LANDMARK WEALTH MANAGEMENT, INC.
42 holdingsFiling period: 2026-03-31Current AUM: $286.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 76.2K | $45.5M | $52.3M | 18.28% | +1.0K | 2026-03-31 |
| 2 | SPDW | SPDR INDEX SHS FDS | 721.3K | $32.9M | $36.1M | 12.62% | -29,969 | 2026-03-31 |
| 3 | IUSB | ISHARES TR | 680.1K | $31.4M | $30.9M | 10.80% | +12.7K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 35.1K | $22.8M | $26.2M | 9.17% | -5,872 | 2026-03-31 |
| 5 | SPEM | SPDR INDEX SHS FDS | 377.5K | $17.7M | $19.2M | 6.72% | +11.7K | 2026-03-31 |
| 6 | IAGG | ISHARES TR | 351.1K | $17.6M | $17.5M | 6.10% | -2,098 | 2026-03-31 |
| 7 | XLSR | SSGA ACTIVE TR | 290.3K | $16.8M | $18.6M | 6.51% | +18.9K | 2026-03-31 |
| 8 | VXF | VANGUARD INDEX FDS | 51.6K | $10.6M | $12.2M | 4.26% | +148 | 2026-03-31 |
| 9 | FISR | SSGA ACTIVE TR | 382.7K | $9.8M | $9.6M | 3.37% | +84.1K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 35.0K | $8.9M | $10.8M | 3.78% | -1 | 2026-03-31 |
| 11 | CERY | SPDR SERIES TRUST | 152.6K | $5.4M | $5.5M | 1.92% | +43.3K | 2026-03-31 |
| 12 | SPSM | SPDR SERIES TRUST | 104.4K | $5.0M | $5.9M | 2.06% | -22,540 | 2026-03-31 |
| 13 | SPMD | SPDR SERIES TRUST | 65.5K | $3.9M | $4.3M | 1.51% | +109 | 2026-03-31 |
| 14 | GLD | SPDR GOLD TR | 7.3K | $3.2M | $2.7M | 0.95% | -677 | 2026-03-31 |
| 15 | GWX | SPDR INDEX SHS FDS | 72.7K | $3.1M | $3.1M | 1.09% | -1,681 | 2026-03-31 |
| 16 | SPLB | SPDR SERIES TRUST | 118.8K | $2.6M | $2.5M | 0.89% | +80.2K | 2026-03-31 |
| 17 | EMHC | SPDR SERIES TRUST | 94.4K | $2.3M | $2.3M | 0.82% | +1.5K | 2026-03-31 |
| 18 | JNK | SPDR SERIES TRUST | 24.0K | $2.3M | $2.3M | 0.80% | +13.3K | 2026-03-31 |
| 19 | SRLN | SSGA ACTIVE ETF TR | 54.4K | $2.2M | $2.2M | 0.77% | +775 | 2026-03-31 |
| 20 | SPTL | SPDR SERIES TRUST | 75.3K | $2.0M | $1.9M | 0.66% | -61,908 | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.5K | $1.7M | $1.7M | 0.58% | -- | 2026-03-31 |
| 22 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.4M | $1.4M | 0.50% | -- | 2026-03-31 |
| 23 | TIPX | SPDR SERIES TRUST | 73.8K | $1.4M | $1.4M | 0.48% | -20 | 2026-03-31 |
| 24 | SPAB | SPDR SERIES TRUST | 50.3K | $1.3M | $1.3M | 0.44% | +29.2K | 2026-03-31 |
| 25 | INTF | ISHARES TR | 31.4K | $1.2M | $1.3M | 0.46% | -- | 2026-03-31 |
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