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Showing Q4 2023 data
HedgeTrack has imported Q4 2025 data overall, but Landmark Financial Advisors, LLC's latest available filing here is Q4 2023.
Landmark Financial Advisors, LLC
•CIK: 1641440•Filing: Q4 2023
Landmark Financial Advisors, LLC manages $278M across a portfolio of 91 positions. The fund exhibits notable allocations to international equities, highlighted by the $26.4M position in VEA and $21.9M in GUNR. Core holdings also include significant exposure to US market indices via VOO ($16.6M) and DFNM ($16.4M). This structure suggests a diversified, multi-asset approach with targeted international and fixed-income tilts.
Total AUM
$277.9M
QoQ Performance
N/A
Positions
65
Top 10 Concentration
58.2%
Latest Filing
Q4 2023
Top Holdings Allocation
VEA
GUNR
STIP
VOO
DFNM
VEA9.5%
GUNR7.9%
STIP6.6%
VOO6.0%
DFNM5.9%
RAVI4.9%
BND4.8%
DFAT4.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other80.7%
ETF8.1%
Technology5.3%
Financial1.7%
Healthcare1.3%
Consumer1.2%
Energy0.5%
Consumer Staples0.4%
Changes from Q3 2023
NEW91 new positions
Historical Filings
Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022