LANDMARK WEALTH MANAGEMENT, INC.
CIK: 0001985016SEC EDGAR →
Portfolio Value
$264.8M
Holdings
39
As of
Q4 2025
New Positions
39
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 75,165 | $47.1M | 17.80% |
| 2 | SPDR INDEX SHS FDS | 751,303 | $33.4M | 12.60% |
| 3 | ISHARES TR | 667,447 | $31.1M | 11.73% |
| 4 | SPDR S&P 500 ETF TR | 40,988 | $27.9M | 10.55% |
| 5 | ISHARES TR | 353,246 | $17.7M | 6.67% |
| 6 | SPDR INDEX SHS FDS | 365,729 | $17.1M | 6.46% |
| 7 | SSGA ACTIVE TR | 271,382 | $16.9M | 6.39% |
| 8 | VANGUARD INDEX FDS | 51,443 | $10.8M | 4.06% |
| 9 | APPLE INC | 35,013 | $9.5M | 3.59% |
| 10 | SSGA ACTIVE TR | 298,548 | $7.7M | 2.92% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (39)
$47.1M · 75K shares
$33.4M · 751K shares
$31.1M · 667K shares
$27.9M · 41K shares
$17.7M · 353K shares
$17.1M · 366K shares
$16.9M · 271K shares
$10.8M · 51K shares
$9.5M · 35K shares
$7.7M · 299K shares
$5.9M · 127K shares
$3.8M · 65K shares
$3.6M · 137K shares
$3.2M · 8K shares
$3.1M · 109K shares
$3.0M · 74K shares
$2.4M · 93K shares
$2.2M · 54K shares
$1.7M · 3K shares
$1.5M · 2 shares
$1.4M · 74K shares
$1.2M · 58K shares
$1.2M · 31K shares
$1.2M · 25K shares
$1.0M · 11K shares
$923K · 34K shares
$906K · 12K shares
$901K · 24K shares
$869K · 39K shares
$767K · 15K shares
$750K · 12K shares
$708K · 7K shares
$602K · 10K shares
$558K · 1K shares
$541K · 21K shares
$473K · 8K shares
$430K · 4K shares
$286K · 500 shares
$286K · 9K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $248.1M | 93.7% |
| Technology | 1 | $9.5M | 3.6% |
| Unknown | 3 | $6.4M | 2.4% |
| Consumer Defensive | 1 | $430K | 0.2% |
| Industrials | 1 | $286K | 0.1% |