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:

Search and click to pin securities to the top

Page 3 of 3

Sort by:

46641Q886

Shares:6.7K

Value:$673.6K

% of Portfolio:0.3% ($673.6K/$209.6M)

025072604

AVEM|025072604

Shares:11.0K

Value:$663.9K

% of Portfolio:0.3% ($663.9K/$209.6M)

46641Q746

Shares:17.0K

Value:$655.5K

% of Portfolio:0.3% ($655.5K/$209.6M)

922908736

VUG|922908736

Shares:1.3K

Value:$494.6K

% of Portfolio:0.2% ($494.6K/$209.6M)

Walmart Inc.

WMT|931142103

Shares:3.8K

Value:$335.0K

% of Portfolio:0.2% ($335.0K/$209.6M)

33739H101

Shares:9.1K

Value:$232.0K

% of Portfolio:0.1% ($232.0K/$209.6M)

78464A649

Shares:8.8K

Value:$225.1K

% of Portfolio:0.1% ($225.1K/$209.6M)

72201R775

Shares:2.4K

Value:$222.1K

% of Portfolio:0.1% ($222.1K/$209.6M)

25460E307

Shares:7.2K

Value:$211.9K

% of Portfolio:0.1% ($211.9K/$209.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q886)✕	6.7K	QoQ 0.00% (-0) YoY NEW(+6.7K)	All Managers (Combined)	$673.6K	0.3% ($673.6K/$209.6M)	QoQ -1.85% (-$12.7K) YoY NEW(+$673.6K)
(AVEMcusip025072604)	11.0K	QoQ -86.61% (-71.4K) YoY NEW(+11.0K)	All Managers (Combined)	$663.9K	0.3% ($663.9K/$209.6M)	QoQ -86.30% (-$4.2M) YoY NEW(+$663.9K)
(cusip46641Q746)✕	17.0K	QoQ -76.41% (-55.1K) YoY NEW(+17.0K)	All Managers (Combined)	$655.5K	0.3% ($655.5K/$209.6M)	QoQ -76.09% (-$2.1M) YoY NEW(+$655.5K)
(VUGcusip922908736)	1.3K	QoQ 0.00% (-0) YoY -6.84% (-98)	All Managers (Combined)	$494.6K	0.2% ($494.6K/$209.6M)	QoQ -9.64% (-$52.8K) YoY +0.31% (-$1.6K)
Walmart Inc.(WMTcusip931142103)	3.8K	QoQ 0.00% (-0) YoY +2.82% (+105)	All Managers (Combined)	$335.0K	0.2% ($335.0K/$209.6M)	QoQ -2.83% (-$9.8K) YoY +50.03% (+$111.7K)
(cusip33739H101)✕	9.1K	QoQ -10.99% (-1.1K) YoY NEW(+9.1K)	All Managers (Combined)	$232.0K	0.1% ($232.0K/$209.6M)	QoQ -5.07% (-$12.4K) YoY NEW(+$232.0K)
(cusip78464A649)✕	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$225.1K	0.1% ($225.1K/$209.6M)	QoQ NEW(+$225.1K) YoY NEW(+$225.1K)
(cusip72201R775)✕	2.4K	QoQ -15.57% (-443) YoY NEW(+2.4K)	All Managers (Combined)	$222.1K	0.1% ($222.1K/$209.6M)	QoQ -13.65% (-$35.1K) YoY NEW(+$222.1K)
(cusip25460E307)✕	7.2K	QoQ -86.74% (-47.3K) YoY NEW(+7.2K)	All Managers (Combined)	$211.9K	0.1% ($211.9K/$209.6M)	QoQ -86.26% (-$1.3M) YoY NEW(+$211.9K)