Landmark Wealth Management

Landmark Wealth Management as of March 31, 2026

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