LANDMARK WEALTH MANAGEMENT, INC.

Q3 2026 13F-HR Holdings

Location
Normal, IL
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$301,505
Net value change ($000)
-693 (-0.2%)
New positions
2
Sold out positions
3
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
FISR 4,363 59.0%
UBND 3,598 514.7%
SPDW 2,783 8.4%
VPL 2,447 NEW
SPAB 2,329 763.6%
AAPL 1,518 15.1%
BNDX 1,108 NEW
VOO 778 1.4%
XLSR 761 3.9%
SPTL 686 21.5%
Top Reduces (Value $000, Stocks/ETFs)
SPY -5,581 -18.0%
JNK -4,907 -82.7%
IUSB -3,568 -10.6%
IAGG -1,257 -6.2%
CERY -1,148 -20.7%
VXF -1,051 -8.0%
SPEM -1,002 -4.6%
SPSM -616 -10.0%
DSTL -605 -100.0%
GTO -529 -50.5%
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