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Landmark Wealth Management, Inc.
Landmark Wealth Management, Inc. is an independent, SEC-registered investment advisory firm headquartered in Normal, Illinois, United States. The firm focuses on comprehensive wealth management services for both individual investors and high net worth clients. As of 2025, Landmark Wealth Management, Inc. manages approximately $233 million in assets with a small team of five employees. The firm provides personalized financial planning, investment management, and advisory solutions tailored to clients' unique goals and objectives.
Investment Strategy
Landmark Wealth Management, Inc. employs a client-centered investment strategy, offering discretionary portfolio management primarily for individuals and high net worth clients. The firm constructs diversified portfolios with a mix of equities, fixed income, and other asset classes tailored to clients’ long-term financial objectives and risk tolerances. The investment process emphasizes objective advice, prudent asset allocation, and ongoing portfolio review to adapt to clients’ changing needs and market conditions.
Latest 13F Filing Activity
Landmark Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 40 equity positions with a total 13F market value of $256M. The fund increased holdings in SPDR S&P 500 Etf TR, SPDR Index SHS FDS, SPDR Series Trust among other positions. Landmark Wealth Management, Inc. reduced exposure to Ssga Active TR, SPDR Series Trust, SPDR Series Trust among others.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 17.63% | $45.1M | 73,726 | $530.46 | $612.38 | +$3.5M |
I IUSB | ISHARES TR | 11.89% | $30.5M | 651,897 | $46.07 | $46.71 | +$2.8M |
S SPDW | SPDR INDEX SHS FDS | 11.24% | $28.8M | 672,488 | $36.95 | $42.79 | +$5.8M |
S SPY | SPDR S&P 500 ETF TR | 10.84% | $27.8M | 41,690 | $593.85 | $666.18 | +$9.9M |
I IAGG | ISHARES TR | 6.96% | $17.8M | 348,182 | $50.15 | $51.23 | +$1.5M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | Mount Sinai, NY , United States |
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