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CIK: 0001728778
Total reported value
$417.9M
$417.9M
49 檔
13.7%
According to the latest 13F quarterly dataset, Landmark Wealth Management, LLC managed an equity portfolio of $417.9M at the end of Q2 2024, spanning 49 distinct U.S. exchange-listed positions.
During Q2 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 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 13.26% | -0.02% | -39.32% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 11.61% | -0.05% | +0.72% | |
| 3 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 8.99% | -0.03% | — | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.66% | -0.08% | +5.87% | |
| 5 | TOTR | T Rowe Price Total Return Et | ETF-Other | 4.92% | -0.09% | +4.23% | |
| 6 | FIXD | First Trust Smith Opportunis | ETF-Other | 4.47% | -0.08% | +4.06% | |
| 7 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 4.35% | -0.14% | +4.04% | |
| 8 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.96% | -0.06% | +4.04% | |
| 9 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 3.76% | +0.04% | +76.02% | |
| 10 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.90% | — | +0.54% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.67% | -0.11% | -1.39% | |
| 12 | FMB | First Trust Managed Municipa | ETF-Other | 2.58% | -0.02% | +6.41% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.45% | +0.04% | — | |
| 14 | HYI | Western Asset High Yield Opportunity Fund Inc. | Stock-Other | 2.43% | — | -8.67% | |
| 15 | TAXF | American Century Diver Muni | ETF-Other | 2.17% | -0.01% | +10.05% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.81% | -0.01% | +1.67% | |
| 17 | CGMU | Cap Group Municipal Income | ETF-Other | 1.79% | -0.05% | +6.96% | |
| 18 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.71% | -0.06% | -4.05% | |
| 19 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.66% | -0.05% | +8.16% | |
| 20 | EMLP | First Trust North American E | ETF-Other | 1.62% | -0.04% | -4.77% | |
| 21 | GNR | State Street Spdr S&p Global | ETF-Other | 1.46% | -0.11% | -3.64% | |
| 22 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.28% | -0.05% | -2.51% | |
| 23 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 1.27% | -0.04% | -2.01% | |
| 24 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.19% | -0.04% | +1.24% | |
| 25 | VONE | Vanguard Russell 1000 | ETF-Other | 1.09% | +0.02% | -2.32% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.01% | +6.05% | |
| 27 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.83% | — | -1.89% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.05% | -76.11% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.03% | — | |
| 30 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.71% | -0.03% | +0.02% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.01% | +1.18% | |
| 32 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.42% | -0.03% | -10.02% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | -0.04% | +1098.82% | |
| 34 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.34% | -0.02% | -4.33% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | — | -0.13% | |
| 36 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.27% | -0.01% | -1.31% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.13% | -63.37% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.01% | +0.06% | |
| 39 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.24% | — | -6.02% | |
| 40 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.23% | -0.01% | -8.07% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | — | +0.68% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.22% | -0.02% | -0.88% | |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.22% | — | -7.86% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.21% | — | -0.89% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.01% | — | |
| 46 | FMHI | First Trust Municipal High I | ETF-Other | 0.18% | -0.01% | +0.62% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.17% | -0.01% | — | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.17% | — | -96.16% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.16% | +0.04% | — |
According to official SEC Form 13F filings, Landmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $417.9M across 49 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NOBL, SPDW, VFLO) accounted for 13.7% of total reported equity market value during Q2 2024.
During Q2 2024, Landmark Wealth Management, LLC's top holdings by market value included NOBL (13.3%)、SPDW (11.6%)、VFLO (9.0%). The largest single position, NOBL, represented 13.3% of total portfolio value.
In Q2 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.
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