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Disclosery

13F-HR filed by LANDMARK WEALTH MANAGEMENT, INC.

LANDMARK WEALTH MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-23, with 40 holding rows worth $256,106,674.

Accession
0001985016-25-000003
Filer
CIK 1985016
Filed
2025-10-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 61 entries on the cover page, a total value of $256,106,674 stated on the cover page (in dollars after the unit check, H1), rows summing to $256,106,674 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

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 filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM73,726$45,148,328dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS651,897$30,450,109dollars as filed
SPDW78463X889COM672,488$28,775,762dollars as filed
SPY78462F103SHS41,690$27,773,044dollars as filed
ISHARES TR46435G672CORE INTL AGGR348,182$17,837,378dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS358,216$16,768,091dollars as filed
SSGA ACTIVE TR78470P408STATE STREET US270,204$16,106,861dollars as filed
Vanguard Extended Market ETF922908652SHS50,625$10,597,838dollars as filed
Apple Inc037833100COM35,940$9,151,402dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS154,475$7,155,282dollars as filed
SPDR SERIES TRUST78468R440STATE STRET SPDR174,533$5,000,371dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y42,742$4,188,289dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS60,555$3,463,141dollars as filed
SSGA ACTIVE TR78470P507ST STR SECTO ETF131,558$3,427,744dollars as filed
SPDR GOLD TR78463V107GOLD SHS9,029$3,209,539dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS33,941$3,114,087dollars as filed
SPDR INDEX SHS FDS78463X871ST INTL CAP ETF69,761$2,802,997dollars as filed
STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF78468R515ETF91,339$2,301,094dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR51,350$2,135,133dollars as filed
Berkshire Hathaway Inc084670702COM3,628$1,823,941dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,508,400dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A804TOTAL RETURN24,893$1,182,666dollars as filed
SPDR Bloomberg Emerging Markets Local Bond ETF78464A391SHS54,938$1,173,476dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS44,364$1,168,548dollars as filed
iShares International Equity Factor ETF46434V274SHS31,371$1,126,533dollars as filed
SPDR SERIES TRUST78468R861STATE STRET SPDR56,005$1,080,336dollars as filed
iShares U.S. Small Cap Equity Factor ETF46434V290SHS12,103$899,858dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK23,749$863,276dollars as filed
PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF69374H816ETF14,686$760,294dollars as filed
INVESCO EXCH TRD SLF IDX FD46138J619RUSL 1000 DYNM12,348$744,090dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q886DIVERSFED RTRN6,518$706,790dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF19,262$652,789dollars as filed
ETF SER SOLUTIONS26922A321DISTILLATE US10,225$592,641dollars as filed
Vanguard Growth922908736COM1,219$584,554dollars as filed
FRANKLIN TEMPLETON ETF TR35473P884US MID CP MLTFCT8,444$476,664dollars as filed
Walmart Inc.931142103COM3,861$397,915dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG8,833$278,504dollars as filed
Broadcom Inc.11135F101COM728$240,174dollars as filed
Caterpillar Inc.149123101COM500$238,575dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS4,751$200,160dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001985016-25-000003this filing2025-10-23acceptance time not in the bulk data set