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Landmark Wealth Management

Latest statistics and disclosures from Landmark Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SPDW, IUSB, SPY, IAGG, and represent 59.36% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FISR, SPTL, SPDW, VOO, SPLB, IUSB, SPAB, SPEM, TIPX, SPMD.
Started 3 new stock positions in SPTL, SPAB, SPLB.
Reduced shares in these 10 stocks: JNK, BIL, CERY, SPSM, , SPY, GLD, SCHX, AAPL, AVGO.
Sold out of its positions in AVGO, SPIB, BIL, XLRE.
Landmark Wealth Management was a net buyer of stock by $4.3M.
Landmark Wealth Management has $265M in assets under management (AUM), dropping by 3.40%.
Central Index Key (CIK): 0001985016

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	17.8	$47M		75k	627.13	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	12.6	$33M	+11%	751k	44.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	11.7	$31M	+2%	667k	46.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	10.6	$28M		41k	681.92	View chart
Ishares Tr Core Intl Aggr (IAGG)	6.7	$18M		353k	50.01	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	6.5	$17M	+2%	366k	46.81	View chart
Ssga Active Tr State Street Us (XLSR)	6.4	$17M		271k	62.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.1	$11M		51k	209.12	View chart
Apple (AAPL)	3.6	$9.5M	-2%	35k	271.86	View chart
Ssga Active Tr State Street Fix (FISR)	2.9	$7.7M	+126%	299k	25.91	View chart
Spdr Series Trust State Street Spd (SPSM)	2.2	$5.9M	-17%	127k	46.86	View chart
Spdr Series Trust State Street Spd (SPMD)	1.4	$3.8M	+8%	65k	57.91	View chart
Spdr Series Trust State Street Spd (SPTL)	1.4	$3.6M	NEW	137k	26.47	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$3.2M	-11%	8.0k	396.31	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	1.2	$3.1M	-37%	109k	28.55	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.1	$3.0M	+6%	74k	40.86	View chart
Spdr Series Trust State Street Spd (EMHC)	0.9	$2.4M		93k	25.46	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.8	$2.2M	+4%	54k	41.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.7M	-4%	3.5k	502.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.5M		2.00	754800.00	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.5	$1.4M	+31%	74k	19.08	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.5	$1.2M	+5%	58k	21.37	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.4	$1.2M		31k	37.75	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.4	$1.2M		25k	47.42	View chart
Spdr Series Trust State Street Spd (JNK)	0.4	$1.0M	-75%	11k	97.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$924k	-22%	34k	26.91	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$906k		12k	74.88	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$901k		24k	38.11	View chart
Spdr Series Trust State Street Spd (SPLB)	0.3	$871k	NEW	39k	22.58	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.3	$767k		15k	52.24	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$750k		12k	61.13	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$708k		6.5k	108.65	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$602k		10k	58.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$559k	-5%	1.1k	487.75	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$542k	NEW	21k	25.75	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$474k		8.4k	56.26	View chart
Wal-Mart Stores (WMT)	0.2	$430k		3.9k	111.41	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$287k		8.8k	32.57	View chart
Caterpillar (CAT)	0.1	$286k		500.00	572.87	View chart

Past Filings by Landmark Wealth Management

SEC 13F filings are viewable for Landmark Wealth Management going back to 2023

Landmark Wealth Management 2025 Q4 filed Feb. 13, 2026
Landmark Wealth Management 2025 Q3 filed Oct. 23, 2025
Landmark Wealth Management 2025 Q2 filed Aug. 5, 2025
Landmark Wealth Management 2025 Q1 filed May 6, 2025
Landmark Wealth Management 2024 Q4 filed Jan. 28, 2025
Landmark Wealth Management 2024 Q3 filed Nov. 1, 2024
Landmark Wealth Management 2024 Q2 filed Aug. 13, 2024
Landmark Wealth Management 2024 Q1 filed April 18, 2024
Landmark Wealth Management 2023 Q4 filed Feb. 22, 2024

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