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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, SPEM, and represent 56.73% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FISR, SPLB, CERY, JNK, XLSR, BIL, BNDX, SPAB, VOO, IUSB.
Started 3 new stock positions in BIL, ORCL, BNDX.
Reduced shares in these 10 stocks: SPY, SPTL, SPDW, SPSM, GLD, IAGG, GTO, GWX, OMFL, DFAI.
Landmark Wealth Management was a net buyer of stock by $4.1M.
Landmark Wealth Management has $265M in assets under management (AUM), dropping by 0.13%.
Central Index Key (CIK): 0001985016

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 42 positions in its portfolio as reported in the March 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)	17.2	$46M		76k	597.55	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	12.4	$33M	-3%	721k	45.65	View chart
Ishares Tr Core Univrsl Usd (IUSB)	11.8	$31M		680k	46.19	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	8.6	$23M	-14%	35k	650.34	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	6.7	$18M	+3%	378k	46.91	View chart
Ishares Tr Core Intl Aggr (IAGG)	6.6	$18M		351k	50.04	View chart
Ssga Active Tr State Street Us (XLSR)	6.3	$17M	+6%	290k	57.74	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.0	$11M		52k	205.80	View chart
Ssga Active Tr State Street Fix (FISR)	3.7	$9.8M	+28%	383k	25.72	View chart
Apple (AAPL)	3.4	$8.9M		35k	253.79	View chart
Spdr Series Trust State Stret Spdr (CERY)	2.0	$5.4M	+39%	153k	35.24	View chart
Spdr Series Trust State Street Spd (SPSM)	1.9	$5.0M	-17%	104k	48.32	View chart
Spdr Series Trust State Street Spd (SPMD)	1.5	$3.9M		66k	59.22	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$3.2M	-8%	7.3k	430.29	View chart
Spdr Index Shs Fds State Street Spd (GWX)	1.2	$3.1M	-2%	73k	42.23	View chart
Spdr Series Trust State Street Spd (SPLB)	1.0	$2.6M	+208%	119k	22.22	View chart
Spdr Series Trust State Street Spd (EMHC)	0.9	$2.3M		94k	24.80	View chart
Spdr Series Trust State Street Spd (JNK)	0.9	$2.3M	+125%	24k	95.72	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.8	$2.2M		54k	40.14	View chart
Spdr Series Trust State Street Spd (SPTL)	0.7	$2.0M	-45%	75k	26.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.7M		3.5k	479.20	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.4M		2.00	718140.00	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.5	$1.4M		74k	19.19	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$1.3M	+138%	50k	25.62	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.5	$1.2M		31k	38.96	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.5	$1.2M		59k	20.64	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.4	$1.1M	-6%	23k	46.83	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$994k	NEW	11k	91.64	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$914k		12k	75.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$909k		23k	38.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$887k		35k	25.64	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.3	$762k		15k	51.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$760k	NEW	16k	48.05	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$746k		6.5k	114.52	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$712k	-3%	12k	60.12	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$592k		10k	57.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$501k		1.1k	436.79	View chart
Wal-Mart Stores (WMT)	0.2	$480k		3.9k	124.28	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$455k		8.3k	54.93	View chart
Oracle Corporation (ORCL)	0.1	$389k	NEW	2.6k	147.11	View chart
Caterpillar (CAT)	0.1	$354k		500.00	708.46	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$293k		8.6k	33.86	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 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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