LANDMARK WEALTH MANAGEMENT, INC.

Q3 2025 13F Holdings

  • Location
    normal, IL
  • Num holdings

    40

  • Value ($000)

    $256,107

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001985016
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$45.15M
18 %

73,726

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$30.45M
12 %

651,897

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$28.78M
11 %

672,488

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$27.77M
11 %

41,690

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$17.84M
7 %

348,182

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$16.77M
7 %

358,216

X
XLSR

SSGA ACTIVE TR

SPDR SSGA US SCT
78470P408
$16.11M
6 %

270,204

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$10.60M
4 %

50,625

A
AAPL

APPLE INC

COM
037833100
$9.15M
4 %

35,940

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
78468R853
$7.16M
3 %

154,475

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