Landmark Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Landmark Wealth Management, Inc. reported 49 stock positions worth $209.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.4% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 12.1%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 10.4%). Compared with Q4 2024, it opened 4 new positions, added to 12 and reduced 25. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +721%) and the biggest sale Invesco Total Return Bond Et (GTO, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- NORMAL, IL
- CIK
- 0001985016
- Portfolio Value
- $209.6M (Q1 2025)
- SEC Filing
- 0001085146-25-002627 ↗ filed May 6, 2025
Holdings Value
Holdings 49 stocks · $209.6M
| VOO Vanguard S&P 500 ETF | 13.40% | 54,654 | $28.1M | Add +720.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 12.06% | 694,304 | $25.3M | Add +178.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 10.37% | 471,789 | $21.7M | Add +590.0% |
| IAGG iShares Intl Aggregate Bond | 6.86% | 287,529 | $14.4M | Add +156.0% |
| SPEM State Street SP PTF Em ETF | 6.74% | 358,935 | $14.1M | Add +35.3% |
| XLSR SS US Sector Rotation | 6.14% | 253,644 | $12.9M | Add +7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.91% | 22,142 | $12.4M | Reduce -28.8% |
| AAPL Apple Inc. | 3.81% | 35,952 | $8.0M | No change |
| FISR SS Fi Sector Rotation | 3.29% | 266,239 | $6.9M | Add +20.1% |
| GTO Invesco Total Return Bond Et | 3.02% | 134,742 | $6.3M | Reduce -75.2% |
| VXF Vanguard Extended Market ETF | 2.95% | 35,866 | $6.2M | Add +823.7% |
| CERY SS SPDR BBG En RY CM St N-Ui | 1.88% | 142,194 | $3.9M | Add +112.9% |
| SPLB SS SPDR P Long Term C ETF | 1.40% | 129,662 | $2.9M | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.30% | 53,399 | $2.7M | Add +12.8% |
| GLD SPDR Gold Shares | 1.29% | 9,366 | $2.7M | Reduce -11.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.21% | 27,553 | $2.5M | Reduce -42.3% |
| SPEU State Street SPDR Portfolio | 1.20% | 57,356 | $2.5M | New |
| DFAI Dimensional International Co. | 1.19% | 79,727 | $2.5M | Reduce -77.9% |
| GWX State Street SPDR S&P Intern | 1.05% | 69,046 | $2.2M | Reduce -0.3% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.96% | 83,573 | $2.0M | Add +56.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 3,628 | $1.9M | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.89% | 45,799 | $1.9M | Reduce -45.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.88% | 45,061 | $1.9M | Add +41.6% |
| FLQM Franklin U.S. Mid Cap Multif | 0.87% | 34,418 | $1.8M | Reduce -8.3% |
| DSTL Distillate US Fundamental St | 0.83% | 32,019 | $1.7M | Reduce -86.0% |
| OMFL Invesco Russell 1000 DYN M/F | 0.79% | 31,113 | $1.7M | Reduce -9.6% |
| SMLF iShares US Smallcap Equity F | 0.78% | 26,190 | $1.6M | Reduce -81.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.76% | 2 | $1.6M | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.60% | 38,031 | $1.3M | Reduce -50.8% |
| OMFS Invesco RSL 2000 DYN Mltfctr | 0.53% | 28,982 | $1.1M | Reduce -9.3% |
| ANGL Vaneck Fallen Angel High YLD | 0.50% | 36,270 | $1.0M | Reduce -75.2% |
| XLRE SS Real Estate Select Sector | 0.50% | 24,854 | $1.0M | Reduce -75.1% |
| EBND State Street SPDR Bloomberg | 0.48% | 50,509 | $1.0M | Reduce -47.0% |
| INTF iShares International Equity | 0.46% | 31,371 | $967K | No change |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.41% | 44,693 | $858K | Reduce -9.1% |
| PALC Pacer Lunt LRG Cap Multi-Fac | 0.40% | 17,636 | $846K | No change |
| JNK SS SPDR BB High Yield Bond | 0.40% | 8,841 | $843K | Reduce -86.4% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.40% | 9,135 | $836K | Reduce -90.1% |
| DFAE Dimensional Emerging Core Eq | 0.39% | 31,781 | $823K | Reduce -8.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.39% | 30,068 | $820K | New |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.32% | 6,698 | $674K | No change |
| AVEM Avantis Emerging Markets Eq | 0.32% | 11,034 | $664K | Reduce -86.6% |
| JPMB JPMorgan Usd Emerging Market | 0.31% | 17,003 | $655K | Reduce -76.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 1,334 | $495K | No change |
| WMT Walmart Inc. | 0.16% | 3,816 | $335K | No change |
| FTGC First Trust Global Tactical | 0.11% | 9,093 | $232K | Reduce -11.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.11% | 8,812 | $225K | New |
| BOND PIMCO Active Bond Exchange-T | 0.11% | 2,402 | $222K | Reduce -15.6% |
| COM Direxion Auspice BRD Cmdty | 0.10% | 7,222 | $212K | Reduce -86.8% |
Portfolio Sells Q4 2024 → Q1 2025
| GTO Invesco Total Return Bond Et | Reduce -75.2% | 3.02% | −9.24 |
| DSTL Distillate US Fundamental St | Reduce -86.0% | 0.83% | −5.30 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -90.1% | 0.40% | −4.01 |
| DFAI Dimensional International Co. | Reduce -77.9% | 1.19% | −3.93 |
| SMLF iShares US Smallcap Equity F | Reduce -81.2% | 0.78% | −3.80 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -28.8% | 5.91% | −2.96 |
| JNK SS SPDR BB High Yield Bond | Reduce -86.4% | 0.40% | −2.61 |
| AVEM Avantis Emerging Markets Eq | Reduce -86.6% | 0.32% | −2.04 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -75.2% | 0.50% | −1.54 |
| XLRE SS Real Estate Select Sector | Reduce -75.1% | 0.50% | −1.48 |
| JPMB JPMorgan Usd Emerging Market | Reduce -76.4% | 0.31% | −1.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -45.5% | 0.89% | −0.95 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -42.3% | 1.21% | −0.92 |
| COM Direxion Auspice BRD Cmdty | Reduce -86.8% | 0.10% | −0.65 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -50.8% | 0.60% | −0.63 |
| EBND State Street SPDR Bloomberg | Reduce -47.0% | 0.48% | −0.42 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -8.3% | 0.87% | −0.12 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -9.6% | 0.79% | −0.12 |
| OMFS Invesco RSL 2000 DYN Mltfctr | Reduce -9.3% | 0.53% | −0.09 |
| DFAE Dimensional Emerging Core Eq | Reduce -8.7% | 0.39% | −0.04 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Reduce -9.1% | 0.41% | −0.03 |
| BOND PIMCO Active Bond Exchange-T | Reduce -15.6% | 0.11% | −0.02 |
| FTGC First Trust Global Tactical | Reduce -11.0% | 0.11% | −0.01 |
| GWX State Street SPDR S&P Intern | Reduce -0.3% | 1.05% | +0.01 |
| GLD SPDR Gold Shares | Reduce -11.0% | 1.29% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +720.5% | 13.40% | +11.65 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +590.0% | 10.37% | +8.87 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +178.8% | 12.06% | +7.92 |
| IAGG iShares Intl Aggregate Bond | Add +156.0% | 6.86% | +4.13 |
| VXF Vanguard Extended Market ETF | Add +823.7% | 2.95% | +2.59 |
| SPEM State Street SP PTF Em ETF | Add +35.3% | 6.74% | +1.79 |
| SPLB SS SPDR P Long Term C ETF | New | 1.40% | +1.40 |
| SPEU State Street SPDR Portfolio | New | 1.20% | +1.20 |
| CERY SS SPDR BBG En RY CM St N-Ui | Add +112.9% | 1.88% | +1.04 |
| FISR SS Fi Sector Rotation | Add +20.1% | 3.29% | +0.55 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.39% | +0.39 |
| EMHC SS SPDR BB Em Usd Bond ETF | Add +56.4% | 0.96% | +0.34 |
| SRLN SS Blackstone Sr Loan ETF | Add +41.6% | 0.88% | +0.24 |
| SPAB SS SPDR P Agg Bond ETF | New | 0.11% | +0.11 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +12.8% | 1.30% | +0.04 |
| XLSR SS US Sector Rotation | Add +7.9% | 6.14% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 44 | $302.2M | VOO, IUSB, SPDW, SPY, SPEM |
| Q1 2026 | 42 | $265.1M | VOO, SPDW, IUSB, SPY, SPEM |
| Q4 2025 | 39 | $264.8M | VOO, SPDW, IUSB, SPY, IAGG |
| Q3 2025 | 40 | $256.1M | VOO, IUSB, SPDW, SPY, IAGG |
| Q2 2025 | 44 | $233.4M | VOO, IUSB, SPDW, SPY, IAGG |
| Q1 2025 | 49 | $209.6M | VOO, SPDW, IUSB, IAGG, SPEM |
| Q4 2024 | 45 | $205.4M | GTO, SPY, DSTL, XLSR, DFAI |
| Q3 2024 | 42 | $200.7M | GTO, SPY, DSTL, DFAI, XLSR |
| Q2 2024 | 41 | $181.6M | GTO, SPY, DSTL, SPDW, DFAI |
| Q1 2024 | 6 | $9.7M | AAPL, SPY, BRK.B, BRK.A, VUG |