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: $43.6M34 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$264K	0.6%Prev: 0.2%	800 SH	Decreased
AT&T INC	COM	$446K	1.0%	11,402 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$289K	0.7%	1,275 SH	New
FIDELITY COVINGTON TR	MSCI HLTH CARE I	$219K	0.5%	4,400 SH	New
FIDELITY COVINGTON TR	MSCI RL EST ETF	$548K	1.3%	19,655 SH	New
HOME DEPOT INC	COM	$295K	0.7%Prev: 0.4%	1,350 SH	Decreased
INTEL CORP	COM	$483K	1.1%	8,070 SH	New
INVESCO QQQ TR	UNIT SER 1	$10.7M	24.5%Prev: 20.0%	50,200 SH	Decreased+270 SH
ISHARES INC	CORE MSCI EMKT	$626K	1.4%Prev: 2.9%	11,641 SH	Decreased-55,070 SH
ISHARES TR	CORE 1 5 YR USD	$919K	2.1%Prev: 3.3%	18,237 SH	Decreased-82,640 SH
ISHARES TR	CORE DIV GRWTH	$1.7M	3.9%Prev: 4.5%	40,408 SH	Decreased-58,764 SH
ISHARES TR	CORE HIGH DV ETF	$900K	2.1%Prev: 2.6%	9,174 SH	Decreased-22,237 SH
ISHARES TR	CORE MSCI EAFE	$725K	1.7%Prev: 3.1%	11,115 SH	Decreased-42,708 SH
ISHARES TR	CORE MSCI EURO	$596K	1.4%Prev: 3.0%	11,955 SH	Decreased-54,457 SH
ISHARES TR	CORE S&P MCP ETF	$2.6M	6.0%Prev: 7.7%	12,724 SH	Decreased-164,556 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	3.5%Prev: 4.1%	18,251 SH	Decreased-32,912 SH
ISHARES TR	CORE S&P500 ETF	$3.8M	8.7%Prev: 14.2%	11,710 SH	Decreased-19,954 SH
ISHARES TR	CORE US AGGBD ET	$1.1M	2.6%Prev: 3.1%	9,955 SH	Decreased-36,703 SH
ISHARES TR	MRGSTR MD CP GRW	$394K	0.9%Prev: 0.5%	1,500 SH	Decreased-7,500 SH
ISHARES TR	MSCI CHINA ETF	$794K	1.8%	12,394 SH	New
ISHARES TR	MSCI KLD400 SOC	$1.0M	2.3%	8,510 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.5M	3.5%Prev: 0.8%	9,200 SH	Increased+4,500 SH
ISHARES TR	S&P 500 VAL ETF	$946K	2.2%Prev: 4.9%	7,275 SH	Decreased-28,349 SH
ISHARES TR	SELECT DIVID ETF	$566K	1.3%Prev: 0.2%	5,356 SH	Increased+3,613 SH
ISHARES TR	SP SMCP600VL ETF	$886K	2.0%Prev: 1.5%	5,513 SH	Decreased-15,312 SH
LAM RESEARCH CORP	COM	$647K	1.5%	2,212 SH	New
MICROSOFT CORP	COM	$932K	2.1%Prev: 2.0%	5,913 SH	Decreased+152 SH
QUALCOMM INC	COM	$282K	0.6%Prev: 0.4%	3,200 SH	Decreased
SPDR DOW JONES INDL AVRG ETF	UT SER 1	$3.0M	6.8%	10,400 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.0M	6.8%Prev: 3.3%	9,200 SH	Decreased+1,770 SH
STARBUCKS CORP	COM	$422K	1.0%	4,800 SH	New
UNITEDHEALTH GROUP INC	COM	$294K	0.7%Prev: 0.2%	1,000 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$818K	1.9%Prev: 1.1%	5,000 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$412K	0.9%	6,710 SH	New

Sold (vs prior filing)

APPLE INC — $937K
CHEVRON CORP NEW — $218K
FIDELITY COVINGTON TRUST — $294K
GLOBAL X FDS — $247K
GLOBAL X FDS — $851K
INTERNATIONAL BUSINESS MACHS — $240K
INVESCO EXCHANGE TRADED FD T — $270K
INVESCO EXCHANGE TRADED FD T — $759K
ISHARES TR — $229K
ISHARES TR — $2.5M
ISHARES TR — $217K
ISHARES TR — $5.7M
ISHARES TR — $3.3M
JPMORGAN CHASE & CO. — $300K
LAM RESEARCH CORP — $1.7M
LOWES COS INC — $297K
MARATHON PETE CORP — $385K
ORACLE CORP — $450K
SELECT SECTOR SPDR TR — $270K
SPDR DOW JONES INDL AVERAGE — $4.7M

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