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The Analysis of LANDMARK WEALTH MANAGEMENT, INC.'s Holdings & P&L

Currently, LANDMARK WEALTH MANAGEMENT, INC. holds 44 types of securities in its portfolio with a total value $302.2M. In the most recent quarter, they have increased their positions in N/A (+6.3K shares, valued at $4.7M), JNK (+37.6K shares, valued at $3.6M), IAGG (+47.4K shares, valued at $2.4M); decreased their positions in SPDW (-64.7K shares, valued at $3.3M), FISR (-94.3K shares, valued at $2.4M), SPAB (-38.3K shares, valued at $977.5K); initiated new positions in UBND (+32.2K shares, valued at $698.5K), RWR (+3.1K shares, valued at $348.6K), AVEM (+2.4K shares, valued at $233.3K).

1M P&L

+2.1M+0.78%

3M P&L

+8.1M+3.05%

HY P&L

+17.0M+6.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A257.9M

95.2%

2Consumer Electronics10.1M

3.7%

3Insurance - Diversified1.7M

0.6%

Top Industries by Stock Count

1N/A38 stocks

90.5%

2Consumer Electronics1 stocks

2.4%

3Insurance - Diversified1 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS79.2K shares3.90%2026-06-302026-08-05

IUSB ISHARES TR728.7K shares7.15%2026-06-302026-08-05

SPDW SPDR INDEX SHS FDS656.6K shares-8.97%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T41.5K shares18.08%2026-06-302026-08-05

SPEM SPDR INDEX SHS FDS417.1K shares10.51%2026-06-302026-08-05

IAGG ISHARES TR398.5K shares13.49%2026-06-302026-08-05

XLSR SSGA ACTIVE TR301.8K shares3.95%2026-06-302026-08-05

VXF VANGUARD INDEX FDS53.5K shares3.69%2026-06-302026-08-05

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AAPL APPLE INC34.8K shares-0.73%2026-06-302026-08-05

FISR SSGA ACTIVE TR288.3K shares-24.65%2026-06-302026-08-05

SPSM SPDR SERIES TRUST106.8K shares2.32%2026-06-302026-08-05

JNK SPDR SERIES TRUST61.6K shares156.89%2026-06-302026-08-05

CERY SPDR SERIES TRUST165.7K shares8.62%2026-06-302026-08-05

SPMD SPDR SERIES TRUST68.9K shares5.10%2026-06-302026-08-05

GWX SPDR INDEX SHS FDS78.6K shares8.02%2026-06-302026-08-05

SPTL SPDR SERIES TRUST121.9K shares61.87%2026-06-302026-08-05

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GLD SPDR GOLD TR8.5K shares16.24%2026-06-302026-08-05

EMHC SPDR SERIES TRUST100.3K shares6.30%2026-06-302026-08-05

SPLB SPDR SERIES TRUST107.7K shares-9.34%2026-06-302026-08-05

SRLN SSGA ACTIVE ETF TR58.7K shares7.87%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL3.5K shares0.00%2026-06-302026-08-05

TIPX SPDR SERIES TRUST82.4K shares11.76%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-08-05

EBND SPDR SERIES TRUST63.7K shares8.50%2026-06-302026-08-05

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INTF ISHARES TR31.4K shares0.00%2026-06-302026-08-05

SMLF ISHARES TR12.0K shares-0.69%2026-06-302026-08-05

GTO INVESCO ACTIVELY MANAGED EXC22.4K shares-3.12%2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR33.3K shares-3.78%2026-06-302026-08-05

PALC PACER FDS TR14.1K shares-3.84%2026-06-302026-08-05

DFAI DIMENSIONAL ETF TRUST20.2K shares-13.56%2026-06-302026-08-05

JPME J P MORGAN EXCHANGE TRADED F6.5K shares-0.02%2026-06-302026-08-05

UBND VICTORY PORTFOLIOS II32.2K sharesnew addition2026-06-302026-08-05

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CAT CATERPILLAR INC633 shares26.60%2026-06-302026-08-05

OMFL INVESCO EXCH TRD SLF IDX FD9.0K shares-24.38%2026-06-302026-08-05

DSTL ETF SER SOLUTIONS10.1K shares-1.20%2026-06-302026-08-05

VUG VANGUARD INDEX FDS6.2K shares440.42%2026-06-302026-08-05

FLQM FRANKLIN TEMPLETON ETF TR7.7K shares-6.80%2026-06-302026-08-05

WMT WALMART INC3.9K shares0.00%2026-06-302026-08-05

ORACLE CORP ORACLE CORP2.6K shares0.00%2026-06-302026-08-05

RWR SPDR SERIES TRUST3.1K sharesnew addition2026-06-302026-08-05

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SPAB SPDR SERIES TRUST11.9K shares-76.22%2026-06-302026-08-05

DFAE DIMENSIONAL ETF TRUST7.0K shares-18.43%2026-06-302026-08-05

AVEM AMERICAN CENTY ETF TR2.4K sharesnew addition2026-06-302026-08-05

XLRE SELECT SECTOR SPDR TR4.7K sharesnew addition2026-06-302026-08-05

VOO

VANGUARD INDEX FDS

3.90%

Shares79.2K

Event2026-06-30

Filed2026-08-05

IUSB

ISHARES TR

7.15%

Shares728.7K

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

-8.97%

Shares656.6K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

18.08%

Shares41.5K

Event2026-06-30

Filed2026-08-05

SPEM

SPDR INDEX SHS FDS

10.51%

Shares417.1K

Event2026-06-30

Filed2026-08-05

IAGG

ISHARES TR

13.49%

Shares398.5K

Event2026-06-30

Filed2026-08-05

XLSR

SSGA ACTIVE TR

3.95%

Shares301.8K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

3.69%

Shares53.5K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-0.73%

Shares34.8K

Event2026-06-30

Filed2026-08-05

FISR

SSGA ACTIVE TR

-24.65%

Shares288.3K

Event2026-06-30

Filed2026-08-05

SPSM

SPDR SERIES TRUST

2.32%

Shares106.8K

Event2026-06-30

Filed2026-08-05

JNK

SPDR SERIES TRUST

156.89%

Shares61.6K

Event2026-06-30

Filed2026-08-05

CERY

SPDR SERIES TRUST

8.62%

Shares165.7K

Event2026-06-30

Filed2026-08-05

SPMD

SPDR SERIES TRUST

5.10%

Shares68.9K

Event2026-06-30

Filed2026-08-05

GWX

SPDR INDEX SHS FDS

8.02%

Shares78.6K

Event2026-06-30

Filed2026-08-05

SPTL

SPDR SERIES TRUST

61.87%

Shares121.9K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

16.24%

Shares8.5K

Event2026-06-30

Filed2026-08-05

EMHC

SPDR SERIES TRUST

6.30%

Shares100.3K

Event2026-06-30

Filed2026-08-05

SPLB

SPDR SERIES TRUST

-9.34%

Shares107.7K

Event2026-06-30

Filed2026-08-05

SRLN

SSGA ACTIVE ETF TR

7.87%

Shares58.7K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

TIPX

SPDR SERIES TRUST

11.76%

Shares82.4K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-08-05

EBND

SPDR SERIES TRUST

8.50%

Shares63.7K

Event2026-06-30

Filed2026-08-05

INTF

ISHARES TR

0.00%

Shares31.4K

Event2026-06-30

Filed2026-08-05

SMLF

ISHARES TR

-0.69%

Shares12.0K

Event2026-06-30

Filed2026-08-05

GTO

INVESCO ACTIVELY MANAGED EXC

-3.12%

Shares22.4K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

-3.78%

Shares33.3K

Event2026-06-30

Filed2026-08-05

PALC

PACER FDS TR

-3.84%

Shares14.1K

Event2026-06-30

Filed2026-08-05

DFAI

DIMENSIONAL ETF TRUST

-13.56%

Shares20.2K

Event2026-06-30

Filed2026-08-05

JPME

J P MORGAN EXCHANGE TRADED F

-0.02%

Shares6.5K

Event2026-06-30

Filed2026-08-05

UBND

VICTORY PORTFOLIOS II

New

Shares32.2K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

26.60%

Shares633

Event2026-06-30

Filed2026-08-05

OMFL

INVESCO EXCH TRD SLF IDX FD

-24.38%

Shares9.0K

Event2026-06-30

Filed2026-08-05

DSTL

ETF SER SOLUTIONS

-1.20%

Shares10.1K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

440.42%

Shares6.2K

Event2026-06-30

Filed2026-08-05

FLQM

FRANKLIN TEMPLETON ETF TR

-6.80%

Shares7.7K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

RWR

SPDR SERIES TRUST

New

Shares3.1K

Event2026-06-30

Filed2026-08-05

SPAB

SPDR SERIES TRUST

-76.22%

Shares11.9K

Event2026-06-30

Filed2026-08-05

DFAE

DIMENSIONAL ETF TRUST

-18.43%

Shares7.0K

Event2026-06-30

Filed2026-08-05

AVEM

AMERICAN CENTY ETF TR

New

Shares2.4K

Event2026-06-30

Filed2026-08-05

XLRE

SELECT SECTOR SPDR TR

New

Shares4.7K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available