Landmark Wealth Management, Inc. Top Holdings and 13F Report (2026) About Landmark Wealth Management, Inc.Investment ActivityLandmark Wealth Management, Inc. has $302.20 million in total holdings as of June 30, 2026.Landmark Wealth Management, Inc. owns shares of 44 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.84% of the portfolio was purchased this quarter.About 3.07% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, Inc. has purchased 42 new stocks and bought additional shares in 20 stocks.Landmark Wealth Management, Inc. sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $54,382,302iShares Core Total USD Bond Market ETF $33,631,362SPDR Portfolio Developed World ex-US ETF $33,087,579SPDR S&P 500 ETF Trust $30,964,823SPDR Portfolio Emerging Markets ETF $21,599,251 Largest New Holdings this Quarter 92647X863 - VictoryShares Core Plus Intermediate Bond ETF $698,503 Holding78464A607 - SPDR Dow Jones REIT ETF $348,644 Holding025072604 - Avantis Emerging Markets Equity ETF $233,313 Holding81369Y860 - Real Estate Select Sector SPDR Fund $206,986 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 6,349 shares (about $4.74M)SPDR Bloomberg High Yield Bond ETF 37,620 shares (about $3.63M)iShares Core International Aggregate Bond ETF 47,371 shares (about $2.40M)iShares Core Total USD Bond Market ETF 48,614 shares (about $2.24M)SPDR Portfolio Emerging Markets ETF 39,674 shares (about $2.05M) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 64,704 shares (about $3.26M)SPDR SSGA Fixed Income Sector Rotation ETF 94,344 shares (about $2.42M)SPDR Portfolio Aggregate Bond ETF 38,305 shares (about $977.54K)SPDR Portfolio Long Term Corporate Bond ETF 11,095 shares (about $248.53K)Invesco Russell 1000 Dynamic Multifactor ETF 2,887 shares (about $197.87K) 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$54,382,302$2,043,260 â–²3.9%79,18118.0%ETFIUSBiShares Core Total USD Bond Market ETF$33,631,362$2,243,537 â–²7.1%728,74011.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$33,087,579$3,260,434 â–¼-9.0%656,63010.9%ETFSPYSPDR S&P 500 ETF Trust$30,964,823$4,741,243 â–²18.1%41,46510.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$21,599,251$2,054,320 â–²10.5%417,1357.1%ETFIAGGiShares Core International Aggregate Bond ETF$20,165,126$2,396,980 â–²13.5%398,5196.7%ETFXLSRSPDR SSGA US Sector Rotation ETF$19,573,144$743,491 â–²3.9%301,7756.5%ETFVXFVanguard Extended Market ETF$13,171,501$469,276 â–²3.7%53,4974.4%ETFAAPLApple$10,057,285$73,787 â–¼-0.7%34,7573.3%TechnologyFISRSPDR SSGA Fixed Income Sector Rotation ETF$7,395,749$2,419,926 â–¼-24.7%288,3332.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$6,158,464$139,446 â–²2.3%106,7882.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$5,936,206$3,625,444 â–²156.9%61,5982.0%ETFSPDR SERIES TRUST$5,539,954$439,839 â–²8.6%165,7181.8%STATE STRET SPDRSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,652,376$225,650 â–²5.1%68,8631.5%ETFGWXSPDR S&P International Small Cap ETF$3,438,521$255,426 â–²8.0%78,5771.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$3,197,511$1,222,106 â–²61.9%121,9031.1%ETFGLDSPDR Gold Shares$3,142,659$439,110 â–²16.2%8,5311.0%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$2,552,022$151,216 â–²6.3%100,3150.8%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$2,411,936$248,527 â–¼-9.3%107,6760.8%ETFSRLNSPDR Blackstone Senior Loan ETF$2,364,912$172,523 â–²7.9%58,6970.8%ETFBRK.BBerkshire Hathaway$1,739,3560.0%3,4760.6%FinanceTIPXSPDR Bloomberg 1-10 Year TIPS ETF$1,560,433$164,255 â–²11.8%82,4320.5%ETFBRK.ABerkshire Hathaway$1,497,7000.0%20.5%FinanceEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$1,332,535$104,390 â–²8.5%63,6970.4%ETFINTFiShares International Equity Factor ETF$1,284,9570.0%31,3710.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,071,461$7,399 â–¼-0.7%12,0200.4%ETFGTOInvesco Total Return Bond ETF$1,047,638$33,746 â–¼-3.1%22,3520.3%ETFSCHXSchwab US Large-Cap ETF$979,519$38,524 â–¼-3.8%33,2830.3%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$845,118$33,759 â–¼-3.8%14,1440.3%ETFDFAIDimensional International Core Equity Market ETF$832,098$130,557 â–¼-13.6%20,1720.3%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$809,568$124 â–¼0.0%6,5170.3%ETFUBNDVictoryShares Core Plus Intermediate Bond ETF$698,503$698,503 â–²New Holding32,1520.2%ETFCATCaterpillar$674,082$141,632 â–²26.6%6330.2%IndustrialsOMFLInvesco Russell 1000 Dynamic Multifactor ETF$613,706$197,875 â–¼-24.4%8,9540.2%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$605,110$7,368 â–¼-1.2%10,1020.2%ETFVUGVanguard Growth ETF$534,437$435,544 â–²440.4%6,2040.2%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$446,583$32,589 â–¼-6.8%7,7150.1%ETFWALMART INC$437,2970.0%3,8610.1%COMORCLOracle$387,4780.0%2,6440.1%TechnologyRWRSPDR Dow Jones REIT ETF$348,644$348,644 â–²New Holding3,0860.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$304,964$977,544 â–¼-76.2%11,9500.1%ETFDFAEDimensional Emerging Core Equity Market ETF$283,481$64,055 â–¼-18.4%7,0500.1%ETFAVEMAvantis Emerging Markets Equity ETF$233,313$233,313 â–²New Holding2,4180.1%ETFXLREReal Estate Select Sector SPDR Fund$206,986$206,986 â–²New Holding4,7010.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$993,744 â–¼-100.0%00.0%ETFBNDXVanguard Total International Bond ETF$0$759,574 â–¼-100.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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