MFSM β€” MFS ACTIVE EXCHANGE TRADED F

Ownership history in Landmark Wealth Management, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Landmark Wealth Management, LLC reported a position in MFS ACTIVE EXCHANGE TRADED F (MFSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.18% (2025 Q3)
πŸ“Š Avg. % of fund
0.17%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Landmark Wealth Management, LLC Γ— MFSM AI Analytics

πŸ“‰ Landmark Wealth Management, LLC underperformed the S&P 500 by –12.9% annually on this MFSM position. Average cost basis: $23.98. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-12.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 12.9% ann.
2 quarters analyzed

πŸ’° Entry Quality
$23.98
+3.9% vs current ($24.91)

Best entry: $23.86 (2025 Q2)  Β·  Worst: $24.91 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.18% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MFSM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,746 +213 +1.1% 0.18% $469K $24.91
2025 Q3 ADDED 18,533 +3,240 +21.2% 0.18% $460K $24.47
2025 Q2 INITIATED 15,293 β€” β€” 0.16% $374K $23.86

🏒 Other funds also holding MFSM

As of 2025 Q4 β€” sorted by position size

Platt Wealth Management LLC 0.92% LAUREL OAK WEALTH MANAGEMENT, LLC 0.22% FAS Wealth Partners, Inc. 3Y 7Y 0.1% Marshall Financial Group, LLC 3Y 0.07% CRA Financial Services, LLC 3Y 7Y 0.04% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% JONES FINANCIAL COMPANIES LLLP 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0%
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