Landmark Wealth Management, LLC - Portfolio overview

Landmark Wealth Management, LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 15.22%
2. NOBL - PROSHARES TR, 5.36%
3. VFLO - VICTORY PORTFOLIOS II, 4.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.