Landmark Wealth Management, Inc. Portfolio Stock Holdings
Landmark Wealth Management, Inc. disclosed 44 stock positions valued at approximately $302.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and SPDR INDEX SHS FDS. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 44
- Portfolio Value
- $302.2M
Holdings by Sector
Landmark Wealth Management, Inc. Portfolio Holdings in Q2 2026
43 holdings in the latest reporting period.
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| 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 |
| VICTORY PORTFOLIOS II | UBND | Other | 0.23% | 32,152 | +32,152 | +100.00% | $698,503 |
| CATERPILLAR INC | CAT | Industrials | 0.22% | 633 | +133 | +26.60% | $674,082 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 0.20% | 8,954 | -2,887 | -24.38% | $613,706 |
| ETF SER SOLUTIONS | DSTL | Other | 0.20% | 10,102 | -123 | -1.20% | $605,110 |
| VANGUARD INDEX FDS | VUG | Other | 0.18% | 6,204 | +5,056 | +440.42% | $534,437 |
| FRANKLIN TEMPLETON ETF TR | FLQM | Other | 0.15% | 7,715 | -563 | -6.80% | $446,583 |
| WALMART INC | WMT | Consumer Defensive | 0.14% | 3,861 | - | - | $437,297 |
| ORACLE CORP | ORCL | Technology | 0.13% | 2,644 | - | - | $387,478 |
| SPDR SERIES TRUST | RWR | Other | 0.12% | 3,086 | +3,086 | +100.00% | $348,644 |
| SPDR SERIES TRUST | SPAB | Other | 0.10% | 11,950 | -38,305 | -76.22% | $304,964 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.09% | 7,050 | -1,593 | -18.43% | $283,481 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.08% | 2,418 | +2,418 | +100.00% | $233,313 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.07% | 4,701 | +4,701 | +100.00% | $206,986 |