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CIK: 0001985016
Total reported value
$302.2M
$302.2M
39 檔
52.0%
According to the latest 13F quarterly dataset, Landmark Wealth Management, Inc. managed an equity portfolio of $302.2M at the end of Q4 2025, spanning 39 distinct U.S. exchange-listed positions.
Landmark Wealth Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 4 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.80% | +0.83% | +1.95% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 12.60% | -1.47% | +11.72% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.73% | -0.72% | +2.39% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.56% | +1.64% | -1.68% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.67% | +0.04% | +1.45% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.47% | +0.47% | +2.10% | |
| 7 | XLSR | Ss US Sector Rotation | ETF-Other | 6.39% | +0.16% | +0.44% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.06% | +0.36% | +1.62% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.59% | -0.02% | -2.58% | |
| 10 | FISR | Ss Fi Sector Rotation | ETF-Other | 2.92% | -1.26% | +126.93% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.25% | +0.14% | -17.84% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.43% | +0.08% | +8.02% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.37% | +0.31% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.20% | -0.15% | -11.22% | |
| 15 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 1.18% | -0.20% | -37.41% | |
| 16 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.15% | -0.02% | +6.68% | |
| 17 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.89% | -0.04% | +1.71% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.84% | -0.04% | +4.46% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.05% | -4.19% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | -0.04% | — | |
| 21 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.53% | -0.01% | +31.73% | |
| 22 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.47% | -0.02% | +5.43% | |
| 23 | INTF | Ishares International Equity | ETF-Other | 0.45% | -0.03% | — | |
| 24 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.44% | -0.06% | -0.79% | |
| 25 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.39% | +1.09% | -75.13% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.35% | -0.01% | -22.65% | |
| 27 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.34% | +0.01% | — | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.34% | -0.06% | -0.42% | |
| 29 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.33% | -0.20% | — | |
| 30 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.29% | -0.01% | — | |
| 31 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.28% | -0.07% | -0.61% | |
| 32 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.27% | -0.01% | — | |
| 33 | DSTL | Distillate US Fundamental St | ETF-Other | 0.23% | -0.02% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.21% | -0.01% | -5.99% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.20% | -0.39% | — | |
| 36 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.18% | -0.02% | -0.27% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.04% | — | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.11% | -0.02% | -0.29% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.11% | +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 39 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPDW, IUSB) accounted for 52.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPTL
市值: $3.6M
Top Position Liquidated / Trimmed
BIL
前期市值: $3.1M
During Q4 2025, Landmark Wealth Management, Inc.'s top holdings by market value included VOO (17.8%)、SPDW (12.6%)、IUSB (11.7%). The largest single position, VOO, represented 17.8% of total portfolio value.
In Q4 2025, Landmark Wealth Management, Inc. made 35 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 14 holdings, and fully liquidating 4 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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