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Landmark Wealth Management

Latest statistics and disclosures from Landmark Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SPDW, IUSB, IAGG, SPEM, and represent 49.44% of Landmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$25M), IUSB (+$19M), SPDW (+$16M), IAGG (+$8.8M), VXF (+$5.5M), SPEM, SPLB, SPEU, CERY, FISR.
Started 4 new stock positions in SPEU, SPAB, SPTL, SPLB.
Reduced shares in these 10 stocks: GTO (-$19M), DSTL (-$11M), DFAI (-$8.8M), XMHQ (-$7.6M), SMLF (-$7.0M), JNK (-$5.3M), SPY (-$5.0M), AVEM, ANGL, XLRE.
Landmark Wealth Management was a net buyer of stock by $5.4M.
Landmark Wealth Management has $210M in assets under management (AUM), dropping by 2.05%.
Central Index Key (CIK): 0001985016

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Positions held by Landmark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Landmark Wealth Management

Landmark Wealth Management holds 49 positions in its portfolio as reported in the March 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)	13.4	$28M	+720%	55k	513.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	12.1	$25M	+178%	694k	36.41	View chart
Ishares Tr Core Total Usd (IUSB)	10.4	$22M	+590%	472k	46.08	View chart
Ishares Tr Core Intl Aggr (IAGG)	6.9	$14M	+156%	288k	49.99	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	6.7	$14M	+35%	359k	39.37	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	6.1	$13M	+7%	254k	50.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.9	$12M	-28%	22k	559.39	View chart
Apple (AAPL)	3.8	$8.0M		36k	222.13	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	3.3	$6.9M	+20%	266k	25.88	View chart
Invesco Actively Managed Exc Total Return (GTO)	3.0	$6.3M	-75%	135k	46.93	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.9	$6.2M	+823%	36k	172.26	View chart
Spdr Ser Tr Bloomberg Enhncd (CERY)	1.9	$3.9M	+112%	142k	27.71	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	1.4	$2.9M	NEW	130k	22.57	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.3	$2.7M	+12%	53k	51.18	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$2.7M	-11%	9.4k	288.14	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.2	$2.5M	-42%	28k	91.73	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	1.2	$2.5M	NEW	57k	44.01	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$2.5M	-77%	80k	31.23	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.1	$2.2M		69k	31.96	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	1.0	$2.0M	+56%	84k	24.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.9M		3.6k	532.58	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.9	$1.9M	-45%	46k	40.76	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.9	$1.9M	+41%	45k	41.13	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.9	$1.8M	-8%	34k	53.01	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.8	$1.7M	-86%	32k	54.24	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.8	$1.7M	-9%	31k	53.31	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.8	$1.6M	-81%	26k	62.16	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.8	$1.6M		2.00	798441.50	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.6	$1.3M	-50%	38k	33.24	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.5	$1.1M	-9%	29k	37.99	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.5	$1.0M	-75%	36k	28.86	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.5	$1.0M	-75%	25k	41.85	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.5	$1.0M	-47%	51k	20.07	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.5	$968k		31k	30.84	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.4	$858k	-9%	45k	19.19	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.4	$846k		18k	47.95	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.4	$843k	-86%	8.8k	95.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$836k	-90%	9.1k	91.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$823k	-8%	32k	25.89	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$820k	NEW	30k	27.26	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$674k		6.7k	100.56	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$664k	-86%	11k	60.17	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.3	$656k	-76%	17k	38.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$495k		1.3k	370.75	View chart
Wal-Mart Stores (WMT)	0.2	$335k		3.8k	87.79	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$232k	-10%	9.1k	25.52	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$225k	NEW	8.8k	25.54	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$222k	-15%	2.4k	92.47	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.1	$212k	-86%	7.2k	29.34	View chart

Past Filings by Landmark Wealth Management

SEC 13F filings are viewable for Landmark Wealth Management going back to 2023

Landmark Wealth Management 2025 Q1 filed May 6, 2025
Landmark Wealth Management 2024 Q4 filed Jan. 28, 2025
Landmark Wealth Management 2024 Q3 filed Nov. 1, 2024
Landmark Wealth Management 2024 Q2 filed Aug. 13, 2024
Landmark Wealth Management 2024 Q1 filed April 18, 2024
Landmark Wealth Management 2023 Q4 filed Feb. 22, 2024

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