LANDMARK WEALTH MANAGEMENT, INC.
CIK 0001985016 · NORMAL, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
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
Top Holdings
VOO
VANGUARD INDEX FDS
18.0%
IUSB
ISHARES TR
11.1%
SPDW
SPDR INDEX SHS FDS
10.9%
SPY
STATE STR SPDR S&P 500 ETF T
10.2%
SPEM
SPDR INDEX SHS FDS
7.1%
IAGG
ISHARES TR
6.7%
XLSR
SSGA ACTIVE TR
6.5%
VXF
VANGUARD INDEX FDS
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.