LANDMARK WEALTH MANAGEMENT, INC.

Q4 2023 13F Combination Report, Stock Holdings

Signature - Title
Krista D. McBeath - President
Location
Normal, IL
Holdings as of
31 Dec 2023
Value $
$9,691,128
Num holdings
5
Filing time
22 Feb 2024, 12:16:57 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included AAPL, SPY, BRKA, BRKB, and VUG.
Next filing
Q1 2024 - 18 Apr 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Krista D. McBeath President Normal, Illinois 22 Feb 2024

List of Other Managers Reporting for LANDMARK WEALTH MANAGEMENT, INC.:

Name Holdings Value Location File Number
GeoWealth Management, LLC $2,712,843,659 Chicago, IL 028-16841