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LANDMARK WEALTH MANAGEMENT, INC.

Q1 2026 13F Holdings

  • Location
    normal, IL
  • Num holdings

    42

  • Value ($000)

    $265,140

  • Date Filed
    04/22/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$45.54M
17 %

76,206

S
SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
78463X889
$32.93M
12 %

721,334

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$31.42M
12 %

680,126

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$22.84M
9 %

35,116

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$17.71M
7 %

377,461

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$17.57M
7 %

351,148

X
XLSR

SSGA ACTIVE TR

STATE STREET US
78470P408
$16.76M
6 %

290,312

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$10.62M
4 %

51,591

F
FISR

SSGA ACTIVE TR

STATE STREET FIX
78470P507
$9.84M
4 %

382,677

A
AAPL

APPLE INC

COM
037833100
$8.89M
3 %

35,012

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