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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 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJR ISHARES TR 2,812.0 $417K 0.17% -152.0 -5.1% $148.29 -2.0%
82 JPIB J P MORGAN EXCHANGE TRADED F 8,401.0 $406K 0.17% NEW $48.35 -1.5%
83 BLUEROCK PVT REAL ESTATE FD 29,830.0 $388K 0.16% -20K -39.9% $13.01
84 VB VANGUARD INDEX FDS 1,255.0 $380K 0.16% -67.0 -5.1% $303.03 -1.0%
85 ROK ROCKWELL AUTOMATION INC Industrials 768.0 $380K 0.16% -35.0 -4.4% $495.08 -12.4%
86 XOM EXXON MOBIL CORP Energy 2,764.0 $378K 0.15% -101.0 -3.5% $136.72 +16.6%
87 ESGU ISHARES TR 2,290.0 $375K 0.15% $163.67 +3.1%
88 FYLD CAMBRIA ETF TR 9,908.0 $362K 0.15% NEW $36.49 +12.9%
89 IJH ISHARES TR 4,356.0 $336K 0.14% -126.0 -2.8% $77.11 -1.6%
90 HYEM VANECK ETF TRUST 16,680.0 $335K 0.14% -16K -48.4% $20.11 -0.7%
91 J P MORGAN EXCHANGE TRADED F 5,060.0 $304K 0.12% +1K +31.3% $60.16
92 HFXI NEW YORK LIFE INVESTMENTS ET 7,742.0 $295K 0.12% -69.0 -0.9% $38.09 +0.8%
93 DFSU DIMENSIONAL ETF TRUST 5,603.0 $261K 0.11% $46.63 +3.8%
94 AVSE AMERICAN CENTY ETF TR 3,070.0 $251K 0.10% $81.84 -0.7%
95 AIS TIDAL TRUST III 2,925.0 $250K 0.10% NEW $85.31 -17.6%
96 XES SPDR SERIES TRUST 2,160.0 $242K 0.10% -43.0 -1.9% $112.08 +9.2%
97 USMV ISHARES TR 2,480.0 $239K 0.10% -718.0 -22.4% $96.45 +4.5%
98 DFUV DIMENSIONAL ETF TRUST 4,280.0 $235K 0.10% $55.01 +4.7%
99 CAT CATERPILLAR INC Industrials 219.0 $233K 0.10% NEW $1064.90 -23.6%
100 SCHP SCHWAB STRATEGIC TR 8,531.0 $226K 0.09% NEW $26.50 -2.5%
Page 5 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%