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Krista D. McBeath

Landmark Wealth Management, Inc.

Assets Managed
$265.14M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
0.13%(2Q avg: 1.77%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Landmark Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Landmark Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 265.14M in assets, with a quarterly growth rate of 0.13% and a 2-quarter average growth rate of 1.77%. The portfolio is managed by Krista D. McBeath, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.39%
17.18%
$45.537M
76,206 shares@ $597.56 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -3.98%
12.42%
$32.929M
721,334 shares@ $45.65 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 1.9%
11.85%
$31.415M
680,126 shares@ $46.2 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -14.32%
8.62%
$22.837M
35,116 shares@ $650.35 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 3.21%
6.68%
$17.707M
377,461 shares@ $46.92 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Decreased -0.59%
6.63%
$17.571M
351,148 shares@ $50.05 avg price
XLSR
Spdr Ssga Us Sector Rotate
Recent Activity
Increased 6.98%
6.33%
$16.763M
290,312 shares@ $57.75 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 0.29%
4.01%
$10.617M
51,591 shares@ $205.81 avg price
FISR
Spdr Ssga F I Sector Rotate
Recent Activity
Increased 28.18%
3.72%
$9.842M
382,677 shares@ $25.73 avg price
AAPL
Apple Inc
Recent Activity
Decreased 0%
3.36%
$8.886M
35,012 shares@ $253.79 avg price

1-10 of 42