LANDMARK WEALTH MANAGEMENT, INC.
44 holdingsFiling period: 2026-06-30Current AUM: $306.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 79.2K | $54.4M | $55.7M | 18.18% | +3.0K | 2026-06-30 |
| 2 | IUSB | ISHARES TR | 728.7K | $33.6M | $32.9M | 10.74% | +48.6K | 2026-06-30 |
| 3 | SPDW | SPDR INDEX SHS FDS | 656.6K | $33.1M | $34.2M | 11.15% | -64,704 | 2026-06-30 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 41.5K | $31.0M | $31.8M | 10.36% | +6.3K | 2026-06-30 |
| 5 | SPEM | SPDR INDEX SHS FDS | 417.1K | $21.6M | $22.2M | 7.25% | +39.7K | 2026-06-30 |
| 6 | IAGG | ISHARES TR | 398.5K | $20.2M | $19.8M | 6.46% | +47.4K | 2026-06-30 |
| 7 | XLSR | SSGA ACTIVE TR | 301.8K | $19.6M | $19.9M | 6.48% | +11.5K | 2026-06-30 |
| 8 | VXF | VANGUARD INDEX FDS | 53.5K | $13.2M | $12.9M | 4.21% | +1.9K | 2026-06-30 |
| 9 | AAPL | APPLE INC | 34.8K | $10.1M | $11.0M | 3.58% | -255 | 2026-06-30 |
| 10 | FISR | SSGA ACTIVE TR | 288.3K | $7.4M | $7.2M | 2.36% | -94,344 | 2026-06-30 |
| 11 | SPSM | SPDR SERIES TRUST | 106.8K | $6.2M | $6.0M | 1.95% | +2.4K | 2026-06-30 |
| 12 | JNK | SPDR SERIES TRUST | 61.6K | $5.9M | $5.9M | 1.91% | +37.6K | 2026-06-30 |
| 13 | CERY | SPDR SERIES TRUST | 165.7K | $5.5M | $6.5M | 2.13% | +13.2K | 2026-06-30 |
| 14 | SPMD | SPDR SERIES TRUST | 68.9K | $4.7M | $4.5M | 1.48% | +3.3K | 2026-06-30 |
| 15 | GWX | SPDR INDEX SHS FDS | 78.6K | $3.4M | $3.7M | 1.20% | +5.8K | 2026-06-30 |
| 16 | SPTL | SPDR SERIES TRUST | 121.9K | $3.2M | $3.1M | 1.00% | +46.6K | 2026-06-30 |
| 17 | GLD | SPDR GOLD TR | 8.5K | $3.1M | $3.4M | 1.11% | +1.2K | 2026-06-30 |
| 18 | EMHC | SPDR SERIES TRUST | 100.3K | $2.6M | $2.5M | 0.81% | +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 | $2.4M | 0.78% | +4.3K | 2026-06-30 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.5K | $1.7M | $1.7M | 0.57% | -- | 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 | 0.49% | -- | 2026-06-30 |
| 24 | EBND | SPDR SERIES TRUST | 63.7K | $1.3M | $1.3M | 0.44% | +5.0K | 2026-06-30 |
| 25 | INTF | ISHARES TR | 31.4K | $1.3M | $1.4M | 0.44% | -- | 2026-06-30 |
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