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: $81.4M39 positionsView on SEC.gov

			% of Portfolio
ADOBE SYSTEMS INCORPORATED	COM	$391K	0.5%Prev: 0.4%	800 SH	Increased
ALPHABET INC	CAP STK CL A	$575K	0.7%Prev: 0.8%	4,800 SH	Increased+4,560 SH
ALTRIA GROUP INC	COM	$263K	0.3%Prev: 0.4%	5,800 SH	Increased-115 SH
APPLE INC	COM	$837K	1.0%Prev: 0.9%	4,316 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$435K	0.5%Prev: 0.5%	1,275 SH	Increased
CHEVRON CORP NEW	COM	$221K	0.3%Prev: 0.3%	1,404 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$278K	0.3%Prev: 0.4%	4,400 SH	Increased
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.1M	1.3%Prev: 1.7%	42,573 SH	Decreased-1,164 SH
HOME DEPOT INC	COM	$419K	0.5%Prev: 0.5%	1,350 SH	Increased
INTEL CORP	COM	$278K	0.3%Prev: 0.5%	8,323 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$18.5M	22.8%Prev: 20.4%	50,200 SH	Increased
ISHARES INC	CORE MSCI EMKT	$1.2M	1.5%Prev: 1.7%	25,050 SH	Increased+1,592 SH
ISHARES TR	CORE 1 5 YR USD	$2.4M	2.9%Prev: 3.4%	51,119 SH	Increased+1,852 SH
ISHARES TR	CORE DIV GRWTH	$4.3M	5.3%Prev: 5.3%	82,987 SH	Increased+5,768 SH
ISHARES TR	CORE HIGH DV ETF	$2.3M	2.9%Prev: 3.2%	23,097 SH	Increased+1,338 SH
ISHARES TR	CORE MSCI EAFE	$2.2M	2.7%Prev: 2.5%	32,140 SH	Increased+2,442 SH
ISHARES TR	CORE MSCI EURO	$1.8M	2.2%Prev: 2.1%	34,700 SH	Increased+2,593 SH
ISHARES TR	CORE S&P MCP ETF	$6.5M	7.9%Prev: 7.8%	24,702 SH	Increased+777 SH
ISHARES TR	CORE S&P SCP ETF	$4.3M	5.2%Prev: 5.5%	42,745 SH	Increased+1,437 SH
ISHARES TR	CORE S&P500 ETF	$10.2M	12.6%Prev: 11.5%	22,982 SH	Increased+1,983 SH
ISHARES TR	CORE US AGGBD ET	$1.7M	2.1%Prev: 2.5%	17,043 SH	Decreased-195 SH
ISHARES TR	MRGSTR MD CP GRW	$548K	0.7%Prev: 0.7%	9,000 SH	Increased
ISHARES TR	MSCI CHINA ETF	$1.0M	1.3%Prev: 1.9%	22,826 SH	Decreased-772 SH
ISHARES TR	MSCI KLD400 SOC	$1.0M	1.3%Prev: 1.3%	12,216 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$880K	1.1%Prev: 1.2%	4,700 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$2.1M	2.6%Prev: 2.3%	13,250 SH	Increased+1,704 SH
ISHARES TR	SELECT DIVID ETF	$527K	0.6%Prev: 0.8%	4,652 SH	Decreased-20 SH
ISHARES TR	SP SMCP600VL ETF	$2.4M	2.9%Prev: 3.0%	24,879 SH	Increased+1,967 SH
LAM RESEARCH CORP	COM	$836K	1.0%Prev: 0.8%	1,300 SH	Increased
LOWES COS INC	COM	$267K	0.3%Prev: 0.3%	1,183 SH	Increased
MARATHON PETE CORP	COM	$233K	0.3%	2,000 SH	New
META PLATFORMS INC	CL A	$230K	0.3%	800 SH	New
MICROSOFT CORP	COM	$2.0M	2.4%Prev: 2.3%	5,848 SH	Increased-400 SH
QUALCOMM INC	COM	$500K	0.6%Prev: 0.8%	4,200 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.6M	4.4%Prev: 4.6%	10,400 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$3.3M	4.0%Prev: 4.1%	7,430 SH	Increased
UNITEDHEALTH GROUP INC	COM	$481K	0.6%Prev: 0.7%	1,000 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	1.4%Prev: 1.4%	5,000 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$245K	0.3%Prev: 0.5%	6,600 SH	Decreased-110 SH

Sold (vs prior filing)

AT&T INC — $206K
EXXON MOBIL CORP — $414K
PFIZER INC — $219K

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