Titelia

Holdings of LANDMARK WEALTH MANAGEMENT, INC.

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Net assets
-
Positions
37 in 1 countries
Top ten
83.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 76,20645.5M $
2State Street SPDR Portfolio Developed World ex-US ETF 721,33432.9M $
3iShares Trust 680,12631.4M $
4State Street SPDR S&P 500 ETF Trust 35,11622.8M $
5State Street SPDR Portfolio Emerging Markets ETF 377,46117.7M $
6iShares Trust 351,14817.6M $
7Vanguard Extended Market ETF 51,59110.6M $
8Apple Inc 35,0128.9M $
9State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF 152,5615.4M $
10SPDR Series Trust 104,3705M $
11SPDR Series Trust 65,5233.9M $
12SPDR Gold Shares 7,3393.2M $
13State Street SPDR S&P International Small Cap ETF 72,7403.1M $
14State Street SPDR Portfolio Long Term Corporate Bond ETF 118,7712.6M $
15State Street SPDR Bloomberg Emerg Mkts USD Bd ETF 94,3712.3M $
16State Street SPDR Bloomberg High Yield Bond ETF 23,9782.3M $
17State Street Blackstone Senior Loan ETF 54,4152.2M $
18State Street SPDR Portfolio Long Term Treasury ETF 75,3112M $
19Berkshire Hathaway Inc 3,4761.7M $
20Berkshire Hathaway Inc 21.4M $
21State Street SPDR Bloomberg 1-10 Year TIPS ETF 73,7551.4M $
22State Street SPDR Portfolio Ag 50,2551.3M $
23iShares International Equity Factor ETF 31,3711.2M $
24SPDR Bloomberg Emerging Markets Local Bond ETF 58,7071.2M $
25Invesco Actively Managed Exchange-Traded Fund Trust 23,0721.1M $
26SPDR Series Trust 10,844993.7K $
27iShares Trust 12,103913.7K $
28Dimensional ETF Trust 23,337909.2K $
29Schwab U.S. Large-Cap ETF 34,592886.9K $
30Vanguard Charlotte Funds 15,808759.6K $
31Invesco Russell 1000 Dynamic Multifactor ETF 11,841711.9K $
32Distillate US Fundamental Stability & Value ETF 10,225591.8K $
33Vanguard Growth ETF 1,148501.4K $
34Walmart Inc 3,861479.8K $
35Oracle Corp 2,644389K $
36Caterpillar Inc 500354.2K $
37Dimensional ETF Trust 8,643292.7K $

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Sector breakdown

  • Funds 19.2 %
  • Technology 3.9 %
  • Financials 1.3 %
  • Consumer staples 0.2 %
  • Industrials 0.1 %
  • Unattributed 75.2 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States37236.6M $100.00 %
Cite this page

Titelia. "Holdings of LANDMARK WEALTH MANAGEMENT, INC.". https://titelia.com/en/funds/US13F1985016