Landmark Wealth Management, Inc.
44 holdingsFiling period: 2026-06-30Current AUM: $301.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 79.2K | $54.4M | $55.7M | 18.47% | +3.0K | 2026-06-30 |
| 2 | IUSB | iShares TR | 728.7K | $33.6M | $32.6M | 10.82% | +48.6K | 2026-06-30 |
| 3 | SPDW | Spdr Index Shs Fds | 656.6K | $33.1M | $32.3M | 10.72% | -64,704 | 2026-06-30 |
| 4 | SPY | State Str Spdr S&P 500 ETF T | 41.5K | $31.0M | $31.7M | 10.52% | +6.3K | 2026-06-30 |
| 5 | SPEM | Spdr Index Shs Fds | 417.1K | $21.6M | $20.6M | 6.83% | +39.7K | 2026-06-30 |
| 6 | IAGG | iShares TR | 398.5K | $20.2M | $19.7M | 6.53% | +47.4K | 2026-06-30 |
| 7 | XLSR | Ssga Active TR | 301.8K | $19.6M | $20.0M | 6.62% | +11.5K | 2026-06-30 |
| 8 | VXF | Vanguard Index Fds | 53.5K | $13.2M | $12.3M | 4.09% | +1.9K | 2026-06-30 |
| 9 | AAPL | Apple Inc | 34.8K | $10.1M | $12.0M | 3.96% | -255 | 2026-06-30 |
| 10 | FISR | Ssga Active TR | 288.3K | $7.4M | $7.2M | 2.37% | -94,344 | 2026-06-30 |
| 11 | SPSM | Spdr Series Trust | 106.8K | $6.2M | $5.8M | 1.91% | +2.4K | 2026-06-30 |
| 12 | JNK | Spdr Series Trust | 61.6K | $5.9M | $5.7M | 1.89% | +37.6K | 2026-06-30 |
| 13 | CERY | Spdr Series Trust | 165.7K | $5.5M | $6.6M | 2.20% | +13.2K | 2026-06-30 |
| 14 | SPMD | Spdr Series Trust | 68.9K | $4.7M | $4.4M | 1.46% | +3.3K | 2026-06-30 |
| 15 | GWX | Spdr Index Shs Fds | 78.6K | $3.4M | $3.5M | 1.15% | +5.8K | 2026-06-30 |
| 16 | SPTL | Spdr Series Trust | 121.9K | $3.2M | $3.0M | 1.01% | +46.6K | 2026-06-30 |
| 17 | GLD | Spdr Gold TR | 8.5K | $3.1M | $3.1M | 1.04% | +1.2K | 2026-06-30 |
| 18 | EMHC | Spdr Series Trust | 100.3K | $2.6M | $2.4M | 0.80% | +5.9K | 2026-06-30 |
| 19 | SPLB | Spdr Series Trust | 107.7K | $2.4M | $2.3M | 0.75% | -11,095 | 2026-06-30 |
| 20 | SRLN | Ssga Active ETF TR | 58.7K | $2.4M | $2.3M | 0.77% | +4.3K | 2026-06-30 |
| 21 | BRK-B | Berkshire Hathaway Inc Del | 3.5K | $1.7M | $1.7M | 0.58% | -- | 2026-06-30 |
| 22 | TIPX | Spdr Series Trust | 82.4K | $1.6M | $1.5M | 0.50% | +8.7K | 2026-06-30 |
| 23 | BRK-A | Berkshire Hathaway Inc Del | 2 | $1.5M | $1.5M | 0.50% | -- | 2026-06-30 |
| 24 | EBND | Spdr Series Trust | 63.7K | $1.3M | $1.3M | 0.43% | +5.0K | 2026-06-30 |
| 25 | INTF | iShares TR | 31.4K | $1.3M | $1.3M | 0.43% | -- | 2026-06-30 |
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