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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 1 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FBND FIDELITY TOTAL BOND ETF 497,628.0 $22.6M 5.10% NEW $45.49 -1.3%
2 FLXR TCW FLEXIBLE INCOME ETF 573,540.0 $22.5M 5.06% NEW $39.21 -0.7%
3 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 260,567.0 $21.1M 4.75% NEW $81.06 +1.1%
4 AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF 413,985.0 $20.2M 4.55% NEW $48.86 +6.5%
5 SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 688,159.0 $19.5M 4.40% NEW $28.39 -1.1%
6 WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 432,433.0 $17.7M 3.98% NEW $40.85 +2.6%
7 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 196,696.0 $17.3M 3.89% NEW $87.88 +2.6%
8 BUFR FT VEST LADDERED BUFFER ETF 470,162.0 $17.2M 3.87% NEW $36.53 +2.1%
9 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 703,013.0 $15.7M 3.53% NEW $22.31 -1.6%
10 LALT FIRST TRUST MULTI-STRATEGY ALTERNATIVE ETF 630,529.0 $15.2M 3.41% NEW $24.03 +2.0%
11 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 95,613.0 $11.4M 2.56% NEW $118.99 +1.0%
12 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 202,869.0 $10.7M 2.41% NEW $52.72 -16.0%
13 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 174,610.0 $10.5M 2.37% NEW $60.29 +4.3%
14 DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND 187,217.0 $8.6M 1.95% NEW $46.18 +2.6%
15 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 63,294.0 $8.4M 1.90% NEW $133.25 -13.5%
16 SPMO INVESCO S&P 500 MOMENTUM ETF 52,096.0 $8.4M 1.90% NEW $161.54 -7.9%
17 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 104,713.0 $8.3M 1.87% NEW $79.42 +15.0%
18 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 150,538.0 $7.9M 1.77% NEW $52.34 -0.6%
19 LGOV FIRST TRUST LONG DURATION OPPORTUNITIES ETF 350,699.0 $7.5M 1.69% NEW $21.40 -2.8%
20 PBTP INVESCO 0-5 YR US TIPS ETF 272,095.0 $7.0M 1.57% NEW $25.65 +0.4%
Page 1 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%