LANDMARK WEALTH MANAGEMENT, INC.

PrivateCIK: 1985016
Location

NORMAL, IL

📋 What this filing means

LANDMARK WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $9.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

5
Positions
$9.69M
Total AUM (reported)
36.96K
Total Shares

Allocation by class

TOTAL AUM$9.69M5 positions
COM$5.70M58.8%
TR UNIT$1.39M14.3%
CL A$1.09M11.2%
CL B NEW$1.08M11.1%
GROWTH ETF$445.2K4.6%

Portfolio Concentration

Top 384.3%4–1015.7%TOP 10100.0%0%100%
Top 3$8.17M84.3%
4–10$1.52M15.7%

Top 3 weight

84.3%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 36.96K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

36.96K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole5
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings5
Rows:

APPLE INC

SOLE
COM
Shares29.58K
TypeSH
Market value$5.70M
58.77%
Sole
0.00
Shared
0.00
None
29.58K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares2.92K
TypeSH
Market value$1.39M
14.31%
Sole
0.00
Shared
0.00
None
2.92K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares2.00
TypeSH
Market value$1.09M
11.20%
Sole
0.00
Shared
0.00
None
2.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares3.02K
TypeSH
Market value$1.08M
11.13%
Sole
0.00
Shared
0.00
None
3.02K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares1.43K
TypeSH
Market value$445.2K
4.59%
Sole
0.00
Shared
0.00
None
1.43K
LANDMARK WEALTH MANAGEMENT, INC. 13F Holdings — 5 Positions | Finecho