Landmark Wealth Management, Inc 13F annual report
Landmark Wealth Management, Inc is an investment fund managing more than $182 billion ran by Krista Mcbeath. There are currently 25 companies in Mrs. Mcbeath’s portfolio. The largest investments include Powershares Actively Managed and Spdr Sp 500 Etf Tr, together worth $41.3 billion.
$182 billion Assets Under Management (AUM)
As of 6th August 2024, Landmark Wealth Management, Inc’s top holding is 569,422 shares of Powershares Actively Managed currently worth over $26.4 billion and making up 14.5% of the portfolio value.
In addition, the fund holds 27,334 shares of Spdr Sp 500 Etf Tr worth $14.9 billion.
The third-largest holding is Etf Ser Solutions worth $11.7 billion and the next is Spdr Index Shs Fds worth $21.4 billion, with 598,571 shares owned.
Currently, Landmark Wealth Management, Inc's portfolio is worth at least $182 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Landmark Wealth Management, Inc
The Landmark Wealth Management, Inc office and employees reside in Normal, Illinois. According to the last 13-F report filed with the SEC, Krista Mcbeath serves as the President at Landmark Wealth Management, Inc.
Recent trades
In the most recent 13F filing, Landmark Wealth Management, Inc revealed that it had opened a new position in
Powershares Actively Managed and bought 569,422 shares worth $26.4 billion.
The investment fund also strengthened its position in Spdr Sp 500 Etf Tr by buying
24,687 additional shares.
This makes their stake in Spdr Sp 500 Etf Tr total 27,334 shares worth $14.9 billion.
On the other hand, Krista Mcbeath disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $6.14 billion and 29,158 shares.
One of the smallest hedge funds
The two most similar investment funds to Landmark Wealth Management, Inc are Tactive Advisors and Napa Wealth Management. They manage $182 billion and $182 billion respectively.
Krista Mcbeath investment strategy
Landmark Wealth Management, Inc’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 3.4% of
the total portfolio value.
The fund focuses on investments in the United States as
12.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
12% of the total holdings value.
On the other hand, small-cap stocks make up only 4.0% of the portfolio.
The average market cap of the portfolio companies is close to $763 billion.
The complete list of Landmark Wealth Management, Inc trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Powershares Actively Managed |
Opened
569,422
|
$26,398,416,000 | 14.54% |
| Spdr Sp 500 Etf Tr |
932.64%
27,334
|
$14,875,710,000 | 8.19% |
| Etf Ser Solutions |
Opened
226,911
|
$11,660,956,000 | 6.42% |
| Spdr Index Shs Fds |
Opened
598,571
|
$21,352,438,000 | 11.76% |
| Dimensional Etf Trust |
Opened
422,479
|
$12,356,501,000 | 6.80% |
| Ssga Active Tr |
Opened
426,792
|
$16,236,325,000 | 8.94% |
| Invesco Exchange Traded Fd T |
Opened
89,423
|
$8,676,714,000 | 4.78% |
| Ishares Tr |
Opened
249,364
|
$13,336,214,000 | 7.34% |
| Apple Inc |
1.42%
29,158
|
$6,141,328,000 | 3.38% |
| American Centy Etf Tr |
Opened
82,236
|
$5,023,798,000 | 2.77% |
| VanEck ETF Trust |
Opened
154,767
|
$4,379,919,000 | 2.41% |
| Select Sector Spdr Tr |
Opened
105,946
|
$4,069,405,000 | 2.24% |
| Spdr Ser Tr |
Opened
444,181
|
$17,619,357,000 | 9.70% |
| J P Morgan Exchange Traded F |
Opened
84,307
|
$3,666,988,000 | 2.02% |
| Franklin Templeton Etf Tr |
Opened
48,462
|
$2,485,634,000 | 1.37% |
| Invesco Exch Trd Slf Idx Fd |
Opened
87,080
|
$3,898,813,000 | 2.15% |
| Direxion Shs Etf Tr |
Opened
55,244
|
$1,597,320,000 | 0.88% |
| Spdr Gold Tr |
Opened
6,832
|
$1,468,948,000 | 0.81% |
| Berkshire Hathaway Inc. |
No change
3,026
|
$2,454,645,000 | 1.35% |
| Ssga Active Etf Tr |
Opened
26,572
|
$1,110,709,000 | 0.61% |
| Pacer Fds Tr |
Opened
18,202
|
$885,345,000 | 0.49% |
| Pimco Etf Tr |
Opened
7,950
|
$724,172,000 | 0.40% |
| Vanguard Index Fds |
2.51%
1,396
|
$522,252,000 | 0.29% |
| First Tr Exchange Trad Fd Vi |
Opened
14,214
|
$339,876,000 | 0.19% |
| Walmart Inc |
32.69%
4,924
|
$333,406,000 | 0.18% |
| No transactions found | |||
| Showing first 500 out of 25 holdings | |||
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