Arkolith/Funds/Tidemark, LLC

Tidemark, LLC

CIK 2009591
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Tidemark, LLC holds a diversified book of 935 stocks worth $444.2M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened FT MLT-Strat Alternative ETF and trimmed First Trust Rising Dividend. Their largest long position is Fidelity Total Bond ETF at 5% of the equity book.

Opened
89
bought for the first time
Added to
207
already held, bought more
Trimmed
141
sold some, still holds it
Sold out
55
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
43%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

12% mapped to company sectors

ETF / fund or unclassified
88%
Information Technology
4%
Financials
3%
Consumer Discretionary
2%
Industrials
1%
Health Care
1%
Communication Services
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Tidemark, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$442.6B
LPL Financial LLC80 / 80$101.8B
OSAIC HOLDINGS, INC.80 / 80$18.2B
ROYAL BANK OF CANADA79 / 80$122.4B
RAYMOND JAMES FINANCIAL INC78 / 80$88.7B
ENVESTNET ASSET MANAGEMENT INC77 / 80$92.3B
WELLS FARGO & COMPANY/MN76 / 80$128.2B
MML INVESTORS SERVICES, LLC76 / 80$13.4B

Ranked by how many of Tidemark, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

935 positions
#SecurityValueShares% PortLast moveHistory
1Fidelity Total Bond ETF
ETF
$22.6M497.6K
5.1%
+18%
Added · +76K sh
2TCW Flexible Income ETF
ETF
$22.5M573.5K
5.1%
+23%
Added · +109K sh
3First Trust Rising Dividend Achievers ETF
ETF
$21.1M260.6K
4.8%
−18%
Reduced · −56K sh
4Global X Adaptive U.S. Factor ETF
ETF
$20.2M414.0K
4.6%
+2.0%
Added · +8K sh
5State Street SPDR Portfolio Intermediate Term Treasury ETF
ETF
$19.5M688.2K
4.4%
+78%
Added · +302K sh
6Wisdomtree Managed Futures Strategy Fund
ETF
$17.7M432.4K
4.0%
+6.0%
Added · +25K sh
7State Street SPDR Portfolio S&P 500 ETF
ETF
$17.3M196.7K
3.9%
+12%
Added · +21K sh
8FT Vest Laddered Buffer ETF
ETF
$17.2M470.2K
3.9%
−0.9%
Reduced · −4K sh
9State Street SPDR Portfolio Mortgage Backed Bond ETF
ETF
$15.7M703.0K
3.5%
+21%
Added · +121K sh
10First Trust Multi-Strategy Alternative ETF
ETF
$15.2M630.5K
3.4%
New
New position
11State Street SPDR Portfolio S&P 500 Growth ETF
ETF
$11.4M95.6K
2.6%
−3.9%
Reduced · −4K sh
12Ishares A.I. Innovation And Tech Active ETF
ETF
$10.7M202.9K
2.4%
−21%
Reduced · −53K sh
13Invesco S&P International Developed Momentum ETF
ETF
$10.5M174.6K
2.4%
+4.3%
Added · +7K sh
14Wisdomtree Dynamic International Equity Fund
ETF
$8.6M187.2K
1.9%
−48%
Reduced · −171K sh
15First Trust Rba American Industrial Renaissance ETF
ETF
$8.4M63.3K
1.9%
+11%
Added · +6K sh
16Invesco S&P 500 Momentum ETF
ETF
$8.4M52.1K
1.9%
+12%
Added · +6K sh
17SPDR Gold Minishares Trust Of Beneficial Interest
ETF
$8.3M104.7K
1.9%
−9.6%
Reduced · −11K sh
18Ishares Flexible Income Active ETF
ETF
$7.9M150.5K
1.8%
−13%
Reduced · −23K sh
19First Trust Long Duration Opportunities ETF
ETF
$7.5M350.7K
1.7%
−42%
Reduced · −250K sh
20Invesco 0-5 Yr US Tips ETF
ETF
$7.0M272.1K
1.6%
+72%
Added · +114K sh
21Ishares U.S. Thematic Rotation Active ETF
ETF
$6.6M152.9K
1.5%
−33%
Reduced · −74K sh
22Wisdomtree Emerging Markets Multifactor Fund
ETF
$6.4M164.5K
1.4%
−27%
Reduced · −62K sh
23Touchstone Dynamic International ETF
ETF
$6.1M136.6K
1.4%
New
New position
24First Trust Emerging Markets Equity Select ETF
ETF
$5.8M106.2K
1.3%
+8.2%
Added · +8K sh
25Apple Inc Com
Stock
$5.2M17.8K
1.2%
+3.7%
Added · +642 sh
26Ishares Systematic Bond ETF
ETF
$5.1M57.7K
1.2%
+301%
Added · +43K sh
27Invesco S&P 500 Quality ETF
ETF
$4.7M52.6K
1.1%
−66%
Reduced · −104K sh
28State Street SPDR Portfolio Corporate Bond ETF
ETF
$4.7M162.4K
1.1%
+3.1%
Added · +5K sh
29Ishares Core International Aggregate Bond ETF
ETF
$4.7M93.1K
1.1%
2k×
Added · +93K sh
30Tesla Inc Com
Stock
$3.4M8.0K
0.8%
+4.6%
Added · +352 sh
31Invesco QQQ Trust Series I
ETF
$3.3M4.5K
0.7%
−14%
Reduced · −718 sh
32Amazon Com Inc Com
Stock
$3.2M13.4K
0.7%
+4.4%
Added · +562 sh
33State Street SPDR S&P 500 ETF
ETF
$2.9M3.8K
0.6%
Held
34Vaneck Ig Floating Rate ETF
ETF
$2.7M106.0K
0.6%
+1.7%
Added · +2K sh
35Nvidia Corporation Com
Stock
$2.7M13.3K
0.6%
+7.3%
Added · +906 sh
36Invesco Total Return Bond ETF
ETF
$2.6M55.3K
0.6%
−6.2%
Reduced · −4K sh
37Caterpillar Inc Com
Stock
$2.6M2.4K
0.6%
−1.1%
Reduced · −26 sh
38Ishares Convertible Bond ETF
ETF
$2.3M19.3K
0.5%
+54%
Added · +7K sh
39JPMorgan International Bond Opportunities Fund
ETF
$2.1M43.4K
0.5%
−76%
Reduced · −138K sh
40State Street Health Care Select Sector SPDR ETF
ETF
$1.8M11.3K
0.4%
+5.8%
Added · +620 sh
41FT Vest Rising Dividend Achievers Target Income ETF
ETF
$1.7M58.6K
0.4%
−19%
Reduced · −13K sh
42State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ETF
$1.6M18.0K
0.4%
+11%
Added · +2K sh
43Invesco Aerospace & Defense ETF
ETF
$1.6M8.8K
0.4%
+0.9%
Added · +82 sh
44Wisdomtree Equity Premium Income Fund
ETF
$1.5M47.0K
0.3%
−14%
Reduced · −8K sh
45State Street SPDR Portfolio Short Term Treasury ETF
ETF
$1.5M52.4K
0.3%
−27%
Reduced · −19K sh
46Vanguard Total Stock Market ETF
ETF
$1.5M4.1K
0.3%
+1.8%
Added · +72 sh
47Microsoft Corp Com
Stock
$1.4M3.8K
0.3%
+1.9%
Added · +72 sh
48Ishares 0-5 Year Tips Bond ETF
ETF
$1.3M13.0K
0.3%
+3.5%
Added · +434 sh
49Alphabet Inc Cap STK CL A
Stock
$1.3M3.6K
0.3%
+3.0%
Added · +105 sh
50Berkshire Hathaway Inc Del CL B New
Stock
$1.2M2.4K
0.3%
+1.1%
Added · +26 sh
Showing 50 of 935 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Tidemark, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2009591/holdings"
Ask your agent
Use Arkolith to show Tidemark, LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026935$444.2M13F-HR
Q1 2026Mar 31, 2026May 7, 2026901$393.5M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026658$351.9M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025673$343.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.