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CIK: 0001985016
Total reported value
$302.2M
$302.2M
49 檔
34.3%
At the close of Q1 2025, Landmark Wealth Management, Inc. disclosed equity holdings valued at approximately $302.2M, spread across 49 reported holdings.
During Q1 2025, Landmark Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.40% | +0.83% | +720.51% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 12.06% | -1.47% | +178.80% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 10.37% | -0.72% | +590.04% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.86% | +0.04% | +156.03% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.74% | +0.47% | +35.30% | |
| 6 | XLSR | Ss US Sector Rotation | ETF-Other | 6.14% | +0.16% | +7.90% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.91% | +1.64% | -28.80% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.81% | -0.02% | — | |
| 9 | FISR | Ss Fi Sector Rotation | ETF-Other | 3.29% | -1.26% | +20.14% | |
| 10 | GTO | Invesco Total Return Bond Et | ETF-Other | 3.02% | -0.06% | -75.16% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.95% | +0.36% | +823.67% | |
| 12 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 1.88% | -0.20% | +112.89% | |
| 13 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.40% | -0.20% | — | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.30% | +0.08% | +12.78% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.29% | -0.15% | -11.00% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.21% | -0.37% | EXIT | |
| 17 | SPEU | State Street Spdr Portfolio | ETF-Other | 1.20% | — | — | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 1.19% | -0.06% | -77.86% | |
| 19 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.05% | -0.02% | -0.33% | |
| 20 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.96% | -0.04% | +56.36% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.05% | — | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.89% | +0.14% | -45.52% | |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.88% | -0.04% | +41.56% | |
| 24 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.87% | -0.02% | -8.27% | |
| 25 | DSTL | Distillate US Fundamental St | ETF-Other | 0.83% | -0.02% | -86.03% | |
| 26 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.79% | -0.07% | -9.64% | |
| 27 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.78% | +0.01% | -81.20% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.76% | -0.04% | — | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.60% | — | -50.75% | |
| 30 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.53% | — | -9.25% | |
| 31 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.50% | — | -75.21% | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.50% | +0.07% | NEW | |
| 33 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.48% | -0.02% | -47.03% | |
| 34 | INTF | Ishares International Equity | ETF-Other | 0.46% | -0.03% | — | |
| 35 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.41% | -0.01% | -9.09% | |
| 36 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.40% | -0.01% | — | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.40% | +1.09% | -86.36% | |
| 38 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.40% | — | -90.06% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.39% | -0.02% | -8.69% | |
| 40 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.39% | +0.31% | — | |
| 41 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.32% | -0.01% | — | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.32% | +0.08% | NEW | |
| 43 | JPMB | Jpmorgan Usd Emerging Market | ETF-Emerging Markets | 0.31% | — | -76.41% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | -0.01% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.04% | — | |
| 46 | FTGC | First Trust Global Tactical | ETF-Other | 0.11% | — | -10.99% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.11% | -0.39% | — | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.11% | — | -15.57% | |
| 49 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 0.10% | — | -86.75% |
According to official SEC Form 13F filings, Landmark Wealth Management, Inc. reported a total U.S. public equity portfolio value of $302.2M across 49 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPDW, IUSB) accounted for 34.3% of total reported equity market value during Q1 2025.
During Q1 2025, Landmark Wealth Management, Inc.'s top holdings by market value included VOO (13.4%)、SPDW (12.1%)、IUSB (10.4%). The largest single position, VOO, represented 13.4% of total portfolio value.
In Q1 2025, Landmark Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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