Landmark Wealth Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001985016

Type: FundHoldings: 49Value: $209.6MLatest: 2025Q1

LANDMARK WEALTH MANAGEMENT, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 49 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:[
  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

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922908363

VOO|922908363

Shares:54.7K

Value:$28.1M

% of Portfolio:13.4% ($28.1M/$209.6M)

78463X889

SPDW|78463X889

Shares:694.3K

Value:$25.3M

% of Portfolio:12.1% ($25.3M/$209.6M)

46434V613

Shares:471.8K

Value:$21.7M

% of Portfolio:10.4% ($21.7M/$209.6M)

46435G672

Shares:287.5K

Value:$14.4M

% of Portfolio:6.9% ($14.4M/$209.6M)

78463X509

Shares:358.9K

Value:$14.1M

% of Portfolio:6.7% ($14.1M/$209.6M)

78470P408

Shares:253.6K

Value:$12.9M

% of Portfolio:6.1% ($12.9M/$209.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:22.1K

Value:$12.4M

% of Portfolio:5.9% ($12.4M/$209.6M)

Apple Inc.

AAPL|037833100

Shares:36.0K

Value:$8.0M

% of Portfolio:3.8% ($8.0M/$209.6M)

78470P507

Shares:266.2K

Value:$6.9M

% of Portfolio:3.3% ($6.9M/$209.6M)

46090A804

Shares:134.7K

Value:$6.3M

% of Portfolio:3.0% ($6.3M/$209.6M)

922908652

VXF|922908652

Shares:35.9K

Value:$6.2M

% of Portfolio:2.9% ($6.2M/$209.6M)

78468R440

Shares:142.2K

Value:$3.9M

% of Portfolio:1.9% ($3.9M/$209.6M)

78464A367

Shares:129.7K

Value:$2.9M

% of Portfolio:1.4% ($2.9M/$209.6M)

78464A847

Shares:53.4K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$209.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:9.4K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$209.6M)

78468R663

Shares:27.6K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$209.6M)

78463X103

Shares:57.4K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$209.6M)

25434V203

Shares:79.7K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$209.6M)

78463X871

Shares:69.0K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$209.6M)

78468R515

Shares:83.6K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$209.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	54.7K	QoQ +720.50% (+48.0K) YoY NEW(+54.7K)	All Managers (Combined)	$28.1M	13.4% ($28.1M/$209.6M)	QoQ +682.58% (+$24.5M) YoY NEW(+$28.1M)
(SPDWcusip78463X889)	694.3K	QoQ +178.80% (+445.3K) YoY NEW(+694.3K)	All Managers (Combined)	$25.3M	12.1% ($25.3M/$209.6M)	QoQ +197.42% (+$16.8M) YoY NEW(+$25.3M)
(cusip46434V613)✕	471.8K	QoQ +590.04% (+403.4K) YoY NEW(+471.8K)	All Managers (Combined)	$21.7M	10.4% ($21.7M/$209.6M)	QoQ +603.47% (+$18.6M) YoY NEW(+$21.7M)
(cusip46435G672)✕	287.5K	QoQ +156.03% (+175.2K) YoY NEW(+287.5K)	All Managers (Combined)	$14.4M	6.9% ($14.4M/$209.6M)	QoQ +156.39% (+$8.8M) YoY NEW(+$14.4M)
(cusip78463X509)✕	358.9K	QoQ +35.29% (+93.6K) YoY NEW(+358.9K)	All Managers (Combined)	$14.1M	6.7% ($14.1M/$209.6M)	QoQ +38.82% (+$4.0M) YoY NEW(+$14.1M)
(cusip78470P408)✕	253.6K	QoQ +7.90% (+18.6K) YoY NEW(+253.6K)	All Managers (Combined)	$12.9M	6.1% ($12.9M/$209.6M)	QoQ +2.51% (+$315.6K) YoY NEW(+$12.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	22.1K	QoQ -28.79% (-9.0K) YoY +736.49% (+19.5K)	All Managers (Combined)	$12.4M	5.9% ($12.4M/$209.6M)	QoQ -32.03% (-$5.8M) YoY +794.57% (+$11.0M)
Apple Inc.(AAPLcusip037833100)	36.0K	QoQ 0.00% (-0) YoY +21.55% (+6.4K)	All Managers (Combined)	$8.0M	3.8% ($8.0M/$209.6M)	QoQ -11.29% (-$1.0M) YoY +57.45% (+$2.9M)
(cusip78470P507)✕	266.2K	QoQ +20.14% (+44.6K) YoY NEW(+266.2K)	All Managers (Combined)	$6.9M	3.3% ($6.9M/$209.6M)	QoQ +22.60% (+$1.3M) YoY NEW(+$6.9M)
(cusip46090A804)✕	134.7K	QoQ -75.15% (-407.6K) YoY NEW(+134.7K)	All Managers (Combined)	$6.3M	3.0% ($6.3M/$209.6M)	QoQ -74.87% (-$18.8M) YoY NEW(+$6.3M)
(VXFcusip922908652)	35.9K	QoQ +823.66% (+32.0K) YoY NEW(+35.9K)	All Managers (Combined)	$6.2M	2.9% ($6.2M/$209.6M)	QoQ +737.51% (+$5.4M) YoY NEW(+$6.2M)
(cusip78468R440)✕	142.2K	QoQ +112.88% (+75.4K) YoY NEW(+142.2K)	All Managers (Combined)	$3.9M	1.9% ($3.9M/$209.6M)	QoQ +127.89% (+$2.2M) YoY NEW(+$3.9M)
(cusip78464A367)✕	129.7K	QoQ NEW(+129.7K) YoY NEW(+129.7K)	All Managers (Combined)	$2.9M	1.4% ($2.9M/$209.6M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
(cusip78464A847)✕	53.4K	QoQ +12.78% (+6.1K) YoY NEW(+53.4K)	All Managers (Combined)	$2.7M	1.3% ($2.7M/$209.6M)	QoQ +5.54% (+$143.6K) YoY NEW(+$2.7M)
SPDR GOLD TRUST(GLDcusip78463V107)	9.4K	QoQ -11.00% (-1.2K) YoY NEW(+9.4K)	All Managers (Combined)	$2.7M	1.3% ($2.7M/$209.6M)	QoQ +5.90% (-$150.5K) YoY NEW(+$2.7M)
(cusip78468R663)✕	27.6K	QoQ -42.27% (-20.2K) YoY NEW(+27.6K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$209.6M)	QoQ -42.08% (-$1.8M) YoY NEW(+$2.5M)
(cusip78463X103)✕	57.4K	QoQ NEW(+57.4K) YoY NEW(+57.4K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$209.6M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
(cusip25434V203)✕	79.7K	QoQ -77.86% (-280.4K) YoY NEW(+79.7K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$209.6M)	QoQ -76.32% (-$8.0M) YoY NEW(+$2.5M)
(cusip78463X871)✕	69.0K	QoQ -0.32% (-228) YoY NEW(+69.0K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$209.6M)	QoQ +2.80% (-$60.3K) YoY NEW(+$2.2M)
(cusip78468R515)✕	83.6K	QoQ +56.36% (+30.1K) YoY NEW(+83.6K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$209.6M)	QoQ +58.86% (+$748.2K) YoY NEW(+$2.0M)