• 13F History

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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 75 $226M +$7.94M -$6.04M +$1.9M VOO, NOBL, SPDW, VFLO, JCPB 13F-HR 1/22/2025, 04:59 PM
Q3 2024 76 $230M +$95.5M -$1.96M +$93.5M VOO, NOBL, SPDW, VFLO, JCPB 13F-HR 10/30/2024, 01:51 PM
Q2 2024 49 $128M +$19.7M -$105M -$85.5M NOBL, SPDW, VFLO, JCPB, TOTR 13F-HR 7/25/2024, 01:58 PM
Q1 2024 72 $216M +$10.3M -$2.9M +$7.41M VOO, NOBL, SPDW, VIGI, JCPB 13F-HR 4/24/2024, 01:32 PM
Q4 2023 74 $203M +$19.4M -$6.78M +$12.6M VOO, NOBL, SPDW, VIGI, JCPB 13F-HR 1/22/2024, 04:54 PM
Q3 2023 72 $176M +$70.9M -$2.22M +$68.7M VOO, NOBL, SPDW, JCPB, TOTR 13F-HR 10/13/2023, 02:36 PM
Q2 2023 40 $113M +$2.77M -$1.09M +$1.68M NOBL, SPDW, JCPB, TOTR, BOND 13F-HR 7/14/2023, 02:57 PM
Q1 2023 70 $180M +$38M -$185K +$37.8M VOO, NOBL, SPDW, JCPB, TOTR 13F-HR 4/17/2023, 11:33 AM
Q4 2022 65 $138M +$9.22M -$11.4M -$2.14M VOO, NOBL, SPDW, JCPB, BOND 13F-HR 1/20/2023, 01:32 PM
Q3 2022 63 $132M +$67.9M -$7.34M +$60.5M VOO, NOBL, SPDW, BOND, JCPB 13F-HR 10/24/2022, 09:10 AM
Q2 2022 38 $78.2M NOBL, SPDW, JCPB, FIXD, BOND 13F-HR 7/21/2022, 01:03 PM
Q1 2022 75 $188M VOO, NOBL, SPDW, JCPB, FIXD New Holdings 4/28/2022, 12:42 PM
Q1 2022 78 $188M VOO, NOBL, SPDW, JCPB, FIXD 13F-HR 4/26/2022, 10:53 AM
Q4 2021 0 13F-HR 1/27/2022, 01:35 PM