AtlasMark Financial, Inc

CIK 0002127120 • 23 13F filings • Apr 22, 2026 – Aug 17, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2021

Q4 2020

Q4 2019

TechnologyHealthcareConsumer DiscretionaryFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $40.1M34 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$221K	0.6%	800 SH	New
AT&T INC	COM	$431K	1.1%	11,402 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$265K	0.7%	1,275 SH	New
BIOGEN INC	COM	$285K	0.7%	1,222 SH	New
FIDELITY COVINGTON TR	MSCI RL EST ETF	$549K	1.4%	19,680 SH	New
HOME DEPOT INC	COM	$313K	0.8%Prev: 0.2%	1,350 SH	Decreased
INTEL CORP	COM	$416K	1.0%	8,070 SH	New
INVESCO QQQ TR	UNIT SER 1	$9.5M	23.6%Prev: 18.5%	50,200 SH	Decreased-730 SH
ISHARES INC	CORE MSCI EMKT	$565K	1.4%Prev: 3.3%	11,532 SH	Decreased-68,236 SH
ISHARES TR	CORE 1 5 YR USD	$922K	2.3%Prev: 2.7%	18,253 SH	Decreased-97,149 SH
ISHARES TR	CORE DIV GRWTH	$1.6M	3.9%Prev: 4.0%	40,408 SH	Decreased-66,456 SH
ISHARES TR	CORE HIGH DV ETF	$864K	2.2%Prev: 2.5%	9,174 SH	Decreased-177,377 SH
ISHARES TR	CORE MSCI EAFE	$674K	1.7%Prev: 3.3%	11,035 SH	Decreased-58,631 SH
ISHARES TR	CORE MSCI EURO	$542K	1.4%Prev: 3.2%	11,844 SH	Decreased-74,745 SH
ISHARES TR	CORE S&P MCP ETF	$2.5M	6.1%Prev: 8.1%	12,724 SH	Decreased-200,250 SH
ISHARES TR	CORE S&P SCP ETF	$1.3M	3.3%Prev: 4.4%	17,192 SH	Decreased-43,370 SH
ISHARES TR	CORE S&P500 ETF	$3.5M	8.7%Prev: 15.3%	11,726 SH	Decreased-29,702 SH
ISHARES TR	CORE US AGGBD ET	$1.1M	2.8%Prev: 2.7%	9,965 SH	Decreased-45,552 SH
ISHARES TR	MRGSTR MD CP GRW	$365K	0.9%Prev: 0.4%	1,500 SH	Decreased-7,500 SH
ISHARES TR	MSCI CHINA ETF	$698K	1.7%	12,442 SH	New
ISHARES TR	MSCI KLD400 SOC	$944K	2.4%	8,510 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.4M	3.5%Prev: 0.7%	9,200 SH	Decreased+4,500 SH
ISHARES TR	S&P 500 VAL ETF	$908K	2.3%Prev: 6.0%	7,623 SH	Decreased-45,890 SH
ISHARES TR	SELECT DIVID ETF	$546K	1.4%Prev: 0.1%	5,356 SH	Increased+3,685 SH
ISHARES TR	SP SMCP600VL ETF	$821K	2.0%Prev: 1.3%	5,469 SH	Decreased-13,891 SH
LAM RESEARCH CORP	COM	$511K	1.3%	2,212 SH	New
MICROSOFT CORP	COM	$822K	2.0%Prev: 1.1%	5,913 SH	Decreased+152 SH
QUALCOMM INC	COM	$244K	0.6%Prev: 0.3%	3,200 SH	Decreased
SPDR DOW JONES INDL AVRG ETF	UT SER 1	$2.8M	7.0%	10,400 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.7M	6.8%	9,200 SH	New
STARBUCKS CORP	COM	$424K	1.1%	4,800 SH	New
UNITEDHEALTH GROUP INC	COM	$217K	0.5%Prev: 0.2%	1,000 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$755K	1.9%Prev: 0.9%	5,000 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$405K	1.0%	6,710 SH	New

Sold (vs prior filing)

ALPHABET INC — $286K
ALPHABET INC — $283K
APPLE INC — $1.3M
CHEVRON CORPORATION — $233K
CISCO SYS INC — $317K
ENTERPRISE PRODS PARTNERS L — $201K
ETF SER SOLUTIONS — $211K
FIDELITY COVINGTON TRUST — $340K
GLOBAL X FDS — $338K
GLOBAL X FDS — $929K
INVESCO EXCHANGE TRADED FD T — $533K
INVESCO EXCHANGE TRADED FD T — $851K
ISHARES TR — $393K
ISHARES TR — $1.8M
ISHARES TR — $11.5M
ISHARES TR — $2.9M
JPMORGAN CHASE & CO — $311K
LAM RESEARCH CORP — $5.6M
LOWES COS INC — $220K
MARATHON PETE CORP — $511K
… and 7 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001214659-26-012802	—	View
Apr 22, 2026	Q4 2025	13F-HR	0001214659-26-004945	$154.8M	View
Apr 22, 2026	Q4 2024