StockDriftsStockDriftsTop 44 Landmark Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 18% | 79.2K | $54.4M | +3.90%(+2.98K) | $537.27(+32.34%) | 2026-06-30 | |
| IUSB | ISHARES TR | 11.13% | 728.7K | $33.6M | +7.15%(+48.61K) | $45.90(-0.97%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 10.95% | 656.6K | $33.1M | -8.97%(-64.70K) | $37.12(+39.34%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.25% | 41.5K | $31.0M | +18.08%(+6.35K) | $591.98(+30.67%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 7.15% | 417.1K | $21.6M | +10.51%(+39.67K) | $40.02(+30.80%) | 2026-06-30 | |
| IAGG | ISHARES TR | 6.67% | 398.5K | $20.2M | +13.49%(+47.37K) | $50.19(-0.45%) | 2026-06-30 | |
| XLSR | SSGA ACTIVE TR | 6.48% | 301.8K | $19.6M | +3.95%(+11.46K) | $51.81(+28.99%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 4.36% | 53.5K | $13.2M | +3.69%(+1.91K) | $183.94(+34.36%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.33% | 34.8K | $10.1M | -0.73%(-255) | $191.76(+59.93%) | 2026-06-30 | |
| FISR | SSGA ACTIVE TR | 2.45% | 288.3K | $7.4M | -24.65%(-94.34K) | $25.86(-2.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.33% |
Landmark Wealth Management INC reports $302.20M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are VOO (18.0%), IUSB (11.1%) and SPDW (10.9%). The top 20 holdings account for 93.8% of reported assets. Its disclosed equity book has returned +41.52% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Landmark Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1985016). View Landmark Wealth Management INC’s 13F filings on SEC