LANDMARK WEALTH MANAGEMENT, INC.
Q4 2025 13F Holdings
- Locationnormal, IL
- Num holdings
39
- Value ($000)
$264,805
- Date Filed02/13/2026
- Form type13F-HR
- CIK0001985016
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $47.14M | 18 % | 75,165 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $33.37M | 13 % | 751,303 | ||
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $31.06M | 12 % | 667,447 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $27.95M | 11 % | 40,988 | ||
ISHARES TR | CORE INTL AGGR | 46435G672 | $17.67M | 7 % | 353,246 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $17.12M | 7 % | 365,729 | ||
SSGA ACTIVE TR | STATE STREET US | 78470P408 | $16.91M | 6 % | 271,382 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $10.76M | 4 % | 51,443 | ||
APPLE INC | COM | 037833100 | $9.52M | 4 % | 35,013 | ||
SSGA ACTIVE TR | STATE STREET FIX | 78470P507 | $7.74M | 3 % | 298,548 |
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