LANDMARK WEALTH MANAGEMENT, INC.
Q3 2025 13F Holdings
- Locationnormal, IL
- Num holdings
40
- Value ($000)
$256,107
- Date Filed10/23/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $45.15M | 18 % | 73,726 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $30.45M | 12 % | 651,897 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $28.78M | 11 % | 672,488 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $27.77M | 11 % | 41,690 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $17.84M | 7 % | 348,182 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $16.77M | 7 % | 358,216 | ||
XLSR SSGA ACTIVE TR | SPDR SSGA US SCT | 78470P408 | $16.11M | 6 % | 270,204 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $10.60M | 4 % | 50,625 | ||
AAPL APPLE INC | COM | 037833100 | $9.15M | 4 % | 35,940 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $7.16M | 3 % | 154,475 |
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