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CIK: 0001985016
Total reported value
$302.2M
$302.2M
42 檔
49.8%
As reported in its official Q1 2026 Form 13F filing, Landmark Wealth Management, Inc.'s tracked investment portfolio stood at $302.2M with 42 total positions.
In Q1 2026, Landmark Wealth Management, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.17% | +0.83% | +1.39% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 12.42% | -1.47% | -3.99% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.85% | -0.72% | +1.90% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.61% | +1.64% | -14.33% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.68% | +0.47% | +3.21% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.63% | +0.04% | -0.59% | |
| 7 | XLSR | Ss US Sector Rotation | ETF-Other | 6.32% | +0.16% | +6.98% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.00% | +0.36% | +0.29% | |
| 9 | FISR | Ss Fi Sector Rotation | ETF-Other | 3.71% | -1.26% | +28.18% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.35% | -0.02% | -0.00% | |
| 11 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 2.03% | -0.20% | +39.66% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.90% | +0.14% | -17.76% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.46% | +0.08% | +0.17% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.19% | -0.15% | -8.45% | |
| 15 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.16% | -0.02% | -2.26% | |
| 16 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.00% | -0.20% | +208.02% | |
| 17 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.88% | -0.04% | +1.59% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.87% | +1.09% | +125.59% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.82% | -0.04% | +1.44% | |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.75% | +0.31% | -45.12% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.05% | — | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | -0.04% | — | |
| 23 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.53% | -0.01% | -0.03% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.49% | -0.39% | +138.91% | |
| 25 | INTF | Ishares International Equity | ETF-Other | 0.46% | -0.03% | — | |
| 26 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.46% | -0.02% | +1.36% | |
| 27 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.41% | -0.06% | -6.58% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.37% | -0.37% | EXIT | |
| 29 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.34% | +0.01% | — | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.34% | -0.06% | -1.32% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.33% | -0.01% | +0.80% | |
| 32 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.29% | -0.01% | +0.16% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.29% | -0.29% | EXIT | |
| 34 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.28% | -0.01% | — | |
| 35 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.27% | -0.07% | -3.52% | |
| 36 | DSTL | Distillate US Fundamental St | ETF-Other | 0.22% | -0.02% | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | -0.01% | +0.17% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.04% | — | |
| 39 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.17% | -0.02% | -1.70% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.15% | -0.02% | — | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | +0.09% | — | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.11% | -0.02% | -1.86% |
According to official SEC Form 13F filings, Landmark Wealth Management, Inc. reported a total U.S. public equity portfolio value of $302.2M across 42 disclosed positions in Q1 2026.
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, SPDW, IUSB) accounted for 49.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
BIL
市值: $993.7K
Top Position Liquidated / Trimmed
SPDW
前期市值: $33.4M
During Q1 2026, Landmark Wealth Management, Inc.'s top holdings by market value included VOO (17.2%)、SPDW (12.4%)、IUSB (11.8%). The largest single position, VOO, represented 17.2% of total portfolio value.
In Q1 2026, Landmark Wealth Management, Inc. made 34 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 14 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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