LANDMARK WEALTH MANAGEMENT, INC.

Portfolio Overview

LANDMARK WEALTH MANAGEMENT, INC. disclosed 42 positions worth $265.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 0. The portfolio is most concentrated in Other (93.2% of disclosed assets). All figures are sourced directly from LANDMARK WEALTH MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 1985016.

• VANGUARD INDEX FDS

  —

  Quality

  $45.5M76,206 sh

• SPDR INDEX SHS FDS

  —

  Quality

  $32.9M721,334 sh

• ISHARES TR

  —

  Quality

  $31.4M680,126 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $22.8M35,116 sh

• SPDR INDEX SHS FDS

  —

  Quality

  $17.7M377,461 sh

• ISHARES TR

  —

  Quality

  $17.6M351,148 sh

• SSGA ACTIVE TR

  —

  Quality

  $16.8M290,312 sh

• VANGUARD INDEX FDS

  —

  Quality

  $10.6M51,591 sh

• SSGA ACTIVE TR

  —

  Quality

  $9.8M382,677 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $8.9M35,012 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS	—	$45.5M	76,206
SPDR INDEX SHS FDS	—	$32.9M	721,334
ISHARES TR	—	$31.4M	680,126
SPDR S&P 500 ETF TRUST$SPY	—	$22.8M	35,116
SPDR INDEX SHS FDS	—	$17.7M	377,461
ISHARES TR	—	$17.6M	351,148
SSGA ACTIVE TR	—	$16.8M	290,312
VANGUARD INDEX FDS	—	$10.6M	51,591
SSGA ACTIVE TR	—	$9.8M	382,677
Apple Inc.$AAPL	76.1	$8.9M	35,012

Showing top 10 of 42 holdings.

Full Holdings — LANDMARK WEALTH MANAGEMENT, INC. (Q1 2026)

All 42 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS	$45.5M	17.2%	+1%	—
2	—	SPDR INDEX SHS FDS	$32.9M	12.4%	-4%	—
3	—	ISHARES TR	$31.4M	11.8%	+2%	—
4	$SPY	SPDR S&P 500 ETF TRUST	$22.8M	8.6%	-14%	—
5	—	SPDR INDEX SHS FDS	$17.7M	6.7%	+3%	—
6	—	ISHARES TR	$17.6M	6.6%	-1%	—
7	—	SSGA ACTIVE TR	$16.8M	6.3%	+7%	—
8	—	VANGUARD INDEX FDS	$10.6M	4.0%	+0%	—
9	—	SSGA ACTIVE TR	$9.8M	3.7%	+28%	—
10	$AAPL	Apple Inc.	$8.9M	3.4%	-0%	76.1
11	—	SPDR SERIES TRUST	$5.4M	2.0%	+40%	—
12	—	SPDR SERIES TRUST	$5.0M	1.9%	-18%	—
13	—	SPDR SERIES TRUST	$3.9M	1.5%	+0%	—
14	$GLD	SPDR GOLD TRUST	$3.2M	1.2%	-8%	—
15	—	SPDR INDEX SHS FDS	$3.1M	1.2%	-2%	—
16	—	SPDR SERIES TRUST	$2.6M	1.0%	+208%	—
17	—	SPDR SERIES TRUST	$2.3M	0.9%	+2%	—
18	—	SPDR SERIES TRUST	$2.3M	0.9%	+126%	—
19	—	SSGA ACTIVE ETF TR	$2.2M	0.8%	+1%	—
20	—	SPDR SERIES TRUST	$2.0M	0.8%	-45%	—
21	$BRK.B	BERKSHIRE HATHAWAY INC	$1.7M	0.6%	+0%	64.5
22	$BRK.A	BERKSHIRE HATHAWAY INC	$1.4M	0.5%	+0%	64.5
23	—	SPDR SERIES TRUST	$1.4M	0.5%	-0%	—
24	—	SPDR SERIES TRUST	$1.3M	0.5%	+139%	—
25	—	ISHARES TR	$1.2M	0.5%	+0%	—
26	—	SPDR SERIES TRUST	$1.2M	0.5%	+1%	—
27	$IVZ	Invesco Ltd.	$1.1M	0.4%	-7%	—
28	—	SPDR SERIES TRUST	$993,744	0.4%	-90%	—
29	—	ISHARES TR	$913,655	0.3%	+0%	—
30	—	DIMENSIONAL ETF TRUST	$909,210	0.3%	-1%	—
31	—	SCHWAB STRATEGIC TR	$886,939	0.3%	+1%	—
32	—	PACER FDS TR	$762,073	0.3%	+0%	—
33	—	VANGUARD CHARLOTTE FDS	$759,574	0.3%	NEW	—
34	—	J P MORGAN EXCHANGE TRADED F	$746,449	0.3%	+0%	—
35	$IVZ	Invesco Ltd.	$711,881	0.3%	-4%	—
36	—	ETF SER SOLUTIONS	$591,823	0.2%	+0%	—
37	—	VANGUARD INDEX FDS	$501,419	0.2%	+0%	—
38	$WMT	Walmart Inc.	$479,845	0.2%	+0%	63.2
39	—	FRANKLIN TEMPLETON ETF TR	$454,711	0.2%	-2%	—
40	$ORCL	ORACLE CORP	$388,959	0.1%	NEW	67.2
41	$CAT	CATERPILLAR INC	$354,230	0.1%	+0%	67.8
42	—	DIMENSIONAL ETF TRUST	$292,652	0.1%	-2%	—