13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001985016
Total reported value
$302.2M
$302.2M
44 檔
41.8%
According to the latest 13F quarterly dataset, Landmark Wealth Management, Inc. managed an equity portfolio of $302.2M at the end of Q2 2025, spanning 44 distinct U.S. exchange-listed positions.
During Q2 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 | 17.82% | +0.83% | +34.00% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.83% | -0.72% | +26.64% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.82% | -1.47% | -18.43% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.65% | +1.64% | +30.58% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 7.01% | +0.04% | +11.46% | |
| 6 | XLSR | Ss US Sector Rotation | ETF-Other | 6.22% | +0.16% | +4.28% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 5.73% | +0.47% | -12.76% | |
| 8 | FISR | Ss Fi Sector Rotation | ETF-Other | 4.94% | -1.26% | +67.56% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.22% | +0.36% | +42.43% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.18% | -0.02% | +0.59% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.50% | +0.14% | +79.79% | |
| 12 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.44% | -0.20% | +14.51% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.43% | -0.39% | +1383.25% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.41% | -0.15% | +15.48% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.32% | +0.08% | +5.95% | |
| 16 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.21% | +1.09% | +228.53% | |
| 17 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 1.21% | +0.12% | NEW | |
| 18 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.09% | -0.02% | -1.12% | |
| 19 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 1.02% | -0.20% | -38.81% | |
| 20 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.96% | -0.04% | +8.76% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.88% | -0.04% | +9.30% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.05% | — | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.62% | -0.04% | — | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.61% | — | +11.13% | |
| 25 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.51% | -0.06% | -81.14% | |
| 26 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.49% | -0.02% | +5.47% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | -0.01% | — | |
| 28 | INTF | Ishares International Equity | ETF-Other | 0.46% | -0.03% | — | |
| 29 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.43% | — | — | |
| 30 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.41% | -0.01% | +13.00% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.41% | +0.31% | +20.07% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.36% | -0.06% | -69.79% | |
| 33 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.35% | +0.01% | -53.73% | |
| 34 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.31% | -0.07% | -59.52% | |
| 35 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.31% | -0.01% | -16.72% | |
| 36 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.29% | -0.01% | -2.70% | |
| 37 | DSTL | Distillate US Fundamental St | ETF-Other | 0.24% | -0.02% | -68.07% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | -0.01% | -8.70% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.21% | -0.37% | EXIT | |
| 40 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.20% | -0.02% | -75.11% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.04% | +1.18% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.11% | -0.02% | -72.21% | |
| 43 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.09% | +0.07% | NEW | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.09% | — | — |
According to official SEC Form 13F filings, Landmark Wealth Management, Inc. reported a total U.S. public equity portfolio value of $302.2M across 44 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IUSB, SPDW) accounted for 41.8% of total reported equity market value during Q2 2025.
During Q2 2025, Landmark Wealth Management, Inc.'s top holdings by market value included VOO (17.8%)、IUSB (11.8%)、SPDW (9.8%). The largest single position, VOO, represented 17.8% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.