LANDMARK WEALTH MANAGEMENT, INC.

CIK 0001985016 · NORMAL, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

LANDMARK WEALTH MANAGEMENT, INC. reported 44 positions worth $302.2M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: VOO (18.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$302.2M
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.8%
Est. Net Flow (Q)
2026 Q2
10 / 44 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$54.4M18.00%79,181
2IUSBISHARES TRSH$33.6M11.13%728,740
3SPDWSPDR INDEX SHS FDSSH$33.1M10.95%656,630
4SPYSTATE STR SPDR S&P 500 ETF TSH$31.0M10.25%41,465
5SPEMSPDR INDEX SHS FDSSH$21.6M7.15%417,135
6IAGGISHARES TRSH$20.2M6.67%398,519
7XLSRSSGA ACTIVE TRSH$19.6M6.48%301,775
8VXFVANGUARD INDEX FDSSH$13.2M4.36%53,497
9AAPLAPPLE INCSH$10.1M3.33%34,757
10FISRSSGA ACTIVE TRSH$7.4M2.45%288,333

The free plan shows the top 10 positions. The remaining 34 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LANDMARK WEALTH MANAGEMENT, INC. hold as of Q2 2026?

LANDMARK WEALTH MANAGEMENT, INC. reported 44 positions worth $302.2M in its Q2 2026 13F filing. Largest positions: VOO (18.0%), IUSB (11.1%), SPDW (10.9%), SPY (10.2%) and SPEM (7.1%).

What did LANDMARK WEALTH MANAGEMENT, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LANDMARK WEALTH MANAGEMENT, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.