13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001728778
Total reported value
$417.9M
$417.9M
72 檔
21.9%
At the close of Q1 2024, Landmark Wealth Management, LLC disclosed equity holdings valued at approximately $417.9M, spread across 72 reported holdings.
During Q1 2024, Landmark Wealth Management, LLC'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 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.30% | +0.34% | -2.76% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 13.71% | -0.02% | +1.60% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.00% | -0.05% | -0.20% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.25% | -0.07% | +2.19% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.20% | -0.08% | +4.99% | |
| 6 | TOTR | T Rowe Price Total Return Et | ETF-Other | 2.83% | -0.09% | +5.82% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.66% | — | +4.74% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.58% | -0.08% | +5.73% | |
| 9 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 2.51% | -0.14% | +5.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | -0.01% | -1.93% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.32% | -0.13% | +4.64% | |
| 12 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.29% | -0.06% | +4.47% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.97% | +0.15% | -1.25% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.90% | +0.06% | +377.74% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.86% | -0.03% | +5.43% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.84% | +0.05% | -4.13% | |
| 17 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.83% | — | +0.52% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.62% | -0.11% | +6.03% | |
| 19 | HYI | Western Asset High Yield Opportunity Fund Inc. | Stock-Other | 1.60% | — | +5.02% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.57% | -0.05% | +2.86% | |
| 21 | FMB | First Trust Managed Municipa | ETF-Other | 1.45% | -0.02% | +5.58% | |
| 22 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.31% | +0.04% | +3.17% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.30% | -0.03% | -1.15% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.28% | -0.01% | -0.24% | |
| 25 | TAXF | American Century Diver Muni | ETF-Other | 1.18% | -0.01% | +4.75% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.07% | -0.06% | +4.79% | |
| 27 | CGMU | Cap Group Municipal Income | ETF-Other | 1.00% | -0.05% | +16.52% | |
| 28 | EMLP | First Trust North American E | ETF-Other | 0.98% | -0.04% | +2.41% | |
| 29 | GNR | State Street Spdr S&p Global | ETF-Other | 0.94% | -0.11% | +6.72% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.93% | — | -2.27% | |
| 31 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.92% | -0.05% | +4.56% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.86% | -0.01% | +14.99% | |
| 33 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.79% | -0.05% | +8.37% | |
| 34 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 0.78% | -0.04% | — | |
| 35 | SCHH | Schwab US Reit ETF | ETF-Other | 0.77% | — | +1.55% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.71% | +0.01% | -4.08% | |
| 37 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.70% | -0.04% | +22.11% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.07% | -3.13% | |
| 39 | VONE | Vanguard Russell 1000 | ETF-Other | 0.64% | +0.02% | -5.82% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | — | +9.01% | |
| 41 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.50% | — | -5.77% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.01% | -1.16% | |
| 43 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.42% | -0.03% | +1.51% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.13% | -3.08% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | +0.01% | +15.33% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.03% | -1.56% | |
| 47 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.28% | -0.03% | -2.50% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | -7.28% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | +0.01% | — | |
| 50 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.22% | -0.02% | -8.58% |
According to official SEC Form 13F filings, Landmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $417.9M across 72 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, SPDW) accounted for 21.9% of total reported equity market value during Q1 2024.
During Q1 2024, Landmark Wealth Management, LLC's top holdings by market value included VOO (15.3%)、NOBL (13.7%)、SPDW (7.0%). The largest single position, VOO, represented 15.3% of total portfolio value.
In Q1 2024, Landmark Wealth Management, LLC 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.