Landmark Wealth Management, Inc.
Landmark Wealth Management, Inc. reported 71 holdings worth US$302M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Landmark Wealth Management, Inc. reported 71 holdings worth US$302M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Caterpillar, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 71
- Value as reported
- US$302M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 34,757 | US$10.1M | 3.3% |
| Berkshire Hathaway Inc. | 6,469 | US$3.24M | 1.1% |
| Caterpillar, Inc. | 633 | US$674K | 0.22% |
| Walmart Inc. | 3,861 | US$437K | 0.14% |
| Oracle Corporation | 2,644 | US$387K | 0.13% |