Landmark Wealth Management, Inc. Top Holdings and 13F Report (2026) About Landmark Wealth Management, Inc.Investment ActivityLandmark Wealth Management, Inc. has $265.14 million in total holdings as of March 31, 2026.Landmark Wealth Management, Inc. owns shares of 42 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, Inc. has purchased 39 new stocks and bought additional shares in 17 stocks.Landmark Wealth Management, Inc. sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $45,536,896SPDR Portfolio Developed World ex-US ETF $32,928,897iShares Core Total USD Bond Market ETF $31,415,020SPDR S&P 500 ETF Trust $22,837,340SPDR Portfolio Emerging Markets ETF $17,706,696 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $993,744 Holding92203J407 - Vanguard Total International Bond ETF $759,574 Holding68389X105 - Oracle $388,959 Holding Largest Purchases this Quarter SPDR SSGA Fixed Income Sector Rotation ETF 84,129 shares (about $2.16M)SPDR Portfolio Long Term Corporate Bond ETF 80,211 shares (about $1.78M)SPDR SERIES TRUST 43,320 shares (about $1.53M)SPDR Bloomberg High Yield Bond ETF 13,349 shares (about $1.28M)SPDR SSGA US Sector Rotation ETF 18,930 shares (about $1.09M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 5,872 shares (about $3.82M)SPDR Portfolio Long Term Treasury ETF 61,908 shares (about $1.63M)SPDR Portfolio Developed World ex-US ETF 29,969 shares (about $1.37M)SPDR Portfolio S&P 600 Small Cap ETF 22,540 shares (about $1.09M)SPDR Gold Shares 677 shares (about $291.31K) 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$45,536,896$622,050 ▲1.4%76,20617.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$32,928,897$1,368,085 ▼-4.0%721,33412.4%ETFIUSBiShares Core Total USD Bond Market ETF$31,415,020$585,643 ▲1.9%680,12611.8%ManufacturingSPYSPDR S&P 500 ETF Trust$22,837,340$3,818,797 ▼-14.3%35,1168.6%FinanceSPEMSPDR Portfolio Emerging Markets ETF$17,706,696$550,348 ▲3.2%377,4616.7%ETFIAGGiShares Core International Aggregate Bond ETF$17,571,460$104,984 ▼-0.6%351,1486.6%ETFXLSRSPDR SSGA US Sector Rotation ETF$16,762,615$1,093,018 ▲7.0%290,3126.3%ETFVXFVanguard Extended Market ETF$10,617,428$30,458 ▲0.3%51,5914.0%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$9,842,453$2,163,798 ▲28.2%382,6773.7%ETFAAPLApple$8,885,695$254 ▼0.0%35,0123.4%Computer and TechnologySPDR SERIES TRUST$5,376,249$1,526,597 ▲39.7%152,5612.0%STATE STRET SPDRSPSMSPDR Portfolio S&P 600 Small Cap ETF$5,043,159$1,089,133 ▼-17.8%104,3701.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,880,272$6,455 ▲0.2%65,5231.5%ETFGLDSPDR Gold Shares$3,157,899$291,306 ▼-8.4%7,3391.2%FinanceGWXSPDR S&P International Small Cap ETF$3,071,810$70,989 ▼-2.3%72,7401.2%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$2,639,091$1,782,288 ▲208.0%118,7711.0%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$2,340,401$36,555 ▲1.6%94,3710.9%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,295,174$1,277,766 ▲125.6%23,9780.9%FinanceSRLNSPDR Blackstone Senior Loan ETF$2,184,218$31,108 ▲1.4%54,4150.8%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,980,680$1,628,181 ▼-45.1%75,3110.7%ETFBRK.BBerkshire Hathaway$1,665,6990.0%3,4760.6%FinanceBRK.ABerkshire Hathaway$1,436,2800.0%20.5%FinanceTIPXSPDR Bloomberg 1-10 Year TIPS ETF$1,415,358$384 ▼0.0%73,7550.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,287,533$748,616 ▲138.9%50,2550.5%ETFINTFiShares International Equity Factor ETF$1,222,2140.0%31,3710.5%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$1,211,712$16,223 ▲1.4%58,7070.5%ETFGTOInvesco Total Return Bond ETF$1,080,462$76,099 ▼-6.6%23,0720.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$993,744$993,744 ▲New Holding10,8440.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$913,6550.0%12,1030.3%ETFDFAIDimensional International Core Equity Market ETF$909,210$12,194 ▼-1.3%23,3370.3%ETFSCHXSchwab US Large-Cap ETF$886,939$7,051 ▲0.8%34,5920.3%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$762,073$1,192 ▲0.2%14,7090.3%ETFBNDXVanguard Total International Bond ETF$759,574$759,574 ▲New Holding15,8080.3%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$746,4490.0%6,5180.3%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$711,881$25,972 ▼-3.5%11,8410.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$591,8230.0%10,2250.2%ETFVUGVanguard Growth ETF$501,419$874 ▲0.2%1,1480.2%ETFWALMART INC$479,8450.0%3,8610.2%COMFLQMFranklin U.S. Mid Cap Multifactor Index ETF$454,711$7,855 ▼-1.7%8,2780.2%ETFORCLOracle$388,959$388,959 ▲New Holding2,6440.1%Computer and TechnologyCATCaterpillar$354,2300.0%5000.1%IndustrialsDFAEDimensional Emerging Core Equity Market ETF$292,652$5,553 ▼-1.9%8,6430.1%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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