Landmark Wealth Management, Inc. Purchases in Q2 2025

Landmark Wealth Management, Inc.

  • $233 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.6K
+ 34.0%
$456.74 - $568.03 $8.49M - $10.6M
73.2K $41.6B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
126K
+ 26.64%
$45.12 - $46.23 $5.67M - $5.81M
597K $27.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.77K
+ 30.58%
$496.48 - $617.85 $3.36M - $4.18M
28.9K $17.9B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
180K
+ 67.56%
$25.13 - $26.07 $4.52M - $4.69M
446K $11.5B
VXF
Vanguard Extended Market ETF

ETFs
15.2K
+ 42.43%
$150.43 - $192.71 $2.29M - $2.93M
51.1K $9.84B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
122K
+ 1383.25%
$24.98 - $25.66 $3.04M - $3.13M
131K $3.35B
RWR
Spdr Dow Jones Reit ETF

ETFs
29.2K
New
$86.33 - $99.71 $2.52M - $2.91M
29.2K $2.81B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
32.9K
+ 11.46%
$50.09 - $51.09 $1.65M - $1.68M
320K $16.4B
JNK
Spdr Bloomberg High Yield Bond

ETFs
20.2K
+ 228.53%
$91.23 - $97.27 $1.84M - $1.97M
29K $2.83B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
10.9K
+ 4.28%
$44.58 - $54.92 $484K - $596K
265K $14.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
44.8K
New
$19.6 - $24.44 $879K - $1.1M
44.8K $1.1B
RWX
Spdr Dow Jones International R

ETFs
36.4K
New
$23.06 - $27.4 $840K - $998K
36.4K $998M
GLD
Spdr Gold Trust

ETFs
1.45K
+ 15.48%
$273.71 - $316.29 $397K - $459K
10.8K $3.3B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
18.8K
+ 14.51%
$21.37 - $22.67 $402K - $426K
148K $3.35B
SPMD
Spdr Portfolio

ETFs
3.18K
+ 5.95%
$44.89 - $54.38 $143K - $173K
56.6K $3.08B
EMHC
Spdr Bloomberg Emerging Market
7.32K
+ 8.76%
$23.06 - $24.61 $169K - $180K
90.9K $2.24B
AVGO
Broadcom Inc.

Technology
728
New
$146.29 - $275.65 $106K - $201K
728 $201M
SRLN
Ssga Active Trust

ETFs
4.19K
+ 9.3%
$39.47 - $41.59 $165K - $174K
49.3K $2.05B
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.23K
+ 11.13%
$32.62 - $33.58 $138K - $142K
42.3K $1.42B
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.04K
+ 20.07%
$25.48 - $27.78 $154K - $168K
36.1K $960M
EBND
Spdr Bloomberg Emerging Market

ETFs
2.77K
+ 5.47%
$19.57 - $21.4 $54.1K - $59.2K
53.3K $1.14B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.81K
+ 13.0%
$18.83 - $19.22 $109K - $112K
50.5K $967M
WMT
Walmart Inc.

Consumer Defensive
45
+ 1.18%
$81.79 - $99.98 $3.68K - $4.5K
3.86K $378M
AAPL
Apple Inc.

Technology
212
+ 0.59%
$172.42 - $223.89 $36.6K - $47.5K
36.2K $7.42B
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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