Landmark Wealth Management's Portfolio Shifts in Q3 2026
Landmark Wealth Management, Inc. significantly adjusted its holdings during the quarter ending June 30, 2026, with notable purchases and sales impacting various sectors.
As of Landmark Wealth Management Inc.'s latest filing dated June 30, 2026, the firm's portfolio shows substantial changes in holdings compared to the previous period. The total portfolio value stands at $296,657,696 as of this date.
Prominent Purchases This Quarter
Landmark Wealth Management demonstrated significant buying activity during Q3 2026. Notably, the firm increased its stake in ISHARES TR (IUSB), adding shares through a 7.15% increase from the prior period position. This ETF allocation grew to 11.13%, making it one of the largest positions in the portfolio.
Another major purchase involved ISHARES TR (IAGG), which saw a substantial increase of 13.49% in its share count, despite starting from a relatively small base allocation.
Additionally, Landmark added SPDR SERIES TRUST (SPTL), bringing it into the portfolio. This new position grew significantly with a 61.87% increase in shares during the quarter.
Furthermore, there were notable increases in SPDR INDEX SHS FDS (SPEM), which grew by 10.51% and now holds a portfolio allocation of 7.15%. Similarly, the position in SSGA ACTIVE TR (XLSR) increased slightly but still maintains its allocation.
Significant Sales and Reductions
Conversely, Landmark Wealth Management also showed strong selling activity during the quarter. The firm sold down or exited several positions entirely.
The most substantial reduction occurred in SPDR INDEX SHS FDS (SPDW), which experienced an 8.97% decrease in its position, impacting the large allocation of 10.95%. This ETF was also reduced by a significant number of shares.
Another major sale involved SSGA ACTIVE TR (FISR), which saw an alarming 24.65% reduction in its position, now holding only 2.45% of the portfolio.
Furthermore, Landmark completely exited SPDR SERIES TRUST (SPAB), reducing its stake by 76.22%. This ETF was also sold down in absolute terms.
Other sales included a reduction in FISR and the exit of other trusts like SPTL (though it's now added, its previous sale is noted). The firm also sold shares from SPDR SERIES TRUST (TIPX), albeit by a smaller percentage.
Technology Sector Focus
The portfolio's Technology sector allocation, currently at 3.52%, is dominated by APPLE INC (AAPL). This single stock contributes significantly to the sector weight.
Overall Portfolio Dynamics
The portfolio, managed by Landmark Wealth Management Inc., consists of 43 holdings as of June 30. The top five positions account for a combined 57.47% allocation (18%, 11.13%, 10.95%, 10.25%, and 7.15%).
There were both large buying activities, including significant increases in ETFs like IUSB and IAGG, and large selling activities, such as the substantial reduction of SPDW and complete exit from SPAB.