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Portfolio (Quarterly) Guide ↗

Trademark Financial Management, LLC

· CIK 0002011736
13F Portfolio $244M AUM 107 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 37 Added 45 Reduced 9 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PVAL PUTNAM ETF TRUST 274,399.0 $14.0M 5.73% +30K +12.3% $50.95 +6.3%
2 QQQM INVESCO EXCH TRADED FD TR II 42,876.0 $13.0M 5.32% +4K +10.9% $302.97 -2.3%
3 DFIV DIMENSIONAL ETF TRUST 237,066.0 $12.8M 5.25% +39K +19.7% $54.02 +9.1%
4 JCPB J P MORGAN EXCHANGE TRADED F 263,023.0 $12.3M 5.06% +34K +14.7% $46.94 -2.1%
5 SPMO INVESCO EXCH TRADED FD TR II 64,353.0 $10.4M 4.26% +944.0 +1.5% $161.54 -7.3%
6 SPYM SPDR SERIES TRUST 113,887.0 $10.0M 4.10% +16K +16.1% $87.88 +3.2%
7 IDMO INVESCO EXCH TRADED FD TR II 156,389.0 $9.4M 3.86% +20K +14.6% $60.29 +5.3%
8 VFLO VICTORY PORTFOLIOS II 183,185.0 $8.4M 3.43% +121K +195.1% $45.75 +20.9%
9 USTB VICTORY PORTFOLIOS II 131,815.0 $6.7M 2.73% +77K +141.6% $50.62 -0.3%
10 FSMD FIDELITY COVINGTON TRUST 85,635.0 $4.5M 1.85% +22K +35.3% $52.85 -2.6%
11 DBMF LITMAN GREGORY FDS TR 135,356.0 $4.1M 1.70% +111K +450.7% $30.61 +2.7%
12 PXH INVESCO EXCH TRADED FD TR II 113,392.0 $3.2M 1.29% +87K +329.9% $27.88 +8.7%
13 VIG VANGUARD SPECIALIZED FUNDS 10,969.0 $2.6M 1.06% +4K +49.5% $236.63 +2.3%
14 IWF ISHARES TR 20,345.0 $2.5M 1.03% +15K +266.6% $124.17 -0.6%
15 GDX VANECK ETF TRUST 29,902.0 $2.3M 0.92% +2K +6.3% $75.45 +31.6%
16 AVDV AMERICAN CENTY ETF TR 17,137.0 $1.8M 0.72% +3K +22.5% $103.05 +10.4%
17 FWD AB ACTIVE ETFS INC 10,589.0 $1.6M 0.64% +2K +21.9% $148.12 -13.1%
18 AVEM AMERICAN CENTY ETF TR 14,783.0 $1.4M 0.58% +8K +121.3% $96.49 +0.3%
19 MINO PIMCO ETF TR 29,793.0 $1.4M 0.56% +929.0 +3.2% $45.76 -3.6%
20 PWRD TCW ETF TRUST 8,585.0 $1.1M 0.43% +107.0 +1.3% $122.96 -12.6%
Page 1 of 2  ·  37 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 65.3%
Technology 18.5%
Consumer Cyclical 5.8%
Consumer Defensive 4.4%
Industrials 3.7%
Energy 2.3%