LANDMARK WEALTH MANAGEMENT, INC.
•CIK: 1985016•Filing: Q4 2025
**LANDMARK WEALTH MANAGEMENT, INC.** manages $265M across a diversified portfolio of 39 positions. The strategy exhibits significant exposure to broad market indices, notably allocating $47.1M to VOO and $33.4M to SPDW. Key holdings further emphasize core market exposure with substantial allocations to SPY ($28.0M) and IUSB ($31.1M). The portfolio maintains tactical tilts across sectors and fixed income, evidenced by positions in IAGG ($17.7M) and XLSR ($16.9M).
Total AUM
$264.8M
QoQ Performance
+3.4%
Positions
20
Top 10 Concentration
82.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
SPDW
IUSB
SPY
IAGG
SPEM
XLSR
VOO17.8%
SPDW12.6%
IUSB11.7%
SPY10.6%
IAGG6.7%
SPEM6.5%
XLSR6.4%
VXF4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.5%
ETF28.4%
Technology3.6%
Financial1.2%
Consumer0.2%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑14 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023