Landmark-Wealth-Management-Inc

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AAPL",
  "SPY",
  null,
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VXF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VOO",
  "WMT",
  null,
  null,
  null,
  "BRK-A",
  "BRK-B",
  null,
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 49
Total Value: 209587637
Accession Number: 0001085146-25-002627
Form Type: 13F-HR
CIK: landmark-wealth-management-inc
Manager Name: Landmark-Wealth-Management-Inc

Data Enrichment

22% identified

11 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $209.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.6K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$209.6M)

78468R853

Shares:45.8K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$209.6M)

78467V608

Shares:45.1K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$209.6M)

35473P884

Shares:34.4K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$209.6M)

26922A321

Shares:32.0K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$209.6M)

46138J619

Shares:31.1K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$209.6M)

46434V290

Shares:26.2K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$209.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$209.6M)

78464A375

Shares:38.0K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$209.6M)

46138J593

Shares:29.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$209.6M)

92189F437

Shares:36.3K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$209.6M)

81369Y860

Shares:24.9K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$209.6M)

78464A391

Shares:50.5K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$209.6M)

46434V274

Shares:31.4K

Value:$967.5K

% of Portfolio:0.5% ($967.5K/$209.6M)

78468R861

Shares:44.7K

Value:$857.7K

% of Portfolio:0.4% ($857.7K/$209.6M)

69374H816

Shares:17.6K

Value:$845.6K

% of Portfolio:0.4% ($845.6K/$209.6M)

78468R622

Shares:8.8K

Value:$842.5K

% of Portfolio:0.4% ($842.5K/$209.6M)

46137V472

Shares:9.1K

Value:$836.1K

% of Portfolio:0.4% ($836.1K/$209.6M)

25434V302

Shares:31.8K

Value:$822.8K

% of Portfolio:0.4% ($822.8K/$209.6M)

78464A664

Shares:30.1K

Value:$819.7K

% of Portfolio:0.4% ($819.7K/$209.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.6K	QoQ 0.00% (+0) YoY +19.97% (+604)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$209.6M)	QoQ +17.49% (+$287.7K) YoY +51.94% (+$660.5K)
(cusip78468R853)✕	45.8K	QoQ -45.52% (-38.3K) YoY NEW(+45.8K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$209.6M)	QoQ -50.56% (-$1.9M) YoY NEW(+$1.9M)
(cusip78467V608)✕	45.1K	QoQ +41.55% (+13.2K) YoY NEW(+45.1K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$209.6M)	QoQ +39.52% (+$525.0K) YoY NEW(+$1.9M)
(cusip35473P884)✕	34.4K	QoQ -8.27% (-3.1K) YoY NEW(+34.4K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$209.6M)	QoQ -10.47% (-$213.4K) YoY NEW(+$1.8M)
(cusip26922A321)✕	32.0K	QoQ -86.03% (-197.2K) YoY NEW(+32.0K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$209.6M)	QoQ -86.20% (-$10.9M) YoY NEW(+$1.7M)
(cusip46138J619)✕	31.1K	QoQ -9.64% (-3.3K) YoY NEW(+31.1K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$209.6M)	QoQ -11.17% (-$208.7K) YoY NEW(+$1.7M)
(cusip46434V290)✕	26.2K	QoQ -81.20% (-113.2K) YoY NEW(+26.2K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$209.6M)	QoQ -82.69% (-$7.8M) YoY NEW(+$1.6M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$209.6M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
(cusip78464A375)✕	38.0K	QoQ -50.74% (-39.2K) YoY NEW(+38.0K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$209.6M)	QoQ -50.02% (-$1.3M) YoY NEW(+$1.3M)
(cusip46138J593)✕	29.0K	QoQ -9.24% (-3.0K) YoY NEW(+29.0K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$209.6M)	QoQ -12.85% (-$162.4K) YoY NEW(+$1.1M)
(cusip92189F437)✕	36.3K	QoQ -75.21% (-110.1K) YoY NEW(+36.3K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$209.6M)	QoQ -75.04% (-$3.1M) YoY NEW(+$1.0M)
(cusip81369Y860)✕	24.9K	QoQ -75.10% (-75.0K) YoY NEW(+24.9K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$209.6M)	QoQ -74.37% (-$3.0M) YoY NEW(+$1.0M)
(cusip78464A391)✕	50.5K	QoQ -47.03% (-44.9K) YoY NEW(+50.5K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$209.6M)	QoQ -45.56% (-$848.7K) YoY NEW(+$1.0M)
(cusip46434V274)✕	31.4K	QoQ 0.00% (+0) YoY NEW(+31.4K)	All Managers (Combined)	$967.5K	0.5% ($967.5K/$209.6M)	QoQ +7.38% (+$66.5K) YoY NEW(+$967.5K)
(cusip78468R861)✕	44.7K	QoQ -9.09% (-4.5K) YoY NEW(+44.7K)	All Managers (Combined)	$857.7K	0.4% ($857.7K/$209.6M)	QoQ -5.65% (-$51.4K) YoY NEW(+$857.7K)
(cusip69374H816)✕	17.6K	QoQ 0.00% (-0) YoY NEW(+17.6K)	All Managers (Combined)	$845.6K	0.4% ($845.6K/$209.6M)	QoQ -2.61% (-$22.7K) YoY NEW(+$845.6K)
(cusip78468R622)✕	8.8K	QoQ -86.35% (-56.0K) YoY NEW(+8.8K)	All Managers (Combined)	$842.5K	0.4% ($842.5K/$209.6M)	QoQ -86.38% (-$5.3M) YoY NEW(+$842.5K)
(cusip46137V472)✕	9.1K	QoQ -90.05% (-82.7K) YoY NEW(+9.1K)	All Managers (Combined)	$836.1K	0.4% ($836.1K/$209.6M)	QoQ -90.75% (-$8.2M) YoY NEW(+$836.1K)
(cusip25434V302)✕	31.8K	QoQ -8.68% (-3.0K) YoY NEW(+31.8K)	All Managers (Combined)	$822.8K	0.4% ($822.8K/$209.6M)	QoQ -6.81% (-$60.2K) YoY NEW(+$822.8K)
(cusip78464A664)✕	30.1K	QoQ NEW(+30.1K) YoY NEW(+30.1K)	All Managers (Combined)	$819.7K	0.4% ($819.7K/$209.6M)	QoQ NEW(+$819.7K) YoY NEW(+$819.7K)