Landmark Wealth Management, Inc. Portfolio Stock Holdings
Landmark Wealth Management, Inc. disclosed 42 stock positions valued at approximately $265.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, SPDR INDEX SHS FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 42
- Portfolio Value
- $265.1M
Holdings by Sector
Landmark Wealth Management, Inc. Portfolio Holdings in Q1 2026
41 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 17.17% | 76,206 | +1,041 | +1.38% | $45,536,896 |
| SPDR INDEX SHS FDS | SPDW | Other | 12.42% | 721,334 | -29,969 | -3.99% | $32,928,897 |
| ISHARES TR | IUSB | Other | 11.85% | 680,126 | +12,679 | +1.90% | $31,415,020 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 8.61% | 35,116 | -5,872 | -14.33% | $22,837,340 |
| SPDR INDEX SHS FDS | SPEM | Other | 6.68% | 377,461 | +11,732 | +3.21% | $17,706,696 |
| ISHARES TR | IAGG | Other | 6.63% | 351,148 | -2,098 | -0.59% | $17,571,460 |
| SSGA ACTIVE TR | XLSR | Other | 6.32% | 290,312 | +18,930 | +6.98% | $16,762,615 |
| VANGUARD INDEX FDS | VXF | Other | 4.00% | 51,591 | +148 | +0.29% | $10,617,428 |
| SSGA ACTIVE TR | FISR | Other | 3.71% | 382,677 | +84,129 | +28.18% | $9,842,453 |
| APPLE INC | AAPL | Technology | 3.35% | 35,012 | -1 | -0.00% | $8,885,695 |
| SPDR SERIES TRUST | SPSM | Other | 1.90% | 104,370 | -22,540 | -17.76% | $5,043,159 |
| SPDR SERIES TRUST | SPMD | Other | 1.46% | 65,523 | +109 | +0.17% | $3,880,272 |
| SPDR GOLD TR | GLD | Other | 1.19% | 7,339 | -677 | -8.45% | $3,157,899 |
| SPDR INDEX SHS FDS | GWX | Other | 1.16% | 72,740 | -1,681 | -2.26% | $3,071,810 |
| SPDR SERIES TRUST | SPLB | Other | 1.00% | 118,771 | +80,211 | +208.02% | $2,639,091 |
| SPDR SERIES TRUST | EMHC | Other | 0.88% | 94,371 | +1,474 | +1.59% | $2,340,401 |
| SPDR SERIES TRUST | JNK | Other | 0.87% | 23,978 | +13,349 | +125.59% | $2,295,174 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.82% | 54,415 | +775 | +1.44% | $2,184,218 |
| SPDR SERIES TRUST | SPTL | Other | 0.75% | 75,311 | -61,908 | -45.12% | $1,980,680 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.63% | 3,476 | - | - | $1,665,699 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.54% | 2 | - | - | $1,436,280 |
| SPDR SERIES TRUST | TIPX | Other | 0.53% | 73,755 | -20 | -0.03% | $1,415,358 |
| SPDR SERIES TRUST | SPAB | Other | 0.49% | 50,255 | +29,220 | +138.91% | $1,287,533 |
| ISHARES TR | INTF | Other | 0.46% | 31,371 | - | - | $1,222,214 |
| SPDR SERIES TRUST | EBND | Other | 0.46% | 58,707 | +786 | +1.36% | $1,211,712 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 0.41% | 23,072 | -1,625 | -6.58% | $1,080,462 |
| SPDR SERIES TRUST | BIL | Other | 0.37% | 10,844 | +10,844 | +100.00% | $993,744 |
| ISHARES TR | SMLF | Other | 0.34% | 12,103 | - | - | $913,655 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.34% | 23,337 | -313 | -1.32% | $909,210 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.33% | 34,592 | +275 | +0.80% | $886,939 |
| PACER FDS TR | PALC | Other | 0.29% | 14,709 | +23 | +0.16% | $762,073 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.29% | 15,808 | +15,808 | +100.00% | $759,574 |
| J P MORGAN EXCHANGE TRADED F | JPME | Other | 0.28% | 6,518 | - | - | $746,449 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 0.27% | 11,841 | -432 | -3.52% | $711,881 |
| ETF SER SOLUTIONS | DSTL | Other | 0.22% | 10,225 | - | - | $591,823 |
| VANGUARD INDEX FDS | VUG | Other | 0.19% | 1,148 | +2 | +0.17% | $501,419 |
| WALMART INC | WMT | Consumer Defensive | 0.18% | 3,861 | - | - | $479,845 |
| FRANKLIN TEMPLETON ETF TR | FLQM | Other | 0.17% | 8,278 | -143 | -1.70% | $454,711 |
| ORACLE CORP | ORCL | Technology | 0.15% | 2,644 | +2,644 | +100.00% | $388,959 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 500 | - | - | $354,230 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.11% | 8,643 | -164 | -1.86% | $292,652 |