The Analysis of LANDMARK WEALTH MANAGEMENT, INC.'s Holdings
Currently, LANDMARK WEALTH MANAGEMENT, INC. holds 40 types of securities in its portfolio with a total value $256.1M. In the most recent quarter, they have increased their positions in SPY (+12.8K shares, valued at $8.5M), SPDW (+106.2K shares, valued at $4.5M), SPSM (+72.1K shares, valued at $3.3M); decreased their positions in FISR (-314.6K shares, valued at $8.2M), SPIB (-23.0K shares, valued at $779.5K), GLD (-1.8K shares, valued at $635.2K); initiated new positions in CAT (+500 shares, valued at $238.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS73.7K shares0.67%2025-09-302025-10-23
IUSB ISHARES TR651.9K shares9.11%2025-09-302025-10-23 SPDW SPDR INDEX SHS FDS672.5K shares18.75%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR41.7K shares44.19%2025-09-302025-10-23 IAGG ISHARES TR348.2K shares8.65%2025-09-302025-10-23 SPEM SPDR INDEX SHS FDS358.2K shares14.40%2025-09-302025-10-23 XLSR SSGA ACTIVE TR270.2K shares2.16%2025-09-302025-10-23 VXF VANGUARD INDEX FDS50.6K shares-0.90%2025-09-302025-10-23 AAPL APPLE INC35.9K shares-0.62%2025-09-302025-10-23 SPSM SPDR SERIES TRUST154.5K shares87.60%2025-09-302025-10-23 CERY SPDR SERIES TRUST174.5K shares100.58%2025-09-302025-10-23 JNK SPDR SERIES TRUST42.7K shares47.16%2025-09-302025-10-23 SPMD SPDR SERIES TRUST60.6K shares7.03%2025-09-302025-10-23 FISR SSGA ACTIVE TR131.6K shares-70.51%2025-09-302025-10-23 GLD SPDR GOLD TR9.0K shares-16.52%2025-09-302025-10-23 BIL SPDR SERIES TRUST33.9K shares545.02%2025-09-302025-10-23 GWX SPDR INDEX SHS FDS69.8K shares2.17%2025-09-302025-10-23 EMHC SPDR SERIES TRUST91.3K shares0.49%2025-09-302025-10-23 SRLN SSGA ACTIVE ETF TR51.4K shares4.26%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL3.6K shares0.00%2025-09-302025-10-23 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-23 GTO INVESCO ACTIVELY MANAGED EXC24.9K shares-2.04%2025-09-302025-10-23 EBND SPDR SERIES TRUST54.9K shares3.12%2025-09-302025-10-23 SCHX SCHWAB STRATEGIC TR44.4K shares-1.02%2025-09-302025-10-23 INTF ISHARES TR31.4K shares0.00%2025-09-302025-10-23 TIPX SPDR SERIES TRUST56.0K shares10.89%2025-09-302025-10-23 SMLF ISHARES TR12.1K shares-0.12%2025-09-302025-10-23 DFAI DIMENSIONAL ETF TRUST23.7K shares-1.39%2025-09-302025-10-23 PALC PACER FDS TR14.7K shares-0.01%2025-09-302025-10-23 OMFL INVESCO EXCH TRD SLF IDX FD12.3K shares-1.97%2025-09-302025-10-23 JPME J P MORGAN EXCHANGE TRADED F6.5K shares0.02%2025-09-302025-10-23 SPIB SPDR SERIES TRUST19.3K shares-54.42%2025-09-302025-10-23 DSTL ETF SER SOLUTIONS10.2K shares0.00%2025-09-302025-10-23 VUG VANGUARD INDEX FDS1.2K shares0.08%2025-09-302025-10-23 FLQM FRANKLIN TEMPLETON ETF TR8.4K shares-1.41%2025-09-302025-10-23 WMT WALMART INC3.9K shares0.00%2025-09-302025-10-23 DFAE DIMENSIONAL ETF TRUST8.8K shares0.00%2025-09-302025-10-23 AVGO BROADCOM INC728 shares0.00%2025-09-302025-10-23 CAT CATERPILLAR INC500 sharesnew addition2025-09-302025-10-23 XLRE SELECT SECTOR SPDR TR4.8K shares-2.02%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available