Landmark Wealth Management, LLC

Q4 2023 vs. Q1 2025 13F Holdings

Period
Q4 2023
Q1 2025
Holdings as of
12/31/2023
3/31/2025
Value ($000)
$203,190
$226,689
Num holdings
74
75
Form type
13F-HR
13F-HR
Date filed
1/22/2024
5/2/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2023 Q1 2025 Diff Chg % Q4 2023 Q1 2025 Diff Chg %