§ 13F · FUND PROFILE
LANDMARK WEALTH MANAGEMENT, INC..
AUM · $302M (13F)Positions · 71Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 61K | $42M | 13.9% | +4% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 36K | $27M | 9.0% | +18% |
| 3 | SPDW | SPDR INDEX SHS FDS | 527K | $27M | 8.8% | −9% |
| 4 | IUSB | ISHARES TR | 521K | $24M | 8.0% | +7% |
| 5 | SPEM | SPDR INDEX SHS FDS | 346K | $18M | 5.9% | +11% |
| 6 | XLSR | SSGA ACTIVE TR | 264K | $17M | 5.7% | +4% |
| 7 | IAGG | ISHARES TR | 270K | $14M | 4.5% | +13% |
| 8 | VOO | VANGUARD INDEX FDS | 18K | $12M | 4.1% | — |
| 9 | VXF | VANGUARD INDEX FDS | 41K | $10M | 3.4% | +4% |
| 10 | AAPL | APPLE INC | 35K | $10M | 3.3% | −1% |
§ 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 $302 million in assets. The fund runs a portfolio of 71 positions.
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