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CIK: 0001728778
Total reported value
$417.9M
$417.9M
76 檔
21.6%
In Q3 2024, Landmark Wealth Management, LLC's U.S. equity holdings reached a combined market value of $417.9M, distributed across 76 disclosed stock positions.
In Q3 2024, Landmark Wealth Management, LLC displayed an active expansion posture, initiating 28 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.42% | +0.34% | — | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 7.98% | -0.02% | -3.11% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.94% | -0.05% | -0.09% | |
| 4 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 5.53% | -0.03% | +2.21% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.37% | -0.08% | +2.15% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.32% | -0.07% | — | |
| 7 | TOTR | T Rowe Price Total Return Et | ETF-Other | 2.93% | -0.09% | +2.52% | |
| 8 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.83% | -0.15% | — | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.66% | -0.08% | +1.57% | |
| 10 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 2.60% | -0.14% | +2.53% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.46% | -0.01% | — | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.41% | -0.13% | — | |
| 13 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.36% | -0.06% | +2.62% | |
| 14 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 2.13% | +0.04% | -9.10% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.12% | +0.15% | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.99% | -0.03% | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.85% | +0.06% | — | |
| 18 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.77% | — | -1.78% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.60% | -0.11% | +5.01% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.59% | -0.05% | — | |
| 21 | FMB | First Trust Managed Municipa | ETF-Other | 1.49% | -0.02% | +1.80% | |
| 22 | HYI | Western Asset High Yield Opportunity Fund Inc. | Stock-Other | 1.43% | — | +1.53% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.42% | +0.04% | +1.55% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | -0.03% | — | |
| 25 | TAXF | American Century Diver Muni | ETF-Other | 1.24% | -0.01% | +0.41% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.01% | -1.58% | |
| 27 | CGMU | Cap Group Municipal Income | ETF-Other | 1.10% | -0.05% | +7.46% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.98% | -0.06% | +0.55% | |
| 29 | EMLP | First Trust North American E | ETF-Other | 0.96% | -0.04% | -3.83% | |
| 30 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.93% | -0.05% | -1.79% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | — | — | |
| 32 | GNR | State Street Spdr S&p Global | ETF-Other | 0.89% | -0.11% | +5.10% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-Other | 0.79% | — | — | |
| 34 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.71% | -0.05% | -2.67% | |
| 35 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 0.71% | -0.04% | -2.82% | |
| 36 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.70% | -0.04% | +4.08% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | — | — | |
| 38 | VONE | Vanguard Russell 1000 | ETF-Other | 0.62% | +0.02% | -4.33% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.60% | +0.01% | — | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | +0.28% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.03% | — | |
| 42 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.46% | — | -2.37% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.05% | -2.62% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | +0.01% | — | |
| 45 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.39% | -0.03% | -3.54% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.30% | -0.01% | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.01% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | +0.39% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.07% | — | |
| 50 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.22% | -0.03% | -9.97% |
According to official SEC Form 13F filings, Landmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $417.9M across 76 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, SPDW) accounted for 21.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
VOO
市值: $35.4M
Top Position Liquidated / Trimmed
BOND
前期市值: $219.0K
During Q3 2024, Landmark Wealth Management, LLC's top holdings by market value included VOO (15.4%)、NOBL (8.0%)、SPDW (6.9%). The largest single position, VOO, represented 15.4% of total portfolio value.
In Q3 2024, Landmark Wealth Management, LLC made 49 total portfolio adjustments, initiating 28 new buys, adding to 15 positions, trimming 5 holdings, and fully liquidating 1 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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