Trademark Financial Management, LLC - Portfolio overview

Trademark Financial Management, LLC has 113 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.94%
2. PVAL - PUTNAM ETF TRUST, 5.24%
3. JCPB - J P MORGAN EXCHANGE TRADED F, 4.99%

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

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