Tidemark, LLC - Portfolio overview

Tidemark, LLC has 948 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. RDVY - FIRST TRUST RISING DIVIDEND ACHIEVERS ETF, 5.24%
2. AUSF - GLOBAL X ADAPTIVE U.S. FACTOR ETF, 4.76%
3. FBND - FIDELITY TOTAL BOND ETF, 4.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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