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LANDMARK WEALTH MANAGEMENT, INC.

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13F filer, CIK 1985016, NORMAL, IL

LANDMARK WEALTH MANAGEMENT, INC. reported $264,805,363 across 39 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 82.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001985016-26-000002

Period
2025-12-31
Reported value
$265M
Holdings
39
Top 10 weight
82.79%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FISRadded+166,990$4.33M
SPTLnew+137,219$3.63M
SPDWadded+78,815$3.5M
VOOadded+1,439$902K
SPLBnew+38,560$871K

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
JNKreduced-32,113-$3.12M
BILexited-33,941-$3.11M
CERYreduced-65,292-$1.86M
SPSMreduced-27,565-$1.29M
SPIBexited-19,262-$653K

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, Q4 2025

Share positions as resolved from 13F-HR 0001985016-26-000002, largest first. % of portfolio is the value over $264,805,363, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,661 shares; 2025Q1: 54,654 shares; 2025Q2: 73,234 shares; 2025Q3: 73,726 shares; 2025Q4: 75,165 shares 75,165$47.1M17.8%+1,439Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,839 shares; 2024Q4: 249,032 shares; 2025Q1: 694,304 shares; 2025Q2: 566,317 shares; 2025Q3: 672,488 shares; 2025Q4: 751,303 shares 751,303$33.4M12.6%+78,815Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,371 shares; 2025Q1: 471,789 shares; 2025Q2: 597,488 shares; 2025Q3: 651,897 shares; 2025Q4: 667,447 shares 667,447$31.1M11.73%+15,550Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,191 shares; 2024Q4: 31,097 shares; 2025Q1: 22,142 shares; 2025Q2: 28,914 shares; 2025Q3: 41,690 shares; 2025Q4: 40,988 shares 40,988$28M10.56%-702Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,452 shares; 2024Q4: 112,302 shares; 2025Q1: 287,529 shares; 2025Q2: 320,466 shares; 2025Q3: 348,182 shares; 2025Q4: 353,246 shares 353,246$17.7M6.67%+5,064Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,583 shares; 2024Q4: 265,297 shares; 2025Q1: 358,935 shares; 2025Q2: 313,120 shares; 2025Q3: 358,216 shares; 2025Q4: 365,729 shares 365,729$17.1M6.47%+7,513Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,958 shares; 2024Q4: 235,066 shares; 2025Q1: 253,644 shares; 2025Q2: 264,502 shares; 2025Q3: 270,204 shares; 2025Q4: 271,382 shares 271,382$16.9M6.39%+1,178Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,883 shares; 2025Q1: 35,866 shares; 2025Q2: 51,085 shares; 2025Q3: 50,625 shares; 2025Q4: 51,443 shares 51,443$10.8M4.06%+818Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,005 shares; 2024Q4: 35,952 shares; 2025Q1: 35,952 shares; 2025Q2: 36,164 shares; 2025Q3: 35,940 shares; 2025Q4: 35,013 shares 35,013$9.52M3.59%-927Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,287 shares; 2024Q4: 221,604 shares; 2025Q1: 266,239 shares; 2025Q2: 446,112 shares; 2025Q3: 131,558 shares; 2025Q4: 298,548 shares 298,548$7.74M2.92%+166,990Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,215 shares; 2024Q4: 84,070 shares; 2025Q1: 45,799 shares; 2025Q2: 82,344 shares; 2025Q3: 154,475 shares; 2025Q4: 126,910 shares 126,910$5.95M2.25%-27,565Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,455 shares; 2024Q4: 47,347 shares; 2025Q1: 53,399 shares; 2025Q2: 56,576 shares; 2025Q3: 60,555 shares; 2025Q4: 65,414 shares 65,414$3.79M1.43%+4,859Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,370 shares; 2024Q4: not reported; 2025Q1: 30,068 shares; 2025Q2: 36,104 shares; 2025Q3: not reported; 2025Q4: 137,219 shares 137,219$3.63M1.37%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,116 shares; 2024Q4: 10,524 shares; 2025Q1: 9,366 shares; 2025Q2: 10,816 shares; 2025Q3: 9,029 shares; 2025Q4: 8,016 shares 8,016$3.18M1.2%-1,013Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,793 shares; 2025Q1: 142,194 shares; 2025Q2: 87,015 shares; 2025Q3: 174,533 shares; 2025Q4: 109,241 shares 109,241$3.12M1.18%-65,292Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,645 shares; 2024Q4: 69,274 shares; 2025Q1: 69,046 shares; 2025Q2: 68,276 shares; 2025Q3: 69,761 shares; 2025Q4: 74,421 shares 74,421$3.04M1.15%+4,660Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,136 shares; 2024Q4: 53,449 shares; 2025Q1: 83,573 shares; 2025Q2: 90,893 shares; 2025Q3: 91,339 shares; 2025Q4: 92,897 shares 92,897$2.37M0.89%+1,558Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,593 shares; 2024Q4: 31,832 shares; 2025Q1: 45,061 shares; 2025Q2: 49,251 shares; 2025Q3: 51,350 shares; 2025Q4: 53,640 shares 53,640$2.21M0.84%+2,290Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,628 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 3,476 shares 3,476$1.75M0.66%-152Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2$1.51M0.57%0Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,751 shares; 2024Q4: 49,163 shares; 2025Q1: 44,693 shares; 2025Q2: 50,504 shares; 2025Q3: 56,005 shares; 2025Q4: 73,775 shares 73,775$1.41M0.53%+17,770Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,863 shares; 2024Q4: 95,360 shares; 2025Q1: 50,509 shares; 2025Q2: 53,274 shares; 2025Q3: 54,938 shares; 2025Q4: 57,921 shares 57,921$1.24M0.47%+2,983Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,372 shares; 2024Q4: 31,371 shares; 2025Q1: 31,371 shares; 2025Q2: 31,371 shares; 2025Q3: 31,371 shares; 2025Q4: 31,371 shares 31,371$1.18M0.45%0Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,286 shares; 2024Q4: 542,330 shares; 2025Q1: 134,742 shares; 2025Q2: 25,411 shares; 2025Q3: 24,893 shares; 2025Q4: 24,697 shares 24,697$1.17M0.44%-196Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,174 shares; 2024Q4: 64,797 shares; 2025Q1: 8,841 shares; 2025Q2: 29,045 shares; 2025Q3: 42,742 shares; 2025Q4: 10,629 shares 10,629$1.03M0.39%-32,113Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,823 shares; 2025Q3: 44,364 shares; 2025Q4: 34,317 shares 34,317$923K0.35%-10,047Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,480 shares; 2024Q4: 139,344 shares; 2025Q1: 26,190 shares; 2025Q2: 12,118 shares; 2025Q3: 12,103 shares; 2025Q4: 12,103 shares 12,103$906K0.34%0Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,742 shares; 2024Q4: 360,113 shares; 2025Q1: 79,727 shares; 2025Q2: 24,084 shares; 2025Q3: 23,749 shares; 2025Q4: 23,650 shares 23,650$901K0.34%-99Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,662 shares; 2025Q2: 148,474 shares; 2025Q3: not reported; 2025Q4: 38,560 shares 38,560$871K0.33%newTimeline
PALCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 17,636 shares; 2025Q1: 17,636 shares; 2025Q2: 14,687 shares; 2025Q3: 14,686 shares; 2025Q4: 14,686 shares 14,686$767K0.29%0Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,141 shares; 2024Q4: 34,434 shares; 2025Q1: 31,113 shares; 2025Q2: 12,596 shares; 2025Q3: 12,348 shares; 2025Q4: 12,273 shares 12,273$750K0.28%-75Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 6,517 shares; 2025Q3: 6,518 shares; 2025Q4: 6,518 shares 6,518$708K0.27%0Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,611 shares; 2024Q4: 229,222 shares; 2025Q1: 32,019 shares; 2025Q2: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares 10,225$602K0.23%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,218 shares; 2025Q3: 1,219 shares; 2025Q4: 1,146 shares 1,146$559K0.21%-73Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,935 shares; 2024Q4: not reported; 2025Q1: 8,812 shares; 2025Q2: 130,704 shares; 2025Q3: not reported; 2025Q4: 21,035 shares 21,035$542K0.2%newTimeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,455 shares; 2024Q4: 37,523 shares; 2025Q1: 34,418 shares; 2025Q2: 8,565 shares; 2025Q3: 8,444 shares; 2025Q4: 8,421 shares 8,421$474K0.18%-23Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares; 2025Q4: 3,861 shares 3,861$430K0.16%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,484 shares; 2024Q4: 34,805 shares; 2025Q1: 31,781 shares; 2025Q2: 8,833 shares; 2025Q3: 8,833 shares; 2025Q4: 8,807 shares 8,807$287K0.11%-26Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500$286K0.11%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
BILSPDR SERIES TRUST33,941$3.11Mshares
SPIBSPDR SERIES TRUST19,262$653Kshares
AVGOBROADCOM INC728$240Kshares
XLRESELECT SECTOR SPDR TR4,751$200Kshares

How Q4 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 0001985016-26-000002 base2026-02-13acceptance time not in the bulk data set