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LANDMARK WEALTH MANAGEMENT, INC.

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13F filer, CIK 1985016, NORMAL, IL

LANDMARK WEALTH MANAGEMENT, INC. reported $302,197,650 across 44 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05. Its ten largest share positions make up 80.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001985016-26-000004

Period
2026-06-30
Reported value
$302M
Holdings
44
Top 10 weight
80.75%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+6,349$4.74M
JNKadded+37,620$3.63M
IAGGadded+47,371$2.4M
IUSBadded+48,614$2.24M
SPEMadded+39,674$2.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPDWreduced-64,704-$3.26M
FISRreduced-94,344-$2.42M
BILexited-10,844-$994K
SPABreduced-38,305-$978K
BNDXexited-15,808-$760K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001985016-26-000004, largest first. % of portfolio is the value over $302,197,650, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,661 shares; 2025Q1: 54,654 shares; 2025Q2: 73,234 shares; 2025Q3: 73,726 shares; 2025Q4: 75,165 shares; 2026Q1: 76,206 shares; 2026Q2: 79,181 shares 79,181$54.4M18%+2,975Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,371 shares; 2025Q1: 471,789 shares; 2025Q2: 597,488 shares; 2025Q3: 651,897 shares; 2025Q4: 667,447 shares; 2026Q1: 680,126 shares; 2026Q2: 728,740 shares 728,740$33.6M11.13%+48,614Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,839 shares; 2024Q4: 249,032 shares; 2025Q1: 694,304 shares; 2025Q2: 566,317 shares; 2025Q3: 672,488 shares; 2025Q4: 751,303 shares; 2026Q1: 721,334 shares; 2026Q2: 656,630 shares 656,630$33.1M10.95%-64,704Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,191 shares; 2024Q4: 31,097 shares; 2025Q1: 22,142 shares; 2025Q2: 28,914 shares; 2025Q3: 41,690 shares; 2025Q4: 40,988 shares; 2026Q1: 35,116 shares; 2026Q2: 41,465 shares 41,465$31M10.25%+6,349Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,583 shares; 2024Q4: 265,297 shares; 2025Q1: 358,935 shares; 2025Q2: 313,120 shares; 2025Q3: 358,216 shares; 2025Q4: 365,729 shares; 2026Q1: 377,461 shares; 2026Q2: 417,135 shares 417,135$21.6M7.15%+39,674Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,452 shares; 2024Q4: 112,302 shares; 2025Q1: 287,529 shares; 2025Q2: 320,466 shares; 2025Q3: 348,182 shares; 2025Q4: 353,246 shares; 2026Q1: 351,148 shares; 2026Q2: 398,519 shares 398,519$20.2M6.67%+47,371Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,958 shares; 2024Q4: 235,066 shares; 2025Q1: 253,644 shares; 2025Q2: 264,502 shares; 2025Q3: 270,204 shares; 2025Q4: 271,382 shares; 2026Q1: 290,312 shares; 2026Q2: 301,775 shares 301,775$19.6M6.48%+11,463Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,883 shares; 2025Q1: 35,866 shares; 2025Q2: 51,085 shares; 2025Q3: 50,625 shares; 2025Q4: 51,443 shares; 2026Q1: 51,591 shares; 2026Q2: 53,497 shares 53,497$13.2M4.36%+1,906Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,005 shares; 2024Q4: 35,952 shares; 2025Q1: 35,952 shares; 2025Q2: 36,164 shares; 2025Q3: 35,940 shares; 2025Q4: 35,013 shares; 2026Q1: 35,012 shares; 2026Q2: 34,757 shares 34,757$10.1M3.33%-255Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,287 shares; 2024Q4: 221,604 shares; 2025Q1: 266,239 shares; 2025Q2: 446,112 shares; 2025Q3: 131,558 shares; 2025Q4: 298,548 shares; 2026Q1: 382,677 shares; 2026Q2: 288,333 shares 288,333$7.4M2.45%-94,344Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,215 shares; 2024Q4: 84,070 shares; 2025Q1: 45,799 shares; 2025Q2: 82,344 shares; 2025Q3: 154,475 shares; 2025Q4: 126,910 shares; 2026Q1: 104,370 shares; 2026Q2: 106,788 shares 106,788$6.16M2.04%+2,418Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,174 shares; 2024Q4: 64,797 shares; 2025Q1: 8,841 shares; 2025Q2: 29,045 shares; 2025Q3: 42,742 shares; 2025Q4: 10,629 shares; 2026Q1: 23,978 shares; 2026Q2: 61,598 shares 61,598$5.94M1.96%+37,620Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,793 shares; 2025Q1: 142,194 shares; 2025Q2: 87,015 shares; 2025Q3: 174,533 shares; 2025Q4: 109,241 shares; 2026Q1: 152,561 shares; 2026Q2: 165,718 shares 165,718$5.54M1.83%+13,157Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,455 shares; 2024Q4: 47,347 shares; 2025Q1: 53,399 shares; 2025Q2: 56,576 shares; 2025Q3: 60,555 shares; 2025Q4: 65,414 shares; 2026Q1: 65,523 shares; 2026Q2: 68,863 shares 68,863$4.65M1.54%+3,340Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,645 shares; 2024Q4: 69,274 shares; 2025Q1: 69,046 shares; 2025Q2: 68,276 shares; 2025Q3: 69,761 shares; 2025Q4: 74,421 shares; 2026Q1: 72,740 shares; 2026Q2: 78,577 shares 78,577$3.44M1.14%+5,837Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,370 shares; 2024Q4: not reported; 2025Q1: 30,068 shares; 2025Q2: 36,104 shares; 2025Q3: not reported; 2025Q4: 137,219 shares; 2026Q1: 75,311 shares; 2026Q2: 121,903 shares 121,903$3.2M1.06%+46,592Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,116 shares; 2024Q4: 10,524 shares; 2025Q1: 9,366 shares; 2025Q2: 10,816 shares; 2025Q3: 9,029 shares; 2025Q4: 8,016 shares; 2026Q1: 7,339 shares; 2026Q2: 8,531 shares 8,531$3.14M1.04%+1,192Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,136 shares; 2024Q4: 53,449 shares; 2025Q1: 83,573 shares; 2025Q2: 90,893 shares; 2025Q3: 91,339 shares; 2025Q4: 92,897 shares; 2026Q1: 94,371 shares; 2026Q2: 100,315 shares 100,315$2.55M0.84%+5,944Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,662 shares; 2025Q2: 148,474 shares; 2025Q3: not reported; 2025Q4: 38,560 shares; 2026Q1: 118,771 shares; 2026Q2: 107,676 shares 107,676$2.41M0.8%-11,095Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,593 shares; 2024Q4: 31,832 shares; 2025Q1: 45,061 shares; 2025Q2: 49,251 shares; 2025Q3: 51,350 shares; 2025Q4: 53,640 shares; 2026Q1: 54,415 shares; 2026Q2: 58,697 shares 58,697$2.36M0.78%+4,282Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,024 shares; 2024Q4: 3,628 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 3,476 shares; 2026Q1: 3,476 shares; 2026Q2: 3,476 shares 3,476$1.74M0.58%0Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,751 shares; 2024Q4: 49,163 shares; 2025Q1: 44,693 shares; 2025Q2: 50,504 shares; 2025Q3: 56,005 shares; 2025Q4: 73,775 shares; 2026Q1: 73,755 shares; 2026Q2: 82,432 shares 82,432$1.56M0.52%+8,677Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$1.5M0.5%0Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,863 shares; 2024Q4: 95,360 shares; 2025Q1: 50,509 shares; 2025Q2: 53,274 shares; 2025Q3: 54,938 shares; 2025Q4: 57,921 shares; 2026Q1: 58,707 shares; 2026Q2: 63,697 shares 63,697$1.33M0.44%+4,990Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,372 shares; 2024Q4: 31,371 shares; 2025Q1: 31,371 shares; 2025Q2: 31,371 shares; 2025Q3: 31,371 shares; 2025Q4: 31,371 shares; 2026Q1: 31,371 shares; 2026Q2: 31,371 shares 31,371$1.28M0.43%0Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,480 shares; 2024Q4: 139,344 shares; 2025Q1: 26,190 shares; 2025Q2: 12,118 shares; 2025Q3: 12,103 shares; 2025Q4: 12,103 shares; 2026Q1: 12,103 shares; 2026Q2: 12,020 shares 12,020$1.07M0.35%-83Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585,286 shares; 2024Q4: 542,330 shares; 2025Q1: 134,742 shares; 2025Q2: 25,411 shares; 2025Q3: 24,893 shares; 2025Q4: 24,697 shares; 2026Q1: 23,072 shares; 2026Q2: 22,352 shares 22,352$1.05M0.35%-720Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,823 shares; 2025Q3: 44,364 shares; 2025Q4: 34,317 shares; 2026Q1: 34,592 shares; 2026Q2: 33,283 shares 33,283$980K0.32%-1,309Timeline
PALCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,636 shares; 2024Q4: 17,636 shares; 2025Q1: 17,636 shares; 2025Q2: 14,687 shares; 2025Q3: 14,686 shares; 2025Q4: 14,686 shares; 2026Q1: 14,709 shares; 2026Q2: 14,144 shares 14,144$845K0.28%-565Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,742 shares; 2024Q4: 360,113 shares; 2025Q1: 79,727 shares; 2025Q2: 24,084 shares; 2025Q3: 23,749 shares; 2025Q4: 23,650 shares; 2026Q1: 23,337 shares; 2026Q2: 20,172 shares 20,172$832K0.28%-3,165Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,996 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 6,517 shares; 2025Q3: 6,518 shares; 2025Q4: 6,518 shares; 2026Q1: 6,518 shares; 2026Q2: 6,517 shares 6,517$810K0.27%-1Timeline
UBNDVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,152 shares 32,152$699K0.23%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 633 shares 633$674K0.22%+133Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,141 shares; 2024Q4: 34,434 shares; 2025Q1: 31,113 shares; 2025Q2: 12,596 shares; 2025Q3: 12,348 shares; 2025Q4: 12,273 shares; 2026Q1: 11,841 shares; 2026Q2: 8,954 shares 8,954$614K0.2%-2,887Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,611 shares; 2024Q4: 229,222 shares; 2025Q1: 32,019 shares; 2025Q2: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares; 2026Q1: 10,225 shares; 2026Q2: 10,102 shares 10,102$605K0.2%-123Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,218 shares; 2025Q3: 1,219 shares; 2025Q4: 1,146 shares; 2026Q1: 1,148 shares; 2026Q2: 6,204 shares 6,204$534K0.18%+5,056Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,455 shares; 2024Q4: 37,523 shares; 2025Q1: 34,418 shares; 2025Q2: 8,565 shares; 2025Q3: 8,444 shares; 2025Q4: 8,421 shares; 2026Q1: 8,278 shares; 2026Q2: 7,715 shares 7,715$447K0.15%-563Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,816 shares; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares; 2025Q4: 3,861 shares; 2026Q1: 3,861 shares; 2026Q2: 3,861 shares 3,861$437K0.14%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,644 shares; 2026Q2: 2,644 shares 2,644$387K0.13%0Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,170 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,086 shares 3,086$349K0.12%newTimeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,935 shares; 2024Q4: not reported; 2025Q1: 8,812 shares; 2025Q2: 130,704 shares; 2025Q3: not reported; 2025Q4: 21,035 shares; 2026Q1: 50,255 shares; 2026Q2: 11,950 shares 11,950$305K0.1%-38,305Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,484 shares; 2024Q4: 34,805 shares; 2025Q1: 31,781 shares; 2025Q2: 8,833 shares; 2025Q3: 8,833 shares; 2025Q4: 8,807 shares; 2026Q1: 8,643 shares; 2026Q2: 7,050 shares 7,050$283K0.09%-1,593Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,584 shares; 2024Q4: 82,448 shares; 2025Q1: 11,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,418 shares 2,418$233K0.08%newTimeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,573 shares; 2024Q4: 99,825 shares; 2025Q1: 24,854 shares; 2025Q2: 4,849 shares; 2025Q3: 4,751 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,701 shares 4,701$207K0.07%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BILSPDR SERIES TRUST10,844$994Kshares
BNDXVANGUARD CHARLOTTE FDS15,808$760Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001985016-26-000004 base2026-08-05acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001985016-26-000004 Quarter ended 2026-06-302026-08-05acceptance time not in the bulk data set
13F-HR 0001985016-26-000003 Quarter ended 2026-03-312026-04-22acceptance time not in the bulk data set
13F-HR 0001985016-26-000002 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001985016-25-000003 Quarter ended 2025-09-302025-10-23acceptance time not in the bulk data set
13F-HR 0001085146-25-004527 Quarter ended 2025-06-302025-08-05acceptance time not in the bulk data set
13F-HR 0001085146-25-002627 Quarter ended 2025-03-312025-05-06acceptance time not in the bulk data set
13F-HR 0001085146-25-000518 Quarter ended 2024-12-312025-01-28acceptance time not in the bulk data set
13F-HR 0001085146-24-005302 Quarter ended 2024-09-302024-11-01acceptance time not in the bulk data set
13F-HR 0001085146-24-003738 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001085146-24-001903 Quarter ended 2024-03-312024-04-18acceptance time not in the bulk data set
13F-HR 0001085146-24-001535 Quarter ended 2023-12-312024-02-22acceptance time not in the bulk data set