AtlasMark Financial, Inc

CIK 0002127120 • 23 13F filings • Apr 22, 2026 – Aug 17, 2026

Import this data to Google Sheets with:

=jivedata("atlasmark-financial-inc-0002127120-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $74.8M39 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$461K	0.6%Prev: 0.7%	800 SH	Increased
ALTRIA GROUP INC	COM	$269K	0.4%Prev: 0.4%	5,915 SH	Increased
APPLE INC	COM	$611K	0.8%Prev: 0.9%	4,316 SH	Increased
AT&T INC	COM	$266K	0.4%Prev: 0.5%	9,852 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$348K	0.5%Prev: 0.5%	1,275 SH	Increased
EXXON MOBIL CORP	COM	$285K	0.4%	4,838 SH	New
FACEBOOK INC	CL A	$272K	0.4%	800 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$281K	0.4%Prev: 0.4%	4,400 SH	Increased
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.3M	1.7%Prev: 1.5%	41,510 SH	Increased+4,228 SH
HOME DEPOT INC	COM	$443K	0.6%Prev: 0.6%	1,350 SH	Increased
INTEL CORP	COM	$443K	0.6%Prev: 0.7%	8,323 SH	Increased-22 SH
INVESCO QQQ TR	UNIT SER 1	$18.0M	24.0%Prev: 24.2%	50,200 SH	Increased
ISHARES INC	CORE MSCI EMKT	$1.3M	1.8%Prev: 1.9%	21,397 SH	Increased+577 SH
ISHARES TR	CORE 1 5 YR USD	$1.8M	2.5%Prev: 2.4%	36,062 SH	Increased+8,926 SH
ISHARES TR	CORE DIV GRWTH	$3.3M	4.4%Prev: 4.3%	65,993 SH	Increased+4,178 SH
ISHARES TR	CORE HIGH DV ETF	$1.7M	2.3%Prev: 2.2%	18,194 SH	Increased+2,560 SH
ISHARES TR	CORE MSCI EAFE	$2.0M	2.7%Prev: 2.8%	27,089 SH	Increased+612 SH
ISHARES TR	CORE MSCI EURO	$1.6M	2.1%Prev: 2.0%	28,192 SH	Increased+2,711 SH
ISHARES TR	CORE S&P MCP ETF	$5.3M	7.0%Prev: 6.4%	20,016 SH	Increased+152 SH
ISHARES TR	CORE S&P SCP ETF	$4.3M	5.8%Prev: 4.7%	39,560 SH	Increased+684 SH
ISHARES TR	CORE S&P500 ETF	$8.1M	10.9%Prev: 10.8%	18,892 SH	Increased+359 SH
ISHARES TR	CORE US AGGBD ET	$2.1M	2.8%Prev: 2.4%	17,977 SH	Increased+6,450 SH
ISHARES TR	ISHARES BIOTECH	$243K	0.3%	1,500 SH	New
ISHARES TR	MRGSTR MD CP GRW	$620K	0.8%Prev: 0.8%	9,000 SH	Increased+7,500 SH
ISHARES TR	MSCI CHINA ETF	$1.6M	2.1%Prev: 2.9%	23,598 SH	Decreased+910 SH
ISHARES TR	MSCI KLD400 SOC	$1.1M	1.5%Prev: 1.9%	13,295 SH	Increased+4,785 SH
ISHARES TR	RUSSELL 2000 ETF	$1.0M	1.4%Prev: 1.2%	4,700 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$1.5M	2.0%Prev: 1.9%	10,207 SH	Increased+330 SH
ISHARES TR	SELECT DIVID ETF	$561K	0.7%Prev: 0.7%	4,891 SH	Increased-233 SH
ISHARES TR	SP SMCP600VL ETF	$2.1M	2.8%Prev: 2.1%	20,687 SH	Increased+10,674 SH
LAM RESEARCH CORP	COM	$740K	1.0%Prev: 1.3%	1,300 SH	Increased-912 SH
LOWES COS INC	COM	$240K	0.3%	1,183 SH	New
MICROSOFT CORP	COM	$1.6M	2.2%Prev: 2.2%	5,848 SH	Increased-64 SH
QUALCOMM INC	COM	$413K	0.6%Prev: 0.7%	3,200 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.5M	4.7%Prev: 5.0%	10,400 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$3.2M	4.3%Prev: 5.3%	7,430 SH	Increased-1,770 SH
UNITEDHEALTH GROUP INC	COM	$391K	0.5%Prev: 0.5%	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	$362K	0.5%Prev: 0.7%	6,710 SH	Decreased

Sold (vs prior filing)

ISHARES TR — $203K
STARBUCKS CORP — $412K

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