Landmark Wealth Management

Landmark Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 39 positions in its portfolio as reported in the December 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 $47M 75k 627.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.6 $33M 751k 44.41
Ishares Tr Core Univrsl Usd (IUSB) 11.7 $31M 667k 46.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.6 $28M 41k 681.92
Ishares Tr Core Intl Aggr (IAGG) 6.7 $18M 353k 50.01
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.5 $17M 366k 46.81
Ssga Active Tr State Street Us (XLSR) 6.4 $17M 271k 62.31
Vanguard Index Fds Extend Mkt Etf (VXF) 4.1 $11M 51k 209.12
Apple (AAPL) 3.6 $9.5M 35k 271.86
Ssga Active Tr State Street Fix (FISR) 2.9 $7.7M 299k 25.91
Spdr Series Trust State Street Spd (SPSM) 2.2 $5.9M 127k 46.86
Spdr Series Trust State Street Spd (SPMD) 1.4 $3.8M 65k 57.91
Spdr Series Trust State Street Spd (SPTL) 1.4 $3.6M 137k 26.47
Spdr Gold Tr Gold Shs (GLD) 1.2 $3.2M 8.0k 396.31
Spdr Series Trust Bloomberg Enhncd (CERY) 1.2 $3.1M 109k 28.55
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.1 $3.0M 74k 40.86
Spdr Series Trust State Street Spd (EMHC) 0.9 $2.4M 93k 25.46
Ssga Active Etf Tr State Street Bla (SRLN) 0.8 $2.2M 54k 41.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.7M 3.5k 502.65
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.5M 2.00 754800.00
Spdr Series Trust State Stret Spdr (TIPX) 0.5 $1.4M 74k 19.08
Spdr Series Trust Bloomberg Emergi (EBND) 0.5 $1.2M 58k 21.37
Ishares Tr Intl Eqty Factor (INTF) 0.4 $1.2M 31k 37.75
Invesco Actively Managed Exc Total Return (GTO) 0.4 $1.2M 25k 47.42
Spdr Series Trust State Street Spd (JNK) 0.4 $1.0M 11k 97.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $924k 34k 26.91
Ishares Tr Us Sml Cap Eqt (SMLF) 0.3 $906k 12k 74.88
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $901k 24k 38.11
Spdr Series Trust State Street Spd (SPLB) 0.3 $871k 39k 22.58
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.3 $767k 15k 52.24
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $750k 12k 61.13
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.3 $708k 6.5k 108.65
Etf Ser Solutions Distillate Us (DSTL) 0.2 $602k 10k 58.90
Vanguard Index Fds Growth Etf (VUG) 0.2 $559k 1.1k 487.75
Spdr Series Trust State Street Spd (SPAB) 0.2 $542k 21k 25.75
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.2 $474k 8.4k 56.26
Wal-Mart Stores (WMT) 0.2 $430k 3.9k 111.41
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $287k 8.8k 32.57
Caterpillar (CAT) 0.1 $286k 500.00 572.87