Trademark Financial Management, LLC - Portfolio Stock Holdings
Trademark Financial Management, LLC disclosed 116 stock positions in a recent SEC 13F filing. $244,178,905 of stock holdings were filed, with the largest holdings including IVV, PVAL, and QQQM. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
116Est. Stock Holding Value:
$244,178,905Top 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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