Landmark Wealth Management (Illinois) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.6M |
| 2 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$3.62M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$2.37M |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$2.24M |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$2.03M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$3.21M |
| 2 |
State Street Fixed Income Sector Rotation ETF
FISR
|
+$2.42M |
| 3 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$994K |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$977K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$760K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.46% |
| 2 | Financials | 1.07% |
| 3 | Industrials | 0.22% |
| 4 | Consumer Staples | 0.14% |
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Landmark Wealth Management (Illinois)'s Q2 2026 Portfolio in Review
As of Q2 2026, Landmark Wealth Management (Illinois) held 46 positions worth $302M, up 14% from $265M the previous quarter. Its ten largest holdings account for 81% of the portfolio.
Landmark Wealth Management (Illinois) deployed $13.7M of net new capital in Q2 2026, opening 4 new positions and adding to 19 existing holdings. Its largest new stake was Victory Portfolios II VictoryShares Core Plus Bond ETF: 32,152 shares worth $699K.
By sector, the portfolio is most concentrated in Technology at 3.5% of assets, down from 3.5% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was State Street SPDR Portfolio Developed World ex-US ETF, an estimated $3.21M trimmed.
- Landmark Wealth Management (Illinois)'s largest Q2 2026 buy was Victory Portfolios II VictoryShares Core Plus Bond ETF: 32,152 shares worth $699K.
- Landmark Wealth Management (Illinois) added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $4.6M increase.
- Landmark Wealth Management (Illinois)'s biggest Q2 2026 reduction was State Street SPDR Portfolio Developed World ex-US ETF, cutting an estimated $3.21M.
- Landmark Wealth Management (Illinois) fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2026, selling an estimated $994K.
- Landmark Wealth Management (Illinois)'s ten largest holdings make up 81% of its $302M portfolio in Q2 2026.
- Landmark Wealth Management (Illinois) opened 4 new positions and closed 2 in Q2 2026.
- Landmark Wealth Management (Illinois)'s portfolio value rose 14% quarter-over-quarter to $302M.
Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.