LANDMARK WEALTH MANAGEMENT, INC.
Q1 2025 13F Holdings
- Locationnormal, IL
- Num holdings
49
- Value ($000)
$209,588
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001985016
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $28.09M | 13 % | 54,654 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $25.28M | 12 % | 694,304 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $21.74M | 10 % | 471,789 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $14.37M | 7 % | 287,529 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $14.13M | 7 % | 358,935 | ||
XLSR SSGA ACTIVE TR | SPDR SSGA US SCT | 78470P408 | $12.88M | 6 % | 253,644 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.39M | 6 % | 22,142 | ||
AAPL APPLE INC | COM | 037833100 | $7.99M | 4 % | 35,952 | ||
FISR SSGA ACTIVE TR | SPDR SSGA FXD | 78470P507 | $6.89M | 3 % | 266,239 | ||
GTO INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | $6.32M | 3 % | 134,742 |
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