LW

LANDMARK WEALTH MANAGEMENT, INC.

13F
LANDMARK WEALTH MANAGEMENT, INC.
Last update 2025-05-06 49 Stocks (4 new)
Value $210.00 Mil Turnover 43 %
Countries:
Top Holdings: VOO(13.40%)SPDW(12.06%)IUSB(10.37%)IAGG(6.86%)SPEM(6.74%)
Summary Stock Picks Current Portfolio
LANDMARK WEALTH MANAGEMENT, IN... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
54,654
28,087.2
+720.51%
13.400
+11.77%
0.000
+18.82%
+8.89%
663,622.4
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
694,304
25,279.6
+178.80%
12.060
+7.73%
0.100
+14.40%
+23.92%
27,862.8
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
471,789
21,740.0
+590.04%
10.370
+8.87%
0.070
+1.98%
+3.69%
32,857.1
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
287,529
14,373.6
+156.03%
6.860
+4.18%
0.200
+0.79%
+2.06%
10,577.1
 
SPEM
SPDR Portfolio Emerging Markets ETF
358,935
14,131.3
+35.30%
6.740
+1.76%
0.130
+15.59%
+16.70%
12,745.7
 
XLSR
SPDR SSGA U.S. Sector Rotation ETF
253,644
12,877.5
+7.90%
6.140
+0.45%
1.890
+16.58%
+5.10%
770.7
 
SPY
SPDR S&P 500 ETF Trust
22,142
12,386.0
-28.80%
5.910
-2.55%
0.000
+18.80%
+8.86%
654,366.5
 
AAPL
Apple Inc
35,952
7,986.1
0%
3.810
0%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
SPDR SSGA Fixed Income Sector Rotation ETF
266,239
6,890.3
+20.14%
3.290
+0.55%
1.860
+1.41%
+2.76%
404.2
 
GTO
Invesco Total Return Bond ETF
134,742
6,323.4
-75.15%
3.020
-9.21%
0.330
+2.26%
+3.03%
1,971.4
 

LANDMARK WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

LANDMARK WEALTH MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+11.77%
●
507.05 ($540.58) 563.67
$582.86
7.82%
Add 720.51%
54,654
47,993
GTO
Invesco Total Return Bond ETF
2025-03-31
Reduce
Reduce
-9.21%
●
45.9 ($46.7) 47.37
$46.55
-0.32%
Reduce -75.15%
134,742
-407,588
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+8.87%
●
44.72 ($45.57) 46.25
$45.90
0.72%
Add 590.04%
471,789
403,418
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+7.73%
●
33.84 ($36.14) 37.77
$41.58
15.05%
Add 178.8%
694,304
445,272
DSTL
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
2025-03-31
Reduce
Reduce
-5.27%
●
53.28 ($55.73) 57.28
$56.62
1.60%
Reduce -86.03%
32,019
-197,203
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
Add
Add
+4.18%
●
49.42 ($49.98) 50.43
$50.95
1.94%
Add 156.03%
287,529
175,227
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Reduce
Reduce
-3.99%
●
28.88 ($30.87) 32.4
$35.46
14.87%
Reduce -77.86%
79,727
-280,386
XMHQ
Invesco S&P MidCap Quality ETF
2025-03-31
Reduce
Reduce
-3.97%
●
89.18 ($97.46) 104.04
$102.65
5.33%
Reduce -90.06%
9,135
-82,743
SMLF
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
2025-03-31
Reduce
Reduce
-3.72%
●
60.91 ($67.26) 71.4
$70.87
5.37%
Reduce -81.2%
26,190
-113,154
VXF
Vanguard Extended Market Index ETF
2025-03-31
Add
Add
+2.63%
●
170.36 ($189.24) 201.04
$200.85
6.14%
Add 823.67%
35,866
31,983

LANDMARK WEALTH MANAGEMENT, INC. Total Holding History ($B)

To

LANDMARK WEALTH MANAGEMENT, INC.'s Asset Allocation

To

LANDMARK WEALTH MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LANDMARK WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31

LANDMARK WEALTH MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

LANDMARK WEALTH MANAGEMENT, INC.'s Holdings Heat Map

Size field:

LANDMARK WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart

LANDMARK WEALTH MANAGEMENT, INC. News

  • 1

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