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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, SPEM, and represent 57.47% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY, JNK, IAGG, IUSB, SPEM, VOO, SPTL, XLSR, UBND, VXF.
Started 4 new stock positions in AVEM, UBND, XLRE, RWR.
Reduced shares in these 10 stocks: SPDW, FISR, BIL, SPAB, BNDX, SPLB, OMFL, DFAI, AAPL, DFAE.
Sold out of its positions in BIL, BNDX.
Landmark Wealth Management was a net buyer of stock by $14M.
Landmark Wealth Management has $302M in assets under management (AUM), dropping by 13.98%.
Central Index Key (CIK): 0001985016

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 44 positions in its portfolio as reported in the June 2026 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)	18.0	$54M	+3%	79k	686.81	View chart
Ishares Tr Core Univrsl Usd (IUSB)	11.1	$34M	+7%	729k	46.15	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	10.9	$33M	-8%	657k	50.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	10.2	$31M	+18%	42k	746.77	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	7.1	$22M	+10%	417k	51.78	View chart
Ishares Tr Core Intl Aggr (IAGG)	6.7	$20M	+13%	399k	50.60	View chart
Ssga Active Tr State Street Us (XLSR)	6.5	$20M	+3%	302k	64.86	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.4	$13M	+3%	54k	246.21	View chart
Apple (AAPL)	3.3	$10M		35k	289.36	View chart
Ssga Active Tr St Str Secto Etf (FISR)	2.4	$7.4M	-24%	288k	25.65	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	2.0	$6.2M	+2%	107k	57.67	View chart
Spdr Series Trust St Bloo High Etf (JNK)	2.0	$5.9M	+156%	62k	96.37	View chart
Spdr Series Trust State Stret Spdr (CERY)	1.8	$5.5M	+8%	166k	33.43	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.5	$4.7M	+5%	69k	67.56	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	1.1	$3.4M	+8%	79k	43.76	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	1.1	$3.2M	+61%	122k	26.23	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$3.1M	+16%	8.5k	368.38	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.8	$2.6M	+6%	100k	25.44	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.8	$2.4M	-9%	108k	22.40	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.8	$2.4M	+7%	59k	40.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.7M		3.5k	500.39	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.5	$1.6M	+11%	82k	18.93	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.5M		2.00	748850.00	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.4	$1.3M	+8%	64k	20.92	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.4	$1.3M		31k	40.96	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.4	$1.1M		12k	89.14	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$1.0M	-3%	22k	46.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$980k	-3%	33k	29.43	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.3	$845k	-3%	14k	59.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$832k	-13%	20k	41.25	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$810k		6.5k	124.22	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	0.2	$699k	NEW	32k	21.73	View chart
Caterpillar (CAT)	0.2	$674k	+26%	633.00	1064.90	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$614k	-24%	9.0k	68.54	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$605k		10k	59.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$535k	+440%	6.2k	86.16	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$447k	-6%	7.7k	57.88	View chart
Wal-Mart Stores (WMT)	0.1	$437k		3.9k	113.26	View chart
Oracle Corporation (ORCL)	0.1	$388k		2.6k	146.55	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.1	$349k	NEW	3.1k	112.98	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$305k	-76%	12k	25.52	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$284k	-18%	7.1k	40.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$233k	NEW	2.4k	96.49	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$207k	NEW	4.7k	44.03	View chart

Past Filings by Landmark Wealth Management

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

Landmark Wealth Management 2026 Q2 filed Aug. 5, 2026
Landmark Wealth Management 2026 Q1 filed April 22, 2026
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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