DOSSIER · 13F-HR · Q1 2026

LANDMARK WEALTH MANAGEMENT, INC.

$265M in tracked AUM across 70 positions as of Q1 2026.

LW
CIK 0001985016 · last filed Mar 31, 2026
Total AUM
$265M
as of Q1 2026
Holdings
70
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$265M 0.1%
70 positionsView →
2025Q4Dec 31
$265M 42.8%
62 positionsView →
2025Q3Sep 30
$185M 20.5%
50 positionsView →
2025Q2Jun 30
$233M 11.4%
71 positionsLocked
2025Q1Mar 31
$210M 2.1%
49 positionsLocked
2024Q4Dec 31
$205M 2.3%
66 positionsLocked
2024Q3Sep 30
$201M 10.5%
72 positionsLocked
2024Q2Jun 30
$182M 1769.8%
70 positionsLocked
2024Q1Mar 31
$10M 0.2%
6 positionsLocked
2023Q4Dec 31
$10M
5 positionsLocked