Landmark Wealth Management, Inc. reported 7 positions worth $19.34M for the quarter ended Sep 30, 2026, up 7.8% on the prior quarter. It opened 0 new positions, added to 1, trimmed 1 and exited 0. Its largest holding is Apple Inc. at 59.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLD Spdr Gold Trust | +27 | +0.3% | $10.28K | 16.86% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -2 | -0.1% | $995.90 | 8.95% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 34.8K | $11.57M | 59.86% | 0 | 0.0% | Unchanged | 0% |
| 2 | GLD Spdr Gold Trust | Financial Services | 8,558 | $3.26M | 16.86% | +27 | +0.3% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,474 | $1.73M | 8.95% | -2 | -0.1% | Reduced | 0% |
| 4 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.49M | 7.73% | 0 | 0.0% | Unchanged | 0% |
| 5 | CAT Caterpillar Inc | Industrials | 633 | $513.23K | 2.65% | 0 | 0.0% | Unchanged | 0% |
| 6 | WMT Walmart Inc. | Consumer Staples | 3,861 | $401.24K | 2.08% | 0 | 0.0% | Unchanged | 0% |
| 7 | ORCL Oracle Corp | Technology | 2,644 | $363.02K | 1.88% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Landmark Wealth Management.
As of its Q3 2026 13F filing, Landmark Wealth Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 59.9%, Spdr Gold Trust (GLD) at 16.9%, Berkshire Hathaway Inc (BRK-B) at 8.9%, Berkshire Hathaway Inc (BRK-A) at 7.7%, Caterpillar Inc (CAT) at 2.7% of the reported portfolio.
Landmark Wealth Management, Inc. reported a 13F portfolio worth $19.34M across 7 positions for Q3 2026. That is up 7.8% from the previous quarter.
Its largest purchases by value were Spdr Gold Trust ($10.28K). It opened 0 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($995.90). It exited 0 positions entirely.
From the Form 13F-HR reports Landmark Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.