§ 13F · FUND PROFILE
LANDMARK WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $256M (13F)Positions · 61Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 57K | $34M | 12.8% | +1% |
| 2 | SPDW | SPDR INDEX SHS FDS | 567K | $26M | 9.8% | −4% |
| 3 | IUSB | ISHARES TR | 486K | $22M | 8.5% | +2% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 30K | $20M | 7.4% | −14% |
| 5 | XLSR | SSGA ACTIVE TR | 251K | $14M | 5.5% | +7% |
| 6 | SPEM | SPDR INDEX SHS FDS | 305K | $14M | 5.4% | +3% |
| 7 | IAGG | ISHARES TR | 253K | $13M | 4.8% | −1% |
| 8 | VOO | VANGUARD INDEX FDS | 20K | $12M | 4.4% | — |
| 9 | IUSB | ISHARES TR | 194K | $9M | 3.4% | — |
| 10 | AAPL | APPLE INC | 35K | $9M | 3.4% | ±0% |
§ 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 $256 million in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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