LANDMARK WEALTH MANAGEMENT, INC.: 13F holdings
CIK 19850162026Q2
| Positions | 44 |
|---|
| Reported value | $301.8m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 44 (+2 vs prior quarter) |
|---|
| Reported value | $301.8m (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 79,181 | $54.4m | 18.0% |
| IUSB ISHARES TR | 728,740 | $33.6m | 11.1% |
| EWU SPDR INDEX SHS FDS | 656,630 | $33.1m | 11.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 41,465 | $31.0m | 10.3% |
| SPEM SPDR INDEX SHS FDS | 417,135 | $21.6m | 7.2% |
| IAGG ISHARES TR | 398,519 | $20.2m | 6.7% |
| XLSR SSGA ACTIVE TR | 301,775 | $19.6m | 6.5% |
| VXF VANGUARD INDEX FDS | 53,497 | $13.2m | 4.4% |
| AAPL APPLE INC | 34,757 | $10.1m | 3.3% |
| FISR SSGA ACTIVE TR | 288,333 | $7.4m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1985016")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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