Landmark Wealth Management, Inc. Top Holdings and 13F Report (2025) About Landmark Wealth Management, Inc.Investment ActivityLandmark Wealth Management, Inc. has $233.43 million in total holdings as of June 30, 2025.Landmark Wealth Management, Inc. owns shares of 44 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 18.88% of the portfolio was purchased this quarter.About 13.54% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, Inc. has purchased 49 new stocks and bought additional shares in 21 stocks.Landmark Wealth Management, Inc. sold shares of 16 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $41,599,109iShares Core Total USD Bond Market ETF $27,621,871SPDR Portfolio Developed World ex-US ETF $22,930,175SPDR S&P 500 ETF Trust $17,864,515iShares Core International Aggregate Bond ETF $16,372,622 Largest New Holdings this Quarter 78464A607 - SPDR Dow Jones REIT ETF $2,813,155 Holding808524201 - Schwab US Large-Cap ETF $1,095,474 Holding78463X863 - SPDR Dow Jones International Real Estate ETF $998,292 Holding11135F101 - Broadcom $200,673 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 18,580 shares (about $10.55M)iShares Core Total USD Bond Market ETF 125,699 shares (about $5.81M)SPDR SSGA Fixed Income Sector Rotation ETF 179,873 shares (about $4.65M)SPDR S&P 500 ETF Trust 6,772 shares (about $4.18M)SPDR Portfolio Aggregate Bond ETF 121,892 shares (about $3.12M) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 127,987 shares (about $5.18M)Invesco Total Return Bond ETF 109,331 shares (about $5.13M)SPDR Bloomberg 1-3 Month T-Bill ETF 22,291 shares (about $2.04M)SPDR Portfolio Emerging Markets ETF 45,815 shares (about $1.96M)Dimensional International Core Equity Market ETF 55,643 shares (about $1.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLandmark Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$41,599,109$10,553,997 ▲34.0%73,23417.8%ETFIUSBiShares Core Total USD Bond Market ETF$27,621,871$5,811,065 ▲26.6%597,48811.8%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$22,930,175$5,182,194 ▼-18.4%566,3179.8%ETFSPYSPDR S&P 500 ETF Trust$17,864,515$4,184,080 ▲30.6%28,9147.7%FinanceIAGGiShares Core International Aggregate Bond ETF$16,372,622$1,682,753 ▲11.5%320,4667.0%ETFXLSRSPDR SSGA US Sector Rotation ETF$14,526,449$596,321 ▲4.3%264,5026.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$13,382,749$1,958,133 ▼-12.8%313,1205.7%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$11,527,534$4,647,918 ▲67.6%446,1124.9%ETFVXFVanguard Extended Market ETF$9,844,590$2,932,853 ▲42.4%51,0854.2%ETFAAPLApple$7,419,768$43,496 ▲0.6%36,1643.2%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$3,507,855$1,556,817 ▲79.8%82,3441.5%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$3,351,058$424,587 ▲14.5%148,4741.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$3,346,022$3,120,435 ▲1,383.3%130,7041.4%ETFGLDSPDR Gold Shares$3,297,041$442,003 ▲15.5%10,8161.4%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,076,603$172,765 ▲5.9%56,5761.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,825,207$1,965,243 ▲228.5%29,0451.2%FinanceRWRSPDR Dow Jones REIT ETF$2,813,155$2,813,155 ▲New Holding29,1701.2%ETFGWXSPDR S&P International Small Cap ETF$2,538,502$28,629 ▼-1.1%68,2761.1%ETFSPDR SERIES TRUST$2,369,418$1,502,524 ▼-38.8%87,0151.0%BLOOMBERG ENHNCDEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$2,236,876$180,145 ▲8.8%90,8931.0%ETFSRLNSPDR Blackstone Senior Loan ETF$2,048,349$174,262 ▲9.3%49,2510.9%ETFBRK.BBerkshire Hathaway$1,762,3740.0%3,6280.8%FinanceBRK.ABerkshire Hathaway$1,457,6000.0%20.6%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,419,192$142,111 ▲11.1%42,2630.6%ETFGTOInvesco Total Return Bond ETF$1,191,522$5,126,531 ▼-81.1%25,4110.5%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$1,140,064$59,171 ▲5.5%53,2740.5%ETFSCHXSchwab US Large-Cap ETF$1,095,474$1,095,474 ▲New Holding44,8230.5%ETFINTFiShares International Equity Factor ETF$1,073,8290.0%31,3710.5%ETFRWXSPDR Dow Jones International Real Estate ETF$998,292$998,292 ▲New Holding36,4340.4%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$966,647$111,223 ▲13.0%50,5040.4%ETFSPTLSPDR Portfolio Long Term Treasury ETF$959,644$160,437 ▲20.1%36,1040.4%ETFDFAIDimensional International Core Equity Market ETF$832,584$1,923,579 ▼-69.8%24,0840.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$823,418$956,192 ▼-53.7%12,1180.4%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$727,797$1,069,912 ▼-59.5%12,5960.3%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$725,551$145,683 ▼-16.7%14,6870.3%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$675,880$18,772 ▼-2.7%6,5170.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$565,954$1,206,298 ▼-68.1%10,2250.2%ETFVUGVanguard Growth ETF$534,301$50,886 ▼-8.7%1,2180.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$482,683$2,044,752 ▼-80.9%5,2620.2%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$465,165$1,404,076 ▼-75.1%8,5650.2%ETFWMTWalmart$377,529$4,400 ▲1.2%3,8610.2%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$255,715$664,344 ▼-72.2%8,8330.1%ETFXLREReal Estate Select Sector SPDR Fund$200,846$828,609 ▼-80.5%4,8490.1%ETFAVGOBroadcom$200,673$200,673 ▲New Holding7280.1%Computer and TechnologySPEUSPDR Portfolio Europe ETF$0$2,524,238 ▼-100.0%00.0%ETFOMFSInvesco Russell 2000 Dynamic Multifactor ETF$0$1,101,019 ▼-100.0%00.0%ETFANGLVanEck Fallen Angel High Yield Bond ETF$0$1,046,766 ▼-100.0%00.0%ManufacturingXMHQInvesco S&P MidCap Quality ETF$0$836,127 ▼-100.0%00.0%ETFAVEMAvantis Emerging Markets Equity ETF$0$663,916 ▼-100.0%00.0%ETFJPMBJPMorgan USD Emerging Markets Sovereign Bond ETF$0$655,479 ▼-100.0%00.0%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$0$232,048 ▼-100.0%00.0%ManufacturingPIMCO ETF TR$0$222,107 ▼-100.0%00.0%ACTIVE BD ETFCOMDirexion Auspice Broad Commodity Strategy ETF$0$211,893 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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