Landmark Wealth Management, Inc.
Net buyer this quarter
$302M
11
+$4.46M
18.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $31M | 10.25% | Not reported | +18.1% | Q4 2023 |
 AAPL | $10.1M | 3.33% | 0.00% | -0.7% | Q4 2023 |
| SPMD | $4.65M | 1.54% | Not reported | +5.1% | Q2 2024 |
| GLD | $3.14M | 1.04% | 0.00% | +16.2% | Q2 2024 |
 BRK.B | $1.74M | 0.58% | Not reported | Not reported | Q4 2023 |
| BRK.A | $1.5M | 0.50% | Not reported | Not reported | Q4 2023 |
 PALC | $845K | 0.28% | Not reported | -3.8% | Q2 2024 |
 CAT | $674K | 0.22% | 0.00% | +26.6% | Q3 2025 |
 WMT | $437K | 0.14% | 0.00% | Not reported | Q1 2024 |
 ORCL | $387K | 0.13% | 0.00% | Not reported | Q1 2026 |
| SPAB | $305K | 0.10% | Not reported | -76.2% | Q3 2024 |
| Q1 2026 | |||||
| SPY | $22.8M | 8.61% | Not reported | -14.3% | Q4 2023 |
| AAPL | $8.89M | 3.35% | 0.00% | 0.0% | Q4 2023 |
| SPMD | $3.88M | 1.46% | Not reported | +0.2% | Q2 2024 |
| GLD | $3.16M | 1.19% | 0.00% | -8.5% | Q2 2024 |
| BRK.B | $1.67M | 0.63% | Not reported | Not reported | Q4 2023 |
| BRK.A | $1.44M | 0.54% | Not reported | Not reported | Q4 2023 |
| SPAB | $1.29M | 0.49% | Not reported | +138.9% | Q3 2024 |
| PALC | $762K | 0.29% | Not reported | +0.2% | Q2 2024 |
| WMT | $480K | 0.18% | 0.00% | Not reported | Q1 2024 |
| ORCL | $389K | 0.15% | 0.00% | New | Q1 2026 |
| CAT | $354K | 0.13% | 0.00% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| SPY | $28M | 10.56% | Not reported | -1.7% | Q4 2023 |
| AAPL | $9.52M | 3.59% | 0.00% | -2.6% | Q4 2023 |
| SPMD | $3.79M | 1.43% | Not reported | +8.0% | Q2 2024 |
| GLD | $3.18M | 1.20% | 0.00% | -11.2% | Q2 2024 |
| BRK.B | $1.75M | 0.66% | Not reported | -4.2% | Q4 2023 |
| BRK.A | $1.51M | 0.57% | Not reported | Not reported | Q4 2023 |
| PALC | $767K | 0.29% | Not reported | Not reported | Q2 2024 |
| SPAB | $542K | 0.20% | Not reported | Not reported | Q3 2024 |
| WMT | $430K | 0.16% | 0.00% | Not reported | Q1 2024 |
| CAT | $286K | 0.11% | 0.00% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| SPY | $27.8M | 10.84% | Not reported | +44.2% | Q4 2023 |
| AAPL | $9.15M | 3.57% | 0.00% | -0.6% | Q4 2023 |
| SPMD | $3.46M | 1.35% | Not reported | +7.0% | Q2 2024 |
| GLD | $3.21M | 1.25% | 0.00% | -16.5% | Q2 2024 |
| BRK.B | $1.82M | 0.71% | Not reported | Not reported | Q4 2023 |
| BRK.A | $1.51M | 0.59% | Not reported | Not reported | Q4 2023 |
| PALC | $760K | 0.30% | Not reported | 0.0% | Q2 2024 |
| WMT | $398K | 0.16% | 0.00% | Not reported | Q1 2024 |
 AVGO | $240K | 0.09% | 0.00% | Not reported | Q2 2025 |
| CAT | $239K | 0.09% | 0.00% | New | Q3 2025 |