Landmark Wealth Management, Inc. Top Holdings and 13F Report (2025) About Landmark Wealth Management, Inc.Investment ActivityLandmark Wealth Management, Inc. has $205.37 million in total holdings as of December 31, 2024.Landmark Wealth Management, Inc. owns shares of 45 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 11.63% of the portfolio was purchased this quarter.About 6.68% of the portfolio was sold this quarter.This quarter, Landmark Wealth Management, Inc. has purchased 42 new stocks and bought additional shares in 15 stocks.Landmark Wealth Management, Inc. sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco Total Return Bond ETF $25,164,124SPDR S&P 500 ETF Trust $18,225,330Distillate U.S. Fundamental Stability & Value ETF $12,589,743SPDR SSGA US Sector Rotation ETF $12,561,927Dimensional International Core Equity Market ETF $10,515,311 Largest New Holdings this Quarter Vanguard S&P 500 ETF $3,589,013 HoldingiShares Core Total USD Bond Market ETF $3,090,369 HoldingSPDR Portfolio Intermediate Term Corporate Bond ETF $2,529,727 HoldingSPDR SER TR $1,728,937 HoldingVanguard Extended Market ETF $737,692 Holding Largest Purchases this Quarter SPDR Bloomberg High Yield Bond ETF 42,623 shares (about $4.07M)Vanguard S&P 500 ETF 6,661 shares (about $3.59M)iShares Core Total USD Bond Market ETF 68,371 shares (about $3.09M)SPDR Portfolio Intermediate Term Corporate Bond ETF 77,220 shares (about $2.53M)SPDR Portfolio Developed World ex-US ETF 66,193 shares (about $2.26M) Largest Sales this Quarter SPDR SSGA Fixed Income Sector Rotation ETF 109,683 shares (about $2.78M)Invesco Total Return Bond ETF 42,956 shares (about $1.99M)SPDR S&P 500 ETF Trust 2,094 shares (about $1.23M)Dimensional International Core Equity Market ETF 29,629 shares (about $865.17K)Distillate U.S. Fundamental Stability & Value ETF 15,389 shares (about $845.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLandmark Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGTOInvesco Total Return Bond ETF$25,164,124$1,993,159 ▼-7.3%542,33012.3%ETFSPYSPDR S&P 500 ETF Trust$18,225,330$1,227,252 ▼-6.3%31,0978.9%FinanceDSTLDistillate U.S. Fundamental Stability & Value ETF$12,589,743$845,222 ▼-6.3%229,2226.1%ETFXLSRSPDR SSGA US Sector Rotation ETF$12,561,927$112,652 ▲0.9%235,0666.1%ETFDFAIDimensional International Core Equity Market ETF$10,515,311$865,168 ▼-7.6%360,1135.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$10,179,445$257,616 ▲2.6%265,2975.0%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$9,405,720$549,180 ▼-5.5%139,3444.6%ETFXMHQInvesco S&P MidCap Quality ETF$9,047,227$624,103 ▼-6.5%91,8784.4%ETFAAPLApple$9,003,184$1,739,684 ▲24.0%35,9524.4%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$8,499,463$2,259,167 ▲36.2%249,0324.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$6,186,169$4,069,217 ▲192.2%64,7973.0%FinanceFISRSPDR SSGA Fixed Income Sector Rotation ETF$5,619,989$2,781,616 ▼-33.1%221,6042.7%ETFIAGGiShares Core International Aggregate Bond ETF$5,606,130$1,490,116 ▲36.2%112,3022.7%ETFAVEMAvantis Emerging Markets Equity ETF$4,847,118$419,525 ▼-8.0%82,4482.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,364,228$874,071 ▲25.0%47,7332.1%ETFANGLVanEck Fallen Angel High Yield Bond ETF$4,195,037$370,819 ▼-8.1%146,3212.0%ManufacturingXLREReal Estate Select Sector SPDR Fund$4,059,903$355,783 ▼-8.1%99,8252.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,776,425$173,167 ▲4.8%84,0701.8%ETFVOOVanguard S&P 500 ETF$3,589,013$3,589,013 ▲New Holding6,6611.7%ETFIUSBiShares Core Total USD Bond Market ETF$3,090,369$3,090,369 ▲New Holding68,3711.5%ManufacturingJPMBJPMorgan USD Emerging Markets Sovereign Bond ETF$2,742,241$290,133 ▼-9.6%72,0881.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,589,407$5,907 ▼-0.2%47,3471.3%ETFGLDSPDR Gold Shares$2,548,176$98,789 ▲4.0%10,5241.2%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,529,727$2,529,727 ▲New Holding77,2201.2%ETFGWXSPDR S&P International Small Cap ETF$2,146,455$236,385 ▲12.4%69,2741.0%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$2,037,893$213,549 ▼-9.5%37,5231.0%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,867,379$201,033 ▼-9.7%34,4340.9%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$1,862,381$244,066 ▲15.1%95,3600.9%ETFSPDR SER TR$1,728,937$1,728,937 ▲New Holding66,7930.8%BLOOMBERG ENHNCDBRK.BBerkshire Hathaway$1,644,500$273,781 ▲20.0%3,6280.8%FinanceCOMDirexion Auspice Broad Commodity Strategy ETF$1,543,213$155,024 ▼-9.1%54,4920.8%ETFBRK.ABerkshire Hathaway$1,361,8400.0%20.7%FinanceSRLNSPDR Blackstone Senior Loan ETF$1,328,350$135,164 ▲11.3%31,8320.6%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$1,271,017$150,123 ▲13.4%53,4490.6%ETFOMFSInvesco Russell 2000 Dynamic Multifactor ETF$1,263,453$127,631 ▼-9.2%31,9350.6%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$909,024$100,068 ▲12.4%49,1630.4%ETFINTFiShares International Equity Factor ETF$900,981$29 ▼0.0%31,3710.4%ETFDFAEDimensional Emerging Core Equity Market ETF$882,996$93,336 ▼-9.6%34,8050.4%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$868,3240.0%17,6360.4%ETFVXFVanguard Extended Market ETF$737,692$737,692 ▲New Holding3,8830.4%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$686,302$30,534 ▼-4.3%6,6980.3%ETFVUGVanguard Growth ETF$547,399$25,852 ▼-4.5%1,3340.3%ETFWMTWalmart$344,7760.0%3,8160.2%Retail/WholesalePIMCO ETF TR$257,239$315,287 ▼-55.1%2,8450.1%ACTIVE BD ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$244,464$29,744 ▼-10.8%10,2160.1%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$0$1,436,001 ▼-100.0%00.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$0$766,576 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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