Landmark Wealth Management, Inc. holds a focused book of 44 reported positions worth $302.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Victoryshares Core Plus Bond and trimmed Ste STR SPDR PT DW EU ETF. Their largest long position is Vanguard S&P 500 ETF at 18% of the reported non-option book. Cloning the disclosed picks since 2025 would be +10% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Landmark Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Landmark Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Landmark Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 15 / 44 | $268.1B |
| 9823 Capital, L.P. | 4 / 44 | $95.0M |
| Brighton Securities Corp. | 7 / 44 | $142.6M |
| Daniel Investment Group, Inc. | 4 / 44 | $102.4M |
| Trust Asset Management LLC | 5 / 44 | $972.2M |
| Independent Investors Inc | 4 / 44 | $309.6M |
| Hikari Tsushin, Inc. | 4 / 44 | $888.0M |
| Stembrook Asset Management, LLC | 7 / 44 | $66.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Landmark Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $54.4M | 79.2K | 18.0% | ▲+3.9% Added · +3K sh | |
| 2 | Ishares TR CORE UNIVRSL USD | $33.6M | 728.7K | 11.1% | ▲+7.1% Added · +49K sh | |
| 3 | SPDR Index SHS FDS ST STR PO EX ETF | $33.1M | 656.6K | 10.9% | ▼−9.0% Reduced · −65K sh | |
| 4 | State STR SPDR S&P 500 ETF T TR UNIT | $31.0M | 41.5K | 10.2% | ▲+18% Added · +6K sh | |
| 5 | SPDR Index SHS FDS ST PORT MARK ETF | $21.6M | 417.1K | 7.1% | ▲+11% Added · +40K sh | |
| 6 | Ishares TR CORE INTL AGGR | $20.2M | 398.5K | 6.7% | ▲+13% Added · +47K sh | |
| 7 | Ssga Active TR STATE STREET US | $19.6M | 301.8K | 6.5% | ▲+3.9% Added · +11K sh | |
| 8 | Vanguard Index FDS EXTEND MKT ETF | $13.2M | 53.5K | 4.4% | ▲+3.7% Added · +2K sh | |
| 9 | Apple Inc COM | $10.1M | 34.8K | 3.3% | ▼−0.7% Reduced · −255 sh | |
| 10 | Ssga Active TR ST STR SECTO ETF | $7.4M | 288.3K | 2.4% | ▼−25% Reduced · −94K sh | |
| 11 | SPDR Series Trust ST STR SP600 SML | $6.2M | 106.8K | 2.0% | ▲+2.3% Added · +2K sh | |
| 12 | SPDR Series Trust ST BLOO HIGH ETF | $5.9M | 61.6K | 2.0% | ▲+157% Added · +38K sh | |
| 13 | SPDR Series Trust STATE STRET SPDR | $5.5M | 165.7K | 1.8% | ▲+8.6% Added · +13K sh | |
| 14 | SPDR Series Trust ST STR P400MID | $4.7M | 68.9K | 1.5% | ▲+5.1% Added · +3K sh | |
| 15 | SPDR Index SHS FDS ST INTL CAP ETF | $3.4M | 78.6K | 1.1% | ▲+8.0% Added · +6K sh | |
| 16 | SPDR Series Trust ST LON TREAS ETF | $3.2M | 121.9K | 1.1% | ▲+62% Added · +47K sh | |
| 17 | SPDR Gold TR GOLD SHS | $3.1M | 8.5K | 1.0% | ▲+16% Added · +1K sh | |
| 18 | SPDR Series Trust ST STR USD ETF | $2.6M | 100.3K | 0.8% | ▲+6.3% Added · +6K sh | |
| 19 | SPDR Series Trust ST LONG BD ETF | $2.4M | 107.7K | 0.8% | ▼−9.3% Reduced · −11K sh | |
| 20 | Ssga Active ETF TR ST STR BL LN ETF | $2.4M | 58.7K | 0.8% | ▲+7.9% Added · +4K sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $1.7M | 3.5K | 0.6% | —Held | |
| 22 | SPDR Series Trust STATE STRET SPDR | $1.6M | 82.4K | 0.5% | ▲+12% Added · +9K sh | |
| 23 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.5% | —Held | |
| 24 | SPDR Series Trust SST SPDR BLOOMBE | $1.3M | 63.7K | 0.4% | ▲+8.5% Added · +5K sh | |
| 25 | Ishares TR INTL EQTY FACTOR | $1.3M | 31.4K | 0.4% | —Held | |
| 26 | Ishares TR US SML CAP EQT | $1.1M | 12.0K | 0.4% | ▼−0.7% Reduced · −83 sh | |
| 27 | Invesco Actively Managed Exc TOTAL RETURN | $1.0M | 22.4K | 0.3% | ▼−3.1% Reduced · −720 sh | |
| 28 | Schwab Strategic TR US LRG CAP ETF | $980K | 33.3K | 0.3% | ▼−3.8% Reduced · −1K sh | |
| 29 | Pacer FDS TR LUNT LRGCP MULTI | $845K | 14.1K | 0.3% | ▼−3.8% Reduced · −565 sh | |
| 30 | Dimensional ETF Trust INTL CORE EQT MK | $832K | 20.2K | 0.3% | ▼−14% Reduced · −3K sh | |
| 31 | J P Morgan Exchange Traded F DIVERSFED RTRN | $810K | 6.5K | 0.3% | ▼~0% Reduced · −1 sh | |
| 32 | Victory Portfolios II CORE PLUS BD ETF | $699K | 32.2K | 0.2% | ▲New New position | |
| 33 | Caterpillar Inc COM | $674K | 633 | 0.2% | ▲+27% Added · +133 sh | |
| 34 | Invesco Exch TRD SLF Idx FD RUSL 1000 DYNM | $614K | 9.0K | 0.2% | ▼−24% Reduced · −3K sh | |
| 35 | ETF Ser Solutions DISTILLATE US | $605K | 10.1K | 0.2% | ▼−1.2% Reduced · −123 sh | |
| 36 | Vanguard Index FDS GROWTH ETF | $534K | 6.2K | 0.2% | ▲+440% Added · +5K sh | |
| 37 | Franklin Templeton ETF TR US MID CP MLTFCT | $447K | 7.7K | 0.1% | ▼−6.8% Reduced · −563 sh | |
| 38 | Walmart Inc COM | $437K | 3.9K | 0.1% | —Held | |
| 39 | Oracle Corp COM | $387K | 2.6K | 0.1% | —Held | |
| 40 | SPDR Series Trust ST STR DOW REIT | $349K | 3.1K | 0.1% | ▲New New position | |
| 41 | SPDR Series Trust ST STR AGGRE ETF | $305K | 11.9K | 0.1% | ▼−76% Reduced · −38K sh | |
| 42 | Dimensional ETF Trust EMGR CRE EQT MNG | $283K | 7.0K | 0.1% | ▼−18% Reduced · −2K sh | |
| 43 | American Centy ETF TR AVANTIS EMGMKT | $233K | 2.4K | 0.1% | ▲New New position | |
| 44 | Select Sector SPDR TR ST STR REAL ETF | $207K | 4.7K | 0.1% | ▲New New position |
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Use Arkolith to show LANDMARK WEALTH MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.