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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 6 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFAC DIMENSIONAL ETF TRUST 2,288,888.0 $90.6M 0.18% -24K -1.0% $39.59 +9.5%
102 USHY ISHARES TR 2,364,213.0 $88.4M 0.18% -215K -8.3% $37.40 -1.1%
103 VGT VANGUARD WORLD FD 116,909.0 $88.1M 0.18% +32K +37.3% $753.78 -84.8%
104 V VISA INC Financial Services 245,434.0 $86.1M 0.18% +26K +11.6% $350.71 -5.7%
105 IGSB ISHARES TR 1,609,927.0 $85.1M 0.17% +234K +17.0% $52.88 -1.1%
106 IAU ISHARES GOLD TR Financial Services 1,044,313.0 $84.8M 0.17% +319K +44.0% $81.17 +5.2%
107 BKLN INVESCO EXCH TRADED FD TR II 4,025,565.0 $84.5M 0.17% +713K +21.5% $21.00 -2.4%
108 VNQI VANGUARD INTL EQUITY INDEX F 1,829,183.0 $83.8M 0.17% -21K -1.1% $45.84 +0.6%
109 IUSB ISHARES TR 1,797,858.0 $83.7M 0.17% +39K +2.2% $46.54 -1.5%
110 SPTI SPDR SERIES TRUST 2,843,335.0 $82.0M 0.17% +207K +7.9% $28.84 -2.0%
111 WSM WILLIAMS SONOMA INC Consumer Cyclical 456,165.0 $81.5M 0.17% +9K +2.1% $178.59 +0.9%
112 CWB SPDR SERIES TRUST 911,754.0 $81.3M 0.17% -172K -15.8% $89.20 +18.1%
113 LVHI LEGG MASON ETF INVT 2,205,917.0 $81.2M 0.17% -224K -9.2% $36.82 +13.0%
114 XBI SPDR SERIES TRUST 635,843.0 $77.5M 0.16% +636K +10000.0% $121.93 +8.9%
115 J P MORGAN EXCHANGE TRADED F 1,522,345.0 $77.0M 0.16% +81K +5.6% $50.59
116 XLI SELECT SECTOR SPDR TR 495,382.0 $76.8M 0.16% -89K -15.2% $155.12 +9.9%
117 VNQ VANGUARD INDEX FDS 861,933.0 $76.3M 0.16% +26K +3.1% $88.49 +9.2%
118 SHV ISHARES TR 686,636.0 $75.6M 0.15% +13K +1.9% $110.15 +0.1%
119 VB VANGUARD INDEX FDS 292,043.0 $75.3M 0.15% +9K +3.0% $257.95 +11.0%
120 IGLB ISHARES TR 1,488,126.0 $75.1M 0.15% $50.45 -2.3%
Page 6 of 169  ·  3,370 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%