7K)	QoQ -4.23% (-$0) YoY +4.87% (-$0)
NVIDIA CORP(NVDAcusip67066G104)	4.0K	QoQ +1.72% (-67) YoY +1067.84% (+3.6K)	All Managers (Combined)	$429.0K	189.2% ($429.0K/$226.7K)	QoQ -17.97% (-$0) YoY +39.73% (+$0)
(SCHXcusip808524201)	19.2K	QoQ -1.79% (-351) YoY +188.45% (+12.6K)	All Managers (Combined)	$425.0K	187.5% ($425.0K/$226.7K)	QoQ -6.38% (-$0) YoY +2.65% (+$0)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	757	QoQ +0.13% (-1) YoY -0.65% (-5)	All Managers (Combined)	$424.0K	187.0% ($424.0K/$226.7K)	QoQ -4.28% (-$0) YoY +6.26% (-$0)
CONSOLIDATED EDISON INC(EDcusip209115104)	3.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$423.0K	186.6% ($423.0K/$226.7K)	QoQ +23.68% (+$0) YoY +21.55% (+$0)
(cusip025072695)✕	9.2K	QoQ +7.16% (+618) YoY -7.39% (-738)	All Managers (Combined)	$420.0K	185.3% ($420.0K/$226.7K)	QoQ +5.52% (+$0) YoY -9.67% (-$0)
(cusip464288521)✕	6.8K	QoQ +3.09% (+205) YoY -2.68% (-188)	All Managers (Combined)	$393.0K	173.4% ($393.0K/$226.7K)	QoQ +3.69% (+$0) YoY +4.24% (-$0)
(cusip78464A847)✕	6.7K	QoQ +35.44% (+1.8K) YoY +20.70% (+1.2K)	All Managers (Combined)	$345.0K	152.2% ($345.0K/$226.7K)	QoQ +26.83% (+$0) YoY +15.77% (+$0)