LANDMARK WEALTH MANAGEMENT, INC. Portfolio Holdings
Q3 2025•39 long positions•$251.1M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding44 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $45.1M 17.98% | +$301.3K Bought | — 73.7K shares | 73.2K → 73.7K +$301.3K | +0.67% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $30.5M 12.13% | +$2.5M Bought | — 651.9K shares | 597.5K → 651.9K +$2.5M | +9.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $28.8M 11.46% | +$4.5M Bought | — 672.5K shares | 566.3K → 672.5K +$4.5M | +18.75% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $27.8M 11.06% | +$8.5M Bought | — 41.7K shares | 28.9K → 41.7K +$8.5M | +44.19% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.8M 7.1% | +$1.4M Bought | — 348.2K shares | 320.5K → 348.2K +$1.4M | +8.65% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.8M 6.68% | +$2.1M Bought | — 358.2K shares | 313.1K → 358.2K +$2.1M | +14.4% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.1M 6.41% | +$339.9K Bought | — 270.2K shares | 264.5K → 270.2K +$339.9K | +2.16% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.6M 4.22% | -$96.3K Sold | — 50.6K shares | 51.1K → 50.6K −$96.3K | -0.9% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $9.2M 3.64% | -$57.0K Sold | 0.0% 35.9K shares | 36.2K → 35.9K −$57.0K | -0.62% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.2M 2.85% | +$3.3M Bought | — 154.5K shares | 82.3K → 154.5K +$3.3M | +87.6% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.2M 1.67% | +$1.3M Bought | — 42.7K shares | 29.0K → 42.7K +$1.3M | +47.16% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.5M 1.38% | +$227.6K Bought | — 60.6K shares | 56.6K → 60.6K +$227.6K | +7.03% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.4M 1.37% | -$8.2M Sold | — 131.6K shares | 446.1K → 131.6K −$8.2M | -70.51% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $3.2M 1.28% | -$635.2K Sold | — 9.0K shares | 10.8K → 9.0K −$635.2K | -16.52% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.1M 1.24% | +$2.6M Bought | — 33.9K shares | 5.3K → 33.9K +$2.6M | +545.02% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.8M 1.12% | +$59.7K Bought | — 69.8K shares | 68.3K → 69.8K +$59.7K | +2.17% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.3M 0.916% | +$11.2K Bought | — 91.3K shares | 90.9K → 91.3K +$11.2K | +0.49% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.1M 0.85% | +$87.3K Bought | — 51.4K shares | 49.3K → 51.4K +$87.3K | +4.26% | — — | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $1.8M 0.726% | — | 0.0% 3.6K shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $1.5M 0.601% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.471% | -$24.6K Sold | — 24.9K shares | 25.4K → 24.9K −$24.6K | -2.04% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.467% | +$35.5K Bought | — 54.9K shares | 53.3K → 54.9K +$35.5K | +3.12% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.465% | -$12.1K Sold | — 44.4K shares | 44.8K → 44.4K −$12.1K | -1.02% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.449% | — | — 31.4K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 0.43% | +$106.1K Bought | — 56.0K shares | 50.5K → 56.0K +$106.1K | +10.89% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $899.9K 0.358% | -$1.1K Sold | — 12.1K shares | 12.1K → 12.1K −$1.1K | -0.12% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $863.3K 0.344% | -$12.2K Sold | — 23.7K shares | 24.1K → 23.7K −$12.2K | -1.39% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $760.3K 0.303% | -$51.8 Sold | — 14.7K shares | 14.7K → 14.7K −$51.8 | -0.01% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $744.1K 0.296% | -$14.9K Sold | — 12.3K shares | 12.6K → 12.3K −$14.9K | -1.97% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $706.8K 0.281% | +$108.4 Bought | — 6.5K shares | 6.5K → 6.5K +$108.4 | +0.02% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $652.8K 0.26% | -$779.5K Sold | — 19.3K shares | 42.3K → 19.3K −$779.5K | -54.42% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $592.6K 0.236% | — | — 10.2K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $584.6K 0.233% | +$479.5 Bought | — 1.2K shares | 1.2K → 1.2K +$479.5 | +0.08% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $476.7K 0.19% | -$6.8K Sold | — 8.4K shares | 8.6K → 8.4K −$6.8K | -1.41% | — — | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $397.9K 0.158% | — | 0.0% 3.9K shares | — | — | $821.68B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $278.5K 0.111% | — | — 8.8K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $240.2K 0.096% | — | 0.0% 728.0 shares | — | — | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
Agricultural - Machinery Industrials | $238.6K 0.095% | +$238.6K New | 0.0% 500.0 shares | 0 → 500.0 +$238.6K | New | $223.53B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $200.2K 0.08% | -$4.1K Sold | — 4.8K shares | 4.8K → 4.8K −$4.1K | -2.02% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | - — | -$998.3K Sold | — - shares | 36.4K → 0 −$998.3K | Sold | — — | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$2.8M Sold | — - shares | 29.2K → 0 −$2.8M | Sold | — — | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$959.6K Sold | — - shares | 36.1K → 0 −$959.6K | Sold | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | - — | -$3.4M Sold | — - shares | 148.5K → 0 −$3.4M | Sold | — — | Q1 2025 Held for 8 months | |
ETF ETF | - — | -$3.3M Sold | — - shares | 130.7K → 0 −$3.3M | Sold | — — | Q3 2024 Held for 1y 2m |
