13F Filings History of LANDMARK WEALTH MANAGEMENT, INC.

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$264,805,363
Signature - Title
Krista D. McBeath - President
Location
Normal, IL
Summary
This page shows a list of all the recent 13F filings made by LANDMARK WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LANDMARK WEALTH MANAGEMENT, INC. reported 39 stock holdings with total value $264,805,363 as of Q4 2025. Top holdings included VOO, SPDW, IUSB, SPY, and IAGG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $264,805,363 +$16,355,709 -$12,019,052 +$4,336,657 VOO, SPDW, IUSB, SPY, IAGG 13F-HR 13 Feb 2026, 09:15
Q3 2025 40 $256,106,674 +$30,356,164 -$21,307,885 +$9,048,279 VOO, IUSB, SPDW, SPY, IAGG 13F-HR 23 Oct 2025, 12:26
Q2 2025 44 $233,432,202 +$44,073,676 -$31,604,707 +$12,468,969 VOO, IUSB, SPDW, SPY, IAGG 13F-HR 05 Aug 2025, 11:50
Q1 2025 49 $209,587,637 +$89,686,293 -$84,293,471 +$5,392,822 VOO, SPDW, IUSB, IAGG, SPEM 13F-HR 06 May 2025, 13:09
Q4 2024 45 $205,370,021 +$23,889,803 -$13,722,462 +$10,167,341 GTO, SPY, DSTL, XLSR, DFAI 13F-HR 28 Jan 2025, 10:35
Q3 2024 42 $200,687,346 +$18,353,921 -$10,827,402 +$7,526,519 GTO, SPY, DSTL, DFAI, XLSR 13F-HR 01 Nov 2024, 08:58
Q2 2024 41 $181,615,189 +$170,805,140 -$101,719 +$170,703,421 GTO, SPY, DSTL, SPDW, DFAI 13F-HR 13 Aug 2024, 12:24
Q1 2024 6 $9,713,271 +$223,291 -$142,258 +$81,033 AAPL, SPY, BRKB, BRKA, VUG 13F-HR 18 Apr 2024, 11:36
Q4 2023 5 $9,691,128 $0 $0 $0 AAPL, SPY, BRKA, BRKB, VUG 13F-HR 22 Feb 2024, 12:16