Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LANDMARK WEALTH MANAGEMENT, INC. (CIK 1985016) reported $265.1M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($45.5M, 17.17%), SPDW ($32.9M, 12.42%), IUSB ($31.4M, 11.85%), SPY ($22.8M, 8.61%), SPEM ($17.7M, 6.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $45.5M | 17.17% | 76,206 | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $32.9M | 12.42% | 721,334 | Trimmed |
| 3 | IUSB | ISHARES TR | $31.4M | 11.85% | 680,126 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $22.8M | 8.61% | 35,116 | Trimmed |
| 5 | SPEM | SPDR INDEX SHS FDS | $17.7M | 6.68% | 377,461 | Added |
| 6 | IAGG | ISHARES TR | $17.6M | 6.63% | 351,148 | Trimmed |
| 7 | XLSR | SSGA ACTIVE TR | $16.8M | 6.32% | 290,312 | Added |
| 8 | VXF | VANGUARD INDEX FDS | $10.6M | 4.00% | 51,591 | Added |
| 9 | FISR | SSGA ACTIVE TR | $9.8M | 3.71% | 382,677 | Added |
| 10 | AAPL | APPLE INC | $8.9M | 3.35% | 35,012 | Trimmed |
| 11 | CERY | SPDR SERIES TRUST | $5.4M | 2.03% | 152,561 | Added |
| 12 | SPSM | SPDR SERIES TRUST | $5.0M | 1.90% | 104,370 | Trimmed |
| 13 | SPMD | SPDR SERIES TRUST | $3.9M | 1.46% | 65,523 | Added |
| 14 | GLD | SPDR GOLD TR | $3.2M | 1.19% | 7,339 | Trimmed |
| 15 | GWX | SPDR INDEX SHS FDS | $3.1M | 1.16% | 72,740 | Trimmed |
| 16 | SPLB | SPDR SERIES TRUST | $2.6M | 1.00% | 118,771 | Added |
| 17 | EMHC | SPDR SERIES TRUST | $2.3M | 0.88% | 94,371 | Added |
| 18 | JNK | SPDR SERIES TRUST | $2.3M | 0.87% | 23,978 | Added |
| 19 | SRLN | SSGA ACTIVE ETF TR | $2.2M | 0.82% | 54,415 | Added |
| 20 | SPTL | SPDR SERIES TRUST | $2.0M | 0.75% | 75,311 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.63% | 3,476 | Hold |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.54% | 2 | Hold |
| 23 | TIPX | SPDR SERIES TRUST | $1.4M | 0.53% | 73,755 | Trimmed |
| 24 | SPAB | SPDR SERIES TRUST | $1.3M | 0.49% | 50,255 | Added |
| 25 | INTF | ISHARES TR | $1.2M | 0.46% | 31,371 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31