Landmark Wealth Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Landmark Wealth Management, Inc. reported 6 stock positions worth $9.7 million. Its top holding was Apple (AAPL) at 52.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.3%) and Berkshire Hathaway Class B (BRK.B, 13.1%). Compared with Q4 2023, it opened 1 new position and reduced 2. The biggest buy was a new position in Walmart (WMT) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- NORMAL, IL
- CIK
- 0001985016
- Portfolio Value
- $9.7M (Q1 2024)
- SEC Filing
- 0001085146-24-001903 ↗ filed Apr 18, 2024
Holdings Value
Holdings 6 stocks · $9.7M
| AAPL Apple Inc. | 52.22% | 29,577 | $5.1M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.25% | 2,647 | $1.4M | Reduce -9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 13.09% | 3,024 | $1.3M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 13.06% | 2 | $1.3M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.08% | 1,432 | $493K | No change |
| WMT Walmart Inc. | 2.30% | 3,711 | $223K | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| WMT Walmart Inc. | New | 2.30% | +2.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 44 | $302.2M | VOO, IUSB, SPDW, SPY, SPEM |
| Q1 2026 | 42 | $265.1M | VOO, SPDW, IUSB, SPY, SPEM |
| Q4 2025 | 39 | $264.8M | VOO, SPDW, IUSB, SPY, IAGG |
| Q3 2025 | 40 | $256.1M | VOO, IUSB, SPDW, SPY, IAGG |
| Q2 2025 | 44 | $233.4M | VOO, IUSB, SPDW, SPY, IAGG |
| Q1 2025 | 49 | $209.6M | VOO, SPDW, IUSB, IAGG, SPEM |
| Q4 2024 | 45 | $205.4M | GTO, SPY, DSTL, XLSR, DFAI |
| Q3 2024 | 42 | $200.7M | GTO, SPY, DSTL, DFAI, XLSR |
| Q2 2024 | 41 | $181.6M | GTO, SPY, DSTL, SPDW, DFAI |
| Q1 2024 | 6 | $9.7M | AAPL, SPY, BRK.B, BRK.A, VUG |