Q2 2026 13F · SEC CIK 1985016

Landmark Wealth Management, Inc.

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $302.2M
Reported positions: 44
Top holdings a year, 3 yrs: +16.7%
Assets under management: $679.7M

Landmark Wealth Management, Inc. is a wealth manager that reported 44 positions worth $302.2M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Vanguard Index Fds (VOO, 18.0%), Ishares Tr (IUSB, 11.1%), Spdr Index Shs Fds (SPDW, 10.9%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 18.4% for the S&P 500.

Landmark Wealth Management, Inc. holdings all 44 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Landmark Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	18.0%	17.2%	79,181	+3.9%	$54.4M
IUSBIshares Tr	11.1%	11.8%	728,740	+7.1%	$33.6M
SPDWSpdr Index Shs Fds	10.9%	12.4%	656,630	-9.0%	$33.1M
SPYState Str Spdr S&p 500 ETF T	10.2%	8.6%	41,465	+18.1%	$31.0M
SPEMSpdr Index Shs Fds	7.1%	6.7%	417,135	+10.5%	$21.6M
IAGGIshares Tr	6.7%	6.6%	398,519	+13.5%	$20.2M
XLSRSsga Active Tr	6.5%	6.3%	301,775	+3.9%	$19.6M
VXFVanguard Index Fds	4.4%	4.0%	53,497	+3.7%	$13.2M
AAPLApple Inc	3.3%	3.4%	34,757	-0.7%	$10.1M
FISRSsga Active Tr	2.4%	3.7%	288,333	-24.7%	$7.4M
SPSMSpdr Series Trust	2.0%	1.9%	106,788	+2.3%	$6.2M
JNKSpdr Series Trust	2.0%	0.9%	61,598	+156.9%	$5.9M
CERYSpdr Series Trust	1.8%	2.0%	165,718	+8.6%	$5.5M
SPMDSpdr Series Trust	1.5%	1.5%	68,863	+5.1%	$4.7M
GWXSpdr Index Shs Fds	1.1%	1.2%	78,577	+8.0%	$3.4M
SPTLSpdr Series Trust	1.1%	0.7%	121,903	+61.9%	$3.2M
GLDSpdr Gold Tr	1.0%	1.2%	8,531	+16.2%	$3.1M
EMHCSpdr Series Trust	0.8%	0.9%	100,315	+6.3%	$2.6M
SPLBSpdr Series Trust	0.8%	1.0%	107,676	-9.3%	$2.4M
SRLNSsga Active ETF Tr	0.8%	0.8%	58,697	+7.9%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	3,476	+0.0%	$1.7M
TIPXSpdr Series Trust	0.5%	0.5%	82,432	+11.8%	$1.6M
BRK-ABerkshire Hathaway Inc Del	0.5%	0.5%	2	+0.0%	$1.5M
EBNDSpdr Series Trust	0.4%	0.5%	63,697	+8.5%	$1.3M
INTFIshares Tr	0.4%	0.5%	31,371	+0.0%	$1.3M
SMLFIshares Tr	0.4%	0.3%	12,020	-0.7%	$1.1M
46090A804Invesco Actively Managed Exc	0.3%	0.4%	22,352	-3.1%	$1.0M
SCHXSchwab Strategic Tr	0.3%	0.3%	33,283	-3.8%	$980K
PALCPacer Fds Tr	0.3%	0.3%	14,144	-3.8%	$845K
DFAIDimensional ETF Trust	0.3%	0.3%	20,172	-13.6%	$832K
JPMEJ P Morgan Exchange Traded F	0.3%	0.3%	6,517	-0.0%	$810K
UBNDVictory Portfolios II	0.2%	New	32,152	—	$699K
CATCaterpillar Inc	0.2%	0.1%	633	+26.6%	$674K
OMFLInvesco Exch Trd Slf Idx Fd	0.2%	0.3%	8,954	-24.4%	$614K
DSTLETF Ser Solutions	0.2%	0.2%	10,102	-1.2%	$605K
VUGVanguard Index Fds	0.2%	0.2%	6,204	+440.4%	$534K
FLQMFranklin Templeton ETF Tr	0.1%	0.2%	7,715	-6.8%	$447K
WMTWalmart Inc	0.1%	0.2%	3,861	+0.0%	$437K
ORCLOracle Corp	0.1%	0.1%	2,644	+0.0%	$387K
RWRSpdr Series Trust	0.1%	New	3,086	—	$349K
SPABSpdr Series Trust	0.1%	0.5%	11,950	-76.2%	$305K
DFAEDimensional ETF Trust	0.1%	0.1%	7,050	-18.4%	$283K
AVEMAmerican Centy ETF Tr	0.1%	New	2,418	—	$233K
XLRESelect Sector Spdr Tr	0.1%	New	4,701	—	$207K

What Landmark Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$302.2M	44
Q1 2026	$265.1M	42
Q4 2025	$264.8M	39
Q3 2025	$256.1M	40
Q2 2025	$233.4M	44
Q1 2025	$209.6M	49
Q4 2024	$205.4M	45
Q3 2024	$200.7M	42
Q2 2024	$181.6M	41
Q1 2024	$9.7M	6
Q4 2023	$9.7M	5

Questions about Landmark Wealth Management, Inc.'s portfolio

What stocks does Landmark Wealth Management, Inc. own?

Landmark Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 44 positions worth $302.2M. The largest are Vanguard Index Fds (VOO) at 18.0%, Ishares Tr (IUSB) at 11.1%, Spdr Index Shs Fds (SPDW) at 10.9%, State Str Spdr S&p 500 ETF T (SPY) at 10.2% and Spdr Index Shs Fds (SPEM) at 7.1%.

What did Landmark Wealth Management, Inc. buy last quarter?

In Q2 2026, Landmark Wealth Management, Inc. added a new position in Victory Portfolios II (UBND), a new position in Spdr Series Trust (RWR), a new position in American Centy ETF Tr (AVEM), a new position in Select Sector Spdr Tr (XLRE), Vanguard Index Fds (VUG) (+440.4% shares), Spdr Series Trust (JNK) (+156.9% shares) and Spdr Series Trust (SPTL) (+61.9% shares), compared with its Q1 2026 filing.

What did Landmark Wealth Management, Inc. sell last quarter?

In Q2 2026, Landmark Wealth Management, Inc. sold all of Spdr Series Trust (BIL), sold all of Vanguard Charlotte Fds (BNDX), Spdr Series Trust (SPAB) (-76.2% shares), Ssga Active Tr (FISR) (-24.7% shares) and Invesco Exch Trd Slf Idx Fd (OMFL) (-24.4% shares), compared with its Q1 2026 filing.

How has Landmark Wealth Management, Inc.'s portfolio performed?

A portfolio copying Landmark Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +15.0% against +20.1%.

When is Landmark Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Landmark Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Landmark Wealth Management, Inc. manage?

Landmark Wealth Management, Inc. reported $679.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $302.2M.