Landmark Wealth Management, Inc. Top Holdings and 13F Report (2025) About Landmark Wealth Management, Inc.Investment ActivityLandmark Wealth Management, Inc. has $209.59 million in total holdings as of March 31, 2025.Landmark Wealth Management, Inc. owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 42.79% of the portfolio was purchased this quarter.About 40.22% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, Inc. has purchased 45 new stocks and bought additional shares in 12 stocks.Landmark Wealth Management, Inc. sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $28,087,237SPDR Portfolio Developed World ex-US ETF $25,279,609iShares Core Total USD Bond Market ETF $21,740,037iShares Core International Aggregate Bond ETF $14,373,589SPDR Portfolio Emerging Markets ETF $14,131,271 Largest New Holdings this Quarter 78464A367 - SPDR Portfolio Long Term Corporate Bond ETF $2,926,471 Holding78463X103 - SPDR Portfolio Europe ETF $2,524,238 Holding78464A664 - SPDR Portfolio Long Term Treasury ETF $819,654 Holding78464A649 - SPDR Portfolio Aggregate Bond ETF $225,058 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 47,993 shares (about $24.66M)iShares Core Total USD Bond Market ETF 403,418 shares (about $18.59M)SPDR Portfolio Developed World ex-US ETF 445,272 shares (about $16.21M)iShares Core International Aggregate Bond ETF 175,227 shares (about $8.76M)Vanguard Extended Market ETF 31,983 shares (about $5.51M) Largest Sales this Quarter Invesco Total Return Bond ETF 407,588 shares (about $19.13M)Distillate U.S. Fundamental Stability & Value ETF 197,203 shares (about $10.70M)Dimensional International Core Equity Market ETF 280,386 shares (about $8.76M)Invesco S&P MidCap Quality ETF 82,743 shares (about $7.57M)iShares U.S. Small Cap Equity Factor ETF 113,154 shares (about $7.03M) 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$28,087,237$24,664,083 ▲720.5%54,65413.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$25,279,609$16,212,354 ▲178.8%694,30412.1%ETFIUSBiShares Core Total USD Bond Market ETF$21,740,037$18,589,501 ▲590.0%471,78910.4%ManufacturingIAGGiShares Core International Aggregate Bond ETF$14,373,589$8,759,606 ▲156.0%287,5296.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$14,131,271$3,686,528 ▲35.3%358,9356.7%ETFXLSRSPDR SSGA US Sector Rotation ETF$12,877,506$943,205 ▲7.9%253,6446.1%ETFSPYSPDR S&P 500 ETF Trust$12,386,013$5,009,337 ▼-28.8%22,1425.9%FinanceAAPLApple$7,986,0920.0%35,9523.8%Computer and TechnologyFISRSPDR SSGA Fixed Income Sector Rotation ETF$6,890,265$1,155,154 ▲20.1%266,2393.3%ETFGTOInvesco Total Return Bond ETF$6,323,454$19,128,141 ▼-75.2%134,7423.0%ETFVXFVanguard Extended Market ETF$6,178,277$5,509,391 ▲823.7%35,8662.9%ETFSPDR SER TR$3,940,196$2,089,362 ▲112.9%142,1941.9%BLOOMBERG ENHNCDSPLBSPDR Portfolio Long Term Corporate Bond ETF$2,926,471$2,926,471 ▲New Holding129,6621.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,732,961$309,741 ▲12.8%53,3991.3%ETFGLDSPDR Gold Shares$2,698,719$333,666 ▼-11.0%9,3661.3%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,527,437$1,851,112 ▼-42.3%27,5531.2%ETFSPEUSPDR Portfolio Europe ETF$2,524,238$2,524,238 ▲New Holding57,3561.2%ETFDFAIDimensional International Core Equity Market ETF$2,489,887$8,756,500 ▼-77.9%79,7271.2%ETFGWXSPDR S&P International Small Cap ETF$2,206,710$7,287 ▼-0.3%69,0461.1%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$2,019,241$727,838 ▲56.4%83,5731.0%ETFBRK.BBerkshire Hathaway$1,932,2000.0%3,6280.9%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,866,767$1,559,926 ▼-45.5%45,7990.9%ETFSRLNSPDR Blackstone Senior Loan ETF$1,853,359$544,109 ▲41.6%45,0610.9%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$1,824,517$164,598 ▼-8.3%34,4180.9%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$1,736,711$10,696,293 ▼-86.0%32,0190.8%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,658,657$177,045 ▼-9.6%31,1130.8%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,627,970$7,033,651 ▼-81.2%26,1900.8%ETFBRK.ABerkshire Hathaway$1,596,8830.0%20.8%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,264,150$1,302,642 ▼-50.7%38,0310.6%ETFOMFSInvesco Russell 2000 Dynamic Multifactor ETF$1,101,019$112,184 ▼-9.2%28,9820.5%ETFANGLVanEck Fallen Angel High Yield Bond ETF$1,046,766$3,176,114 ▼-75.2%36,2700.5%ManufacturingXLREReal Estate Select Sector SPDR Fund$1,040,160$3,137,597 ▼-75.1%24,8540.5%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$1,013,716$900,160 ▼-47.0%50,5090.5%ETFINTFiShares International Equity Factor ETF$967,4820.0%31,3710.5%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$857,659$85,779 ▼-9.1%44,6930.4%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$845,6040.0%17,6360.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$842,547$5,332,605 ▼-86.4%8,8410.4%FinanceXMHQInvesco S&P MidCap Quality ETF$836,127$7,573,471 ▼-90.1%9,1350.4%ETFDFAEDimensional Emerging Core Equity Market ETF$822,803$78,291 ▼-8.7%31,7810.4%ETFSPTLSPDR Portfolio Long Term Treasury ETF$819,654$819,654 ▲New Holding30,0680.4%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$673,5820.0%6,6980.3%ETFAVEMAvantis Emerging Markets Equity ETF$663,916$4,296,982 ▼-86.6%11,0340.3%ETFJPMBJPMorgan USD Emerging Markets Sovereign Bond ETF$655,479$2,123,570 ▼-76.4%17,0030.3%ETFVUGVanguard Growth ETF$494,5830.0%1,3340.2%ETFWMTWalmart$335,0100.0%3,8160.2%Retail/WholesaleFTGCFirst Trust Global Tactical Commodity Strategy Fund$232,048$28,658 ▼-11.0%9,0930.1%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$225,058$225,058 ▲New Holding8,8120.1%ETFPIMCO ETF TR$222,107$40,963 ▼-15.6%2,4020.1%ACTIVE BD ETFCOMDirexion Auspice Broad Commodity Strategy ETF$211,893$1,386,899 ▼-86.7%7,2220.1%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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