LANDMARK WEALTH MANAGEMENT, INC.

Q4 2025 13F-HR Holdings

Location
Normal, IL
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
39
Total value ($000)
$264,805
Net value change ($000)
+8,698 (3.4%)
New positions
3
Sold out positions
4
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/23/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPDW 4,589 15.9%
FISR 4,307 125.6%
SPTL 3,632 NEW
VOO 1,990 4.4%
SPLB 871 NEW
XLSR 803 5.0%
IUSB 613 2.0%
SPAB 542 NEW
AAPL 368 4.0%
SPEM 352 2.1%
Top Reduces (Value $000, Stocks/ETFs)
JNK -3,155 -75.3%
BIL -3,114 -100.0%
CERY -1,881 -37.6%
SPSM -1,208 -16.9%
SPIB -653 -100.0%
SCHX -246 -21.0%
AVGO -240 -100.0%
XLRE -200 -100.0%
IAGG -171 -1.0%
BRK-B -77 -4.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type