DOSSIER · 13F-HR · Q2 2026

LANDMARK WEALTH MANAGEMENT, INC.

$302M in tracked AUM across 71 positions as of Q2 2026.

LW
CIK 0001985016 · last filed Jun 30, 2026
Total AUM
$302M
as of Q2 2026
Holdings
71
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LANDMARK WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$54M79K18.0%
02
IUSB
ISHARES TR
$34M729K11.1%
03
SPDW
SPDR INDEX SHS FDS
$33M657K10.9%
04
SPY
STATE STR SPDR S&P 500 ETF T
$31M41K10.2%
05
SPEM
SPDR INDEX SHS FDS
$22M417K7.1%
06
IAGG
ISHARES TR
$20M399K6.7%
07
XLSR
SSGA ACTIVE TR
$20M302K6.5%
08
VXF
VANGUARD INDEX FDS
$13M53K4.4%
09
AAPL
APPLE INC
$10M35K3.3%
10
FISR
SSGA ACTIVE TR
$7M288K2.4%

Filing history

2026Q2Jun 30
$302M 14.0%
71 positionsView →
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