Landmark Wealth Management, Inc. Top Holdings and 13F Report (2025) About Landmark Wealth Management, Inc.Investment ActivityLandmark Wealth Management, Inc. has $256.11 million in total holdings as of September 30, 2025.Landmark Wealth Management, Inc. owns shares of 40 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.85% of the portfolio was purchased this quarter.About 8.32% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, Inc. has purchased 44 new stocks and bought additional shares in 19 stocks.Landmark Wealth Management, Inc. sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $45,148,328iShares Core Total USD Bond Market ETF $30,450,109SPDR Portfolio Developed World ex-US ETF $28,775,762SPDR S&P 500 ETF Trust $27,773,044iShares Core International Aggregate Bond ETF $17,837,378 Largest New Holdings this Quarter 149123101 - Caterpillar $238,575 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 12,776 shares (about $8.51M)SPDR Portfolio Developed World ex-US ETF 106,171 shares (about $4.54M)SPDR Portfolio S&P 600 Small Cap ETF 72,131 shares (about $3.34M)SPDR Bloomberg 1-3 Month T-Bill ETF 28,679 shares (about $2.63M)iShares Core Total USD Bond Market ETF 54,409 shares (about $2.54M) Largest Sales this Quarter SPDR SSGA Fixed Income Sector Rotation ETF 314,554 shares (about $8.20M)SPDR Portfolio Intermediate Term Corporate Bond ETF 23,001 shares (about $779.50K)SPDR Gold Shares 1,787 shares (about $635.22K)Vanguard Extended Market ETF 460 shares (about $96.30K)Apple 224 shares (about $57.04K) 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$45,148,328$301,291 ▲0.7%73,72617.6%ETFIUSBiShares Core Total USD Bond Market ETF$30,450,109$2,541,444 ▲9.1%651,89711.9%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$28,775,762$4,543,057 ▲18.7%672,48811.2%ETFSPYSPDR S&P 500 ETF Trust$27,773,044$8,511,116 ▲44.2%41,69010.8%FinanceIAGGiShares Core International Aggregate Bond ETF$17,837,378$1,419,892 ▲8.6%348,1827.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$16,768,091$2,110,944 ▲14.4%358,2166.5%ETFXLSRSPDR SSGA US Sector Rotation ETF$16,106,861$339,896 ▲2.2%270,2046.3%ETFVXFVanguard Extended Market ETF$10,597,838$96,296 ▼-0.9%50,6254.1%ETFAAPLApple$9,151,402$57,037 ▼-0.6%35,9403.6%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$7,155,282$3,341,108 ▲87.6%154,4752.8%ETFSPDR SERIES TRUST$5,000,371$2,507,391 ▲100.6%174,5332.0%BLOOMBERG ENHNCDJNKSPDR Bloomberg High Yield Bond ETF$4,188,289$1,342,169 ▲47.2%42,7421.6%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,463,141$227,559 ▲7.0%60,5551.4%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$3,427,744$8,195,705 ▼-70.5%131,5581.3%ETFGLDSPDR Gold Shares$3,209,539$635,225 ▼-16.5%9,0291.3%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,114,087$2,631,298 ▲545.0%33,9411.2%ETFGWXSPDR S&P International Small Cap ETF$2,802,997$59,667 ▲2.2%69,7611.1%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$2,301,094$11,236 ▲0.5%91,3390.9%ETFSRLNSPDR Blackstone Senior Loan ETF$2,135,133$87,276 ▲4.3%51,3500.8%ETFBRK.BBerkshire Hathaway$1,823,9410.0%3,6280.7%FinanceBRK.ABerkshire Hathaway$1,508,4000.0%20.6%FinanceGTOInvesco Total Return Bond ETF$1,182,666$24,610 ▼-2.0%24,8930.5%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$1,173,476$35,543 ▲3.1%54,9380.5%ETFSCHXSchwab US Large-Cap ETF$1,168,548$12,090 ▼-1.0%44,3640.5%ETFINTFiShares International Equity Factor ETF$1,126,5330.0%31,3710.4%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$1,080,336$106,114 ▲10.9%56,0050.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$899,858$1,115 ▼-0.1%12,1030.4%ETFDFAIDimensional International Core Equity Market ETF$863,276$12,177 ▼-1.4%23,7490.3%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$760,294$52 ▼0.0%14,6860.3%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$744,090$14,944 ▼-2.0%12,3480.3%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$706,790$108 ▲0.0%6,5180.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$652,789$779,504 ▼-54.4%19,2620.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$592,6410.0%10,2250.2%ETFVUGVanguard Growth ETF$584,554$480 ▲0.1%1,2190.2%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$476,664$6,830 ▼-1.4%8,4440.2%ETFWMTWalmart$397,9150.0%3,8610.2%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$278,5040.0%8,8330.1%ETFAVGOBroadcom$240,1740.0%7280.1%Computer and TechnologyCATCaterpillar$238,575$238,575 ▲New Holding5000.1%IndustrialsXLREReal Estate Select Sector SPDR Fund$200,160$4,129 ▼-2.0%4,7510.1%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$0$3,351,058 ▼-100.0%00.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$0$3,346,022 ▼-100.0%00.0%ETFRWRSPDR Dow Jones REIT ETF$0$2,813,155 ▼-100.0%00.0%ETFRWXSPDR Dow Jones International Real Estate ETF$0$998,292 ▼-100.0%00.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$0$959,644 ▼-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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