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CIK: 0001985016
Total reported value
$302.2M
$302.2M
45 檔
26.2%
During the Q4 2024 filing period, Landmark Wealth Management, Inc. (CIK: 0001985016) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $302.2M across 45 reported positions.
During Q4 2024, Landmark Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GTO | Invesco Total Return Bond Et | ETF-Other | 12.25% | -0.06% | -7.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.87% | +1.64% | -6.31% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-Other | 6.13% | -0.02% | -6.29% | |
| 4 | XLSR | Ss US Sector Rotation | ETF-Other | 6.12% | +0.16% | +0.90% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 5.12% | -0.06% | -7.60% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.96% | +0.47% | +2.60% | |
| 7 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 4.58% | +0.01% | -5.52% | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 4.41% | — | -6.45% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.38% | -0.02% | +23.95% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.14% | -1.47% | +36.20% | |
| 11 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 3.01% | +1.09% | +192.22% | |
| 12 | FISR | Ss Fi Sector Rotation | ETF-Other | 2.74% | -1.26% | -33.11% | |
| 13 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.73% | +0.04% | +36.20% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.36% | +0.08% | NEW | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.13% | -0.37% | EXIT | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.04% | — | -8.12% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.98% | +0.07% | NEW | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.84% | +0.14% | +4.81% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.83% | — | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.50% | -0.72% | — | |
| 21 | JPMB | Jpmorgan Usd Emerging Market | ETF-Emerging Markets | 1.34% | — | -9.57% | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.26% | +0.08% | -0.23% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.24% | -0.15% | +4.03% | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.23% | — | — | |
| 25 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.05% | -0.02% | +12.38% | |
| 26 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.99% | -0.02% | -9.48% | |
| 27 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.91% | -0.07% | -9.72% | |
| 28 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.91% | -0.02% | +15.08% | |
| 29 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.84% | -0.20% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.05% | +19.97% | |
| 31 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 0.75% | — | -9.13% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.66% | -0.04% | — | |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.65% | -0.04% | +11.33% | |
| 34 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.62% | -0.04% | +13.39% | |
| 35 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.62% | — | -9.17% | |
| 36 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.44% | -0.01% | +12.37% | |
| 37 | INTF | Ishares International Equity | ETF-Other | 0.44% | -0.03% | -0.00% | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.43% | -0.02% | -9.56% | |
| 39 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.42% | -0.01% | — | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.36% | +0.36% | — | |
| 41 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.33% | -0.01% | -4.26% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | -0.01% | -4.51% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.04% | — | |
| 44 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.13% | — | -55.07% | |
| 45 | FTGC | First Trust Global Tactical | ETF-Other | 0.12% | — | -10.85% |
According to official SEC Form 13F filings, Landmark Wealth Management, Inc. reported a total U.S. public equity portfolio value of $302.2M across 45 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GTO, SPY, DSTL) accounted for 26.2% of total reported equity market value during Q4 2024.
During Q4 2024, Landmark Wealth Management, Inc.'s top holdings by market value included GTO (12.3%)、SPY (8.9%)、DSTL (6.1%). The largest single position, GTO, represented 12.3% of total portfolio value.
In Q4 2024, Landmark Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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