LANDMARK WEALTH MANAGEMENT, INC.
CIK: 0001985016SEC EDGAR →
Portfolio Value
$264.8B
Holdings
39
As of
Q4 2025
New Positions
39
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 75,165 | $47.1B | 17.80% |
| 2 | SPDR INDEX SHS FDS | 751,303 | $33.4B | 12.60% |
| 3 | ISHARES TR | 667,447 | $31.1B | 11.73% |
| 4 | SPDR S&P 500 ETF TR | 40,988 | $27.9B | 10.55% |
| 5 | ISHARES TR | 353,246 | $17.7B | 6.67% |
| 6 | SPDR INDEX SHS FDS | 365,729 | $17.1B | 6.46% |
| 7 | SSGA ACTIVE TR | 271,382 | $16.9B | 6.39% |
| 8 | VANGUARD INDEX FDS | 51,443 | $10.8B | 4.06% |
| 9 | APPLE INC | 35,013 | $9.5B | 3.59% |
| 10 | SSGA ACTIVE TR | 298,548 | $7.7B | 2.92% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (39)
$47.1B · 75K shares
$33.4B · 751K shares
$31.1B · 667K shares
$27.9B · 41K shares
$17.7B · 353K shares
$17.1B · 366K shares
$16.9B · 271K shares
$10.8B · 51K shares
$9.5B · 35K shares
$7.7B · 299K shares
$5.9B · 127K shares
$3.8B · 65K shares
$3.6B · 137K shares
$3.2B · 8K shares
$3.1B · 109K shares
$3.0B · 74K shares
$2.4B · 93K shares
$2.2B · 54K shares
$1.7B · 3K shares
$1.5B · 2 shares
$1.4B · 74K shares
$1.2B · 58K shares
$1.2B · 31K shares
$1.2B · 25K shares
$1.0B · 11K shares
$923.0M · 34K shares
$906.0M · 12K shares
$901.0M · 24K shares
$869.0M · 39K shares
$767.0M · 15K shares
$750.0M · 12K shares
$708.0M · 7K shares
$602.0M · 10K shares
$558.0M · 1K shares
$541.0M · 21K shares
$473.0M · 8K shares
$430.0M · 4K shares
$286.0M · 500 shares
$286.0M · 9K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $248.1B | 93.7% |
| Technology | 1 | $9.5B | 3.6% |
| Unknown | 3 | $6.4B | 2.4% |
| Consumer Defensive | 1 | $430.0M | 0.2% |
| Industrials | 1 | $286.0M | 0.1% |