LANDMARK WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Normal, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 264,805
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 173 K | 65.3% | 24.33 K | 0 | 24.33 K |
| ETFs | 60.79 K | 23.0% | 0 | 16.25 K | -16.25 K |
| Other | 31.06 K | 11.7% | 613 | 0 | 613 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
264,805
Holdings
39
QoQ value change ($000)
8,698
(3.4%)
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.