LANDMARK WEALTH MANAGEMENT, INC.

RIA/Wealth

LANDMARK WEALTH MANAGEMENT, INC. is a RIA/Wealth based in Farmington, UT led by Krista Dawn Mcbeath, managing $251.1M across 39 long positions as of Q3 2025 with 93% ETF concentration, 84% concentrated in top 10 holdings, and 18% allocation to VOO.

PresidentKrista Dawn Mcbeath

Portfolio Value: $251.1M
Positions: 39
Top Holding: VOO at 17.98%
Last Reported: Q3 2025

Address286 South 200 West, Suite 230, Farmington, UT, 84025, United States

Top Holdings

Largest long holdings in LANDMARK WEALTH MANAGEMENT, INC.'s portfolio (83.5% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$45.1M	17.98%	+$301.3K Bought	— 73.7K shares	Q4 2024 Held for 11 months
2 iShares Core Total USD Bond Market IUSB	ETF ETF	$30.5M	12.13%	+$2.5M Bought	— 651.9K shares	Q4 2024 Held for 11 months
3 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$28.8M	11.46%	+$4.5M Bought	— 672.5K shares	Q2 2024 Held for 1y 5m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$27.8M	11.06%	+$8.5M Bought	— 41.7K shares	Q4 2023 Held for 1y 11m
5 iShares Core International Aggregate Bond IAGG	ETF ETF	$17.8M	7.10%	+$1.4M Bought	— 348.2K shares	Q2 2024 Held for 1y 5m
6 SPDR Portfolio Emerging Markets SPEM	ETF ETF	$16.8M	6.68%	+$2.1M Bought	— 358.2K shares	Q2 2024 Held for 1y 5m
7 SPDR SSGA US Sector Rotation XLSR	ETF ETF	$16.1M	6.41%	+$339.9K Bought	— 270.2K shares	Q2 2024 Held for 1y 5m
8 Vanguard Extended Market VXF	ETF ETF	$10.6M	4.22%	-$96.3K Sold	— 50.6K shares	Q4 2024 Held for 11 months
9 Apple AAPL	Consumer Electronics Technology	$9.2M	3.64%	-$57.0K Sold	0.00% 35.9K shares	Q4 2023 Held for 1y 11m
10 SPDR Portfolio S&P 600 Small Cap ETF SPSM	ETF ETF	$7.2M	2.85%	+$3.3M Bought	— 154.5K shares	Q2 2024 Held for 1y 5m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LANDMARK WEALTH MANAGEMENT, INC.'s latest filing

See all changes

GthenC

Market Value

$251.1M

Prior: $231.1M

Q/Q Change

+8.67%

+$20.0M

Net Flows % of MV

+2.6%

Turnover Ratio

9.79%

New Purchases

1 stocks

$238.6K

Added To

18 stocks

+$27.6M

Sold Out Of

5 stocks

$11.5M

Reduced Holdings

13 stocks

-$9.8M

Increased Positions

Position	Shares Δ	Change
1 Caterpillar CAT	New	0 → 500.0 +$238.6K
2 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	+545.02%	5.3K → 33.9K +$2.6M
3 SPDR Portfolio S&P 600 Small Cap ETF SPSM	+87.6%	82.3K → 154.5K +$3.3M
4 JNK SPDR Bloomberg High Yield Bond JNK	+47.16%	29.0K → 42.7K +$1.3M
5 SPDR S&P 500 ETF Trust SPY	+44.19%	28.9K → 41.7K +$8.5M

Decreased Positions

Position	Shares Δ	Change
1 SPDR Portfolio Long Term Corporate Bond SPLB	Sold	148.5K → 0 −$3.4M
2 SPDR Portfolio Aggregate Bond SPAB	Sold	130.7K → 0 −$3.3M
3 SPDR Dow Jones REIT RWR	Sold	29.2K → 0 −$2.8M
4 RWX SPDR Dow Jones International Real Estate RWX	Sold	36.4K → 0 −$998.3K
5 SPDR Portfolio Long Term Treasury SPTL	Sold	36.1K → 0 −$959.6K