§ 13F · FUND PROFILE
LANDMARK WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $233.4T (13F)Positions · 71Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 56K | $34.9T | 13.2% | +8% |
| 2 | SPDW | SPDR INDEX SHS FDS | 601K | $26.7T | 10.1% | +256% |
| 3 | SPY | SPDR S&P 500 ETF TR | 36K | $24.4T | 9.2% | +7% |
| 4 | IUSB | ISHARES TR | 471K | $21.9T | 8.3% | +124% |
| 5 | XLSR | SSGA ACTIVE TR | 238K | $14.8T | 5.6% | +5% |
| 6 | SPEM | SPDR INDEX SHS FDS | 298K | $13.9T | 5.3% | +7% |
| 7 | VOO | VANGUARD INDEX FDS | 19K | $12.2T | 4.6% | −62% |
| 8 | IAGG | ISHARES TR | 240K | $12.0T | 4.5% | +6% |
| 9 | AAPL | APPLE INC | 35K | $9.5T | 3.6% | −3% |
| 10 | IUSB | ISHARES TR | 197K | $9.2T | 3.5% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANDMARK SIGNAL
AC read
LANDMARK WEALTH MANAGEMENT, INC. is a Other fund managing $233432.2 trillion in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed