Landmark Wealth Management, Inc. ETF holdings
Normal, IL
Reported $287.4M in 38 ETFs in its Form 13F for June 30, 2026.
ETF value
$287.4M
ETFs held
38
Change from prior quarter
+14.1%
With price moves
ETFs as a share of its 13F
95.1%
of $302.2M
Top 10 of 38 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $54.4M | 79,181 | +2,975 shares |
| IUSB | iShares Core Universal USD Bond ETF | $33.6M | 728,740 | +48,614 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $33.1M | 656,630 | −64,704 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $31.0M | 41,465 | +6,349 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $21.6M | 417,135 | +39,674 shares |
| IAGG | iShares Core International Aggregate Bond ETF | $20.2M | 398,519 | +47,371 shares |
| XLSR | State Street US Sector Rotation ETF | $19.6M | 301,775 | +11,463 shares |
| VXF | Vanguard Extended Market ETF | $13.2M | 53,497 | +1,906 shares |
| FISR | State Street Fixed Income Sector Rotation ETF | $7.4M | 288,333 | −94,344 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $6.2M | 106,788 | +2,418 shares |
28 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001985016. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Landmark Wealth Management, Inc. own?
Landmark Wealth Management, Inc. reported 38 ETF positions worth $287.4M in its Form 13F for June 30, 2026. The largest was VOO, at $54.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.