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CIK: 0001985016
Total reported value
$302.2M
$302.2M
40 檔
49.6%
In Q3 2025, Landmark Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $302.2M, distributed across 40 disclosed stock positions.
In Q3 2025, Landmark Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.63% | +0.83% | +0.67% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.89% | -0.72% | +9.11% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 11.24% | -1.47% | +18.75% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.84% | +1.64% | +44.19% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.96% | +0.04% | +8.65% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.55% | +0.47% | +14.40% | |
| 7 | XLSR | Ss US Sector Rotation | ETF-Other | 6.29% | +0.16% | +2.16% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.14% | +0.36% | -0.90% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.57% | -0.02% | -0.62% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.79% | +0.14% | +87.60% | |
| 11 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 1.95% | -0.20% | +100.58% | |
| 12 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.64% | +1.09% | +47.16% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.35% | +0.08% | +7.03% | |
| 14 | FISR | Ss Fi Sector Rotation | ETF-Other | 1.34% | -1.26% | -70.51% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.25% | -0.15% | -16.52% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.22% | -0.37% | EXIT | |
| 17 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.09% | -0.02% | +2.17% | |
| 18 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.90% | -0.04% | +0.49% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.83% | -0.04% | +4.26% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.05% | — | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.59% | -0.04% | — | |
| 22 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.46% | -0.06% | -2.04% | |
| 23 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.46% | -0.02% | +3.12% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | -0.01% | -1.02% | |
| 25 | INTF | Ishares International Equity | ETF-Other | 0.44% | -0.03% | — | |
| 26 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.42% | -0.01% | +10.89% | |
| 27 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.35% | +0.01% | -0.12% | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.34% | -0.06% | -1.39% | |
| 29 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.30% | -0.01% | -0.01% | |
| 30 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.29% | -0.07% | -1.97% | |
| 31 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.28% | -0.01% | +0.02% | |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.25% | — | -54.42% | |
| 33 | DSTL | Distillate US Fundamental St | ETF-Other | 0.23% | -0.02% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | -0.01% | +0.08% | |
| 35 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.19% | -0.02% | -1.41% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.04% | — | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.11% | -0.02% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.09% | — | — | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.09% | +0.09% | — | |
| 40 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.08% | +0.07% | NEW |
According to official SEC Form 13F filings, Landmark Wealth Management, Inc. reported a total U.S. public equity portfolio value of $302.2M across 40 disclosed positions in Q3 2025.
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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 49.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHX
市值: $1.2M
Top Position Liquidated / Trimmed
SPLB
前期市值: $2.9M
During Q3 2025, Landmark Wealth Management, Inc.'s top holdings by market value included VOO (17.6%)、IUSB (11.9%)、SPDW (11.2%). The largest single position, VOO, represented 17.6% of total portfolio value.
In Q3 2025, Landmark Wealth Management, Inc. made 47 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 16 holdings, and fully liquidating 12 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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