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: $107.6M40 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$414K	0.4%	800 SH	New
APPLE INC	COM	$897K	0.8%Prev: 0.9%	3,848 SH	Increased-468 SH
CHEVRON CORP NEW	COM	$207K	0.2%Prev: 0.3%	1,404 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$320K	0.3%Prev: 0.4%	4,400 SH	Increased
GLOBAL X FDS	S&P 500 CATHOLIC	$693K	0.6%	9,986 SH	New
HOME DEPOT INC	COM	$547K	0.5%Prev: 0.6%	1,350 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$216K	0.2%	978 SH	New
INVESCO QQQ TR	UNIT SER 1	$23.8M	22.1%Prev: 20.1%	48,800 SH	Increased-1,400 SH
ISHARES INC	CORE MSCI EMKT	$2.1M	1.9%Prev: 1.6%	35,711 SH	Increased+10,565 SH
ISHARES TR	CORE 1 5 YR USD	$3.8M	3.5%Prev: 3.6%	78,420 SH	Increased+26,869 SH
ISHARES TR	CORE DIV GRWTH	$5.4M	5.0%Prev: 5.6%	85,946 SH	Increased+1,728 SH
ISHARES TR	CORE HIGH DV ETF	$2.9M	2.7%Prev: 3.2%	24,800 SH	Increased+1,520 SH
ISHARES TR	CORE MSCI EAFE	$3.1M	2.9%Prev: 2.6%	39,725 SH	Increased+7,251 SH
ISHARES TR	CORE MSCI EURO	$2.6M	2.4%Prev: 2.1%	42,966 SH	Increased+7,850 SH
ISHARES TR	CORE S&P MCP ETF	$8.2M	7.7%Prev: 8.2%	132,314 SH	Increased+107,174 SH
ISHARES TR	CORE S&P SCP ETF	$5.0M	4.7%Prev: 5.6%	43,105 SH	Increased+103 SH
ISHARES TR	CORE S&P500 ETF	$14.6M	13.6%Prev: 12.5%	25,317 SH	Increased+1,992 SH
ISHARES TR	CORE US AGGBD ET	$3.5M	3.3%Prev: 2.5%	34,613 SH	Increased+17,375 SH
ISHARES TR	IBOXX HI YD ETF	$1.3M	1.2%	16,541 SH	New
ISHARES TR	ISHARES BIOTECH	$218K	0.2%	1,500 SH	New
ISHARES TR	MRGSTR MD CP GRW	$657K	0.6%Prev: 0.7%	9,000 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$1.0M	1.0%Prev: 1.2%	4,700 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$1.4M	1.3%	14,649 SH	New
ISHARES TR	S&P 500 VAL ETF	$3.6M	3.4%Prev: 2.6%	18,429 SH	Increased+4,731 SH
ISHARES TR	SELECT DIVID ETF	$262K	0.2%Prev: 0.7%	1,943 SH	Decreased-2,729 SH
ISHARES TR	SP SMCP600VL ETF	$2.2M	2.1%Prev: 3.1%	20,765 SH	Increased-4,300 SH
ISHARES TR	US TREAS BD ETF	$2.0M	1.8%	84,312 SH	New
JPMORGAN CHASE & CO.	COM	$200K	0.2%	950 SH	New
LAM RESEARCH CORP	COM	$1.1M	1.0%Prev: 0.7%	1,300 SH	Increased
LOWES COS INC	COM	$320K	0.3%Prev: 0.3%	1,183 SH	Increased
MARATHON PETE CORP	COM	$326K	0.3%	2,000 SH	New
MICROSOFT CORP	COM	$2.5M	2.3%Prev: 2.2%	5,751 SH	Increased-497 SH
ONEOK INC NEW	COM	$229K	0.2%	2,516 SH	New
ORACLE CORP	COM	$273K	0.3%	1,600 SH	New
QUALCOMM INC	COM	$544K	0.5%Prev: 0.7%	3,200 SH	Increased-1,000 SH
SELECT SECTOR SPDR TR	ENERGY	$266K	0.2%	3,025 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$4.4M	4.1%Prev: 4.5%	10,400 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$4.3M	4.0%Prev: 4.0%	7,530 SH	Increased+100 SH
UNITEDHEALTH GROUP INC	COM	$585K	0.5%Prev: 0.8%	1,000 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	1.3%Prev: 1.3%	5,000 SH	Increased

Sold (vs prior filing)

ADOBE SYSTEMS INCORPORATED — $220K
ALPHABET INC — $459K
ALTRIA GROUP INC — $239K
BERKSHIRE HATHAWAY INC DEL — $340K
EXXON MOBIL CORP — $422K
FIDELITY COVINGTON TRUST — $1.1M
INTEL CORP — $214K
ISHARES TR — $999K
ISHARES TR — $818K
VERIZON COMMUNICATIONS INC — $255K

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