Landmark Wealth Management

Landmark Wealth Management as of June 30, 2025

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 44 positions in its portfolio as reported in the June 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 $42M 73k 568.03
Ishares Tr Core Total Usd (IUSB) 11.8 $28M 598k 46.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.8 $23M 566k 40.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.7 $18M 29k 617.85
Ishares Tr Core Intl Aggr (IAGG) 7.0 $16M 321k 51.09
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 6.2 $15M 265k 54.92
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 5.7 $13M 313k 42.74
Ssga Active Tr Spdr Ssga Fxd (FISR) 4.9 $12M 446k 25.84
Vanguard Index Fds Extend Mkt Etf (VXF) 4.2 $9.8M 51k 192.71
Apple (AAPL) 3.2 $7.4M 36k 205.17
Spdr Series Trust Portfolio S&p600 (SPSM) 1.5 $3.5M 82k 42.60
Spdr Series Trust Portfolio Ln Cor (SPLB) 1.4 $3.4M 149k 22.57
Spdr Series Trust Portfolio Agrgte (SPAB) 1.4 $3.3M 131k 25.60
Spdr Gold Tr Gold Shs (GLD) 1.4 $3.3M 11k 304.83
Spdr Series Trust Portfolio S&p400 (SPMD) 1.3 $3.1M 57k 54.38
Spdr Series Trust Bloomberg High Y (JNK) 1.2 $2.8M 29k 97.27
Spdr Series Trust Dj Reit Etf (RWR) 1.2 $2.8M 29k 96.44
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.1 $2.5M 68k 37.18
Spdr Series Trust Bloomberg Enhncd (CERY) 1.0 $2.4M 87k 27.23
Spdr Series Trust Bloomberg Emg Mk (EMHC) 1.0 $2.2M 91k 24.61
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.9 $2.0M 49k 41.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.8M 3.6k 485.77
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.5M 2.00 728800.00
Spdr Series Trust Portfolio Intrmd (SPIB) 0.6 $1.4M 42k 33.58
Invesco Actively Managed Exc Total Return (GTO) 0.5 $1.2M 25k 46.89
Spdr Series Trust Bloomberg Emergi (EBND) 0.5 $1.1M 53k 21.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.1M 45k 24.44
Ishares Tr Intl Eqty Factor (INTF) 0.5 $1.1M 31k 34.23
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.4 $998k 36k 27.40
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 0.4 $967k 51k 19.14
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.4 $960k 36k 26.58
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $833k 24k 34.57
Ishares Tr Us Sml Cap Eqt (SMLF) 0.4 $823k 12k 67.95
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $728k 13k 57.78
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.3 $726k 15k 49.40
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.3 $676k 6.5k 103.71
Etf Ser Solutions Distillate Us (DSTL) 0.2 $566k 10k 55.35
Vanguard Index Fds Growth Etf (VUG) 0.2 $535k 1.2k 438.96
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $483k 5.3k 91.73
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.2 $465k 8.6k 54.31
Wal-Mart Stores (WMT) 0.2 $378k 3.9k 97.78
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $256k 8.8k 28.95
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $201k 4.8k 41.42
Broadcom (AVGO) 0.1 $201k 728.00 275.65