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LANDMARK WEALTH MANAGEMENT, INC.

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13F filer, CIK 1985016, NORMAL, IL

LANDMARK WEALTH MANAGEMENT, INC. reported $233,432,202 across 44 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 78.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004527

Period
2025-06-30
Reported value
$233M
Holdings
44
Top 10 weight
78.43%
New
4
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+18,580$10.6M
IUSBadded+125,699$5.81M
FISRadded+179,873$4.65M
SPYadded+6,772$4.18M
SPABadded+121,892$3.12M

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-127,987-$5.18M
GTOreduced-109,331-$5.13M
SPEUexited-57,356-$2.52M
BILreduced-22,291-$2.04M
SPEMreduced-45,815-$1.96M

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 2025

Share positions as resolved from 13F-HR 0001085146-25-004527, largest first. % of portfolio is the value over $233,432,202, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,661 shares; 2025Q1: 54,654 shares; 2025Q2: 73,234 shares 73,234$41.6M17.82%+18,580Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,371 shares; 2025Q1: 471,789 shares; 2025Q2: 597,488 shares 597,488$27.6M11.83%+125,699Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,839 shares; 2024Q4: 249,032 shares; 2025Q1: 694,304 shares; 2025Q2: 566,317 shares 566,317$22.9M9.82%-127,987Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,191 shares; 2024Q4: 31,097 shares; 2025Q1: 22,142 shares; 2025Q2: 28,914 shares 28,914$17.9M7.65%+6,772Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,452 shares; 2024Q4: 112,302 shares; 2025Q1: 287,529 shares; 2025Q2: 320,466 shares 320,466$16.4M7.01%+32,937Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,958 shares; 2024Q4: 235,066 shares; 2025Q1: 253,644 shares; 2025Q2: 264,502 shares 264,502$14.5M6.22%+10,858Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,583 shares; 2024Q4: 265,297 shares; 2025Q1: 358,935 shares; 2025Q2: 313,120 shares 313,120$13.4M5.73%-45,815Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,287 shares; 2024Q4: 221,604 shares; 2025Q1: 266,239 shares; 2025Q2: 446,112 shares 446,112$11.5M4.94%+179,873Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,883 shares; 2025Q1: 35,866 shares; 2025Q2: 51,085 shares 51,085$9.84M4.22%+15,219Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,005 shares; 2024Q4: 35,952 shares; 2025Q1: 35,952 shares; 2025Q2: 36,164 shares 36,164$7.42M3.18%+212Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,215 shares; 2024Q4: 84,070 shares; 2025Q1: 45,799 shares; 2025Q2: 82,344 shares 82,344$3.51M1.5%+36,545Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,662 shares; 2025Q2: 148,474 shares 148,474$3.35M1.44%+18,812Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,935 shares; 2024Q4: not reported; 2025Q1: 8,812 shares; 2025Q2: 130,704 shares 130,704$3.35M1.43%+121,892Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,116 shares; 2024Q4: 10,524 shares; 2025Q1: 9,366 shares; 2025Q2: 10,816 shares 10,816$3.3M1.41%+1,450Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,455 shares; 2024Q4: 47,347 shares; 2025Q1: 53,399 shares; 2025Q2: 56,576 shares 56,576$3.08M1.32%+3,177Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,174 shares; 2024Q4: 64,797 shares; 2025Q1: 8,841 shares; 2025Q2: 29,045 shares 29,045$2.83M1.21%+20,204Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,170 shares 29,170$2.81M1.21%newTimeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,645 shares; 2024Q4: 69,274 shares; 2025Q1: 69,046 shares; 2025Q2: 68,276 shares 68,276$2.54M1.09%-770Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,793 shares; 2025Q1: 142,194 shares; 2025Q2: 87,015 shares 87,015$2.37M1.02%-55,179Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,136 shares; 2024Q4: 53,449 shares; 2025Q1: 83,573 shares; 2025Q2: 90,893 shares 90,893$2.24M0.96%+7,320Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,593 shares; 2024Q4: 31,832 shares; 2025Q1: 45,061 shares; 2025Q2: 49,251 shares 49,251$2.05M0.88%+4,190Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,628 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares 3,628$1.76M0.75%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2$1.46M0.62%0Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,220 shares; 2025Q1: 38,031 shares; 2025Q2: 42,263 shares 42,263$1.42M0.61%+4,232Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,286 shares; 2024Q4: 542,330 shares; 2025Q1: 134,742 shares; 2025Q2: 25,411 shares 25,411$1.19M0.51%-109,331Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,863 shares; 2024Q4: 95,360 shares; 2025Q1: 50,509 shares; 2025Q2: 53,274 shares 53,274$1.14M0.49%+2,765Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,823 shares 44,823$1.1M0.47%newTimeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,372 shares; 2024Q4: 31,371 shares; 2025Q1: 31,371 shares; 2025Q2: 31,371 shares 31,371$1.07M0.46%0Timeline
RWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,434 shares 36,434$998K0.43%newTimeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,751 shares; 2024Q4: 49,163 shares; 2025Q1: 44,693 shares; 2025Q2: 50,504 shares 50,504$967K0.41%+5,811Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,370 shares; 2024Q4: not reported; 2025Q1: 30,068 shares; 2025Q2: 36,104 shares 36,104$960K0.41%+6,036Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,742 shares; 2024Q4: 360,113 shares; 2025Q1: 79,727 shares; 2025Q2: 24,084 shares 24,084$833K0.36%-55,643Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,480 shares; 2024Q4: 139,344 shares; 2025Q1: 26,190 shares; 2025Q2: 12,118 shares 12,118$823K0.35%-14,072Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,141 shares; 2024Q4: 34,434 shares; 2025Q1: 31,113 shares; 2025Q2: 12,596 shares 12,596$728K0.31%-18,517Timeline
PALCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 17,636 shares; 2025Q1: 17,636 shares; 2025Q2: 14,687 shares 14,687$726K0.31%-2,949Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 6,517 shares 6,517$676K0.29%-181Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,611 shares; 2024Q4: 229,222 shares; 2025Q1: 32,019 shares; 2025Q2: 10,225 shares 10,225$566K0.24%-21,794Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,218 shares 1,218$534K0.23%-116Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,173 shares; 2024Q4: 47,733 shares; 2025Q1: 27,553 shares; 2025Q2: 5,262 shares 5,262$483K0.21%-22,291Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,455 shares; 2024Q4: 37,523 shares; 2025Q1: 34,418 shares; 2025Q2: 8,565 shares 8,565$465K0.2%-25,853Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,861 shares 3,861$378K0.16%+45Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,484 shares; 2024Q4: 34,805 shares; 2025Q1: 31,781 shares; 2025Q2: 8,833 shares 8,833$256K0.11%-22,948Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,573 shares; 2024Q4: 99,825 shares; 2025Q1: 24,854 shares; 2025Q2: 4,849 shares 4,849$201K0.09%-20,005Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares 728$201K0.09%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
SPEUSPDR INDEX SHS FDS57,356$2.52Mshares
OMFSINVESCO EXCH TRD SLF IDX FD28,982$1.1Mshares
ANGLVANECK ETF TRUST36,270$1.05Mshares
XMHQINVESCO EXCHANGE TRADED FD T9,135$836Kshares
AVEMAMERICAN CENTY ETF TR11,034$664Kshares
JPMBJ P MORGAN EXCHANGE TRADED F17,003$655Kshares
FTGCFIRST TR EXCHANGE TRAD FD VI9,093$232Kshares
BONDPIMCO ETF TR2,402$222Kshares
COMDIREXION SHARES ETF TRUST7,222$212Kshares

How Q2 2025 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 0001085146-25-004527 base2025-08-05acceptance time not in the bulk data set