13F HOLDINGS REPORT

LANDMARK WEALTH MANAGEMENT, INC.

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001085146-25-004527

Total Value

$233.4M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (71)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	49,754	$28.3M	12.11%
2	ISHARES TR	46434V613	392,216	$18.1M	7.77%
3	SPDR INDEX SHS FDS	78463X889	399,412	$16.2M	6.93%
4	SPDR S&P 500 ETF TR	SPY	23,520	$14.5M	6.23%
5	VANGUARD INDEX FDS	922908363	23,480	$13.3M	5.71%
6	SSGA ACTIVE TR	78470P408	214,583	$11.8M	5.05%
7	ISHARES TR	46435G672	201,738	$10.3M	4.42%
8	SSGA ACTIVE TR	78470P507	383,674	$9.9M	4.25%
9	SPDR INDEX SHS FDS	78463X509	231,803	$9.9M	4.24%
10	ISHARES TR	46434V613	205,272	$9.5M	4.07%
11	APPLE INC	AAPL	36,164	$7.4M	3.18%
12	VANGUARD INDEX FDS	922908652	35,369	$6.8M	2.92%
13	SPDR INDEX SHS FDS	78463X889	166,905	$6.8M	2.90%
14	ISHARES TR	46435G672	118,728	$6.1M	2.60%
15	SPDR INDEX SHS FDS	78463X509	81,317	$3.5M	1.49%
16	SPDR S&P 500 ETF TR	SPY	5,394	$3.3M	1.43%
17	VANGUARD INDEX FDS	922908652	15,716	$3.0M	1.30%
18	SPDR SERIES TRUST	78468R853	66,258	$2.8M	1.21%
19	SPDR SERIES TRUST	78464A367	123,868	$2.8M	1.20%
20	SPDR SERIES TRUST	78464A649	109,124	$2.8M	1.20%
21	SSGA ACTIVE TR	78470P408	49,919	$2.7M	1.17%
22	SPDR GOLD TR	GLD	8,935	$2.7M	1.17%
23	SPDR SERIES TRUST	78464A847	45,372	$2.5M	1.06%
24	SPDR SERIES TRUST	78468R622	24,553	$2.4M	1.02%
25	SPDR SERIES TRUST	78464A607	23,688	$2.3M	0.98%
26	SPDR INDEX SHS FDS	78463X871	54,787	$2.0M	0.87%
27	SPDR SERIES TRUST	78468R515	79,317	$2.0M	0.84%
28	SPDR SERIES TRUST	78468R440	71,563	$1.9M	0.83%
29	SSGA ACTIVE ETF TR	78467V608	42,773	$1.8M	0.76%
30	BERKSHIRE HATHAWAY INC DEL	BRK-A	3,628	$1.8M	0.75%
31	SSGA ACTIVE TR	78470P507	62,438	$1.6M	0.69%
32	BERKSHIRE HATHAWAY INC DEL	BRK-A	2	$1.5M	0.62%
33	INVESCO ACTIVELY MANAGED EXC	IVZ	25,411	$1.2M	0.51%
34	SPDR SERIES TRUST	78464A375	35,255	$1.2M	0.51%
35	SCHWAB STRATEGIC TR	808524201	44,823	$1.1M	0.47%
36	ISHARES TR	46434V274	31,371	$1.1M	0.46%
37	SPDR SERIES TRUST	78464A391	46,277	$990,328	0.42%
38	DIMENSIONAL ETF TRUST	25434V203	24,084	$832,584	0.36%
39	ISHARES TR	46434V290	12,118	$823,418	0.35%
40	SPDR SERIES TRUST	78464A664	30,119	$800,563	0.34%
41	SPDR SERIES TRUST	78468R861	41,655	$797,277	0.34%
42	SPDR INDEX SHS FDS	78463X863	28,849	$790,463	0.34%
43	INVESCO EXCH TRD SLF IDX FD	IVZ	12,596	$727,797	0.31%
44	PACER FDS TR	69374H816	14,687	$725,551	0.31%
45	SPDR SERIES TRUST	78468R853	16,086	$685,264	0.29%
46	J P MORGAN EXCHANGE TRADED F	46641Q886	6,517	$675,880	0.29%
47	SPDR SERIES TRUST	78464A847	11,204	$609,274	0.26%
48	SPDR GOLD TR	GLD	1,881	$573,385	0.25%
49	ETF SER SOLUTIONS	26922A321	10,225	$565,954	0.24%
50	SPDR SERIES TRUST	78464A367	24,606	$555,357	0.24%
51	SPDR SERIES TRUST	78464A649	21,580	$552,448	0.24%
52	SPDR SERIES TRUST	78464A607	5,482	$528,684	0.23%
53	SPDR INDEX SHS FDS	78463X871	13,489	$501,521	0.21%
54	FRANKLIN TEMPLETON ETF TR	FGDL	8,565	$465,165	0.20%
55	SPDR SERIES TRUST	78468R622	4,492	$436,937	0.19%
56	SPDR SERIES TRUST	78468R440	15,452	$420,758	0.18%
57	SPDR SERIES TRUST	78468R663	4,329	$397,099	0.17%
58	WALMART INC	WMT	3,861	$377,529	0.16%
59	SPDR SERIES TRUST	78468R515	11,576	$284,885	0.12%
60	VANGUARD INDEX FDS	922908736	631	$276,630	0.12%
61	SSGA ACTIVE ETF TR	78467V608	6,478	$269,420	0.12%
62	VANGUARD INDEX FDS	922908736	587	$257,671	0.11%
63	DIMENSIONAL ETF TRUST	25434V302	8,833	$255,715	0.11%
64	SPDR SERIES TRUST	78464A375	7,008	$235,329	0.10%
65	SPDR INDEX SHS FDS	78463X863	7,585	$207,829	0.09%
66	SELECT SECTOR SPDR TR	81369Y860	4,849	$200,846	0.09%
67	BROADCOM INC	AVGO	728	$200,673	0.09%
68	SPDR SERIES TRUST	78468R861	8,849	$169,370	0.07%
69	SPDR SERIES TRUST	78464A664	5,985	$159,081	0.07%
70	SPDR SERIES TRUST	78464A391	6,997	$149,736	0.06%
71	SPDR SERIES TRUST	78468R663	933	$85,584	0.04%