Arkolith/Funds/Trademark Financial Management, LLC

Trademark Financial Management, LLC

CIK 2011736
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Trademark Financial Management, LLC holds a focused book of 107 stocks worth $244.2M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Franklin International Low V and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 9% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Trademark Financial Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
37
existing
Trimmed
49
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+11.6%
+15.2%/yr · since Oct '25
Their reported book
+9.7%
held from quarter-end
S&P 500
+11.9%
same window
$10K$10K$11K$11K$11KOct '25Dec '25Feb '26Apr '26Jun '26Jul '26
Trademark Financial Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.9 points over this window.

Growth of $10,000 cloning Trademark Financial Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
50%
Top 20 holdings
70%

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

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Financials
2%
Information Technology
1%
Consumer Discretionary
1%
Energy
0%
Industrials
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 Trademark Financial Management, LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC79 / 80$77.3B
ENVESTNET ASSET MANAGEMENT INC79 / 80$63.2B
OSAIC HOLDINGS, INC.79 / 80$14.5B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$16.7B
MORGAN STANLEY77 / 80$323.4B
HighTower Advisors, LLC77 / 80$18.9B
RAYMOND JAMES FINANCIAL INC76 / 80$47.9B
Steward Partners Investment Advisory, LLC75 / 80$4.1B

Ranked by how many of Trademark Financial Management, 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.

107 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$22.9M30.6K
9.4%
−15%
Reduced · −6K sh
2Putnam ETF Trust
FOCUSED LAR CAP
$14.0M274.4K
5.7%
+12%
Added · +30K sh
3Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$13.0M42.9K
5.3%
+11%
Added · +4K sh
4Dimensional ETF Trust
INTERNATNAL VAL
$12.8M237.1K
5.2%
+20%
Added · +39K sh
5J P Morgan Exchange Traded F
CORE PLUS BD ETF
$12.3M263.0K
5.1%
+15%
Added · +34K sh
6Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$10.4M64.4K
4.3%
+1.5%
Added · +944 sh
7SPDR Series Trust
ST STR P500ETF
$10.0M113.9K
4.1%
+16%
Added · +16K sh
8Invesco Exch Traded FD TR II
S&P INTL MOMNT
$9.4M156.4K
3.9%
+15%
Added · +20K sh
9Victory Portfolios II
SHS FR CA FL ETF
$8.4M183.2K
3.4%
+195%
Added · +121K sh
10Ea Series Trust
FREEDOM 100 EM
$8.0M109.1K
3.3%
−4.5%
Reduced · −5K sh
11Vanguard Index FDS
TOTAL STK MKT
$7.9M21.4K
3.2%
−5.7%
Reduced · −1K sh
12Victory Portfolios II
SHORT TRM BD ETF
$6.7M131.8K
2.7%
+142%
Added · +77K sh
13Invesco QQQ TR
UNIT SER 1
$5.0M6.8K
2.0%
−20%
Reduced · −2K sh
14Vanguard World FD
MEGA CAP VAL ETF
$4.8M29.4K
2.0%
−17%
Reduced · −6K sh
15Fidelity Covington Trust
SML MID MLTFCT
$4.5M85.6K
1.9%
+35%
Added · +22K sh
16J P Morgan Exchange Traded F
ULTRA SHRT ETF
$4.3M85.0K
1.8%
−20%
Reduced · −21K sh
17Litman Gregory FDS TR
IMGP DBI MAN ETF
$4.1M135.4K
1.7%
+451%
Added · +111K sh
18Vanguard World FD
ESG US STK ETF
$3.9M29.6K
1.6%
−1.8%
Reduced · −551 sh
19Ishares Gold TR
ISHARES NEW
$3.9M51.1K
1.6%
−9.3%
Reduced · −5K sh
20Vaneck ETF Trust
SEMICONDUCTR ETF
$3.7M5.6K
1.5%
−2.0%
Reduced · −112 sh
21Invesco Exch Traded FD TR II
RAFI EMRGNG MRKT
$3.2M113.4K
1.3%
+330%
Added · +87K sh
22Ishares TR
0-5 YR TIPS ETF
$3.2M30.9K
1.3%
−7.5%
Reduced · −3K sh
23Vanguard Specialized Funds
DIV APP ETF
$2.6M11.0K
1.1%
+50%
Added · +4K sh
24Pimco ETF TR
MULTISECTOR BD
$2.6M97.3K
1.1%
−29%
Reduced · −39K sh
25Legg Mason ETF Invt
FRANKLIN INTL LW
$2.6M63.2K
1.1%
New
New position
26Ishares TR
RUS 1000 GRW ETF
$2.5M20.3K
1.0%
+267%
Added · +15K sh
27American Centy ETF TR
INTL EQT ETF
$2.3M25.6K
0.9%
−1.3%
Reduced · −326 sh
28Vaneck ETF Trust
GOLD MINERS ETF
$2.3M29.9K
0.9%
+6.3%
Added · +2K sh
29Ishares TR
MSCI USA QLT FCT
$1.8M8.1K
0.7%
−7.1%
Reduced · −626 sh
30American Centy ETF TR
INTL SMCP VLU
$1.8M17.1K
0.7%
+23%
Added · +3K sh
31Morgan Stanley ETF Trust
EATO VANC BD ETF
$1.7M33.3K
0.7%
−51%
Reduced · −34K sh
32Microsoft Corp
COM
$1.6M4.4K
0.7%
−8.7%
Reduced · −422 sh
33AB Active Etfs Inc
DISRUPTORS ETF
$1.6M10.6K
0.6%
+22%
Added · +2K sh
34Vaneck ETF Trust
CLO ETF
$1.5M28.6K
0.6%
−63%
Reduced · −49K sh
35Pacer FDS TR
US CASH COWS 100
$1.5M23.4K
0.6%
−34%
Reduced · −12K sh
36American Centy ETF TR
AVANTIS EMGMKT
$1.4M14.8K
0.6%
+121%
Added · +8K sh
37State STR SPDR S&P 500 ETF T
TR UNIT
$1.4M1.8K
0.6%
−0.3%
Reduced · −5 sh
38Pimco ETF TR
MUNI INCOME OPP
$1.4M29.8K
0.6%
+3.2%
Added · +929 sh
39Capital Group Equity ETF TR
US SM MI CA ETF
$1.3M40.4K
0.5%
−22%
Reduced · −11K sh
40American Centy ETF TR
US EQT ETF
$1.1M8.7K
0.5%
−2.4%
Reduced · −214 sh
41TCW ETF Trust
TRANS SYSTE ETF
$1.1M8.6K
0.4%
+1.3%
Added · +107 sh
42Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$1.0M38.0K
0.4%
+225%
Added · +26K sh
43NEOS ETF Trust
NEOS ENH INC 1-3
$1.0M20.2K
0.4%
New
New position
44Amazon Com Inc
COM
$956K4.0K
0.4%
−3.8%
Reduced · −158 sh
45Wisdomtree TR
US QUALITY GROW
$945K14.3K
0.4%
−0.7%
Reduced · −98 sh
46Dimensional ETF Trust
US EQUI MARK ETF
$942K11.5K
0.4%
Held
47Ishares U S ETF TR
IT RT HDG HGYL
$912K10.5K
0.4%
+194%
Added · +7K sh
48Victory Portfolios II
CORE PLUS BD ETF
$878K40.4K
0.4%
+4.6%
Added · +2K sh
49Bny Mellon ETF Trust II
DYNAMIC VALUE
$841K25.1K
0.3%
+48%
Added · +8K sh
50Ishares TR
S&P 100 ETF
$824K2.3K
0.3%
−9.7%
Reduced · −242 sh
Showing 50 of 107 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026107$244.2M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026102$204.1M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202695$181.7M13F-HR
Q3 2025Sep 30, 2025Oct 17, 202594$171.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.