LANDMARK WEALTH MANAGEMENT, INC.
Q2 2025 13F Holdings
- Locationnormal, IL
- Num holdings
44
- Value ($000)
$233,432
- Date Filed08/05/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $41.60M | 18 % | 73,234 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $27.62M | 12 % | 597,488 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $22.93M | 10 % | 566,317 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $17.86M | 8 % | 28,914 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $16.37M | 7 % | 320,466 | ||
XLSR SSGA ACTIVE TR | SPDR SSGA US SCT | 78470P408 | $14.53M | 6 % | 264,502 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $13.38M | 6 % | 313,120 | ||
FISR SSGA ACTIVE TR | SPDR SSGA FXD | 78470P507 | $11.53M | 5 % | 446,112 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $9.84M | 4 % | 51,085 | ||
AAPL APPLE INC | COM | 037833100 | $7.42M | 3 % | 36,164 |
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