Landmark Wealth Management

Landmark Wealth Management as of June 30, 2026

Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 44 positions in its portfolio as reported in the June 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) 18.0 $54M 79k 686.81
Ishares Tr Core Univrsl Usd (IUSB) 11.1 $34M 729k 46.15
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 10.9 $33M 657k 50.39
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 10.2 $31M 42k 746.77
Spdr Index Shs Fds St Port Mark Etf (SPEM) 7.1 $22M 417k 51.78
Ishares Tr Core Intl Aggr (IAGG) 6.7 $20M 399k 50.60
Ssga Active Tr State Street Us (XLSR) 6.5 $20M 302k 64.86
Vanguard Index Fds Extend Mkt Etf (VXF) 4.4 $13M 54k 246.21
Apple (AAPL) 3.3 $10M 35k 289.36
Ssga Active Tr St Str Secto Etf (FISR) 2.4 $7.4M 288k 25.65
Spdr Series Trust ST STR SP600 SML (SPSM) 2.0 $6.2M 107k 57.67
Spdr Series Trust St Bloo High Etf (JNK) 2.0 $5.9M 62k 96.37
Spdr Series Trust State Stret Spdr (CERY) 1.8 $5.5M 166k 33.43
Spdr Series Trust St Str P400mid (SPMD) 1.5 $4.7M 69k 67.56
Spdr Index Shs Fds St Intl Cap Etf (GWX) 1.1 $3.4M 79k 43.76
Spdr Series Trust St Lon Treas Etf (SPTL) 1.1 $3.2M 122k 26.23
Spdr Gold Tr Gold Shs (GLD) 1.0 $3.1M 8.5k 368.38
Spdr Series Trust St Str Usd Etf (EMHC) 0.8 $2.6M 100k 25.44
Spdr Series Trust St Long Bd Etf (SPLB) 0.8 $2.4M 108k 22.40
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 0.8 $2.4M 59k 40.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.7M 3.5k 500.39
Spdr Series Trust State Stret Spdr (TIPX) 0.5 $1.6M 82k 18.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 748850.00
Spdr Series Trust Sst Spdr Bloombe (EBND) 0.4 $1.3M 64k 20.92
Ishares Tr Intl Eqty Factor (INTF) 0.4 $1.3M 31k 40.96
Ishares Tr Us Sml Cap Eqt (SMLF) 0.4 $1.1M 12k 89.14
Invesco Actively Managed Exc Total Return (GTO) 0.3 $1.0M 22k 46.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $980k 33k 29.43
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.3 $845k 14k 59.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $832k 20k 41.25
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.3 $810k 6.5k 124.22
Victory Portfolios Ii Core Plus Bd Etf (UBND) 0.2 $699k 32k 21.73
Caterpillar (CAT) 0.2 $674k 633.00 1064.90
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $614k 9.0k 68.54
Etf Ser Solutions Distillate Us (DSTL) 0.2 $605k 10k 59.90
Vanguard Index Fds Growth Etf (VUG) 0.2 $535k 6.2k 86.16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.1 $447k 7.7k 57.88
Wal-Mart Stores (WMT) 0.1 $437k 3.9k 113.26
Oracle Corporation (ORCL) 0.1 $388k 2.6k 146.55
Spdr Series Trust St Str Dow Reit (RWR) 0.1 $349k 3.1k 112.98
Spdr Series Trust St Str Aggre Etf (SPAB) 0.1 $305k 12k 25.52
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $284k 7.1k 40.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $233k 2.4k 96.49
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.1 $207k 4.7k 44.03