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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 12 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 1,545.0 $103K 0.02% NEW $66.60 -1.8%
222 WMT WALMART INC COM Consumer Defensive 879.0 $100K 0.02% NEW $113.26 -8.4%
223 VWO VANGUARD FTSE EMERGING MARKETS ETF 1,662.0 $99K 0.02% NEW $59.69 +1.3%
224 DIS DISNEY WALT CO COM Communication Services 1,026.0 $99K 0.02% NEW $96.25 +12.0%
225 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 5,593.0 $97K 0.02% NEW $17.35 -2.2%
226 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 1,046.0 $95K 0.02% NEW $90.77 +2.4%
227 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 939.0 $95K 0.02% NEW $100.68 -0.0%
228 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 953.0 $94K 0.02% NEW $98.20 +7.2%
229 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 2,919.0 $91K 0.02% NEW $31.10 +4.6%
230 EFG ISHARES MSCI EAFE GROWTH ETF 728.0 $91K 0.02% NEW $124.42 +1.0%
231 XBAP INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL 2,098.0 $88K 0.02% NEW $41.95 +1.6%
232 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 873.0 $88K 0.02% NEW $100.35 -3.7%
233 SYK STRYKER CORPORATION COM Healthcare 277.0 $87K 0.02% NEW $314.58 +4.7%
234 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 1,896.0 $86K 0.02% NEW $45.52 +31.0%
235 EEM ISHARES MSCI EMERGING MARKETS ETF 1,259.0 $86K 0.02% NEW $68.41 -1.9%
236 DXCM DEXCOM INC COM Healthcare 1,272.0 $86K 0.02% NEW $67.35 +37.1%
237 NOW SERVICENOW INC COM Technology 840.0 $83K 0.02% NEW $99.28 +29.4%
238 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 2,395.0 $83K 0.02% NEW $34.67 -2.6%
239 ABBV ABBVIE INC COM Healthcare 330.0 $83K 0.02% NEW $251.31 +5.5%
240 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 696.0 $83K 0.02% NEW $119.13 -2.6%
Page 12 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%