Long-term investor
Landmark Wealth Management, Inc. @landmarkwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001985016).
Record
- Tracked since 2025-06-30 (446 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 18.0% · long · since 2025-06-30
- 46434V613 · 11.1% · long · since 2025-06-30
- 78463X889 · 10.9% · long · since 2025-06-30
- 78462F103 · 10.2% · long · since 2025-06-30
- 78463X509 · 7.1% · long · since 2025-06-30
- 46435G672 · 6.7% · long · since 2025-06-30
- 78470P408 · 6.5% · long · since 2025-06-30
- 922908652 · 4.4% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- 78470P507 · 2.4% · long · since 2025-06-30
- 78468R853 · 2.0% · long · since 2025-06-30
- 78468R622 · 2.0% · long · since 2025-06-30