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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, IUSB, SPDW, SPY, IAGG, and represent 58.56% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$8.5M), SPDW, SPSM, BIL, IUSB, CERY, SPEM, IAGG, JNK, XLSR.
Started 1 new stock position in CAT.
Reduced shares in these 10 stocks: FISR (-$8.2M), , , , , , SPIB, GLD, VXF, AAPL.
Sold out of its positions in RWX, SPLB, RWR, SPAB, SPTL.
Landmark Wealth Management was a net buyer of stock by $9.0M.
Landmark Wealth Management has $256M in assets under management (AUM), dropping by 9.71%.
Central Index Key (CIK): 0001985016

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 40 positions in its portfolio as reported in the September 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)	17.6	$45M		74k	612.38	View chart
Ishares Tr Core Total Usd (IUSB)	11.9	$31M	+9%	652k	46.71	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	11.2	$29M	+18%	673k	42.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	10.8	$28M	+44%	42k	666.18	View chart
Ishares Tr Core Intl Aggr (IAGG)	7.0	$18M	+8%	348k	51.23	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	6.5	$17M	+14%	358k	46.81	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	6.3	$16M	+2%	270k	59.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.1	$11M		51k	209.34	View chart
Apple (AAPL)	3.6	$9.2M		36k	254.63	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	2.8	$7.2M	+87%	155k	46.32	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	2.0	$5.0M	+100%	175k	28.65	View chart
Spdr Series Trust Bloomberg High Y (JNK)	1.6	$4.2M	+47%	43k	97.99	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	1.4	$3.5M	+7%	61k	57.19	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	1.3	$3.4M	-70%	132k	26.05	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$3.2M	-16%	9.0k	355.47	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.2	$3.1M	+545%	34k	91.75	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.1	$2.8M	+2%	70k	40.18	View chart
Spdr Series Trust Bloomberg Emg Mk (EMHC)	0.9	$2.3M		91k	25.19	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.8	$2.1M	+4%	51k	41.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.8M		3.6k	502.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.5M		2.00	754200.00	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.5	$1.2M	-2%	25k	47.51	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.5	$1.2M	+3%	55k	21.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$1.2M		44k	26.34	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.4	$1.1M		31k	35.91	View chart
Spdr Series Trust Bloomberg 1 10 Y (TIPX)	0.4	$1.1M	+10%	56k	19.29	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.4	$900k		12k	74.35	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$863k		24k	36.35	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.3	$760k		15k	51.77	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$744k		12k	60.26	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$707k		6.5k	108.44	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.3	$653k	-54%	19k	33.89	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$593k		10k	57.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$585k		1.2k	479.54	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$477k		8.4k	56.45	View chart
Wal-Mart Stores (WMT)	0.2	$398k		3.9k	103.06	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$279k		8.8k	31.53	View chart
Broadcom (AVGO)	0.1	$240k		728.00	329.91	View chart
Caterpillar (CAT)	0.1	$239k	NEW	500.00	477.15	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$200k	-2%	4.8k	42.13	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 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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