Landmark Wealth Management, Inc. has recently filed its 13F-HR report, disclosing a total of $301.5 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions in various securities, showcasing its ongoing commitment to transparency in the financial services sector.

The report, filed on November 4, 2026, indicates that Landmark Wealth Management continues to actively manage its portfolio, which includes notable holdings in major companies such as Apple Inc. and Berkshire Hathaway. The inclusion of these high-profile stocks highlights the firm's strategic focus on established market leaders.

Background

Landmark Wealth Management, Inc. is a financial services firm based in Normal, Illinois. The company is registered under the Central Index Key (CIK) 0001985016. While specific SIC and ticker information is not provided, the firm operates within the broader wealth management industry, which encompasses various investment advisory services.

What the Filing Says

The 13F-HR filing reveals that Landmark Wealth Management reported a total of 72 positions in its portfolio, with a combined value of $301,504,558. The filing emphasizes the firm's investment discretion and highlights its approach to managing client assets.

Impact

This filing may affect both current and potential clients of Landmark Wealth Management, as it provides transparency regarding the firm's investment choices and performance. Additionally, the report may influence investor confidence within the wealth management industry, as firms are often compared based on their asset management strategies and holdings.

What's Next

The filing does not specify what happens next for Landmark Wealth Management, but it is expected that the firm will continue to monitor and adjust its portfolio in response to market conditions and client needs.