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: $71.6M39 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$380K	0.5%	800 SH	New
ALTRIA GROUP INC	COM	$303K	0.4%	5,915 SH	New
APPLE INC	COM	$527K	0.7%	4,316 SH	New
AT&T INC	COM	$298K	0.4%Prev: 0.8%	9,852 SH	Decreased-1,550 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$326K	0.5%Prev: 0.6%	1,275 SH	Increased
EXXON MOBIL CORP	COM	$270K	0.4%	4,838 SH	New
FACEBOOK INC	CL A	$236K	0.3%	800 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$259K	0.4%	4,400 SH	New
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.1M	1.6%	41,447 SH	New
HOME DEPOT INC	COM	$412K	0.6%Prev: 0.6%	1,350 SH	Increased-8 SH
INTEL CORP	COM	$533K	0.7%Prev: 1.1%	8,323 SH	Increased+222 SH
INVESCO QQQ TR	UNIT SER 1	$16.0M	22.4%Prev: 23.8%	50,200 SH	Increased
ISHARES INC	CORE MSCI EMKT	$1.4M	1.9%Prev: 1.8%	21,447 SH	Increased+3,170 SH
ISHARES TR	CORE 1 5 YR USD	$1.6M	2.3%Prev: 2.7%	32,083 SH	Increased+10,711 SH
ISHARES TR	CORE DIV GRWTH	$3.2M	4.4%Prev: 3.9%	65,315 SH	Increased+17,792 SH
ISHARES TR	CORE HIGH DV ETF	$1.7M	2.4%Prev: 1.9%	18,209 SH	Increased+7,353 SH
ISHARES TR	CORE MSCI EAFE	$1.9M	2.7%Prev: 2.5%	26,849 SH	Increased+6,548 SH
ISHARES TR	CORE MSCI EURO	$1.5M	2.1%Prev: 1.9%	27,840 SH	Increased+7,483 SH
ISHARES TR	CORE S&P MCP ETF	$5.2M	7.2%Prev: 6.3%	19,923 SH	Increased+2,448 SH
ISHARES TR	CORE S&P SCP ETF	$4.3M	6.0%Prev: 3.2%	39,691 SH	Increased+16,822 SH
ISHARES TR	CORE S&P500 ETF	$7.5M	10.4%Prev: 10.8%	18,750 SH	Increased+2,069 SH
ISHARES TR	CORE US AGGBD ET	$2.0M	2.9%Prev: 3.2%	17,917 SH	Increased+6,689 SH
ISHARES TR	MRGSTR MD CP GRW	$567K	0.8%Prev: 0.8%	1,500 SH	Increased
ISHARES TR	MSCI CHINA ETF	$1.9M	2.7%Prev: 2.6%	23,670 SH	Increased+5,441 SH
ISHARES TR	MSCI KLD400 SOC	$1.0M	1.4%Prev: 2.1%	13,295 SH	Increased+4,785 SH
ISHARES TR	NASDAQ BIOTECH	$226K	0.3%	1,500 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.0M	1.5%Prev: 2.6%	4,700 SH	Decreased-4,500 SH
ISHARES TR	S&P 500 VAL ETF	$1.4M	2.0%Prev: 2.0%	10,038 SH	Increased+1,721 SH
ISHARES TR	SELECT DIVID ETF	$572K	0.8%Prev: 1.0%	5,017 SH	Increased-339 SH
ISHARES TR	SP SMCP600VL ETF	$2.1M	2.9%Prev: 2.1%	20,551 SH	Increased+12,177 SH
LAM RESEARCH CORP	COM	$774K	1.1%Prev: 1.3%	1,300 SH	Increased-912 SH
LOWES COS INC	COM	$225K	0.3%	1,183 SH	New
MICROSOFT CORP	COM	$1.4M	1.9%Prev: 2.3%	5,848 SH	Increased-65 SH
QUALCOMM INC	COM	$424K	0.6%Prev: 0.5%	3,200 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.4M	4.8%	10,400 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.6M	5.1%Prev: 5.9%	9,200 SH	Increased
UNITEDHEALTH GROUP INC	COM	$372K	0.5%Prev: 0.6%	1,000 SH	Increased-5 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	1.4%Prev: 1.6%	5,000 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$390K	0.5%Prev: 0.9%	6,710 SH	Increased

Sold (vs prior filing)

ADOBE INC — $255K
FIDELITY COVINGTON TR — $507K
SPDR DOW JONES INDL AVRG ETF — $2.3M
STARBUCKS CORP — $316K

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