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: $76.3M38 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$308K	0.4%Prev: 0.5%	800 SH	Decreased
ALPHABET INC	CAP STK CL A	$498K	0.7%Prev: 0.5%	4,800 SH	Increased+4,660 SH
ALTRIA GROUP INC	COM	$264K	0.3%Prev: 0.4%	5,915 SH	Decreased
APPLE INC	COM	$712K	0.9%Prev: 1.0%	4,316 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$394K	0.5%Prev: 0.6%	1,275 SH	Decreased
CHEVRON CORP NEW	COM	$229K	0.3%Prev: 0.3%	1,404 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$270K	0.4%Prev: 0.4%	4,400 SH	Decreased
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.1M	1.4%Prev: 1.8%	44,208 SH	Decreased+1,978 SH
HOME DEPOT INC	COM	$398K	0.5%Prev: 0.5%	1,350 SH	Decreased
INTEL CORP	COM	$272K	0.4%Prev: 0.5%	8,323 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$16.1M	21.1%Prev: 23.3%	50,200 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$1.2M	1.6%Prev: 1.6%	25,075 SH	Decreased+2,707 SH
ISHARES TR	CORE 1 5 YR USD	$2.4M	3.2%Prev: 2.9%	51,119 SH	Increased+4,343 SH
ISHARES TR	CORE DIV GRWTH	$4.2M	5.4%Prev: 4.6%	83,189 SH	Increased+15,536 SH
ISHARES TR	CORE HIGH DV ETF	$2.4M	3.1%Prev: 2.6%	23,139 SH	Increased+4,113 SH
ISHARES TR	CORE MSCI EAFE	$2.2M	2.8%Prev: 2.5%	32,238 SH	Increased+4,132 SH
ISHARES TR	CORE MSCI EURO	$1.8M	2.4%Prev: 2.0%	34,727 SH	Increased+4,901 SH
ISHARES TR	CORE S&P MCP ETF	$6.2M	8.1%Prev: 7.2%	24,766 SH	Increased+3,920 SH
ISHARES TR	CORE S&P SCP ETF	$4.1M	5.4%Prev: 5.5%	42,790 SH	Decreased+2,729 SH
ISHARES TR	CORE S&P500 ETF	$9.5M	12.4%Prev: 11.7%	23,042 SH	Increased+2,912 SH
ISHARES TR	CORE US AGGBD ET	$1.7M	2.2%Prev: 2.4%	17,043 SH	Decreased-195 SH
ISHARES TR	MRGSTR MD CP GRW	$518K	0.7%Prev: 0.7%	9,000 SH	Decreased
ISHARES TR	MSCI CHINA ETF	$1.2M	1.5%Prev: 1.6%	23,242 SH	Decreased-356 SH
ISHARES TR	MSCI KLD400 SOC	$953K	1.2%Prev: 1.4%	12,216 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$838K	1.1%Prev: 1.2%	4,700 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$2.0M	2.6%Prev: 2.2%	13,263 SH	Increased+2,269 SH
ISHARES TR	SELECT DIVID ETF	$547K	0.7%Prev: 0.8%	4,672 SH	Decreased-193 SH
ISHARES TR	SP SMCP600VL ETF	$2.3M	3.1%Prev: 2.7%	24,919 SH	Increased+3,946 SH
LAM RESEARCH CORP	COM	$689K	0.9%Prev: 0.9%	1,300 SH	Decreased
LOWES COS INC	COM	$237K	0.3%Prev: 0.3%	1,183 SH	Decreased
MARATHON PETE CORP	COM	$270K	0.4%	2,000 SH	New
MICROSOFT CORP	COM	$1.8M	2.4%Prev: 2.3%	6,248 SH	Decreased+400 SH
QUALCOMM INC	COM	$536K	0.7%Prev: 0.6%	4,200 SH	Increased+1,000 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.5M	4.5%Prev: 4.6%	10,400 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$3.0M	4.0%Prev: 4.3%	7,430 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$473K	0.6%Prev: 0.7%	1,000 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	1.3%Prev: 1.5%	5,000 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$261K	0.3%Prev: 0.4%	6,710 SH	Decreased

Sold (vs prior filing)

AT&T INC — $233K
EXXON MOBIL CORP — $400K
PFIZER INC — $216K

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