StockDriftsStockDriftsTop 42 Landmark Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.17% | 76.2K | $45.5M | +1.38%(+1.04K) | $533.49(+27.91%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 12.42% | 721.3K | $32.9M | -3.99%(-29.97K) | $37.12(+35.41%) | 2026-03-31 | |
| IUSB | ISHARES TR | 11.85% | 680.1K | $31.4M | +1.90%(+12.68K) | $45.88(+0.24%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.61% | 35.1K | $22.8M | -14.33%(-5.87K) | $574.37(+29.24%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 6.68% | 377.5K | $17.7M | +3.21%(+11.73K) | $39.11(+33.52%) | 2026-03-31 | |
| IAGG | ISHARES TR | 6.63% | 351.1K | $17.6M | -0.59%(-2.10K) | $50.19(-0.52%) | 2026-03-31 | |
| XLSR | SSGA ACTIVE TR | 6.32% | 290.3K | $16.8M | +6.98%(+18.93K) | $51.47(+27.30%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 4% | 51.6K | $10.6M | +0.29%(+148) | $182.51(+24.71%) | 2026-03-31 | |
| FISR | SSGA ACTIVE TR | 3.71% | 382.7K | $9.8M | +28.18%(+84.13K) | $25.86(-1.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.35% | 35.0K | $8.9M | -0.00%(-1) | $191.76(+55.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.85% | +39.93% |
| Top 20 Holdings Unweighted | +14.50% | +50.11% |
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