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: $76.3M39 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$469K	0.6%	800 SH	New
ALTRIA GROUP INC	COM	$282K	0.4%	5,915 SH	New
APPLE INC	COM	$591K	0.8%Prev: 0.7%	4,316 SH	Increased+3,337 SH
AT&T INC	COM	$284K	0.4%Prev: 0.7%	9,852 SH	Decreased-1,550 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$354K	0.5%Prev: 0.4%	1,275 SH	Increased
EXXON MOBIL CORP	COM	$305K	0.4%	4,838 SH	New
FACEBOOK INC	CL A	$278K	0.4%	800 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$280K	0.4%	4,400 SH	New
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.3M	1.6%	41,213 SH	New
HOME DEPOT INC	COM	$431K	0.6%Prev: 0.7%	1,350 SH	Increased
INTEL CORP	COM	$467K	0.6%Prev: 1.0%	8,323 SH	Decreased-22 SH
INVESCO QQQ TR	UNIT SER 1	$17.8M	23.3%Prev: 24.5%	50,200 SH	Increased
ISHARES INC	CORE MSCI EMKT	$1.4M	1.9%Prev: 1.8%	21,269 SH	Increased+2,434 SH
ISHARES TR	CORE 1 5 YR USD	$1.8M	2.3%Prev: 2.3%	34,184 SH	Increased+11,863 SH
ISHARES TR	CORE DIV GRWTH	$3.3M	4.3%Prev: 4.2%	65,614 SH	Increased+9,017 SH
ISHARES TR	CORE HIGH DV ETF	$1.7M	2.3%Prev: 2.0%	18,075 SH	Increased+5,785 SH
ISHARES TR	CORE MSCI EAFE	$2.0M	2.6%Prev: 2.3%	26,919 SH	Increased+6,281 SH
ISHARES TR	CORE MSCI EURO	$1.6M	2.1%Prev: 1.7%	27,914 SH	Increased+7,238 SH
ISHARES TR	CORE S&P MCP ETF	$5.3M	7.0%Prev: 6.3%	19,887 SH	Increased+1,894 SH
ISHARES TR	CORE S&P SCP ETF	$4.5M	5.9%Prev: 4.6%	39,548 SH	Increased+5,120 SH
ISHARES TR	CORE S&P500 ETF	$8.1M	10.6%Prev: 10.9%	18,733 SH	Increased+844 SH
ISHARES TR	CORE US AGGBD ET	$2.1M	2.7%Prev: 2.6%	17,977 SH	Increased+6,654 SH
ISHARES TR	ISHARES BIOTECH	$245K	0.3%	1,500 SH	New
ISHARES TR	MRGSTR MD CP GRW	$620K	0.8%Prev: 0.9%	9,000 SH	Increased+7,500 SH
ISHARES TR	MSCI CHINA ETF	$2.0M	2.6%Prev: 2.4%	23,710 SH	Increased+5,300 SH
ISHARES TR	MSCI KLD400 SOC	$1.1M	1.4%Prev: 2.0%	13,295 SH	Increased+4,785 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	1.4%Prev: 1.3%	4,700 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$1.5M	1.9%Prev: 2.0%	10,075 SH	Increased+638 SH
ISHARES TR	SELECT DIVID ETF	$575K	0.8%Prev: 0.9%	4,927 SH	Increased-429 SH
ISHARES TR	SP SMCP600VL ETF	$2.2M	2.8%Prev: 2.2%	20,591 SH	Increased+11,178 SH
LAM RESEARCH CORP	COM	$846K	1.1%Prev: 1.4%	1,300 SH	Increased-912 SH
LOWES COS INC	COM	$229K	0.3%	1,183 SH	New
MICROSOFT CORP	COM	$1.6M	2.1%Prev: 2.4%	5,848 SH	Increased-65 SH
QUALCOMM INC	COM	$457K	0.6%Prev: 0.6%	3,200 SH	Increased-200 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.6M	4.7%Prev: 5.3%	10,400 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$3.9M	5.2%Prev: 5.6%	9,200 SH	Increased
UNITEDHEALTH GROUP INC	COM	$400K	0.5%Prev: 0.6%	1,000 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	1.5%Prev: 1.5%	5,000 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$376K	0.5%Prev: 0.7%	6,710 SH	Increased

Sold (vs prior filing)

ADOBE INC — $348K
FIDELITY COVINGTON TR — $219K
FIDELITY COVINGTON TR — $581K
ISHARES TR — $205K
STARBUCKS CORP — $353K

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