Trademark Financial Management, LLC - Portfolio Stock Holdings
Trademark Financial Management, LLC disclosed 111 stock positions in a recent SEC 13F filing. $246,899,035 of stock holdings were filed, with the largest holdings including IVV, PVAL, and DFIV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $293,422,543 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
111Est. Stock Holding Value:
$246,899,035Top Stock Holdings By Sector
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Portfolio Stock Holdings - Trademark Financial Management, LLC
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Stock
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% of Portfolio
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