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: $50.7M36 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$348K	0.7%Prev: 0.2%	800 SH	Increased
APPLE INC	COM	$357K	0.7%Prev: 0.7%	979 SH	Decreased-2,732 SH
AT&T INC	COM	$345K	0.7%	11,402 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$228K	0.4%	1,275 SH	New
FIDELITY COVINGTON TR	MSCI HLTH CARE I	$219K	0.4%	4,400 SH	New
FIDELITY COVINGTON TR	MSCI RL EST ETF	$581K	1.1%	24,853 SH	New
HOME DEPOT INC	COM	$338K	0.7%Prev: 0.3%	1,350 SH	Decreased
INTEL CORP	COM	$499K	1.0%	8,345 SH	New
INVESCO QQQ TR	UNIT SER 1	$12.4M	24.5%Prev: 20.2%	50,200 SH	Decreased-730 SH
ISHARES INC	CORE MSCI EMKT	$897K	1.8%Prev: 3.0%	18,835 SH	Decreased-49,704 SH
ISHARES TR	CORE 1 5 YR USD	$1.1M	2.3%Prev: 2.9%	22,321 SH	Decreased-69,293 SH
ISHARES TR	CORE DIV GRWTH	$2.1M	4.2%Prev: 4.4%	56,597 SH	Decreased-40,616 SH
ISHARES TR	CORE HIGH DV ETF	$997K	2.0%Prev: 2.5%	12,290 SH	Decreased-19,292 SH
ISHARES TR	CORE MSCI EAFE	$1.2M	2.3%Prev: 3.2%	20,638 SH	Decreased-34,833 SH
ISHARES TR	CORE MSCI EURO	$884K	1.7%Prev: 3.1%	20,676 SH	Decreased-47,439 SH
ISHARES TR	CORE S&P MCP ETF	$3.2M	6.3%Prev: 7.6%	17,993 SH	Decreased-160,553 SH
ISHARES TR	CORE S&P SCP ETF	$2.4M	4.6%Prev: 4.0%	34,428 SH	Decreased-16,554 SH
ISHARES TR	CORE S&P500 ETF	$5.5M	10.9%Prev: 14.6%	17,889 SH	Decreased-15,145 SH
ISHARES TR	CORE US AGGBD ET	$1.3M	2.6%Prev: 2.8%	11,323 SH	Decreased-31,891 SH
ISHARES TR	MRGSTR MD CP GRW	$440K	0.9%Prev: 0.5%	1,500 SH	Decreased-7,500 SH
ISHARES TR	MSCI CHINA ETF	$1.2M	2.4%	18,410 SH	New
ISHARES TR	MSCI KLD400 SOC	$1.0M	2.0%	8,510 SH	New
ISHARES TR	NASDAQ BIOTECH	$205K	0.4%	1,500 SH	New
ISHARES TR	RUSSELL 2000 ETF	$673K	1.3%Prev: 0.7%	4,700 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$1.0M	2.0%Prev: 5.1%	9,437 SH	Decreased-28,123 SH
ISHARES TR	SELECT DIVID ETF	$432K	0.9%Prev: 0.2%	5,356 SH	Increased+3,613 SH
ISHARES TR	SP SMCP600VL ETF	$1.1M	2.2%Prev: 1.5%	9,413 SH	Decreased-10,783 SH
LAM RESEARCH CORP	COM	$715K	1.4%	2,212 SH	New
MICROSOFT CORP	COM	$1.2M	2.4%Prev: 1.8%	5,913 SH	Decreased+152 SH
QUALCOMM INC	COM	$310K	0.6%Prev: 0.4%	3,400 SH	Decreased+200 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.7M	5.3%Prev: 3.2%	10,400 SH	Decreased+200 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.8M	5.6%Prev: 3.3%	9,200 SH	Decreased+1,770 SH
STARBUCKS CORP	COM	$353K	0.7%	4,800 SH	New
UNITEDHEALTH GROUP INC	COM	$295K	0.6%Prev: 0.2%	1,000 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$783K	1.5%Prev: 1.1%	5,000 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$370K	0.7%	6,710 SH	New

Sold (vs prior filing)

ALPHABET INC — $250K
ALPHABET INC — $251K
CHEVRON CORP NEW — $214K
CISCO SYS INC — $208K
FIDELITY COVINGTON TRUST — $327K
GLOBAL X FDS — $259K
GLOBAL X FDS — $863K
INTERNATIONAL BUSINESS — $228K
INVESCO EXCHANGE TRADED FD — $302K
INVESCO EXCHANGE TRADED FD — $766K
ISHARES TR — $246K
ISHARES TR — $2.2M
ISHARES TR — $253K
ISHARES TR — $6.3M
ISHARES TR — $3.1M
JPMORGAN CHASE & CO. — $306K
LAM RESEARCH CORP — $2.2M
LOWES COS INC — $285K
MARATHON PETE CORP — $325K
ORACLE CORP — $312K
… and 2 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