The Analysis of LANDMARK WEALTH MANAGEMENT, INC.'s Holdings
Currently, LANDMARK WEALTH MANAGEMENT, INC. holds 39 types of securities in its portfolio with a total value $264.8M. In the most recent quarter, they have increased their positions in FISR (+167.0K shares, valued at $4.3M), SPTL (+137.2K shares, valued at $3.6M), SPDW (+78.8K shares, valued at $3.5M); decreased their positions in N/A (-32.1K shares, valued at $3.1M), CERY (-65.3K shares, valued at $1.9M), SPSM (-27.6K shares, valued at $1.3M); initiated new positions in SPTL (+137.2K shares, valued at $3.6M), SPLB (+38.6K shares, valued at $870.7K), SPAB (+21.0K shares, valued at $541.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPDW SPDR INDEX SHS FDS751.3K shares11.72%2025-12-312026-02-13
IUSB ISHARES TR667.4K shares2.39%2025-12-312026-02-13 SPY SPDR S&P 500 ETF TR41.0K shares-1.68%2025-12-312026-02-13 IAGG ISHARES TR353.2K shares1.45%2025-12-312026-02-13 SPEM SPDR INDEX SHS FDS365.7K shares2.10%2025-12-312026-02-13 XLSR SSGA ACTIVE TR271.4K shares0.44%2025-12-312026-02-13 VXF VANGUARD INDEX FDS51.4K shares1.62%2025-12-312026-02-13 AAPL APPLE INC35.0K shares-2.58%2025-12-312026-02-13 FISR SSGA ACTIVE TR298.5K shares126.93%2025-12-312026-02-13 SPSM SPDR SERIES TRUST126.9K shares-17.84%2025-12-312026-02-13 SPMD SPDR SERIES TRUST65.4K shares8.02%2025-12-312026-02-13 SPTL SPDR SERIES TRUST137.2K sharesnew addition2025-12-312026-02-13 GLD SPDR GOLD TR8.0K shares-11.22%2025-12-312026-02-13 CERY SPDR SERIES TRUST109.2K shares-37.41%2025-12-312026-02-13 GWX SPDR INDEX SHS FDS74.4K shares6.68%2025-12-312026-02-13 EMHC SPDR SERIES TRUST92.9K shares1.71%2025-12-312026-02-13 SRLN SSGA ACTIVE ETF TR53.6K shares4.46%2025-12-312026-02-13 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-13 TIPX SPDR SERIES TRUST73.8K shares31.73%2025-12-312026-02-13 EBND SPDR SERIES TRUST57.9K shares5.43%2025-12-312026-02-13 INTF ISHARES TR31.4K shares0.00%2025-12-312026-02-13 GTO INVESCO ACTIVELY MANAGED EXC24.7K shares-0.79%2025-12-312026-02-13 SCHX SCHWAB STRATEGIC TR34.3K shares-22.65%2025-12-312026-02-13 SMLF ISHARES TR12.1K shares0.00%2025-12-312026-02-13 DFAI DIMENSIONAL ETF TRUST23.6K shares-0.42%2025-12-312026-02-13 SPLB SPDR SERIES TRUST38.6K sharesnew addition2025-12-312026-02-13 PALC PACER FDS TR14.7K shares0.00%2025-12-312026-02-13 OMFL INVESCO EXCH TRD SLF IDX FD12.3K shares-0.61%2025-12-312026-02-13 JPME J P MORGAN EXCHANGE TRADED F6.5K shares0.00%2025-12-312026-02-13 DSTL ETF SER SOLUTIONS10.2K shares0.00%2025-12-312026-02-13 VUG VANGUARD INDEX FDS1.1K shares-5.99%2025-12-312026-02-13 SPAB SPDR SERIES TRUST21.0K sharesnew addition2025-12-312026-02-13 FLQM FRANKLIN TEMPLETON ETF TR8.4K shares-0.27%2025-12-312026-02-13 WMT WALMART INC3.9K shares0.00%2025-12-312026-02-13 DFAE DIMENSIONAL ETF TRUST8.8K shares-0.29%2025-12-312026-02-13 CAT CATERPILLAR INC500 shares0.00%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available