Landmark Wealth Management

Landmark Wealth Management as of Sept. 30, 2025

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