LANDMARK WEALTH MANAGEMENT, INC.

Q1 2026 13F-HR Holdings

Location
Normal, IL
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$265,140
Net value change ($000)
+335 (0.1%)
New positions
3
Sold out positions
0
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CERY 2,257 72.4%
FISR 2,107 27.2%
SPLB 1,768 203.0%
JNK 1,262 122.2%
BIL 994 NEW
BNDX 760 NEW
SPAB 746 137.6%
SPEM 587 3.4%
ORCL 389 NEW
IUSB 352 1.1%
Top Reduces (Value $000, Stocks/ETFs)
SPY -5,114 -18.3%
SPTL -1,651 -45.5%
VOO -1,601 -3.4%
SPSM -904 -15.2%
AAPL -633 -6.6%
SPDW -436 -1.3%
XLSR -147 -0.9%
VXF -141 -1.3%
IAGG -95 -0.5%
GTO -91 -7.8%
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