0001085146-24-001535.txt : 20240222
0001085146-24-001535.hdr.sgml : 20240222
20240222121657
ACCESSION NUMBER: 0001085146-24-001535
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240222
DATE AS OF CHANGE: 20240222
EFFECTIVENESS DATE: 20240222
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LANDMARK WEALTH MANAGEMENT, INC.
CENTRAL INDEX KEY: 0001985016
ORGANIZATION NAME:
IRS NUMBER: 462129306
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23988
FILM NUMBER: 24663424
BUSINESS ADDRESS:
STREET 1: 203 LANDMARK DRIVE
STREET 2: SUITE A
CITY: NORMAL
STATE: IL
ZIP: 61761
BUSINESS PHONE: 309-808-2224
MAIL ADDRESS:
STREET 1: 203 LANDMARK DRIVE
STREET 2: SUITE A
CITY: NORMAL
STATE: IL
ZIP: 61761
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001985016
XXXXXXXX
12-31-2023
12-31-2023
false
LANDMARK WEALTH MANAGEMENT, INC.
203 LANDMARK DRIVE
SUITE A
NORMAL
IL
61761
13F COMBINATION REPORT
028-23988
000167188
0001593387
028-16841
000148222
801-71114
GeoWealth Management, LLC
N
Krista D. McBeath
President
309-808-2224
/s/ Krista D. McBeath
Normal
IL
02-22-2024
0
5
9691128
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
APPLE INC
COM
037833100
5695615
29583
SH
SOLE
0
0
29583
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1085250
2
SH
SOLE
0
0
2
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1078540
3024
SH
SOLE
0
0
3024
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1386479
2917
SH
SOLE
0
0
2917
VANGUARD INDEX FDS
GROWTH ETF
922908736
445244
1432
SH
SOLE
0
0
1432