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: $69.1M40 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$293K	0.4%Prev: 0.6%	800 SH	Decreased
ALPHABET INC	CAP STK CL A	$523K	0.8%	240 SH	New
ALTRIA GROUP INC	COM	$247K	0.4%Prev: 0.4%	5,915 SH	Decreased
APPLE INC	COM	$590K	0.9%Prev: 0.8%	4,316 SH	Decreased
AT&T INC	COM	$206K	0.3%Prev: 0.4%	9,852 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$348K	0.5%Prev: 0.5%	1,275 SH	Decreased
CHEVRON CORP NEW	COM	$203K	0.3%	1,404 SH	New
EXXON MOBIL CORP	COM	$414K	0.6%Prev: 0.4%	4,838 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$267K	0.4%Prev: 0.4%	4,400 SH	Decreased
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.2M	1.7%Prev: 1.6%	43,737 SH	Decreased+2,524 SH
HOME DEPOT INC	COM	$370K	0.5%Prev: 0.6%	1,350 SH	Decreased
INTEL CORP	COM	$311K	0.5%Prev: 0.6%	8,323 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$14.1M	20.4%Prev: 23.3%	50,200 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$1.2M	1.7%Prev: 1.9%	23,458 SH	Decreased+2,189 SH
ISHARES TR	CORE 1 5 YR USD	$2.3M	3.4%Prev: 2.3%	49,267 SH	Increased+15,083 SH
ISHARES TR	CORE DIV GRWTH	$3.7M	5.3%Prev: 4.3%	77,219 SH	Increased+11,605 SH
ISHARES TR	CORE HIGH DV ETF	$2.2M	3.2%Prev: 2.3%	21,759 SH	Increased+3,684 SH
ISHARES TR	CORE MSCI EAFE	$1.7M	2.5%Prev: 2.6%	29,698 SH	Decreased+2,779 SH
ISHARES TR	CORE MSCI EURO	$1.4M	2.1%Prev: 2.1%	32,107 SH	Decreased+4,193 SH
ISHARES TR	CORE S&P MCP ETF	$5.4M	7.8%Prev: 7.0%	23,925 SH	Increased+4,038 SH
ISHARES TR	CORE S&P SCP ETF	$3.8M	5.5%Prev: 5.9%	41,308 SH	Decreased+1,760 SH
ISHARES TR	CORE S&P500 ETF	$8.0M	11.5%Prev: 10.6%	20,999 SH	Decreased+2,266 SH
ISHARES TR	CORE US AGGBD ET	$1.8M	2.5%Prev: 2.7%	17,238 SH	Decreased-739 SH
ISHARES TR	MRGSTR MD CP GRW	$467K	0.7%Prev: 0.8%	9,000 SH	Decreased
ISHARES TR	MSCI CHINA ETF	$1.3M	1.9%Prev: 2.6%	23,598 SH	Decreased-112 SH
ISHARES TR	MSCI KLD400 SOC	$878K	1.3%Prev: 1.4%	12,216 SH	Decreased-1,079 SH
ISHARES TR	RUSSELL 2000 ETF	$796K	1.2%Prev: 1.4%	4,700 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$1.6M	2.3%Prev: 1.9%	11,546 SH	Increased+1,471 SH
ISHARES TR	SELECT DIVID ETF	$550K	0.8%Prev: 0.8%	4,672 SH	Decreased-255 SH
ISHARES TR	SP SMCP600VL ETF	$2.0M	3.0%Prev: 2.8%	22,912 SH	Decreased+2,321 SH
LAM RESEARCH CORP	COM	$554K	0.8%Prev: 1.1%	1,300 SH	Decreased
LOWES COS INC	COM	$207K	0.3%Prev: 0.3%	1,183 SH	Decreased
MICROSOFT CORP	COM	$1.6M	2.3%Prev: 2.1%	6,248 SH	Increased+400 SH
PFIZER INC	COM	$219K	0.3%	4,177 SH	New
QUALCOMM INC	COM	$537K	0.8%Prev: 0.6%	4,200 SH	Increased+1,000 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.2M	4.6%Prev: 4.7%	10,400 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$2.8M	4.1%Prev: 5.2%	7,430 SH	Decreased-1,770 SH
UNITEDHEALTH GROUP INC	COM	$514K	0.7%Prev: 0.5%	1,000 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$943K	1.4%Prev: 1.5%	5,000 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$341K	0.5%Prev: 0.5%	6,710 SH	Decreased

Sold (vs prior filing)

FACEBOOK INC — $278K
ISHARES TR — $245K

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