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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 11 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BIIB BIOGEN INC COM Healthcare 593.0 $128K 0.03% NEW $216.06 +0.3%
202 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,021.0 $127K 0.03% NEW $124.16 -1.4%
203 TIP ISHARES TIPS BOND ETF 1,127.0 $123K 0.03% NEW $109.43 -2.1%
204 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 1,272.0 $123K 0.03% NEW $96.52 -2.4%
205 IBM INTERNATIONAL BUSINESS MACHS COM Technology 430.0 $121K 0.03% NEW $281.50 -16.3%
206 CSCO CISCO SYS INC COM Technology 1,025.0 $120K 0.03% NEW $117.41 -5.4%
207 PFFD GLOBAL X U.S. PREFERRED ETF 6,425.0 $120K 0.03% NEW $18.69 -1.6%
208 RTX RTX CORPORATION COM Industrials 629.0 $119K 0.03% NEW $189.79 +10.6%
209 EFA ISHARES MSCI EAFE ETF 1,148.0 $119K 0.03% NEW $103.88 +4.2%
210 FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 952.0 $117K 0.03% NEW $122.40 +10.5%
211 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 2,064.0 $115K 0.03% NEW $55.77 +0.2%
212 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 820.0 $112K 0.03% NEW $136.68 +1.3%
213 BND VANGUARD TOTAL BOND MARKET ETF 1,515.0 $111K 0.03% NEW $73.41 -1.6%
214 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 3,278.0 $111K 0.03% NEW $33.84 +4.4%
215 HD HOME DEPOT INC COM Consumer Cyclical 309.0 $109K 0.03% NEW $352.83 -4.9%
216 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 995.0 $109K 0.02% NEW $109.11 +1.2%
217 VUG VANGUARD GROWTH ETF 1,251.0 $108K 0.02% NEW $86.13 +1.6%
218 FTCS FIRST TRUST CAPITAL STRENGTH ETF 1,146.0 $108K 0.02% NEW $93.95 +8.1%
219 SIL GLOBAL X SILVER MINERS ETF 1,360.0 $105K 0.02% NEW $77.46 +28.5%
220 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 2,055.0 $103K 0.02% NEW $50.23 -0.9%
Page 11 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%