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: $131.5M39 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$310K	0.2%	800 SH	New
APPLE INC	COM	$755K	0.6%Prev: 1.0%	3,678 SH	Decreased-638 SH
CHEVRON CORP NEW	COM	$201K	0.2%Prev: 0.3%	1,404 SH	Decreased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$281K	0.2%Prev: 0.3%	4,400 SH	Increased
GLOBAL X FDS	S&P 500 CATHOLIC	$792K	0.6%	10,500 SH	New
HOME DEPOT INC	COM	$495K	0.4%Prev: 0.5%	1,350 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$251K	0.2%	851 SH	New
INVESCO QQQ TR	UNIT SER 1	$26.8M	20.4%Prev: 22.8%	48,600 SH	Increased-1,600 SH
ISHARES INC	CORE MSCI EMKT	$3.6M	2.7%Prev: 1.5%	59,800 SH	Increased+34,750 SH
ISHARES TR	CORE 1 5 YR USD	$5.0M	3.8%Prev: 2.9%	102,290 SH	Increased+51,171 SH
ISHARES TR	CORE DIV GRWTH	$5.9M	4.5%Prev: 5.3%	91,992 SH	Increased+9,005 SH
ISHARES TR	CORE HIGH DV ETF	$3.5M	2.7%Prev: 2.9%	29,870 SH	Increased+6,773 SH
ISHARES TR	CORE MSCI EAFE	$4.2M	3.2%Prev: 2.7%	50,586 SH	Increased+18,446 SH
ISHARES TR	CORE MSCI EURO	$4.2M	3.2%Prev: 2.2%	63,949 SH	Increased+29,249 SH
ISHARES TR	CORE S&P MCP ETF	$10.0M	7.6%Prev: 7.9%	160,675 SH	Increased+135,973 SH
ISHARES TR	CORE S&P SCP ETF	$5.0M	3.8%Prev: 5.2%	46,037 SH	Increased+3,292 SH
ISHARES TR	CORE S&P500 ETF	$18.8M	14.3%Prev: 12.6%	30,259 SH	Increased+7,277 SH
ISHARES TR	CORE US AGGBD ET	$4.6M	3.5%Prev: 2.1%	46,658 SH	Increased+29,615 SH
ISHARES TR	IBOXX HI YD ETF	$2.4M	1.9%	30,300 SH	New
ISHARES TR	MRGSTR MD CP GRW	$722K	0.5%Prev: 0.7%	9,000 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.8%Prev: 1.1%	4,700 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$3.5M	2.6%	31,589 SH	New
ISHARES TR	S&P 500 VAL ETF	$6.2M	4.7%Prev: 2.6%	31,600 SH	Increased+18,350 SH
ISHARES TR	SELECT DIVID ETF	$231K	0.2%Prev: 0.6%	1,743 SH	Decreased-2,909 SH
ISHARES TR	SP SMCP600VL ETF	$2.1M	1.6%Prev: 2.9%	21,002 SH	Decreased-3,877 SH
ISHARES TR	US TREAS BD ETF	$3.3M	2.5%	142,301 SH	New
JPMORGAN CHASE & CO.	COM	$275K	0.2%	950 SH	New
LAM RESEARCH CORP	COM NEW	$1.3M	1.0%	13,000 SH	New
LOWES COS INC	COM	$262K	0.2%Prev: 0.3%	1,183 SH	Decreased
MARATHON PETE CORP	COM	$332K	0.3%Prev: 0.3%	2,000 SH	Increased
MICROSOFT CORP	COM	$2.9M	2.2%Prev: 2.4%	5,761 SH	Increased-87 SH
ONEOK INC NEW	COM	$205K	0.2%	2,516 SH	New
ORACLE CORP	COM	$350K	0.3%	1,600 SH	New
QUALCOMM INC	COM	$510K	0.4%Prev: 0.6%	3,200 SH	Increased-1,000 SH
SELECT SECTOR SPDR TR	ENERGY	$257K	0.2%	3,025 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$4.6M	3.5%Prev: 4.4%	10,400 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$4.6M	3.5%Prev: 4.0%	7,430 SH	Increased
UNITEDHEALTH GROUP INC	COM	$312K	0.2%Prev: 0.6%	1,000 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	1.2%Prev: 1.4%	5,000 SH	Increased

Sold (vs prior filing)

ADOBE SYSTEMS INCORPORATED — $391K
ALPHABET INC — $575K
ALTRIA GROUP INC — $263K
BERKSHIRE HATHAWAY INC DEL — $435K
FIDELITY COVINGTON TRUST — $1.1M
INTEL CORP — $278K
ISHARES TR — $1.0M
ISHARES TR — $1.0M
LAM RESEARCH CORP — $836K
META PLATFORMS INC — $230K
VERIZON COMMUNICATIONS INC — $245K

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