Landmark Wealth Management

Landmark Wealth Management as of March 31, 2025

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 49 positions in its portfolio as reported in the March 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) 13.4 $28M 55k 513.91
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.1 $25M 694k 36.41
Ishares Tr Core Total Usd (IUSB) 10.4 $22M 472k 46.08
Ishares Tr Core Intl Aggr (IAGG) 6.9 $14M 288k 49.99
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.7 $14M 359k 39.37
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 6.1 $13M 254k 50.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.9 $12M 22k 559.39
Apple (AAPL) 3.8 $8.0M 36k 222.13
Ssga Active Tr Spdr Ssga Fxd (FISR) 3.3 $6.9M 266k 25.88
Invesco Actively Managed Exc Total Return (GTO) 3.0 $6.3M 135k 46.93
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $6.2M 36k 172.26
Spdr Ser Tr Bloomberg Enhncd (CERY) 1.9 $3.9M 142k 27.71
Spdr Ser Tr Portfolio Ln Cor (SPLB) 1.4 $2.9M 130k 22.57
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.3 $2.7M 53k 51.18
Spdr Gold Tr Gold Shs (GLD) 1.3 $2.7M 9.4k 288.14
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.2 $2.5M 28k 91.73
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 1.2 $2.5M 57k 44.01
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $2.5M 80k 31.23
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.1 $2.2M 69k 31.96
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 1.0 $2.0M 84k 24.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.9M 3.6k 532.58
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.9 $1.9M 46k 40.76
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.9 $1.9M 45k 41.13
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.9 $1.8M 34k 53.01
Etf Ser Solutions Distillate Us (DSTL) 0.8 $1.7M 32k 54.24
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.8 $1.7M 31k 53.31
Ishares Tr Us Sml Cap Eqt (SMLF) 0.8 $1.6M 26k 62.16
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $1.6M 2.00 798441.50
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.6 $1.3M 38k 33.24
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.5 $1.1M 29k 37.99
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $1.0M 36k 28.86
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.5 $1.0M 25k 41.85
Spdr Ser Tr Bloomberg Emergi (EBND) 0.5 $1.0M 51k 20.07
Ishares Tr Intl Eqty Factor (INTF) 0.5 $968k 31k 30.84
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.4 $858k 45k 19.19
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.4 $846k 18k 47.95
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $843k 8.8k 95.30
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.4 $836k 9.1k 91.53
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $823k 32k 25.89
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.4 $820k 30k 27.26
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.3 $674k 6.7k 100.56
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $664k 11k 60.17
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 0.3 $656k 17k 38.55
Vanguard Index Fds Growth Etf (VUG) 0.2 $495k 1.3k 370.75
Wal-Mart Stores (WMT) 0.2 $335k 3.8k 87.79
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $232k 9.1k 25.52
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $225k 8.8k 25.54
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $222k 2.4k 92.47
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.1 $212k 7.2k 29.34