Landmark Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$265.1M
Q ending 2026-03-31
Prior quarter
$264.8M
Q ending 2025-12-31
Change
+0.1% QoQ · +26.5% YoY
Positions
42
reported holdings
Largest positions
All 42 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $45.5M | 76K |
| Spdr Index Shs Fds | SPDW | Shares | $32.9M | 721K |
| Ishares Tr | IUSB | Shares | $31.4M | 680K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $22.8M | 35K |
| Spdr Index Shs Fds | SPEM | Shares | $17.7M | 377K |
| Ishares Tr | IAGG | Shares | $17.6M | 351K |
| Ssga Active Tr | XLSR | Shares | $16.8M | 290K |
| Vanguard Index Fds | VXF | Shares | $10.6M | 52K |
| Ssga Active Tr | FISR | Shares | $9.8M | 383K |
| Apple Inc | AAPL | Shares | $8.9M | 35K |
| Spdr Series Trust | CERY | Shares | $5.4M | 153K |
| Spdr Series Trust | SPSM | Shares | $5.0M | 104K |
| Spdr Series Trust | SPMD | Shares | $3.9M | 66K |
| Spdr Gold Tr | GLD | Shares | $3.2M | 7K |
| Spdr Index Shs Fds | GWX | Shares | $3.1M | 73K |
| Spdr Series Trust | SPLB | Shares | $2.6M | 119K |
| Spdr Series Trust | EMHC | Shares | $2.3M | 94K |
| Spdr Series Trust | JNK | Shares | $2.3M | 24K |
| Ssga Active Etf Tr | SRLN | Shares | $2.2M | 54K |
| Spdr Series Trust | SPTL | Shares | $2.0M | 75K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.7M | 3K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Spdr Series Trust | TIPX | Shares | $1.4M | 74K |
| Spdr Series Trust | SPAB | Shares | $1.3M | 50K |
| Ishares Tr | INTF | Shares | $1.2M | 31K |
| Spdr Series Trust | EBND | Shares | $1.2M | 59K |
| Invesco Actively Managed Exc | GTO | Shares | $1.1M | 23K |
| Spdr Series Trust | BIL | Shares | $994K | 11K |
| Ishares Tr | SMLF | Shares | $914K | 12K |
| Dimensional Etf Trust | DFAI | Shares | $909K | 23K |
| Schwab Strategic Tr | SCHX | Shares | $887K | 35K |
| Pacer Fds Tr | PALC | Shares | $762K | 15K |
| Vanguard Charlotte Fds | BNDX | Shares | $760K | 16K |
| J P Morgan Exchange Traded F | JPME | Shares | $746K | 7K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $712K | 12K |
| Etf Ser Solutions | DSTL | Shares | $592K | 10K |
| Vanguard Index Fds | VUG | Shares | $501K | 1K |
| Walmart Inc | WMT | Shares | $480K | 4K |
| Franklin Templeton Etf Tr | FLQM | Shares | $455K | 8K |
| Oracle Corp | ORCL | Shares | $389K | 3K |
| Caterpillar Inc | CAT | Shares | $354K | 500 |
| Dimensional Etf Trust | DFAE | Shares | $293K | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.