Holdings
Landmark Wealth Management, Inc.
As of Jun 30, 2026, Landmark Wealth Management, Inc. reported 5 positions worth US$14.8M. Largest: Apple Inc, Berkshire Hathaway Inc. and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 34,757 | US$10.1M | −255 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 6,469 | US$3.24M | −4 | Jun 30, 2026 |
| Caterpillar, Inc. | 633 | US$674K | +133 | Jun 30, 2026 |
| Walmart Inc. | 3,861 | US$437K | no change | Jun 30, 2026 |
| Oracle Corporation | 2,644 | US$387K | no change | Jun 30, 2026 |