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: $82.7M41 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$454K	0.5%Prev: 0.6%	800 SH	Increased
ALPHABET INC	CAP STK CL A	$406K	0.5%	140 SH	New
ALTRIA GROUP INC	COM	$280K	0.3%Prev: 0.4%	5,915 SH	Increased
APPLE INC	COM	$766K	0.9%Prev: 0.9%	4,316 SH	Increased
AT&T INC	COM	$242K	0.3%Prev: 0.4%	9,852 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$381K	0.5%Prev: 0.4%	1,275 SH	Increased
EXXON MOBIL CORP	COM	$296K	0.4%	4,838 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$302K	0.4%Prev: 0.4%	4,400 SH	Increased
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.5M	1.8%Prev: 1.5%	41,881 SH	Increased+4,045 SH
HOME DEPOT INC	COM	$560K	0.7%Prev: 0.5%	1,350 SH	Increased
INTEL CORP	COM	$429K	0.5%Prev: 0.6%	8,323 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$20.0M	24.2%Prev: 23.8%	50,200 SH	Increased
ISHARES INC	CORE MSCI EMKT	$1.3M	1.6%Prev: 2.0%	21,852 SH	Decreased+733 SH
ISHARES TR	CORE 1 5 YR USD	$2.2M	2.7%Prev: 2.4%	43,680 SH	Increased+13,587 SH
ISHARES TR	CORE DIV GRWTH	$3.7M	4.5%Prev: 4.2%	67,194 SH	Increased+4,657 SH
ISHARES TR	CORE HIGH DV ETF	$1.9M	2.3%Prev: 2.1%	18,727 SH	Increased+2,845 SH
ISHARES TR	CORE MSCI EAFE	$2.0M	2.5%Prev: 2.8%	27,335 SH	Increased+658 SH
ISHARES TR	CORE MSCI EURO	$1.7M	2.0%Prev: 2.0%	28,809 SH	Increased+3,120 SH
ISHARES TR	CORE S&P MCP ETF	$5.8M	7.1%Prev: 6.8%	20,649 SH	Increased+968 SH
ISHARES TR	CORE S&P SCP ETF	$4.6M	5.5%Prev: 5.5%	39,797 SH	Increased+528 SH
ISHARES TR	CORE S&P500 ETF	$9.2M	11.2%Prev: 10.5%	19,378 SH	Increased+878 SH
ISHARES TR	CORE US AGGBD ET	$2.0M	2.4%Prev: 2.1%	17,238 SH	Increased+5,462 SH
ISHARES TR	ISHARES BIOTECH	$229K	0.3%	1,500 SH	New
ISHARES TR	MRGSTR MD CP GRW	$659K	0.8%Prev: 0.9%	9,000 SH	Increased+7,500 SH
ISHARES TR	MSCI CHINA ETF	$1.5M	1.8%Prev: 2.8%	23,598 SH	Decreased+833 SH
ISHARES TR	MSCI KLD400 SOC	$1.1M	1.4%Prev: 1.8%	12,216 SH	Decreased-4,804 SH
ISHARES TR	RUSSELL 2000 ETF	$1.0M	1.3%Prev: 1.4%	4,700 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$1.7M	2.0%Prev: 1.9%	10,675 SH	Increased+765 SH
ISHARES TR	SELECT DIVID ETF	$596K	0.7%Prev: 0.8%	4,865 SH	Increased-344 SH
ISHARES TR	SP SMCP600VL ETF	$2.2M	2.6%Prev: 2.5%	20,784 SH	Increased+476 SH
LAM RESEARCH CORP	COM	$935K	1.1%Prev: 1.6%	1,300 SH	Decreased-912 SH
LOWES COS INC	COM	$306K	0.4%	1,183 SH	New
META PLATFORMS INC	CL A	$269K	0.3%	800 SH	New
MICROSOFT CORP	COM	$2.0M	2.4%Prev: 2.0%	5,848 SH	Increased
PFIZER INC	COM	$247K	0.3%	4,177 SH	New
QUALCOMM INC	COM	$585K	0.7%Prev: 0.7%	3,200 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.8M	4.6%Prev: 4.8%	10,400 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$3.5M	4.3%Prev: 5.2%	7,430 SH	Increased-1,770 SH
UNITEDHEALTH GROUP INC	COM	$502K	0.6%Prev: 0.5%	1,000 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	1.5%Prev: 1.5%	5,000 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$349K	0.4%Prev: 0.6%	6,710 SH	Decreased

Sold (vs prior filing)

ISHARES TR — $227K
STARBUCKS CORP — $514K

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