LANDMARK WEALTH MANAGEMENT, INC. - Portfolio overview

LANDMARK WEALTH MANAGEMENT, INC. has 45 reported holdings in this dataset, with the latest filing dated 2026-04-22.

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, 24.72%
2. XLSR - SSGA ACTIVE TR, 10.55%
3. IAGG - ISHARES TR, 9.24%

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

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