LANDMARK WEALTH MANAGEMENT, INC.
CIK
1985016
Location
NORMAL, IL
Portfolio Value
Micro
$37,769,662
Diversification
Highly concentrated
Filing Date
Global Rank
#6,813
/ 8,232
▲ 93
Top Industry
Consumer Electronics
75.5%
3Y Alpha vs SPY
+3.6%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.8%
SPY
+52.9%
Annualised alpha
+3.6%
Max drawdown
−19.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
60.5%
−4.4 pts
Top 5
98.0%
−1.3 pts
Top 10
100.0%
0.0 pts
HHI
4,302
Highly concentrated−461
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 68.8% | $25,995,235 |
| Technology | 24.6% | $9,274,653 |
| Financial Services | 4.4% | $1,665,699 |
| Consumer Defensive | 1.3% | $479,845 |
| Industrials | 0.9% | $354,230 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORCL | Oracle Corp | 2,644 | $388,958 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
7 positions ·
$37,769,662 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 35,116 | $22,837,338 | 60.46% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 35,012 | $8,885,695 | 23.53% | |
| GLD |
Spdr Gold Trust
|
Reduced | 7,339 | $3,157,897 | 8.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 3,476 | $1,665,699 | 4.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,861 | $479,845 | 1.27% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 2,644 | $388,958 | 1.03% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 500 | $354,230 | 0.94% |