$132 Million is the total value of Landmark Wealth Management, LLC's 63 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Exit | AT&T INC | $0 | – | -9,638 | -100.0% | -0.26% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -6,001 | -100.0% | -0.27% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -102 | -100.0% | -0.28% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -4,947 | -100.0% | -0.32% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -694 | -100.0% | -0.34% | – |
| FLMB | Exit | FRANKLIN TEMPLETON ETF TRmunicipal grn bd | $0 | – | -30,985 | -100.0% | -0.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSHARES TR | 11 | Q2 2024 | 22.5% |
| SPDR INDEX SHS FDS | 11 | Q2 2024 | 15.0% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 9.1% |
| FIRST TR EXCHNG TRADED FD VI | 11 | Q2 2024 | 8.6% |
| PIMCO ETF TR | 11 | Q2 2024 | 8.3% |
| LEGG MASON ETF INVT TR | 11 | Q2 2024 | 4.6% |
| PROSHARES TR | 11 | Q2 2024 | 3.2% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 2.8% |
| PROSHARES TR | 11 | Q2 2024 | 3.8% |
| FIRST TR EXCH TRADED FD III | 11 | Q2 2024 | 2.7% |
View Landmark Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-21 |
| 13F-HR/A | 2022-04-28 |
View Landmark Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.