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LANDMARK WEALTH MANAGEMENT, INC.

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13F filer, CIK 1985016, NORMAL, IL

LANDMARK WEALTH MANAGEMENT, INC. reported $265,139,875 across 42 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 80.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001985016-26-000003

Period
2026-03-31
Reported value
$265M
Holdings
42
Top 10 weight
80.75%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FISRadded+84,129$2.16M
SPLBadded+80,211$1.78M
CERYadded+43,320$1.53M
JNKadded+13,349$1.28M
XLSRadded+18,930$1.09M

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
SPYreduced-5,872-$3.82M
SPTLreduced-61,908-$1.63M
SPDWreduced-29,969-$1.37M
SPSMreduced-22,540-$1.09M
GLDreduced-677-$291K

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, Q1 2026

Share positions as resolved from 13F-HR 0001985016-26-000003, largest first. % of portfolio is the value over $265,139,875, 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; 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; 2026Q1: 76,206 shares 76,206$45.5M17.17%+1,041Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 721,334 shares 721,334$32.9M12.42%-29,969Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 680,126 shares 680,126$31.4M11.85%+12,679Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,116 shares 35,116$22.8M8.61%-5,872Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 377,461 shares 377,461$17.7M6.68%+11,732Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 351,148 shares 351,148$17.6M6.63%-2,098Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 290,312 shares 290,312$16.8M6.32%+18,930Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 51,591 shares 51,591$10.6M4%+148Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 382,677 shares 382,677$9.84M3.71%+84,129Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,012 shares 35,012$8.89M3.35%-1Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 152,561 shares 152,561$5.38M2.03%+43,320Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 104,370 shares 104,370$5.04M1.9%-22,540Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 65,523 shares 65,523$3.88M1.46%+109Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,339 shares 7,339$3.16M1.19%-677Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 72,740 shares 72,740$3.07M1.16%-1,681Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 118,771$2.64M1%+80,211Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 94,371 shares 94,371$2.34M0.88%+1,474Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,978 shares 23,978$2.3M0.87%+13,349Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 54,415 shares 54,415$2.18M0.82%+775Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 75,311$1.98M0.75%-61,908Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,476 shares 3,476$1.67M0.63%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$1.44M0.54%0Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 73,755 shares 73,755$1.42M0.53%-20Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 50,255$1.29M0.49%+29,220Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,371 shares 31,371$1.22M0.46%0Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 58,707 shares 58,707$1.21M0.46%+786Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,072 shares 23,072$1.08M0.41%-1,625Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,173 shares; 2024Q4: 47,733 shares; 2025Q1: 27,553 shares; 2025Q2: 5,262 shares; 2025Q3: 33,941 shares; 2025Q4: not reported; 2026Q1: 10,844 shares 10,844$994K0.37%newTimeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,103 shares 12,103$914K0.34%0Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,337 shares 23,337$909K0.34%-313Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 34,592$887K0.33%+275Timeline
PALCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,709 shares 14,709$762K0.29%+23Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,808 shares 15,808$760K0.29%newTimeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,518 shares 6,518$746K0.28%0Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,841 shares 11,841$712K0.27%-432Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,225 shares 10,225$592K0.22%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,148 shares 1,148$501K0.19%+2Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,861 shares 3,861$480K0.18%0Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,278 shares 8,278$455K0.17%-143Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,644 shares 2,644$389K0.15%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$354K0.13%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,643 shares 8,643$293K0.11%-164Timeline

How Q1 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 0001985016-26-000003 base2026-04-22acceptance time not in the bulk data set