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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 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PWRD TCW ETF TRUST 8,585.0 $1.1M 0.43% +107.0 +1.3% $122.96 -12.6%
42 CGMS CAPITAL GRP FIXED INCM ETF T 37,998.0 $1.0M 0.42% +26K +224.8% $27.33 -1.2%
43 CSHI NEOS ETF TRUST 20,212.0 $1.0M 0.41% NEW $49.81 -0.1%
44 AMZN AMAZON COM INC Consumer Cyclical 4,012.0 $956K 0.39% -158.0 -3.8% $238.34 +8.5%
45 QGRW WISDOMTREE TR 14,310.0 $945K 0.39% -98.0 -0.7% $66.03 +2.4%
46 DFUS DIMENSIONAL ETF TRUST 11,500.0 $942K 0.39% $81.94 +2.6%
47 HYGH ISHARES U S ETF TR 10,526.0 $912K 0.37% +7K +194.2% $86.61 -0.2%
48 UBND VICTORY PORTFOLIOS II 40,429.0 $878K 0.36% +2K +4.6% $21.73 -1.7%
49 BKDV BNY MELLON ETF TRUST II 25,118.0 $841K 0.34% +8K +48.3% $33.49 +3.9%
50 OEF ISHARES TR 2,251.0 $824K 0.34% -242.0 -9.7% $365.87 +4.5%
51 AVSD AMERICAN CENTY ETF TR 10,304.0 $823K 0.34% $79.88 +4.5%
52 GVAL CAMBRIA ETF TR 22,124.0 $797K 0.33% +2K +9.5% $36.02 +9.2%
53 FBND FIDELITY MERRIMACK STR TR 17,223.0 $783K 0.32% +604.0 +3.6% $45.49 -1.7%
54 DFSI DIMENSIONAL ETF TRUST 16,597.0 $749K 0.31% $45.10 +5.1%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 766.0 $717K 0.29% -12.0 -1.5% $936.03 -2.2%
56 MOAT VANECK ETF TRUST 6,816.0 $709K 0.29% -1K -15.4% $103.96 +7.5%
57 IWY ISHARES TR 2,437.0 $708K 0.29% +1K +134.1% $290.62 -0.5%
58 AAPL APPLE INC Technology 2,442.0 $707K 0.29% $289.37 +10.6%
59 NVDA NVIDIA CORPORATION Technology 3,446.0 $690K 0.28% +284.0 +9.0% $200.09 +15.1%
60 USRT ISHARES TR 10,195.0 $677K 0.28% -16K -61.8% $66.45 -1.7%
Page 3 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%