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Portfolio (Quarterly) Guide ↗

Trademark Financial Management, LLC

· CIK 0002011736
13F Portfolio $204M AUM 102 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 52 Added 31 Reduced 7 Exited
Page 2 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USTB VICTORY PORTFOLIOS II 54,566.0 $2.8M 1.35% +14K +32.9% $50.58 +0.1%
22 GDX VANECK ETF TRUST 28,133.0 $2.6M 1.26% +7K +34.5% $91.77 -5.1%
23 VFLO VICTORY PORTFOLIOS II 62,074.0 $2.5M 1.20% +11K +20.8% $39.48 +13.8%
24 IWF ISHARES TR 5,549.0 $2.4M 1.16% +528.0 +10.5% $426.42 -70.2%
25 COWZ PACER FDS TR 35,534.0 $2.2M 1.09% +752.0 +2.2% $62.56 +3.3%
26 AVDE AMERICAN CENTY ETF TR 25,895.0 $2.2M 1.08% +12K +88.4% $84.84 +7.7%
27 SMH VANECK ETF TRUST 5,678.0 $2.2M 1.07% +4K +220.1% $383.42 +56.5%
28 MSFT MICROSOFT CORP Technology 4,845.0 $1.8M 0.88% +793.0 +19.6% $370.21 +15.3%
29 QUAL ISHARES TR 8,759.0 $1.7M 0.82% +576.0 +7.0% $191.81 +12.5%
30 VIG VANGUARD SPECIALIZED FUNDS 7,337.0 $1.6M 0.77% +2K +41.5% $215.06 +8.8%
31 USRT ISHARES TR 26,656.0 $1.6M 0.77% NEW $59.19 +10.5%
32 CGMM CAPITAL GROUP EQUITY ETF TR 51,685.0 $1.5M 0.74% +33K +180.6% $29.36 +8.2%
33 AVDV AMERICAN CENTY ETF TR 13,985.0 $1.4M 0.68% +1K +7.8% $99.86 +9.8%
34 MINO PIMCO ETF TR 28,864.0 $1.3M 0.64% +5K +23.1% $45.17 +0.6%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,850.0 $1.2M 0.59% $650.47 +16.0%
36 AVUS AMERICAN CENTY ETF TR 8,950.0 $995K 0.49% +147.0 +1.7% $111.17 +14.6%
37 FWD AB ACTIVE ETFS INC 8,686.0 $943K 0.46% +4K +89.3% $108.56 +30.3%
38 AMZN AMAZON COM INC Consumer Cyclical 4,170.0 $868K 0.42% -215.0 -4.9% $208.27 +31.5%
39 UBND VICTORY PORTFOLIOS II 38,635.0 $841K 0.41% NEW $21.78 -0.4%
40 PWRD TCW ETF TRUST 8,478.0 $829K 0.41% +172.0 +2.1% $97.77 +15.5%
Page 2 of 6  ·  102 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 68.4%
Technology 17.4%
Consumer Cyclical 5.1%
Consumer Defensive 4.6%
Energy 2.9%
Industrials 1.7%