13F-HR filed by LANDMARK WEALTH MANAGEMENT, INC.
LANDMARK WEALTH MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-06, with 49 holding rows worth $209,587,637.
- Accession
- 0001085146-25-002627
- Filer
- CIK 1985016
- Filed
- 2025-05-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 49 entries on the cover page, a total value of $209,587,637 stated on the cover page (in dollars after the unit check, H1), rows summing to $209,587,637 with VALUE read as dollars as filed, 13F file number 028-23988. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerGeoWealth Management, LLC028-16841
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 54,654 | $28,087,237 | dollars as filed | |
| SPDW | 78463X889 | COM | 694,304 | $25,279,609 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 471,789 | $21,740,037 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 287,529 | $14,373,589 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 358,935 | $14,131,271 | dollars as filed | |
| SSGA ACTIVE TR | 78470P408 | STATE STREET US | 253,644 | $12,877,506 | dollars as filed | |
| SPY | 78462F103 | SHS | 22,142 | $12,386,013 | dollars as filed | |
| Apple Inc | 037833100 | COM | 35,952 | $7,986,092 | dollars as filed | |
| SSGA ACTIVE TR | 78470P507 | ST STR SECTO ETF | 266,239 | $6,890,265 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A804 | TOTAL RETURN | 134,742 | $6,323,454 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 35,866 | $6,178,277 | dollars as filed | |
| SPDR SERIES TRUST | 78468R440 | STATE STRET SPDR | 142,194 | $3,940,196 | dollars as filed | |
| SPDR Portfolio Long Term Corporate Bond ETF | 78464A367 | SHS | 129,662 | $2,926,471 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 53,399 | $2,732,961 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 9,366 | $2,698,719 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 27,553 | $2,527,437 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X103 | ST STR EUROP ETF | 57,356 | $2,524,238 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 79,727 | $2,489,887 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 69,046 | $2,206,710 | dollars as filed | |
| STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | 78468R515 | ETF | 83,573 | $2,019,241 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,628 | $1,932,200 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 45,799 | $1,866,767 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 45,061 | $1,853,359 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P884 | US MID CP MLTFCT | 34,418 | $1,824,517 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A321 | DISTILLATE US | 32,019 | $1,736,711 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J619 | RUSL 1000 DYNM | 31,113 | $1,658,657 | dollars as filed | |
| iShares U.S. Small Cap Equity Factor ETF | 46434V290 | SHS | 26,190 | $1,627,970 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,596,883 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 38,031 | $1,264,150 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J593 | RUSL 2000 DYNM | 28,982 | $1,101,019 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 36,270 | $1,046,766 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 24,854 | $1,040,160 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 50,509 | $1,013,716 | dollars as filed | |
| iShares International Equity Factor ETF | 46434V274 | SHS | 31,371 | $967,482 | dollars as filed | |
| SPDR SERIES TRUST | 78468R861 | STATE STRET SPDR | 44,693 | $857,659 | dollars as filed | |
| PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF | 69374H816 | ETF | 17,636 | $845,604 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 8,841 | $842,547 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 9,135 | $836,127 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 31,781 | $822,803 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 30,068 | $819,654 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q886 | DIVERSFED RTRN | 6,698 | $673,582 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 11,034 | $663,916 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q746 | USD EMRNG MKT | 17,003 | $655,479 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,334 | $494,583 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,816 | $335,010 | dollars as filed | |
| FIRST TR EXCHANGE TRAD FD VI | 33739H101 | FST TR GLB FD | 9,093 | $232,048 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 8,812 | $225,058 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 2,402 | $222,107 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25460E307 | AUSPCE CMD STG | 7,222 | $211,893 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-002627 | this filing | 2025-05-06 | acceptance time not in the bulk data set |