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: $66.8M38 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$220K	0.3%Prev: 0.6%	800 SH	Decreased
ALPHABET INC	CAP STK CL A	$459K	0.7%	4,800 SH	New
ALTRIA GROUP INC	COM	$239K	0.4%Prev: 0.4%	5,915 SH	Decreased
APPLE INC	COM	$596K	0.9%Prev: 0.8%	4,316 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$340K	0.5%Prev: 0.5%	1,275 SH	Decreased
CHEVRON CORP NEW	COM	$202K	0.3%	1,404 SH	New
EXXON MOBIL CORP	COM	$422K	0.6%Prev: 0.4%	4,838 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$254K	0.4%Prev: 0.4%	4,400 SH	Decreased
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.1M	1.6%Prev: 1.7%	44,795 SH	Decreased+3,285 SH
HOME DEPOT INC	COM	$373K	0.6%Prev: 0.6%	1,350 SH	Decreased
INTEL CORP	COM	$214K	0.3%Prev: 0.6%	8,323 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$13.4M	20.1%Prev: 24.0%	50,200 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$1.1M	1.6%Prev: 1.8%	25,146 SH	Decreased+3,749 SH
ISHARES TR	CORE 1 5 YR USD	$2.4M	3.6%Prev: 2.5%	51,551 SH	Increased+15,489 SH
ISHARES TR	CORE DIV GRWTH	$3.7M	5.6%Prev: 4.4%	84,218 SH	Increased+18,225 SH
ISHARES TR	CORE HIGH DV ETF	$2.1M	3.2%Prev: 2.3%	23,280 SH	Increased+5,086 SH
ISHARES TR	CORE MSCI EAFE	$1.7M	2.6%Prev: 2.7%	32,474 SH	Decreased+5,385 SH
ISHARES TR	CORE MSCI EURO	$1.4M	2.1%Prev: 2.1%	35,116 SH	Decreased+6,924 SH
ISHARES TR	CORE S&P MCP ETF	$5.5M	8.2%Prev: 7.0%	25,140 SH	Increased+5,124 SH
ISHARES TR	CORE S&P SCP ETF	$3.7M	5.6%Prev: 5.8%	43,002 SH	Decreased+3,442 SH
ISHARES TR	CORE S&P500 ETF	$8.4M	12.5%Prev: 10.9%	23,325 SH	Increased+4,433 SH
ISHARES TR	CORE US AGGBD ET	$1.7M	2.5%Prev: 2.8%	17,238 SH	Decreased-739 SH
ISHARES TR	MRGSTR MD CP GRW	$453K	0.7%Prev: 0.8%	9,000 SH	Decreased
ISHARES TR	MSCI CHINA ETF	$999K	1.5%Prev: 2.1%	23,481 SH	Decreased-117 SH
ISHARES TR	MSCI KLD400 SOC	$818K	1.2%Prev: 1.5%	12,216 SH	Decreased-1,079 SH
ISHARES TR	RUSSELL 2000 ETF	$775K	1.2%Prev: 1.4%	4,700 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$1.8M	2.6%Prev: 2.0%	13,698 SH	Increased+3,491 SH
ISHARES TR	SELECT DIVID ETF	$501K	0.7%Prev: 0.7%	4,672 SH	Decreased-219 SH
ISHARES TR	SP SMCP600VL ETF	$2.1M	3.1%Prev: 2.8%	25,065 SH	Decreased+4,378 SH
LAM RESEARCH CORP	COM	$476K	0.7%Prev: 1.0%	1,300 SH	Decreased
LOWES COS INC	COM	$222K	0.3%Prev: 0.3%	1,183 SH	Decreased
MICROSOFT CORP	COM	$1.5M	2.2%Prev: 2.2%	6,248 SH	Decreased+400 SH
QUALCOMM INC	COM	$475K	0.7%Prev: 0.6%	4,200 SH	Increased+1,000 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.0M	4.5%Prev: 4.7%	10,400 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$2.7M	4.0%Prev: 4.3%	7,430 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$505K	0.8%Prev: 0.5%	1,000 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$897K	1.3%Prev: 1.5%	5,000 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$255K	0.4%Prev: 0.5%	6,710 SH	Decreased

Sold (vs prior filing)

AT&T INC — $266K
FACEBOOK INC — $272K
ISHARES TR — $243K

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