Landmark Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    melville, NY
  • CIK
    0001728778
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

75

$226.00K
VOO, NOBL, SPDW, VFLO
13F-HR
Jan 22, 2025
000172877825000002

76

$230.00K
VOO, NOBL, SPDW, VFLO
13F-HR
Oct 30, 2024
000172877824000005

49

$129.00K
NOBL, SPDW, VFLO, JCPB
13F-HR
Jul 25, 2024
000196482024000003

72

$216.00K
VOO, NOBL, SPDW, VIGI
13F-HR
Apr 24, 2024
000172877824000002

74

$204.00K
VOO, NOBL, SPDW, VIGI
13F-HR
Jan 22, 2024
000172877824000001

72

$176.00K
VOO, NOBL, SPDW, JCPB
13F-HR
Oct 13, 2023
000172877823000005

40

$113.00K
NOBL, SPDW, JCPB, TOTR
13F-HR
Jul 14, 2023
000172877823000004

70

$180.00K
VOO, NOBL, SPDW, JCPB
13F-HR
Apr 17, 2023
000172877823000003

65

$139.00K
VOO, NOBL, SPDW, JCPB
13F-HR
Jan 20, 2023
000172877823000001

63

$132.00M
VOO, NOBL, SPDW, BOND
13F-HR
Oct 24, 2022
000172877822000007

38

$78.25M
NOBL, SPDW, JCPB, FIXD
13F-HR
Jul 21, 2022
000172877822000006

75

$187.60M
VOO, NOBL, SPDW, JCPB
NEW HOLDINGS
Apr 28, 2022
000180118422000002

189

$2.80B
SPDW, HTRB, NOBL, JCPB
13F-HR
Apr 26, 2022
000191147222000004

37

$171.00K
VOO, NOBL, SPDW, JCPB
13F-HR
Jan 27, 2022
000172877822000004
Landmark Wealth Management, Llc 13F Filings