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Portfolio (Quarterly) Guide ↗

Tidemark, LLC

· CIK 0002009591
13F Portfolio $444M AUM 935 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 935 New
Page 6 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2,458.0 $404K 0.09% NEW $164.27 +2.3%
102 REGN REGENERON PHARMACEUTICALS COM Healthcare 646.0 $403K 0.09% NEW $623.07 +33.9%
103 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 7,057.0 $360K 0.08% NEW $51.00 -0.1%
104 GILD GILEAD SCIENCES INC COM Healthcare 2,845.0 $359K 0.08% NEW $126.33 +15.7%
105 DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 8,295.0 $354K 0.08% NEW $42.72 +4.4%
106 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,034.0 $354K 0.08% NEW $116.67 +54.2%
107 EXXONMOBIL HOLDINGS CORP COM SHS 2,493.0 $341K 0.08% NEW $136.71
108 IUSG ISHARES CORE S&P U.S. GROWTH ETF 1,802.0 $339K 0.08% NEW $188.09 +0.9%
109 PKW INVESCO BUYBACK ACHIEVERS ETF 2,385.0 $338K 0.08% NEW $141.68 +6.6%
110 FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 2,330.0 $336K 0.08% NEW $144.30 -0.4%
111 UNP UNION PAC CORP COM Industrials 1,216.0 $331K 0.07% NEW $272.00 +13.3%
112 USRT ISHARES CORE U.S. REIT ETF 4,926.0 $327K 0.07% NEW $66.45 +1.0%
113 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 5,468.0 $327K 0.07% NEW $59.74 +0.2%
114 MA MASTERCARD INCORPORATED CL A Financial Services 635.0 $326K 0.07% NEW $513.38 +13.1%
115 PRF INVESCO RAFI US 1000 ETF 5,900.0 $319K 0.07% NEW $54.03 +3.8%
116 DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 5,795.0 $314K 0.07% NEW $54.11 +8.9%
117 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 1,282.0 $311K 0.07% NEW $242.43 -2.1%
118 FDVV FIDELITY HIGH DIVIDEND ETF 5,125.0 $309K 0.07% NEW $60.29 +4.7%
119 FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 3,169.0 $307K 0.07% NEW $96.81 +7.2%
120 FLOT ISHARES FLOATING RATE BOND ETF 5,848.0 $299K 0.07% NEW $51.05 -0.1%
Page 6 of 47  ·  935 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
Financial Services 31.1%
Technology 29.7%
Consumer Cyclical 12.5%
Industrials 8.7%
Healthcare 6.2%
Communication Services 4.3%
Energy 2.6%
Consumer Defensive 2.2%
Utilities 1.5%
Real Estate 1.1%