LANDMARK WEALTH MANAGEMENT, INC.

Est. AUM

$151.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR INDEX SHS FDS	STATE STREET SPD	$25.9M	567422	17.12%	SOLE
2	ISHARES TR	CORE UNIVRSL USD	$22.4M	486026	14.84%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$19.6M	30196	12.98%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$14.3M	305493	9.47%	SOLE
5	ISHARES TR	CORE INTL AGGR	$12.7M	253033	8.37%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.7M	19510	7.71%	OTR
7	APPLE INC	COM	$8.9M	35012	5.87%	SOLE
8	SPDR SERIES TRUST	STATE STRET SPDR	$4.7M	133010	3.10%	SOLE
9	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.8M	13695	1.86%	OTR
10	SSGA ACTIVE TR	STATE STREET US	$2.3M	39800	1.52%	OTR
11	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	83791	1.37%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	21197	1.34%	SOLE
13	SSGA ACTIVE ETF TR	STATE STREET BLA	$1.9M	48023	1.27%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3476	1.10%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.95%	SOLE
16	SPDR SERIES TRUST	STATE STRET SPDR	$1.2M	64338	0.82%	SOLE
17	ISHARES TR	INTL EQTY FACTOR	$1.2M	31371	0.81%	OTR
18	SSGA ACTIVE TR	STATE STREET FIX	$1.1M	44097	0.75%	OTR
19	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$1.1M	23072	0.71%	OTR
20	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	41362	0.70%	SOLE
21	ISHARES TR	US SML CAP EQT	$914K	12103	0.60%	OTR
22	SCHWAB STRATEGIC TR	US LRG CAP ETF	$887K	34592	0.59%	OTR
23	SPDR SERIES TRUST	STATE STREET SPD	$876K	9562	0.58%	SOLE
24	PACER FDS TR	LUNT LRGCP MULTI	$762K	14709	0.50%	OTR
25	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$755K	15705	0.50%	OTR
26	J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	$746K	6518	0.49%	OTR
27	SPDR SERIES TRUST	STATE STREET SPD	$712K	14734	0.47%	OTR
28	ETF SER SOLUTIONS	DISTILLATE US	$592K	10225	0.39%	OTR
29	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$578K	9607	0.38%	OTR
30	SPDR SERIES TRUST	STATE STREET SPD	$558K	9420	0.37%	OTR
31	WALMART INC	COM	$480K	3861	0.32%	SOLE
32	SPDR INDEX SHS FDS	STATE STREET SPD	$445K	10549	0.29%	OTR
33	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$395K	7200	0.26%	OTR
34	SPDR GOLD TR	GOLD SHS	$394K	916	0.26%	OTR
35	ORACLE CORP	COM	$389K	2644	0.26%	SOLE
36	CATERPILLAR INC	COM	$354K	500	0.23%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$298K	13420	0.20%	OTR
38	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$293K	8643	0.19%	OTR
39	SPDR SERIES TRUST	STATE STREET SPD	$233K	8875	0.15%	OTR
40	VANGUARD INDEX FDS	GROWTH ETF	$163K	373	0.11%	SOLE
41	SPDR SERIES TRUST	BLOOMBERG EMERGI	$140K	6777	0.09%	OTR
42	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$115K	2952	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.