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: $108.8M39 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$356K	0.3%	800 SH	New
APPLE INC	COM	$964K	0.9%Prev: 0.9%	3,848 SH	Increased-468 SH
CHEVRON CORP NEW	COM	$203K	0.2%	1,404 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$288K	0.3%Prev: 0.4%	4,400 SH	Decreased
GLOBAL X FDS	S&P 500 CATHOLIC	$744K	0.7%	10,500 SH	New
HOME DEPOT INC	COM	$525K	0.5%Prev: 0.7%	1,350 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$215K	0.2%	978 SH	New
INVESCO QQQ TR	UNIT SER 1	$24.9M	22.9%Prev: 24.2%	48,800 SH	Increased-1,400 SH
ISHARES INC	CORE MSCI EMKT	$2.0M	1.8%Prev: 1.6%	37,977 SH	Increased+16,125 SH
ISHARES TR	CORE 1 5 YR USD	$3.8M	3.5%Prev: 2.7%	78,916 SH	Increased+35,236 SH
ISHARES TR	CORE DIV GRWTH	$5.3M	4.8%Prev: 4.5%	85,623 SH	Increased+18,429 SH
ISHARES TR	CORE HIGH DV ETF	$2.8M	2.6%Prev: 2.3%	24,779 SH	Increased+6,052 SH
ISHARES TR	CORE MSCI EAFE	$2.8M	2.6%Prev: 2.5%	39,873 SH	Increased+12,538 SH
ISHARES TR	CORE MSCI EURO	$2.4M	2.2%Prev: 2.0%	44,747 SH	Increased+15,938 SH
ISHARES TR	CORE S&P MCP ETF	$8.4M	7.8%Prev: 7.1%	135,564 SH	Increased+114,915 SH
ISHARES TR	CORE S&P SCP ETF	$5.2M	4.8%Prev: 5.5%	45,205 SH	Increased+5,408 SH
ISHARES TR	CORE S&P500 ETF	$15.1M	13.9%Prev: 11.2%	25,620 SH	Increased+6,242 SH
ISHARES TR	CORE US AGGBD ET	$3.4M	3.2%Prev: 2.4%	35,589 SH	Increased+18,351 SH
ISHARES TR	IBOXX HI YD ETF	$1.4M	1.2%	17,243 SH	New
ISHARES TR	MRGSTR MD CP GRW	$680K	0.6%Prev: 0.8%	9,000 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$1.0M	1.0%Prev: 1.3%	4,700 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$1.8M	1.6%	17,439 SH	New
ISHARES TR	S&P 500 VAL ETF	$3.7M	3.4%Prev: 2.0%	19,387 SH	Increased+8,712 SH
ISHARES TR	SELECT DIVID ETF	$253K	0.2%Prev: 0.7%	1,928 SH	Decreased-2,937 SH
ISHARES TR	SP SMCP600VL ETF	$2.3M	2.1%Prev: 2.6%	21,040 SH	Increased+256 SH
ISHARES TR	US TREAS BD ETF	$2.1M	1.9%	91,847 SH	New
JPMORGAN CHASE & CO.	COM	$228K	0.2%	950 SH	New
LAM RESEARCH CORP	COM NEW	$939K	0.9%	13,000 SH	New
LOWES COS INC	COM	$292K	0.3%Prev: 0.4%	1,183 SH	Decreased
MARATHON PETE CORP	COM	$279K	0.3%	2,000 SH	New
MICROSOFT CORP	COM	$2.4M	2.2%Prev: 2.4%	5,761 SH	Increased-87 SH
ONEOK INC NEW	COM	$253K	0.2%	2,516 SH	New
ORACLE CORP	COM	$270K	0.2%	1,618 SH	New
QUALCOMM INC	COM	$492K	0.5%Prev: 0.7%	3,200 SH	Decreased
SELECT SECTOR SPDR TR	ENERGY	$259K	0.2%	3,025 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$4.4M	4.1%Prev: 4.6%	10,400 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$4.4M	4.0%Prev: 4.3%	7,430 SH	Increased
UNITEDHEALTH GROUP INC	COM	$506K	0.5%Prev: 0.6%	1,000 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	1.3%Prev: 1.5%	5,000 SH	Increased

Sold (vs prior filing)

ADOBE SYSTEMS INCORPORATED — $454K
ALPHABET INC — $406K
ALTRIA GROUP INC — $280K
AT&T INC — $242K
BERKSHIRE HATHAWAY INC DEL — $381K
EXXON MOBIL CORP — $296K
FIDELITY COVINGTON TRUST — $1.5M
INTEL CORP — $429K
ISHARES TR — $229K
ISHARES TR — $1.5M
ISHARES TR — $1.1M
LAM RESEARCH CORP — $935K
META PLATFORMS INC — $269K
PFIZER INC — $247K
VERIZON COMMUNICATIONS INC — $349K

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