13F Insight
DOSSIER · 13F-HR · Q1 2026

LANDMARK WEALTH MANAGEMENT, INC.

LANDMARK WEALTH's pension fund based in Greenwich, CT — $265M in tracked AUM across 70 positions as of Q1 2026.

LW
LANDMARK WEALTH·Greenwich, CT·Pension Fund
CIK 0001985016 · last filed Mar 31, 2026
Total AUM
$265M
▲ 5.7%
vs prior
Holdings
70
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LANDMARK WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$46M76K17.2%
02
SPDW
SPDR INDEX SHS FDS
$33M721K12.4%
03
IUSB
ISHARES TR
$31M680K11.8%
04
SPY
STATE STR SPDR S&P 500 ETF T
$23M35K8.6%
05
SPEM
SPDR INDEX SHS FDS
$18M377K6.7%
06
IAGG
ISHARES TR
$18M351K6.6%
07
XLSR
SSGA ACTIVE TR
$17M290K6.3%
08
VXF
VANGUARD INDEX FDS
$11M52K4.0%
09
FISR
SSGA ACTIVE TR
$10M383K3.7%
10
AAPL
APPLE INC
$9M35K3.4%

Filing history

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