LANDMARK WEALTH MANAGEMENT, INC. Portfolio Holdings - 13F Filings | 13F Fund Database
LANDMARK WEALTH MANAGEMENT, INC. 13F Holdings
CIK 0001985016 · NORMAL, IL
As of Sep 30, 2025, LANDMARK WEALTH MANAGEMENT, INC. reported
40 positions worth $256.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 73,726 | $45.1M | 17.63% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 651,897 | $30.5M | 11.89% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 672,488 | $28.8M | 11.24% |
| SPDR S&P 500 ETF TRUST | SPY | — | 41,690 | $27.8M | 10.84% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 348,182 |
|
7.8M6.96% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 358,216 |
6.8M | 6.55% |
| STATE STREET(R) US SECTOR ROTATION ETF | XLSR | — | 270,204 |
6.1M | 6.29% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 50,625 |
0.6M | 4.14% |
| APPLE INC | AAPL | Technology | 35,940 | $9.2M | 3.57% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 154,475 | $7.2M | 2.79% |
| SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF | CERY | — | 174,533 | $5.0M | 1.95% |
| STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF | JNK | — | 42,742 | $4.2M | 1.64% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 60,555 | $3.5M | 1.35% |
| STATE STREET(R) FIXED INCOME SECTOR ROTATION ETF | FISR | — | 131,558 | $3.4M | 1.34% |
| SPDR GOLD TRUST | GQ9 | — | 9,029 | $3.2M | 1.25% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 33,941 | $3.1M | 1.22% |
| SPDR(R) S&P(R) INTERNATIONAL SMALL CAP ETF | GWX | — | 69,761 | $2.8M | 1.09% |
| STATE STREET(R) SPDR(R) BLOOMBERG EMERGING MARKETS USD BOND ETF | EMHC | — | 91,339 | $2.3M | 0.90% |
| STATE STREET(R) BLACKSTONE SENIOR LOAN ETF | SRLN | — | 51,350 | $2.1M | 0.83% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,628 |
.8M | 0.71% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 2 |
.5M | 0.59% |
| INVESCO TOTAL RETURN BOND ETF | GTO | — | 24,893 |
.2M | 0.46% |
| SPDR BLOOMBERG EM BOND | EBND | — | 54,938 |
.2M | 0.46% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 44,364 |
.2M | 0.46% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 31,371 |
.1M | 0.44% |