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CIK: 0001728778
Total reported value
$417.9M
$417.9M
75 檔
21.1%
At the close of Q4 2024, Landmark Wealth Management, LLC disclosed equity holdings valued at approximately $417.9M, spread across 75 reported holdings.
Landmark Wealth Management, LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 2 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.59% | +0.34% | -2.72% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 7.59% | -0.02% | +0.29% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.77% | -0.05% | +5.49% | |
| 4 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 5.66% | -0.03% | -1.71% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.41% | -0.08% | +4.28% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.23% | -0.07% | +5.24% | |
| 7 | TOTR | T Rowe Price Total Return Et | ETF-Other | 2.99% | -0.09% | +4.22% | |
| 8 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.90% | -0.15% | +4.81% | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.69% | -0.08% | +4.54% | |
| 10 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 2.65% | -0.14% | +4.72% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.55% | -0.01% | -0.27% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.45% | -0.13% | +4.30% | |
| 13 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.41% | -0.06% | +4.34% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.10% | +0.15% | -0.95% | |
| 15 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 2.07% | +0.04% | -2.53% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.90% | -0.03% | +2.07% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.81% | +0.06% | -3.59% | |
| 18 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.72% | — | -3.03% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.66% | -0.11% | +4.21% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.55% | -0.05% | +5.47% | |
| 21 | FMB | First Trust Managed Municipa | ETF-Other | 1.55% | -0.02% | +3.99% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.45% | +0.04% | -4.07% | |
| 23 | WABF | Western Asset Bond ETF | ETF-Other | 1.36% | -0.05% | — | |
| 24 | TAXF | American Century Diver Muni | ETF-Other | 1.27% | -0.01% | +3.05% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.27% | -0.03% | +0.03% | |
| 26 | CGMU | Cap Group Municipal Income | ETF-Other | 1.22% | -0.05% | +10.63% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.17% | -0.01% | -2.70% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.01% | -0.06% | +3.27% | |
| 29 | EMLP | First Trust North American E | ETF-Other | 0.96% | -0.04% | -7.25% | |
| 30 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.93% | -0.05% | +0.04% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.85% | — | +2.14% | |
| 32 | GNR | State Street Spdr S&p Global | ETF-Other | 0.81% | -0.11% | +4.11% | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.79% | -0.04% | +12.98% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-Other | 0.76% | — | +3.43% | |
| 35 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.73% | -0.05% | +4.02% | |
| 36 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 0.69% | -0.04% | -2.97% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.64% | — | +1.15% | |
| 38 | VONE | Vanguard Russell 1000 | ETF-Other | 0.64% | +0.02% | -1.08% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | +0.01% | -1.03% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.01% | -8.33% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.03% | -1.14% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.05% | -1.68% | |
| 43 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.45% | — | -2.90% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | +0.01% | -0.21% | |
| 45 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.38% | -0.03% | -2.86% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.29% | -0.01% | -2.84% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.01% | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.01% | -0.07% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | -0.04% | -4.19% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.07% | +0.08% |
According to official SEC Form 13F filings, Landmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $417.9M across 75 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, SPDW) accounted for 21.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
WABF
市值: $3.1M
Top Position Liquidated / Trimmed
HYI
前期市值: $3.3M
During Q4 2024, Landmark Wealth Management, LLC's top holdings by market value included VOO (15.6%)、NOBL (7.6%)、SPDW (6.8%). The largest single position, VOO, represented 15.6% of total portfolio value.
In Q4 2024, Landmark Wealth Management, LLC made 46 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 22 holdings, and fully liquidating 2 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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