account_balance
Investment manager · 13F filer · SEC CIK 1985016
Landmark Wealth Management, Inc.
Reported value$302Mas of Sep 30, 2026
Positions43 2 new, 3 sold out
Top 10 weight80.2%VOO alone is 18%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
18.3%
SPDWSPDR Index SHS FDS
11.9%Added +9%
IUSBiShares Tr
10.0%Trimmed −6%
SPYSPDR S&P 500 ETF Trust
8.4%Trimmed −20%
SPEMSPDR Index SHS FDS
6.8%Trimmed −5%
XLSRSsga Active Tr
6.7%
IAGGiShares Tr
6.3%Trimmed −4%
VXFVanguard Index FDS
4.0%Trimmed −2%
FISRSsga Active Tr
3.9%Added +67%
AAPLApple Inc.
3.8%
SPSMSPDR Series Trust
1.8%
SPMDSPDR Series Trust
1.5%
VOOVanguard Index FDS
18.3%
SPDWSPDR Index SHS FDS
11.9%+9%
IUSBiShares Tr
10.0%−6%
SPYSPDR S&P 500 ETF Trust
8.4%−20%
SPEMSPDR Index SHS FDS
6.8%
XLSRSsga Active Tr
6.7%
IAGGiShares Tr
6.3%
VXF4.0%
FISR3.9%
AAPLSPSM
SPMD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 18.3% Held
SPDW SPDR Index SHS FDS 11.9% Added +9%
IUSB iShares Tr 10.0% Trimmed −6%
SPY SPDR S&P 500 ETF Trust 8.4% Trimmed −20%SPEM SPDR Index SHS FDS 6.8% Trimmed −5%
XLSR Ssga Active Tr 6.7% Held
IAGG iShares Tr 6.3% Trimmed −4%
VXF Vanguard Index FDS 4.0% Trimmed −2%
FISR Ssga Active Tr 3.9% Added +67%
AAPL Apple Inc. 3.8% HeldSPSM SPDR Series Trust 1.8% Held
SPMD SPDR Series Trust 1.5% Added +3%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VPL $2.45M
- BNDX $1.11M
arrow_upwardAdded
- SPAB +805%
- UBND +547%
- FISR +67%
- SPTL +34%
arrow_downwardTrimmed
- JNK −82%
- CERY −32%
- SPY −20%
- IUSB −6%
remove_circleSold out
- DSTL $605K
- RWR $349K
- XLRE $207K
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