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

Currently, LANDMARK WEALTH MANAGEMENT, INC. holds 42 types of securities in its portfolio with a total value $265.1M. In the most recent quarter, they have increased their positions in FISR (+84.1K shares, valued at $2.2M), SPLB (+80.2K shares, valued at $1.8M), CERY (+43.3K shares, valued at $1.5M); decreased their positions in SPY (-5.9K shares, valued at $3.8M), SPTL (-61.9K shares, valued at $1.6M), SPDW (-30.0K shares, valued at $1.4M); initiated new positions in BIL (+10.8K shares, valued at $993.7K), BNDX (+15.8K shares, valued at $759.6K), ORCL (+2.6K shares, valued at $389.0K).

1M P&L

+5.7M+2.57%

3M P&L

+3.3M+1.47%

HY P&L

+13.1M+6.10%

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/A205.5M

95.3%

2Consumer Electronics8.9M

4.1%

3Discount Stores479.8K

0.2%

Top Industries by Stock Count

1N/A35 stocks

89.7%

2Consumer Electronics1 stocks

2.6%

3Farm & Heavy Construction Machinery1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS76.2K shares1.38%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS721.3K shares-3.99%2026-03-312026-04-22

IUSB ISHARES TR680.1K shares1.90%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T35.1K shares-14.33%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS377.5K shares3.21%2026-03-312026-04-22

IAGG ISHARES TR351.1K shares-0.59%2026-03-312026-04-22

XLSR SSGA ACTIVE TR290.3K shares6.98%2026-03-312026-04-22

VXF VANGUARD INDEX FDS51.6K shares0.29%2026-03-312026-04-22

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FISR SSGA ACTIVE TR382.7K shares28.18%2026-03-312026-04-22

AAPL APPLE INC35.0K shares-0.00%2026-03-312026-04-22

CERY SPDR SERIES TRUST152.6K shares39.66%2026-03-312026-04-22

SPSM SPDR SERIES TRUST104.4K shares-17.76%2026-03-312026-04-22

SPMD SPDR SERIES TRUST65.5K shares0.17%2026-03-312026-04-22

GLD SPDR GOLD TR7.3K shares-8.45%2026-03-312026-04-22

GWX SPDR INDEX SHS FDS72.7K shares-2.26%2026-03-312026-04-22

SPLB SPDR SERIES TRUST118.8K shares208.02%2026-03-312026-04-22

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EMHC SPDR SERIES TRUST94.4K shares1.59%2026-03-312026-04-22

SPDR SERIES TRUST SPDR SERIES TRUST24.0K shares125.59%2026-03-312026-04-22

SRLN SSGA ACTIVE ETF TR54.4K shares1.44%2026-03-312026-04-22

SPTL SPDR SERIES TRUST75.3K shares-45.12%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares0.00%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-22

TIPX SPDR SERIES TRUST73.8K shares-0.03%2026-03-312026-04-22

SPAB SPDR SERIES TRUST50.3K shares138.91%2026-03-312026-04-22

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INTF ISHARES TR31.4K shares0.00%2026-03-312026-04-22

EBND SPDR SERIES TRUST58.7K shares1.36%2026-03-312026-04-22

GTO INVESCO ACTIVELY MANAGED EXC23.1K shares-6.58%2026-03-312026-04-22

BIL SPDR SERIES TRUST10.8K sharesnew addition2026-03-312026-04-22

SMLF ISHARES TR12.1K shares0.00%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST23.3K shares-1.32%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR34.6K shares0.80%2026-03-312026-04-22

PALC PACER FDS TR14.7K shares0.16%2026-03-312026-04-22

Sponsored

BNDX VANGUARD CHARLOTTE FDS15.8K sharesnew addition2026-03-312026-04-22

JPME J P MORGAN EXCHANGE TRADED F6.5K shares0.00%2026-03-312026-04-22

OMFL INVESCO EXCH TRD SLF IDX FD11.8K shares-3.52%2026-03-312026-04-22

DSTL ETF SER SOLUTIONS10.2K shares0.00%2026-03-312026-04-22

VUG VANGUARD INDEX FDS1.1K shares0.17%2026-03-312026-04-22

WMT WALMART INC3.9K shares0.00%2026-03-312026-04-22

FLQM FRANKLIN TEMPLETON ETF TR8.3K shares-1.70%2026-03-312026-04-22

ORCL ORACLE CORP2.6K sharesnew addition2026-03-312026-04-22

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CAT CATERPILLAR INC500 shares0.00%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST8.6K shares-1.86%2026-03-312026-04-22

VANGUARD INDEX FDS

1.38%

Shares76.2K

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

-3.99%

Shares721.3K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

1.90%

Shares680.1K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-14.33%

Shares35.1K

Event2026-03-31

Filed2026-04-22

SPEM

SPDR INDEX SHS FDS

3.21%

Shares377.5K

Event2026-03-31

Filed2026-04-22

IAGG

ISHARES TR

-0.59%

Shares351.1K

Event2026-03-31

Filed2026-04-22

XLSR

SSGA ACTIVE TR

6.98%

Shares290.3K

Event2026-03-31

Filed2026-04-22

VXF

VANGUARD INDEX FDS

0.29%

Shares51.6K

Event2026-03-31

Filed2026-04-22

FISR

SSGA ACTIVE TR

28.18%

Shares382.7K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.00%

Shares35.0K

Event2026-03-31

Filed2026-04-22

CERY

SPDR SERIES TRUST

39.66%

Shares152.6K

Event2026-03-31

Filed2026-04-22

SPSM

SPDR SERIES TRUST

-17.76%

Shares104.4K

Event2026-03-31

Filed2026-04-22

SPMD

SPDR SERIES TRUST

0.17%

Shares65.5K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

-8.45%

Shares7.3K

Event2026-03-31

Filed2026-04-22

GWX

SPDR INDEX SHS FDS

-2.26%

Shares72.7K

Event2026-03-31

Filed2026-04-22

SPLB

SPDR SERIES TRUST

208.02%

Shares118.8K

Event2026-03-31

Filed2026-04-22

EMHC

SPDR SERIES TRUST

1.59%

Shares94.4K

Event2026-03-31

Filed2026-04-22

SPDR SERIES TRUST

125.59%

Shares24.0K

Event2026-03-31

Filed2026-04-22

SRLN

SSGA ACTIVE ETF TR

1.44%

Shares54.4K

Event2026-03-31

Filed2026-04-22

SPTL

SPDR SERIES TRUST

-45.12%

Shares75.3K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-22

TIPX

SPDR SERIES TRUST

-0.03%

Shares73.8K

Event2026-03-31

Filed2026-04-22

SPAB

SPDR SERIES TRUST

138.91%

Shares50.3K

Event2026-03-31

Filed2026-04-22

INTF

ISHARES TR

0.00%

Shares31.4K

Event2026-03-31

Filed2026-04-22

EBND

SPDR SERIES TRUST

1.36%

Shares58.7K

Event2026-03-31

Filed2026-04-22

GTO

INVESCO ACTIVELY MANAGED EXC

-6.58%

Shares23.1K

Event2026-03-31

Filed2026-04-22

BIL

SPDR SERIES TRUST

New

Shares10.8K

Event2026-03-31

Filed2026-04-22

SMLF

ISHARES TR

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL ETF TRUST

-1.32%

Shares23.3K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

0.80%

Shares34.6K

Event2026-03-31

Filed2026-04-22

PALC

PACER FDS TR

0.16%

Shares14.7K

Event2026-03-31

Filed2026-04-22

BNDX

VANGUARD CHARLOTTE FDS

New

Shares15.8K

Event2026-03-31

Filed2026-04-22

JPME

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-22

OMFL

INVESCO EXCH TRD SLF IDX FD

-3.52%

Shares11.8K

Event2026-03-31

Filed2026-04-22

DSTL

ETF SER SOLUTIONS

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

0.17%

Shares1.1K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-22

FLQM

FRANKLIN TEMPLETON ETF TR

-1.70%

Shares8.3K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

New

Shares2.6K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-22

DFAE

DIMENSIONAL ETF TRUST

-1.86%

Shares8.6K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available