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: $57.7M37 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$392K	0.7%	800 SH	New
ALTRIA GROUP INC	COM	$229K	0.4%	5,915 SH	New
APPLE INC	COM	$500K	0.9%	4,316 SH	New
AT&T INC	COM	$281K	0.5%Prev: 1.1%	9,852 SH	Decreased-1,550 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$271K	0.5%Prev: 0.7%	1,275 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$231K	0.4%	4,400 SH	New
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$876K	1.5%	37,282 SH	New
HOME DEPOT INC	COM	$375K	0.6%Prev: 0.8%	1,350 SH	Increased
INTEL CORP	COM	$432K	0.7%Prev: 1.0%	8,345 SH	Increased+275 SH
INVESCO QQQ TR	UNIT SER 1	$13.9M	24.2%Prev: 23.6%	50,200 SH	Increased
ISHARES INC	CORE MSCI EMKT	$1.1M	1.9%Prev: 1.4%	20,820 SH	Increased+9,288 SH
ISHARES TR	CORE 1 5 YR USD	$1.4M	2.4%Prev: 2.3%	27,136 SH	Increased+8,883 SH
ISHARES TR	CORE DIV GRWTH	$2.5M	4.3%Prev: 3.9%	61,815 SH	Increased+21,407 SH
ISHARES TR	CORE HIGH DV ETF	$1.3M	2.2%Prev: 2.2%	15,634 SH	Increased+6,460 SH
ISHARES TR	CORE MSCI EAFE	$1.6M	2.8%Prev: 1.7%	26,477 SH	Increased+15,442 SH
ISHARES TR	CORE MSCI EURO	$1.1M	2.0%Prev: 1.4%	25,481 SH	Increased+13,637 SH
ISHARES TR	CORE S&P MCP ETF	$3.7M	6.4%Prev: 6.1%	19,864 SH	Increased+7,140 SH
ISHARES TR	CORE S&P SCP ETF	$2.7M	4.7%Prev: 3.3%	38,876 SH	Increased+21,684 SH
ISHARES TR	CORE S&P500 ETF	$6.2M	10.8%Prev: 8.7%	18,533 SH	Increased+6,807 SH
ISHARES TR	CORE US AGGBD ET	$1.4M	2.4%Prev: 2.8%	11,527 SH	Increased+1,562 SH
ISHARES TR	MRGSTR MD CP GRW	$481K	0.8%Prev: 0.9%	1,500 SH	Increased
ISHARES TR	MSCI CHINA ETF	$1.7M	2.9%Prev: 1.7%	22,688 SH	Increased+10,246 SH
ISHARES TR	MSCI KLD400 SOC	$1.1M	1.9%Prev: 2.4%	8,510 SH	Increased
ISHARES TR	NASDAQ BIOTECH	$203K	0.4%	1,500 SH	New
ISHARES TR	RUSSELL 2000 ETF	$704K	1.2%Prev: 3.5%	4,700 SH	Decreased-4,500 SH
ISHARES TR	S&P 500 VAL ETF	$1.1M	1.9%Prev: 2.3%	9,877 SH	Increased+2,254 SH
ISHARES TR	SELECT DIVID ETF	$418K	0.7%Prev: 1.4%	5,124 SH	Decreased-232 SH
ISHARES TR	SP SMCP600VL ETF	$1.2M	2.1%Prev: 2.0%	10,013 SH	Increased+4,544 SH
LAM RESEARCH CORP	COM	$734K	1.3%Prev: 1.3%	2,212 SH	Increased
MICROSOFT CORP	COM	$1.2M	2.2%Prev: 2.0%	5,912 SH	Increased-1 SH
QUALCOMM INC	COM	$377K	0.7%Prev: 0.6%	3,200 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.9M	5.0%	10,400 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.1M	5.3%Prev: 6.8%	9,200 SH	Increased
STARBUCKS CORP	COM	$412K	0.7%Prev: 1.1%	4,800 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$312K	0.5%Prev: 0.5%	1,000 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$852K	1.5%Prev: 1.9%	5,000 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$399K	0.7%Prev: 1.0%	6,710 SH	Decreased

Sold (vs prior filing)

ADOBE INC — $221K
BIOGEN INC — $285K
FIDELITY COVINGTON TR — $549K
SPDR DOW JONES INDL AVRG ETF — $2.8M

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