# EDGAR Filing Document

**Accession Number:** 0001985016
**File Stem:** 0001985016-26-000003
**Filing Date:** 2026-4
**Character Count:** 11267
**Document Hash:** 0b8ee94244212f81dead4fb7dbe11452
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001985016-26-000003.hdr.sgml**: 20260422

**ACCESSION NUMBER**: 0001985016-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260422

**DATE AS OF CHANGE**: 20260422

**EFFECTIVENESS DATE**: 20260422

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LANDMARK WEALTH MANAGEMENT, INC.
- **CENTRAL INDEX KEY:** 0001985016

**ORGANIZATION NAME:**
- **EIN:** 462129306
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23988
- **FILM NUMBER:** 26882116

**BUSINESS ADDRESS:**
- **STREET 1:** 203 LANDMARK DRIVE
- **STREET 2:** SUITE A
- **CITY:** NORMAL
- **STATE:** IL
- **ZIP:** 61761
- **BUSINESS PHONE:** 309-808-2224

**MAIL ADDRESS:**
- **STREET 1:** 203 LANDMARK DRIVE
- **STREET 2:** SUITE A
- **CITY:** NORMAL
- **STATE:** IL
- **ZIP:** 61761

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LANDMARK WEALTH MANAGEMENT INC.<br>**Address:** 203 LANDMARK DRIVE<br>SUITE A<br>NORMAL, IL 61761

**Form 13F File Number:** 028-23988

**CRD Number (if applicable):** 000167188

**SEC File Number (if applicable):** 801-130333

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Krista D. McBeath<br>**Title:** President<br>**Phone:** 309-808-2224

**Signature, Place, and Date of Signing:**

/s/ Krista D. McBeath  Normal, IL  04-22-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $265139875

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                     | Form 13F File Number   |
|:---|:---|:---|
|  | GeoWealth Management LLC | 028-16841              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 8885695 | 35012 | SH |  | SOLE |  | 0 | 0 | 35012 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1436280 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1665699 | 3476 | SH |  | SOLE |  | 0 | 0 | 3476 |
| CATERPILLAR INC | COM | 149123101 |  | 354230 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 292652 | 8643 | SH |  | OTR | 1 | 0 | 0 | 8643 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 794200 | 20385 | SH |  | OTR | 1 | 0 | 0 | 20385 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 115010 | 2952 | SH |  | SOLE |  | 0 | 0 | 2952 |
| ETF SER SOLUTIONS | DISTILLATE US | 26922A321 |  | 591823 | 10225 | SH |  | OTR | 1 | 0 | 0 | 10225 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 |  | 59215 | 1078 | SH |  | SOLE |  | 0 | 0 | 1078 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 |  | 395496 | 7200 | SH |  | OTR | 1 | 0 | 0 | 7200 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 |  | 1080462 | 23072 | SH |  | OTR | 1 | 0 | 0 | 23072 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 134308 | 2234 | SH |  | SOLE |  | 0 | 0 | 2234 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 577573 | 9607 | SH |  | OTR | 1 | 0 | 0 | 9607 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 4909689 | 98115 | SH |  | OTR | 1 | 0 | 0 | 98115 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 12661771 | 253033 | SH |  | SOLE |  | 0 | 0 | 253033 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 8965479 | 194100 | SH |  | OTR | 1 | 0 | 0 | 194100 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 22449541 | 486026 | SH |  | SOLE |  | 0 | 0 | 486026 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 1222214 | 31371 | SH |  | OTR | 1 | 0 | 0 | 31371 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 913655 | 12103 | SH |  | OTR | 1 | 0 | 0 | 12103 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 |  | 746449 | 6518 | SH |  | OTR | 1 | 0 | 0 | 6518 |
| ORACLE CORP | COM | 68389X105 |  | 388959 | 2644 | SH |  | SOLE |  | 0 | 0 | 2644 |
| PACER FDS TR | LUNT LRGCP MULTI | 69374H816 |  | 762073 | 14709 | SH |  | OTR | 1 | 0 | 0 | 14709 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 886939 | 34592 | SH |  | OTR | 1 | 0 | 0 | 34592 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2763753 | 6423 | SH |  | SOLE |  | 0 | 0 | 6423 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 394146 | 916 | SH |  | OTR | 1 | 0 | 0 | 916 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 3376019 | 71968 | SH |  | OTR | 1 | 0 | 0 | 71968 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X871 |  | 2626326 | 62191 | SH |  | SOLE |  | 0 | 0 | 62191 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X871 |  | 445484 | 10549 | SH |  | OTR | 1 | 0 | 0 | 10549 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 7026083 | 153912 | SH |  | OTR | 1 | 0 | 0 | 153912 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 25902814 | 567422 | SH |  | SOLE |  | 0 | 0 | 567422 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 14330677 | 305493 | SH |  | SOLE |  | 0 | 0 | 305493 |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | 78464A391 |  | 1071835 | 51930 | SH |  | SOLE |  | 0 | 0 | 51930 |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | 78464A391 |  | 139877 | 6777 | SH |  | OTR | 1 | 0 | 0 | 6777 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A367 |  | 2340899 | 105351 | SH |  | SOLE |  | 0 | 0 | 105351 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 266197 | 2781 | SH |  | OTR | 1 | 0 | 0 | 2781 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 2028977 | 21197 | SH |  | SOLE |  | 0 | 0 | 21197 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 1747267 | 66436 | SH |  | SOLE |  | 0 | 0 | 66436 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 227839 | 8893 | SH |  | OTR | 1 | 0 | 0 | 8893 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 117482 | 1282 | SH |  | OTR | 1 | 0 | 0 | 1282 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 3322420 | 56103 | SH |  | SOLE |  | 0 | 0 | 56103 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 233413 | 8875 | SH |  | OTR | 1 | 0 | 0 | 8875 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 557852 | 9420 | SH |  | OTR | 1 | 0 | 0 | 9420 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R515 |  | 262384 | 10580 | SH |  | OTR | 1 | 0 | 0 | 10580 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 876262 | 9562 | SH |  | SOLE |  | 0 | 0 | 9562 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 4331212 | 89636 | SH |  | SOLE |  | 0 | 0 | 89636 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A367 |  | 298192 | 13420 | SH |  | OTR | 1 | 0 | 0 | 13420 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 711947 | 14734 | SH |  | OTR | 1 | 0 | 0 | 14734 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R515 |  | 2078017 | 83791 | SH |  | SOLE |  | 0 | 0 | 83791 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 1059694 | 41362 | SH |  | SOLE |  | 0 | 0 | 41362 |
| SPDR SERIES TRUST | STATE STRET SPDR | 78468R440 |  | 688977 | 19551 | SH |  | OTR | 1 | 0 | 0 | 19551 |
| SPDR SERIES TRUST | STATE STRET SPDR | 78468R861 |  | 180712 | 9417 | SH |  | OTR | 1 | 0 | 0 | 9417 |
| SPDR SERIES TRUST | STATE STRET SPDR | 78468R861 |  | 1234646 | 64338 | SH |  | SOLE |  | 0 | 0 | 64338 |
| SPDR SERIES TRUST | STATE STRET SPDR | 78468R440 |  | 4687272 | 133010 | SH |  | SOLE |  | 0 | 0 | 133010 |
| SSGA ACTIVE ETF TR | STATE STREET BLA | 78467V608 |  | 256575 | 6392 | SH |  | OTR | 1 | 0 | 0 | 6392 |
| SSGA ACTIVE ETF TR | STATE STREET BLA | 78467V608 |  | 1927643 | 48023 | SH |  | SOLE |  | 0 | 0 | 48023 |
| SSGA ACTIVE TR | STATE STREET FIX | 78470P507 |  | 8708278 | 338580 | SH |  | SOLE |  | 0 | 0 | 338580 |
| SSGA ACTIVE TR | STATE STREET FIX | 78470P507 |  | 1134175 | 44097 | SH |  | OTR | 1 | 0 | 0 | 44097 |
| SSGA ACTIVE TR | STATE STREET US | 78470P408 |  | 14464563 | 250512 | SH |  | SOLE |  | 0 | 0 | 250512 |
| SSGA ACTIVE TR | STATE STREET US | 78470P408 |  | 2298052 | 39800 | SH |  | OTR | 1 | 0 | 0 | 39800 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 3199673 | 4920 | SH |  | OTR | 1 | 0 | 0 | 4920 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 19637667 | 30196 | SH |  | SOLE |  | 0 | 0 | 30196 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 4949 | 103 | SH |  | SOLE |  | 0 | 0 | 103 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 754625 | 15705 | SH |  | OTR | 1 | 0 | 0 | 15705 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 7798997 | 37896 | SH |  | SOLE |  | 0 | 0 | 37896 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 2818431 | 13695 | SH |  | OTR | 1 | 0 | 0 | 13695 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 338512 | 775 | SH |  | OTR | 1 | 0 | 0 | 775 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 162907 | 373 | SH |  | SOLE |  | 0 | 0 | 373 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 33878695 | 56696 | SH |  | SOLE |  | 0 | 0 | 56696 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 11658201 | 19510 | SH |  | OTR | 1 | 0 | 0 | 19510 |
| WALMART INC | COM | 931142103 |  | 479845 | 3861 | SH |  | SOLE |  | 0 | 0 | 3861 |

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