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
75 檔
20.5%
During the Q1 2025 filing period, Landmark Wealth Management, LLC (CIK: 0001728778) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $417.9M across 75 reported positions.
Landmark Wealth Management, LLC executed strategic sector rebalancing during Q1 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.65% | +0.34% | +5.80% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 7.84% | -0.02% | +1.04% | |
| 3 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 6.15% | -0.03% | +8.48% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.17% | -0.07% | +25.06% | |
| 5 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 4.02% | +0.12% | — | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.40% | -0.08% | -1.87% | |
| 7 | TOTR | T Rowe Price Total Return Et | ETF-Other | 2.96% | -0.09% | -1.99% | |
| 8 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.88% | -0.15% | -2.24% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.86% | +0.15% | +50.43% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.70% | -0.08% | -1.37% | |
| 11 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 2.62% | -0.14% | -2.63% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.44% | -0.13% | -1.77% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.42% | -0.01% | -0.17% | |
| 14 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.39% | -0.06% | -1.60% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.35% | +0.06% | +39.07% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.88% | -0.03% | -3.35% | |
| 17 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.76% | -0.11% | +7.23% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.56% | -0.05% | -0.23% | |
| 19 | FMB | First Trust Managed Municipa | ETF-Other | 1.54% | -0.02% | +0.75% | |
| 20 | WABF | Western Asset Bond ETF | ETF-Other | 1.44% | -0.05% | +5.31% | |
| 21 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.39% | +0.04% | -30.46% | |
| 22 | CGMU | Cap Group Municipal Income | ETF-Other | 1.35% | -0.05% | +11.79% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.28% | +0.04% | -3.38% | |
| 24 | TAXF | American Century Diver Muni | ETF-Other | 1.23% | -0.01% | -1.41% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.22% | -0.03% | -2.02% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.14% | -0.05% | -84.21% | |
| 27 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.13% | — | -33.85% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.07% | -0.06% | +6.75% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.01% | -0.01% | -2.55% | |
| 30 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.00% | -0.05% | +9.44% | |
| 31 | EMLP | First Trust North American E | ETF-Other | 0.99% | -0.04% | -2.07% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.97% | -0.04% | +24.42% | |
| 33 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.89% | -0.05% | +22.33% | |
| 34 | GNR | State Street Spdr S&p Global | ETF-Other | 0.87% | -0.11% | +0.45% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | — | -10.31% | |
| 36 | SCHH | Schwab US Reit ETF | ETF-Other | 0.79% | — | +2.60% | |
| 37 | MBND | Ss Nuveen Munic Bond Etf-usd | ETF-Other | 0.69% | -0.04% | +2.24% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.64% | +0.01% | +9.84% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | — | +0.28% | |
| 40 | VONE | Vanguard Russell 1000 | ETF-Other | 0.61% | +0.02% | +1.75% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | +3.73% | |
| 42 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.43% | — | -2.32% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.05% | -0.83% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.03% | -0.94% | |
| 45 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.39% | -0.03% | +5.77% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | +0.01% | +0.21% | |
| 47 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.27% | -0.03% | +45.66% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.26% | -0.01% | -4.83% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | +0.01% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | -2.74% |
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 Q1 2025.
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, VFLO) accounted for 20.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
HFXI
市值: $9.1M
Top Position Liquidated / Trimmed
SLYV
前期市值: $254.0K
During Q1 2025, Landmark Wealth Management, LLC's top holdings by market value included VOO (15.7%)、NOBL (7.8%)、VFLO (6.2%). The largest single position, VOO, represented 15.7% of total portfolio value.
In Q1 2025, Landmark Wealth Management, LLC made 46 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 20 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.
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.