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LANDMARK WEALTH MANAGEMENT, INC.

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13F filer, CIK 1985016, NORMAL, IL

LANDMARK WEALTH MANAGEMENT, INC. reported $256,106,674 across 40 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-23. Its ten largest share positions make up 81.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001985016-25-000003

Period
2025-09-30
Reported value
$256M
Holdings
40
Top 10 weight
81.91%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+12,776$8.51M
SPDWadded+106,171$4.54M
SPSMadded+72,131$3.34M
BILadded+28,679$2.63M
IUSBadded+54,409$2.54M

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
FISRreduced-314,554-$8.2M
SPLBexited-148,474-$3.35M
SPABexited-130,704-$3.35M
RWRexited-29,170-$2.81M
RWXexited-36,434-$998K

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, Q3 2025

Share positions as resolved from 13F-HR 0001985016-25-000003, largest first. % of portfolio is the value over $256,106,674, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,661 shares; 2025Q1: 54,654 shares; 2025Q2: 73,234 shares; 2025Q3: 73,726 shares 73,726$45.1M17.63%+492Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,371 shares; 2025Q1: 471,789 shares; 2025Q2: 597,488 shares; 2025Q3: 651,897 shares 651,897$30.5M11.89%+54,409Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,839 shares; 2024Q4: 249,032 shares; 2025Q1: 694,304 shares; 2025Q2: 566,317 shares; 2025Q3: 672,488 shares 672,488$28.8M11.24%+106,171Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,191 shares; 2024Q4: 31,097 shares; 2025Q1: 22,142 shares; 2025Q2: 28,914 shares; 2025Q3: 41,690 shares 41,690$27.8M10.84%+12,776Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,452 shares; 2024Q4: 112,302 shares; 2025Q1: 287,529 shares; 2025Q2: 320,466 shares; 2025Q3: 348,182 shares 348,182$17.8M6.96%+27,716Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,583 shares; 2024Q4: 265,297 shares; 2025Q1: 358,935 shares; 2025Q2: 313,120 shares; 2025Q3: 358,216 shares 358,216$16.8M6.55%+45,096Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,958 shares; 2024Q4: 235,066 shares; 2025Q1: 253,644 shares; 2025Q2: 264,502 shares; 2025Q3: 270,204 shares 270,204$16.1M6.29%+5,702Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,883 shares; 2025Q1: 35,866 shares; 2025Q2: 51,085 shares; 2025Q3: 50,625 shares 50,625$10.6M4.14%-460Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,005 shares; 2024Q4: 35,952 shares; 2025Q1: 35,952 shares; 2025Q2: 36,164 shares; 2025Q3: 35,940 shares 35,940$9.15M3.57%-224Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,215 shares; 2024Q4: 84,070 shares; 2025Q1: 45,799 shares; 2025Q2: 82,344 shares; 2025Q3: 154,475 shares 154,475$7.16M2.79%+72,131Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,793 shares; 2025Q1: 142,194 shares; 2025Q2: 87,015 shares; 2025Q3: 174,533 shares 174,533$5M1.95%+87,518Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,174 shares; 2024Q4: 64,797 shares; 2025Q1: 8,841 shares; 2025Q2: 29,045 shares; 2025Q3: 42,742 shares 42,742$4.19M1.64%+13,697Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,455 shares; 2024Q4: 47,347 shares; 2025Q1: 53,399 shares; 2025Q2: 56,576 shares; 2025Q3: 60,555 shares 60,555$3.46M1.35%+3,979Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,287 shares; 2024Q4: 221,604 shares; 2025Q1: 266,239 shares; 2025Q2: 446,112 shares; 2025Q3: 131,558 shares 131,558$3.43M1.34%-314,554Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,116 shares; 2024Q4: 10,524 shares; 2025Q1: 9,366 shares; 2025Q2: 10,816 shares; 2025Q3: 9,029 shares 9,029$3.21M1.25%-1,787Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,173 shares; 2024Q4: 47,733 shares; 2025Q1: 27,553 shares; 2025Q2: 5,262 shares; 2025Q3: 33,941 shares 33,941$3.11M1.22%+28,679Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,645 shares; 2024Q4: 69,274 shares; 2025Q1: 69,046 shares; 2025Q2: 68,276 shares; 2025Q3: 69,761 shares 69,761$2.8M1.09%+1,485Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,136 shares; 2024Q4: 53,449 shares; 2025Q1: 83,573 shares; 2025Q2: 90,893 shares; 2025Q3: 91,339 shares 91,339$2.3M0.9%+446Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,593 shares; 2024Q4: 31,832 shares; 2025Q1: 45,061 shares; 2025Q2: 49,251 shares; 2025Q3: 51,350 shares 51,350$2.14M0.83%+2,099Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,628 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares 3,628$1.82M0.71%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2$1.51M0.59%0Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,286 shares; 2024Q4: 542,330 shares; 2025Q1: 134,742 shares; 2025Q2: 25,411 shares; 2025Q3: 24,893 shares 24,893$1.18M0.46%-518Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,863 shares; 2024Q4: 95,360 shares; 2025Q1: 50,509 shares; 2025Q2: 53,274 shares; 2025Q3: 54,938 shares 54,938$1.17M0.46%+1,664Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,823 shares; 2025Q3: 44,364 shares 44,364$1.17M0.46%-459Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,372 shares; 2024Q4: 31,371 shares; 2025Q1: 31,371 shares; 2025Q2: 31,371 shares; 2025Q3: 31,371 shares 31,371$1.13M0.44%0Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,751 shares; 2024Q4: 49,163 shares; 2025Q1: 44,693 shares; 2025Q2: 50,504 shares; 2025Q3: 56,005 shares 56,005$1.08M0.42%+5,501Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,480 shares; 2024Q4: 139,344 shares; 2025Q1: 26,190 shares; 2025Q2: 12,118 shares; 2025Q3: 12,103 shares 12,103$900K0.35%-15Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,742 shares; 2024Q4: 360,113 shares; 2025Q1: 79,727 shares; 2025Q2: 24,084 shares; 2025Q3: 23,749 shares 23,749$863K0.34%-335Timeline
PALCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 17,636 shares; 2025Q1: 17,636 shares; 2025Q2: 14,687 shares; 2025Q3: 14,686 shares 14,686$760K0.3%-1Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,141 shares; 2024Q4: 34,434 shares; 2025Q1: 31,113 shares; 2025Q2: 12,596 shares; 2025Q3: 12,348 shares 12,348$744K0.29%-248Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 6,517 shares; 2025Q3: 6,518 shares 6,518$707K0.28%+1Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,220 shares; 2025Q1: 38,031 shares; 2025Q2: 42,263 shares; 2025Q3: 19,262 shares 19,262$653K0.25%-23,001Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,611 shares; 2024Q4: 229,222 shares; 2025Q1: 32,019 shares; 2025Q2: 10,225 shares; 2025Q3: 10,225 shares 10,225$593K0.23%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,218 shares; 2025Q3: 1,219 shares 1,219$585K0.23%+1Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,455 shares; 2024Q4: 37,523 shares; 2025Q1: 34,418 shares; 2025Q2: 8,565 shares; 2025Q3: 8,444 shares 8,444$477K0.19%-121Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares 3,861$398K0.16%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,484 shares; 2024Q4: 34,805 shares; 2025Q1: 31,781 shares; 2025Q2: 8,833 shares; 2025Q3: 8,833 shares 8,833$279K0.11%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 728 shares 728$240K0.09%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500$239K0.09%newTimeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,573 shares; 2024Q4: 99,825 shares; 2025Q1: 24,854 shares; 2025Q2: 4,849 shares; 2025Q3: 4,751 shares 4,751$200K0.08%-98Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SPLBSPDR SERIES TRUST148,474$3.35Mshares
SPABSPDR SERIES TRUST130,704$3.35Mshares
RWRSPDR SERIES TRUST29,170$2.81Mshares
RWXSPDR INDEX SHS FDS36,434$998Kshares
SPTLSPDR SERIES TRUST36,104$960Kshares

How Q3 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 0001985016-25-000003 base2025-10-23acceptance time not in the bulk data set