Landmark Wealth Management, Inc. 13F Holdings · Q2 2026
Landmark Wealth Management, Inc. reported 44 securities worth $302.20M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (18.00%), IUSB (11.13%), SPDW (10.95%). Among its top 25 positions this quarter: 18 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $54.4M | 18.00% | 79,181 | Added |
| 2 | IUSB | ISHARES TR | $33.6M | 11.13% | 728,740 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $33.1M | 10.95% | 656,630 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $31.0M | 10.25% | 41,465 | Added |
| 5 | SPEM | SPDR INDEX SHS FDS | $21.6M | 7.15% | 417,135 | Added |
| 6 | IAGG | ISHARES TR | $20.2M | 6.67% | 398,519 | Added |
| 7 | XLSR | SSGA ACTIVE TR | $19.6M | 6.48% | 301,775 | Added |
| 8 | VXF | VANGUARD INDEX FDS | $13.2M | 4.36% | 53,497 | Added |
| 9 | AAPL | APPLE INC | $10.1M | 3.33% | 34,757 | Trimmed |
| 10 | FISR | SSGA ACTIVE TR | $7.4M | 2.45% | 288,333 | Trimmed |
| 11 | SPSM | SPDR SERIES TRUST | $6.2M | 2.04% | 106,788 | Added |
| 12 | JNK | SPDR SERIES TRUST | $5.9M | 1.96% | 61,598 | Added |
| 13 | CERY | SPDR SERIES TRUST | $5.5M | 1.83% | 165,718 | Added |
| 14 | SPMD | SPDR SERIES TRUST | $4.7M | 1.54% | 68,863 | Added |
| 15 | GWX | SPDR INDEX SHS FDS | $3.4M | 1.14% | 78,577 | Added |
| 16 | SPTL | SPDR SERIES TRUST | $3.2M | 1.06% | 121,903 | Added |
| 17 | GLD | SPDR GOLD TR | $3.1M | 1.04% | 8,531 | Added |
| 18 | EMHC | SPDR SERIES TRUST | $2.6M | 0.84% | 100,315 | Added |
| 19 | SPLB | SPDR SERIES TRUST | $2.4M | 0.80% | 107,676 | Trimmed |
| 20 | SRLN | SSGA ACTIVE ETF TR | $2.4M | 0.78% | 58,697 | Added |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.58% | 3,476 | Hold |
| 22 | TIPX | SPDR SERIES TRUST | $1.6M | 0.52% | 82,432 | Added |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.50% | 2 | Hold |
| 24 | EBND | SPDR SERIES TRUST | $1.3M | 0.44% | 63,697 | Added |
| 25 | INTF | ISHARES TR | $1.3M | 0.43% | 31,371 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR