Landmark Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$226M
Signature - Title
Ashleigh Swayze - Counsel
Location
Melville, NY
Summary
This page shows a list of all the recent 13F filings made by Landmark Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Landmark Wealth Management, LLC reported 75 stock holdings with total value $226M as of Q4 2024. Top holdings included VOO, NOBL, SPDW, VFLO, and JCPB.
Holdings Value