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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 15 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GS GOLDMAN SACHS GROUP INC COM Financial Services 61.0 $61K 0.01% NEW $1006.33 +3.3%
282 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 1,207.0 $61K 0.01% NEW $50.84 +4.7%
283 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 1,211.0 $61K 0.01% NEW $50.39 +3.2%
284 PFE PFIZER INC COM Healthcare 2,521.0 $61K 0.01% NEW $24.08 +16.6%
285 IWD ISHARES RUSSELL 1000 VALUE ETF 244.0 $59K 0.01% NEW $242.43 +6.1%
286 PPH VANECK PHARMACEUTICAL ETF 537.0 $59K 0.01% NEW $109.41 +6.6%
287 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 343.0 $58K 0.01% NEW $170.14 -7.7%
288 WFC WELLS FARGO & CO COM Financial Services 705.0 $58K 0.01% NEW $82.69 +1.4%
289 MO ALTRIA GROUP INC COM Consumer Defensive 806.0 $58K 0.01% NEW $71.95 -8.1%
290 ENTERGY CORP NEW COM 500.0 $57K 0.01% NEW $114.86
291 ILMN ILLUMINA INC COM Healthcare 325.0 $57K 0.01% NEW $175.83 +24.8%
292 FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 1,251.0 $57K 0.01% NEW $45.67 +1.9%
293 VFMF VANGUARD U.S. MULTIFACTOR ETF 321.0 $57K 0.01% NEW $176.97 +5.5%
294 ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 547.0 $57K 0.01% NEW $103.65 +2.4%
295 LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF 2,922.0 $55K 0.01% NEW $18.90 -0.4%
296 PCRX PACIRA BIOSCIENCES INC COM Healthcare 2,169.0 $55K 0.01% NEW $25.37 -2.8%
297 SCHM SCHWAB U.S. MID-CAP ETF 1,476.0 $54K 0.01% NEW $36.87 -1.9%
298 NEBIUS GROUP N.V. SHS CLASS A 197.0 $54K 0.01% NEW $276.17
299 VUSB VANGUARD ULTRA-SHORT BOND ETF 1,080.0 $54K 0.01% NEW $49.79 -0.1%
300 VOOG VANGUARD S&P 500 GROWTH ETF 643.0 $53K 0.01% NEW $82.58 +1.1%
Page 15 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%