Landmark Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Landmark Wealth Management, Inc. disclosed 43 stock positions valued at approximately $302.20M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and SPDR INDEX SHS FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 43
- Portfolio Value
- $302.20M
Holdings by Sector
Landmark Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 18.00% | 79,181 | +2,975 | +3.90% | $54,382,302 |
| ISHARES TR | IUSB | Other | 11.13% | 728,740 | +48,614 | +7.15% | $33,631,362 |
| SPDR INDEX SHS FDS | SPDW | Other | 10.95% | 656,630 | -64,704 | -8.97% | $33,087,579 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 10.25% | 41,465 | +6,349 | +18.08% | $30,964,823 |
| SPDR INDEX SHS FDS | SPEM | Other | 7.15% | 417,135 | +39,674 | +10.51% | $21,599,251 |
| ISHARES TR | IAGG | Other | 6.67% | 398,519 | +47,371 | +13.49% | $20,165,126 |
| SSGA ACTIVE TR | XLSR | Other | 6.48% | 301,775 | +11,463 | +3.95% | $19,573,144 |
| VANGUARD INDEX FDS | VXF | Other | 4.36% | 53,497 | +1,906 | +3.69% | $13,171,501 |
| APPLE INC | AAPL | Technology | 3.33% | 34,757 | -255 | -0.73% | $10,057,285 |
| SSGA ACTIVE TR | FISR | Other | 2.45% | 288,333 | -94,344 | -24.65% | $7,395,749 |
| SPDR SERIES TRUST | SPSM | Other | 2.04% | 106,788 | +2,418 | +2.32% | $6,158,464 |
| SPDR SERIES TRUST | JNK | Other | 1.96% | 61,598 | +37,620 | +156.89% | $5,936,206 |
| SPDR SERIES TRUST | SPMD | Other | 1.54% | 68,863 | +3,340 | +5.10% | $4,652,376 |
| SPDR INDEX SHS FDS | GWX | Other | 1.14% | 78,577 | +5,837 | +8.02% | $3,438,521 |
| SPDR SERIES TRUST | SPTL | Other | 1.06% | 121,903 | +46,592 | +61.87% | $3,197,511 |
| SPDR GOLD TR | GLD | Other | 1.04% | 8,531 | +1,192 | +16.24% | $3,142,659 |
| SPDR SERIES TRUST | EMHC | Other | 0.84% | 100,315 | +5,944 | +6.30% | $2,552,022 |
| SPDR SERIES TRUST | SPLB | Other | 0.80% | 107,676 | -11,095 | -9.34% | $2,411,936 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.78% | 58,697 | +4,282 | +7.87% | $2,364,912 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.58% | 3,476 | - | - | $1,739,356 |
| SPDR SERIES TRUST | TIPX | Other | 0.52% | 82,432 | +8,677 | +11.76% | $1,560,433 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.50% | 2 | - | - | $1,497,700 |
| SPDR SERIES TRUST | EBND | Other | 0.44% | 63,697 | +4,990 | +8.50% | $1,332,535 |
| ISHARES TR | INTF | Other | 0.43% | 31,371 | - | - | $1,284,957 |
| ISHARES TR | SMLF | Other | 0.35% | 12,020 | -83 | -0.69% | $1,071,461 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 0.35% | 22,352 | -720 | -3.12% | $1,047,638 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.32% | 33,283 | -1,309 | -3.78% | $979,519 |
| PACER FDS TR | PALC | Other | 0.28% | 14,144 | -565 | -3.84% | $845,118 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.28% | 20,172 | -3,165 | -13.56% | $832,098 |
| J P MORGAN EXCHANGE TRADED F | JPME | Other | 0.27% | 6,517 | -1 | -0.02% | $809,568 |
Showing 30 of 43 holdings in the latest reporting period.