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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $49.0B AUM 3,370 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 324 New 1502 Added 891 Reduced 132 Exited
Page 1 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MGK VANGUARD WORLD FD 8,590,832.0 $3.55B 7.23% +88K +1.0% $412.77 -78.5%
2 MGV VANGUARD WORLD FD 15,430,686.0 $2.18B 4.44% +312K +2.1% $141.16 +10.3%
3 VOO VANGUARD INDEX FDS 3,462,284.0 $2.17B 4.43% +103K +3.1% $627.13 +8.9%
4 NVDA NVIDIA CORPORATION Technology 5,782,913.0 $1.08B 2.20% +38K +0.7% $186.50 +17.7%
5 VBR VANGUARD INDEX FDS 4,379,433.0 $927.5M 1.89% +113K +2.7% $211.79 +9.0%
6 MSFT MICROSOFT CORP Technology 1,906,714.0 $922.1M 1.88% +50K +2.7% $483.62 -13.3%
7 MINT PIMCO ETF TR 8,947,720.0 $897.8M 1.83% +587K +7.0% $100.34 +0.3%
8 VOE VANGUARD INDEX FDS 4,524,777.0 $802.6M 1.64% +110K +2.5% $177.37 +8.6%
9 AAPL APPLE INC Technology 2,908,985.0 $790.8M 1.61% +143K +5.2% $271.86 +12.2%
10 IEFA ISHARES TR 8,364,991.0 $748.3M 1.53% +324K +4.0% $89.46 +8.8%
11 IVV ISHARES TR 988,047.0 $676.8M 1.38% +826K +511.1% $684.94 +8.9%
12 VOT VANGUARD INDEX FDS 2,218,378.0 $619.2M 1.26% +61K +2.9% $279.14 +3.5%
13 IEMG ISHARES INC 8,930,119.0 $600.3M 1.22% +73K +0.8% $67.22 +19.9%
14 META META PLATFORMS INC Communication Services 906,609.0 $598.4M 1.22% +42K +4.8% $660.09 -8.0%
15 GOVT ISHARES TR 24,990,246.0 $575.4M 1.17% +739K +3.0% $23.03 -1.7%
16 JNK SPDR SERIES TRUST 5,683,486.0 $552.5M 1.13% +203K +3.7% $97.21 -1.0%
17 SHYG ISHARES TR 11,725,197.0 $502.7M 1.02% +672K +6.1% $42.87 -1.0%
18 USIG ISHARES TR 9,664,321.0 $500.3M 1.02% +193K +2.0% $51.77 -1.6%
19 VBK VANGUARD INDEX FDS 1,564,878.0 $472.8M 0.96% +14K +0.9% $302.11 +13.7%
20 AMZN AMAZON COM INC Consumer Cyclical 1,819,026.0 $419.9M 0.86% +143K +8.6% $230.82 +16.3%
Page 1 of 76  ·  1,502 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Communication Services 15.5%
Financial Services 15.4%
Healthcare 9.1%
Consumer Cyclical 9.0%
Industrials 5.9%
Consumer Defensive 5.6%
Utilities 3.6%
Basic Materials 3.0%
Energy 1.8%