Landmark Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 75Value: $226.7MLatest: 2025Q1

Landmark Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 75 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

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922908363

VOO|922908363

Shares:69.1K

Value:$35.5M

% of Portfolio:15654.9% ($35.5M/$226.7K)

74348A467

Shares:173.9K

Value:$17.8M

% of Portfolio:7836.7% ($17.8M/$226.7K)

92647X830

Shares:406.5K

Value:$13.9M

% of Portfolio:6146.7% ($13.9M/$226.7K)

921946810

VIGI|921946810

Shares:113.8K

Value:$9.4M

% of Portfolio:4165.2% ($9.4M/$226.7K)

45409B560

Shares:331.0K

Value:$9.1M

% of Portfolio:4017.8% ($9.1M/$226.7K)

46641Q670

Shares:164.0K

Value:$7.7M

% of Portfolio:3403.3% ($7.7M/$226.7K)

87283Q800

Shares:165.2K

Value:$6.7M

% of Portfolio:2960.0% ($6.7M/$226.7K)

922020755

Shares:84.0K

Value:$6.5M

% of Portfolio:2875.7% ($6.5M/$226.7K)

464287804

IJR|464287804

Shares:61.9K

Value:$6.5M

% of Portfolio:2857.2% ($6.5M/$226.7K)

33740F805

Shares:139.5K

Value:$6.1M

% of Portfolio:2697.1% ($6.1M/$226.7K)

25861R105

Shares:128.6K

Value:$5.9M

% of Portfolio:2619.9% ($5.9M/$226.7K)

316188309

Shares:121.1K

Value:$5.5M

% of Portfolio:2438.1% ($5.5M/$226.7K)

464287200

IVV|464287200

Shares:9.8K

Value:$5.5M

% of Portfolio:2419.2% ($5.5M/$226.7K)

14020Y102

Shares:241.0K

Value:$5.4M

% of Portfolio:2386.5% ($5.4M/$226.7K)

464287507

IJH|464287507

Shares:91.3K

Value:$5.3M

% of Portfolio:2349.5% ($5.3M/$226.7K)

922042858

VWO|922042858

Shares:94.0K

Value:$4.3M

% of Portfolio:1877.5% ($4.3M/$226.7K)

46641Q647

Shares:80.0K

Value:$4.0M

% of Portfolio:1763.6% ($4.0M/$226.7K)

922042718

VSS|922042718

Shares:30.5K

Value:$3.5M

% of Portfolio:1556.8% ($3.5M/$226.7K)

33739N108

Shares:69.2K

Value:$3.5M

% of Portfolio:1538.2% ($3.5M/$226.7K)

35473P397

Shares:129.5K

Value:$3.3M

% of Portfolio:1443.8% ($3.3M/$226.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	69.1K	QoQ +5.80% (+3.8K) YoY +0.47% (+327)	All Managers (Combined)	$35.5M	15654.9% ($35.5M/$226.7K)	QoQ +0.91% (+$0) YoY +7.41% (+$2)
(cusip74348A467)✕	173.9K	QoQ +1.03% (+1.8K) YoY -40.42% (-118.0K)	All Managers (Combined)	$17.8M	7836.7% ($17.8M/$226.7K)	QoQ +3.70% (+$1) YoY -39.97% (-$12)
(cusip92647X830)✕	406.5K	QoQ +8.47% (+31.8K) YoY NEW(+406.5K)	All Managers (Combined)	$13.9M	6146.7% ($13.9M/$226.7K)	QoQ +9.08% (+$1) YoY NEW(+$14)
(VIGIcusip921946810)	113.8K	QoQ +25.05% (+22.8K) YoY +32.32% (+27.8K)	All Managers (Combined)	$9.4M	4165.2% ($9.4M/$226.7K)	QoQ +29.67% (+$2) YoY +34.61% (+$2)
(cusip45409B560)✕	331.0K	QoQ NEW(+331.0K) YoY NEW(+331.0K)	All Managers (Combined)	$9.1M	4017.8% ($9.1M/$226.7K)	QoQ NEW(+$9) YoY NEW(+$9)
(cusip46641Q670)✕	164.0K	QoQ -1.86% (-3.1K) YoY +10.67% (+15.8K)	All Managers (Combined)	$7.7M	3403.3% ($7.7M/$226.7K)	QoQ +0.20% (-$0) YoY +11.61% (+$1)
(cusip87283Q800)✕	165.2K	QoQ -1.99% (-3.4K) YoY +9.14% (+13.8K)	All Managers (Combined)	$6.7M	2960.0% ($6.7M/$226.7K)	QoQ -0.41% (-$0) YoY +9.78% (+$1)
(cusip922020755)✕	84.0K	QoQ -2.23% (-1.9K) YoY NEW(+84.0K)	All Managers (Combined)	$6.5M	2875.7% ($6.5M/$226.7K)	QoQ -0.21% (-$0) YoY NEW(+$7)
(IJRcusip464287804)	61.9K	QoQ +50.43% (+20.8K) YoY +60.54% (+23.4K)	All Managers (Combined)	$6.5M	2857.2% ($6.5M/$226.7K)	QoQ +36.53% (+$2) YoY +51.89% (+$2)
(cusip33740F805)✕	139.5K	QoQ -1.36% (-1.9K) YoY +8.97% (+11.5K)	All Managers (Combined)	$6.1M	2697.1% ($6.1M/$226.7K)	QoQ +0.62% (-$0) YoY +9.58% (+$1)
(cusip25861R105)✕	128.6K	QoQ -2.63% (-3.5K) YoY +8.77% (+10.4K)	All Managers (Combined)	$5.9M	2619.9% ($5.9M/$226.7K)	QoQ -0.73% (-$0) YoY +9.45% (+$1)
(cusip316188309)✕	121.1K	QoQ -1.77% (-2.2K) YoY +9.69% (+10.7K)	All Managers (Combined)	$5.5M	2438.1% ($5.5M/$226.7K)	QoQ -0.07% (-$0) YoY +10.51% (+$1)
(IVVcusip464287200)	9.8K	QoQ -0.17% (-17) YoY -2.61% (-262)	All Managers (Combined)	$5.5M	2419.2% ($5.5M/$226.7K)	QoQ -4.70% (-$0) YoY +4.08% (-$0)
(cusip14020Y102)✕	241.0K	QoQ -1.60% (-3.9K) YoY +9.61% (+21.1K)	All Managers (Combined)	$5.4M	2386.5% ($5.4M/$226.7K)	QoQ -0.49% (-$0) YoY +9.55% (+$0)
(IJHcusip464287507)	91.3K	QoQ +39.07% (+25.6K) YoY +34.97% (+23.7K)	All Managers (Combined)	$5.3M	2349.5% ($5.3M/$226.7K)	QoQ +30.22% (+$1) YoY +29.64% (+$1)
(VWOcusip922042858)	94.0K	QoQ -3.35% (-3.3K) YoY -2.04% (-2.0K)	All Managers (Combined)	$4.3M	1877.5% ($4.3M/$226.7K)	QoQ -0.67% (-$0) YoY +6.13% (-$0)
(cusip46641Q647)✕	80.0K	QoQ +7.23% (+5.4K) YoY +15.71% (+10.9K)	All Managers (Combined)	$4.0M	1763.6% ($4.0M/$226.7K)	QoQ +6.89% (+$0) YoY +14.00% (+$0)
(VSScusip922042718)	30.5K	QoQ -0.22% (-70) YoY +5.40% (+1.6K)	All Managers (Combined)	$3.5M	1556.8% ($3.5M/$226.7K)	QoQ +0.74% (-$0) YoY +4.28% (+$0)
(cusip33739N108)✕	69.2K	QoQ +0.74% (-513) YoY +13.49% (+8.2K)	All Managers (Combined)	$3.5M	1538.2% ($3.5M/$226.7K)	QoQ -0.39% (-$0) YoY +11.44% (+$0)
(cusip35473P397)✕	129.5K	QoQ +5.30% (+6.5K) YoY NEW(+129.5K)	All Managers (Combined)	$3.3M	1443.8% ($3.3M/$226.7K)	QoQ +6.99% (+$0) YoY NEW(+$3)