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: $78.1M40 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$364K	0.5%Prev: 0.5%	800 SH	Decreased
ALPHABET INC	CAP STK CL A	$389K	0.5%	140 SH	New
ALTRIA GROUP INC	COM	$309K	0.4%Prev: 0.4%	5,915 SH	Increased
APPLE INC	COM	$754K	1.0%Prev: 0.7%	4,316 SH	Increased
AT&T INC	COM	$233K	0.3%Prev: 0.4%	9,852 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$450K	0.6%Prev: 0.5%	1,275 SH	Increased
CHEVRON CORP NEW	COM	$229K	0.3%	1,404 SH	New
EXXON MOBIL CORP	COM	$400K	0.5%Prev: 0.4%	4,838 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$289K	0.4%Prev: 0.4%	4,400 SH	Increased
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.4M	1.8%Prev: 1.6%	42,230 SH	Increased+783 SH
HOME DEPOT INC	COM	$404K	0.5%Prev: 0.6%	1,350 SH	Decreased
INTEL CORP	COM	$412K	0.5%Prev: 0.7%	8,323 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$18.2M	23.3%Prev: 22.4%	50,200 SH	Increased
ISHARES INC	CORE MSCI EMKT	$1.2M	1.6%Prev: 1.9%	22,368 SH	Decreased+921 SH
ISHARES TR	CORE 1 5 YR USD	$2.3M	2.9%Prev: 2.3%	46,776 SH	Increased+14,693 SH
ISHARES TR	CORE DIV GRWTH	$3.6M	4.6%Prev: 4.4%	67,653 SH	Increased+2,338 SH
ISHARES TR	CORE HIGH DV ETF	$2.0M	2.6%Prev: 2.4%	19,026 SH	Increased+817 SH
ISHARES TR	CORE MSCI EAFE	$2.0M	2.5%Prev: 2.7%	28,106 SH	Increased+1,257 SH
ISHARES TR	CORE MSCI EURO	$1.6M	2.0%Prev: 2.1%	29,826 SH	Increased+1,986 SH
ISHARES TR	CORE S&P MCP ETF	$5.6M	7.2%Prev: 7.2%	20,846 SH	Increased+923 SH
ISHARES TR	CORE S&P SCP ETF	$4.3M	5.5%Prev: 6.0%	40,061 SH	Increased+370 SH
ISHARES TR	CORE S&P500 ETF	$9.1M	11.7%Prev: 10.4%	20,130 SH	Increased+1,380 SH
ISHARES TR	CORE US AGGBD ET	$1.8M	2.4%Prev: 2.9%	17,238 SH	Decreased-679 SH
ISHARES TR	MRGSTR MD CP GRW	$579K	0.7%Prev: 0.8%	9,000 SH	Increased+7,500 SH
ISHARES TR	MSCI CHINA ETF	$1.2M	1.6%Prev: 2.7%	23,598 SH	Decreased-72 SH
ISHARES TR	MSCI KLD400 SOC	$1.1M	1.4%Prev: 1.4%	12,216 SH	Increased-1,079 SH
ISHARES TR	RUSSELL 2000 ETF	$965K	1.2%Prev: 1.5%	4,700 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$1.7M	2.2%Prev: 2.0%	10,994 SH	Increased+956 SH
ISHARES TR	SELECT DIVID ETF	$623K	0.8%Prev: 0.8%	4,865 SH	Increased-152 SH
ISHARES TR	SP SMCP600VL ETF	$2.1M	2.7%Prev: 2.9%	20,973 SH	Increased+422 SH
LAM RESEARCH CORP	COM	$699K	0.9%Prev: 1.1%	1,300 SH	Decreased
LOWES COS INC	COM	$239K	0.3%Prev: 0.3%	1,183 SH	Increased
MICROSOFT CORP	COM	$1.8M	2.3%Prev: 1.9%	5,848 SH	Increased
PFIZER INC	COM	$216K	0.3%	4,177 SH	New
QUALCOMM INC	COM	$489K	0.6%Prev: 0.6%	3,200 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.6M	4.6%Prev: 4.8%	10,400 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$3.4M	4.3%Prev: 5.1%	7,430 SH	Decreased-1,770 SH
UNITEDHEALTH GROUP INC	COM	$510K	0.7%Prev: 0.5%	1,000 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	1.5%Prev: 1.4%	5,000 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$342K	0.4%Prev: 0.5%	6,710 SH	Decreased

Sold (vs prior filing)

FACEBOOK INC — $236K
ISHARES TR — $226K

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