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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 2 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PXH INVESCO EXCH TRADED FD TR II 113,392.0 $3.2M 1.29% +87K +329.9% $27.88 +8.7%
22 STIP ISHARES TR 30,900.0 $3.2M 1.29% -3K -7.5% $102.16 -1.3%
23 VIG VANGUARD SPECIALIZED FUNDS 10,969.0 $2.6M 1.06% +4K +49.5% $236.63 +2.3%
24 PYLD PIMCO ETF TR 97,346.0 $2.6M 1.06% -39K -28.6% $26.52 -1.8%
25 LVHI LEGG MASON ETF INVT 63,209.0 $2.6M 1.05% NEW $40.59 +5.4%
26 IWF ISHARES TR 20,345.0 $2.5M 1.03% +15K +266.6% $124.17 -0.6%
27 AVDE AMERICAN CENTY ETF TR 25,569.0 $2.3M 0.93% -326.0 -1.3% $89.20 +6.0%
28 GDX VANECK ETF TRUST 29,902.0 $2.3M 0.92% +2K +6.3% $75.45 +31.6%
29 QUAL ISHARES TR 8,133.0 $1.8M 0.73% -626.0 -7.2% $219.44 +1.4%
30 AVDV AMERICAN CENTY ETF TR 17,137.0 $1.8M 0.72% +3K +22.5% $103.05 +10.4%
31 EVTR MORGAN STANLEY ETF TRUST 33,268.0 $1.7M 0.69% -34K -50.5% $50.71 -1.6%
32 MSFT MICROSOFT CORP Technology 4,423.0 $1.6M 0.68% -422.0 -8.7% $372.98 +34.0%
33 FWD AB ACTIVE ETFS INC 10,589.0 $1.6M 0.64% +2K +21.9% $148.12 -13.1%
34 CLOI VANECK ETF TRUST 28,580.0 $1.5M 0.62% -49K -63.2% $52.95 -0.2%
35 COWZ PACER FDS TR 23,355.0 $1.5M 0.59% -12K -34.3% $62.20 +14.6%
36 AVEM AMERICAN CENTY ETF TR 14,783.0 $1.4M 0.58% +8K +121.3% $96.49 +0.3%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,845.0 $1.4M 0.56% $746.57 +3.2%
38 MINO PIMCO ETF TR 29,793.0 $1.4M 0.56% +929.0 +3.2% $45.76 -3.6%
39 CGMM CAPITAL GROUP EQUITY ETF TR 40,398.0 $1.3M 0.55% -11K -21.8% $32.97 -0.8%
40 AVUS AMERICAN CENTY ETF TR 8,736.0 $1.1M 0.46% -214.0 -2.4% $128.08 +2.5%
Page 2 of 6  ·  107 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%