LANDMARK WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Normal, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 302,198
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 44 | 302,198 | 13F-HR | LANDMARK WEALTH MANAGEMENT, INC. |
| Q1 2026 | 4/22/2026 | 42 | 265,140 | 13F-HR | LANDMARK WEALTH MANAGEMENT, INC. |
| Q4 2025 | 2/13/2026 | 39 | 264,805 | 13F-HR | LANDMARK WEALTH MANAGEMENT, INC. |
| Q3 2025 | 10/23/2025 | 40 | 256,107 | 13F-HR | LANDMARK WEALTH MANAGEMENT, INC. |
| Q2 2025 | 8/5/2025 | 44 | 233,432 | 13F-HR | LANDMARK WEALTH MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.21 K | 11.7% | 0 | 5.368 K | -5.368 K |
| ETFs | 267 K | 88.3% | 42.43 K | 0 | 42.43 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
302,198
Holdings
44
QoQ value change ($000)
37,058
(14.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.