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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 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 30,642.0 $22.9M 9.40% -6K -15.4% $748.90 +3.3%
2 FRDM EA SERIES TRUST 109,058.0 $8.0M 3.26% -5K -4.5% $72.90 -2.4%
3 VTI VANGUARD INDEX FDS 21,411.0 $7.9M 3.25% -1K -5.7% $370.03 +2.6%
4 QQQ INVESCO QQQ TR Financial Services 6,781.0 $5.0M 2.04% -2K -20.3% $736.40 -2.4%
5 MGV VANGUARD WORLD FD 29,369.0 $4.8M 1.97% -6K -17.0% $163.45 +2.7%
6 J P MORGAN EXCHANGE TRADED F 85,029.0 $4.3M 1.76% -21K -20.0% $50.57
7 ESGV VANGUARD WORLD FD 29,581.0 $3.9M 1.60% -551.0 -1.8% $132.24 +3.3%
8 IAU ISHARES GOLD TR Financial Services 51,059.0 $3.9M 1.58% -5K -9.3% $75.51 +10.4%
9 SMH VANECK ETF TRUST 5,566.0 $3.7M 1.50% -112.0 -2.0% $655.93 -13.6%
10 STIP ISHARES TR 30,900.0 $3.2M 1.29% -3K -7.5% $102.16 -1.3%
11 PYLD PIMCO ETF TR 97,346.0 $2.6M 1.06% -39K -28.6% $26.52 -1.8%
12 AVDE AMERICAN CENTY ETF TR 25,569.0 $2.3M 0.93% -326.0 -1.3% $89.20 +6.0%
13 QUAL ISHARES TR 8,133.0 $1.8M 0.73% -626.0 -7.2% $219.44 +1.4%
14 EVTR MORGAN STANLEY ETF TRUST 33,268.0 $1.7M 0.69% -34K -50.5% $50.71 -1.6%
15 MSFT MICROSOFT CORP Technology 4,423.0 $1.6M 0.68% -422.0 -8.7% $372.98 +34.0%
16 CLOI VANECK ETF TRUST 28,580.0 $1.5M 0.62% -49K -63.2% $52.95 -0.2%
17 COWZ PACER FDS TR 23,355.0 $1.5M 0.59% -12K -34.3% $62.20 +14.6%
18 CGMM CAPITAL GROUP EQUITY ETF TR 40,398.0 $1.3M 0.55% -11K -21.8% $32.97 -0.8%
19 AVUS AMERICAN CENTY ETF TR 8,736.0 $1.1M 0.46% -214.0 -2.4% $128.08 +2.5%
20 AMZN AMAZON COM INC Consumer Cyclical 4,012.0 $956K 0.39% -158.0 -3.8% $238.34 +8.5%
Page 1 of 3  ·  45 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%