Loading…
CIK 0001985016 • 6 13F filings • May 6, 2025 – Aug 5, 2026
Import this data to Google Sheets with:
=jivedata("landmark-wealth-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $9.5M | 3.6%Prev: 3.6% | 35,013 SH | Increased-927 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.6%Prev: 0.6% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.7M | 0.7%Prev: 0.7% | 3,476 SH | Decreased-152 SH |
| CATERPILLAR INC | COM | $286K | 0.1%Prev: 0.1% | 500 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $287K | 0.1%Prev: 0.1% | 8,807 SH | Increased-26 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $901K | 0.3%Prev: 0.3% | 23,650 SH | Increased-99 SH |
| ETF SER SOLUTIONS | DISTILLATE US | $602K | 0.2%Prev: 0.2% | 10,225 SH | Increased |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $474K | 0.2%Prev: 0.2% | 8,421 SH | Decreased-23 SH |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | $1.2M | 0.4%Prev: 0.5% | 24,697 SH | Decreased-196 SH |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $750K | 0.3%Prev: 0.3% | 12,273 SH | Increased-75 SH |
| ISHARES TR | CORE INTL AGGR | $17.7M | 6.7%Prev: 7.0% | 353,246 SH | Decreased+5,064 SH |
| ISHARES TR | CORE UNIVRSL USD | $31.1M | 11.7% | 667,447 SH | New |
| ISHARES TR | INTL EQTY FACTOR | $1.2M | 0.4%Prev: 0.4% | 31,371 SH | Increased |
| ISHARES TR | US SML CAP EQT | $906K | 0.3%Prev: 0.4% | 12,103 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | $708K | 0.3%Prev: 0.3% | 6,518 SH | Increased |
| PACER FDS TR | LUNT LRGCP MULTI | $767K | 0.3%Prev: 0.3% | 14,686 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $923K | 0.3%Prev: 0.5% | 34,317 SH | Decreased-10,047 SH |
| SPDR GOLD TR | GOLD SHS | $3.2M | 1.2%Prev: 1.3% | 8,016 SH | Decreased-1,013 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $33.4M | 12.6%Prev: 11.2% | 751,303 SH | Increased+78,815 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $17.1M | 6.5%Prev: 6.5% | 365,729 SH | Increased+7,513 SH |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $3.0M | 1.1%Prev: 1.1% | 74,421 SH | Increased+4,660 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $28.0M | 10.6%Prev: 10.8% | 40,988 SH | Increased-702 SH |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | $1.2M | 0.5%Prev: 0.5% | 57,921 SH | Increased+2,983 SH |
| SPDR SERIES TRUST | BLOOMBERG ENHNCD | $3.1M | 1.2%Prev: 2.0% | 109,241 SH | Decreased-65,292 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $18.2M | 6.9% | 492,664 SH | New |
| SPDR SERIES TRUST | STATE STRET SPDR | $1.4M | 0.5% | 73,775 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $2.2M | 0.8% | 53,640 SH | New |
| SSGA ACTIVE TR | STATE STREET FIX | $7.7M | 2.9% | 298,548 SH | New |
| SSGA ACTIVE TR | STATE STREET US | $16.9M | 6.4% | 271,382 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $10.8M | 4.1%Prev: 4.1% | 51,443 SH | Increased+818 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $559K | 0.2%Prev: 0.2% | 1,146 SH | Decreased-73 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $47.1M | 17.8%Prev: 17.6% | 75,165 SH | Increased+1,439 SH |
| WALMART INC | COM | $430K | 0.2%Prev: 0.2% | 3,861 SH | Increased |
| 13F-HR |
| 0001985016-26-000004 |
| $302.2M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004527 | $233.4M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001985016-26-000003 | $265.1M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002627 | $209.6M | View |