Fund HoldingsTidemark, LLC

Total Portfolio Value
$393.47M
Total Bought
$109.36M
Total Sold
$66.81M
Net Transaction
+$42.54M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
099,505+99,50509,7432.48%+9,743
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
ST INTER ETF
62,069385,737+323,6681,79011,0552.81%+9,265
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF0167,384+167,38409,1792.33%+9,179
WISDOMTREE MANAGED FUTURES STRATEGY FUND(WT)250,990407,816+156,8269,54316,1854.11%+6,642
FT VEST LADDERED BUFFER ETF
FT LADD BUFF ETF
285,814474,516+188,7029,79216,0244.07%+6,232
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
RBA INDL ETF
4,46156,899+52,4384396,3031.60%+5,865
STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF
ST STR CORPO ETF
0157,503+157,50304,5721.16%+4,572
APPLE INC COM(AAPL)017,161+17,16104,3551.11%+4,355
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
250,819316,682+65,86317,42421,6235.50%+4,199
TESLA INC COM(TSLA)07,662+7,66202,8480.72%+2,848
AMAZON COM INC COM(AMZN)012,827+12,82702,6710.68%+2,671
NVIDIA CORPORATION COM(NVDA)012,429+12,42902,1680.55%+2,168
FIDELITY TOTAL BOND ETF379,078421,144+42,06617,45319,2134.88%+1,760
CATERPILLAR INC COM(CAT)02,453+2,45301,7380.44%+1,738
TCW FLEXIBLE INCOME ETF
FLEXIBLE INCOME
420,017465,032+45,01516,63318,2624.64%+1,629
CHEVRON CORPORATION COM(CVX)06,712+6,71201,3890.35%+1,389
MICROSOFT CORP COM(MSFT)03,747+3,74701,3870.35%+1,387
ISHARES SYSTEMATIC BOND ETF
SYSTEMATIC BD ET
014,391+14,39101,2810.33%+1,281
SPDR GOLD SHARES(GLD)02,828+2,82801,2170.31%+1,217
BERKSHIRE HATHAWAY INC DEL CL B NEW02,420+2,42001,1590.29%+1,159
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
ST STR BACKE ETF
533,250582,067+48,81711,95313,0323.31%+1,080
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
222,116256,221+34,1057,3978,4422.15%+1,046
ALPHABET INC CAP STK CL A(GOOG)03,537+3,53701,0170.26%+1,017
ALPHABET INC CAP STK CL C(GOOG)02,810+2,81008060.20%+806
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND
INTL BD OPP ETF
161,988181,269+19,2817,8898,6682.20%+779
COSTCO WHOLESALE CORPORATION COM(COST)0746+74607430.19%+743
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
07,671+7,67106940.18%+694
FIRST TRUST LONG DURATION OPPORTUNITIES ETF
LNG DUR OPRTUN
566,126600,468+34,34212,35912,9523.29%+594
VIASAT INC COM(VSAT)012,755+12,75505840.15%+584
META PLATFORMS INC CL A(META)0958+95805480.14%+548
BRISTOL-MYERS SQUIBB CO COM(BMY)08,366+8,36605070.13%+507
PENNANT GROUP INC COM016,500+16,50005030.13%+503
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
0346+34604560.12%+456
REGENERON PHARMACEUTICALS COM(REGN)0567+56704380.11%+438
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
ST STR SP500DIV
09,522+9,52204330.11%+433
CROWDSTRIKE HLDGS INC CL A(CRWD)01,083+1,08304230.11%+423
GILEAD SCIENCES INC COM(GILD)03,023+3,02304210.11%+421
EXXON MOBIL CORP COM02,460+2,46004170.11%+417
HUBBELL INC COM(HUBB)0846+84604150.11%+415
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)120,980115,888-5,09210,32810,7422.73%+414
BROADCOM INC COM(AVGO)01,253+1,25303880.10%+388
PALANTIR TECHNOLOGIES INC CL A(PLTR)02,600+2,60003800.10%+380
APPLIED MATLS INC COM01,110+1,11003790.10%+379
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
03,842+3,84203600.09%+360
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
ISHA US THEM ETF
204,136227,140+23,0047,8718,2272.09%+356
QUALCOMM INC COM(QCOM)02,745+2,74503530.09%+353
NORTHROP GRUMMAN CORP COM(NOC)0468+46803190.08%+319
ISHARES GOLD TRUST(IAU)03,487+3,48703070.08%+307
NETFLIX INC. COM(NFLX)03,183+3,18303060.08%+306
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
05,022+5,02203500.09%+350
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
02,352+2,35204510.11%+451
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
13,02016,260+3,2401,1901,4900.38%+300
ISHARES CORE S&P U.S. GROWTH ETF01,926+1,92602990.08%+299
UNION PAC CORP COM(UNP)01,216+1,21602950.07%+295
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
013,431+13,43103080.08%+308
JOHNSON & JOHNSON COM(JNJ)01,053+1,05302580.07%+258
MASTERCARD INCORPORATED CL A(MA)0510+51002550.06%+255
ISHARES CORE S&P US VALUE ETF02,295+2,29502350.06%+235
ALPHATEC HLDGS INC COM NEW(ATEC)021,371+21,37102330.06%+233
JPMORGAN CHASE & CO COM(JPM)0776+77602280.06%+228
INTUIT COM(INTU)0519+51902240.06%+224
AMERICAN EXPRESS CO COM(AXP)0714+71402160.05%+216
VERTIV HOLDINGS CO COM CL A(VRT)0836+83602090.05%+209
ADVANCED MICRO DEVICES INC COM(AMD)01,026+1,02602090.05%+209
VISA INC COM CL A(V)0670+67002020.05%+202
BANK OF AMER CORP COM04,132+4,13202010.05%+201
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)0583+58301970.05%+197
ISHARES MBS ETF03,395+3,39503220.08%+322
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
01,869+1,86902050.05%+205
SHOPIFY INC CL A SUB VTG SHS(SHOP)01,561+1,56101850.05%+185
NEXTERA ENERGY INC COM(NEE)01,923+1,92301790.05%+179
VANGUARD TOTAL STOCK MARKET ETF3,3164,018+7021,1121,2890.33%+177
ENSIGN GROUP INC COM(ENSG)0861+86101730.04%+173
ISHARES CORE S&P SMALL CAP ETF01,630+1,63002030.05%+203
HOME DEPOT INC COM(HD)0507+50701670.04%+167
REALTY INCOME CORP COM(O)02,704+2,70401650.04%+165
INTUITIVE SURGICAL INC COM NEW0344+34401590.04%+159
EQUINIX INC COM(EQIX)0161+16101580.04%+158
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
06,758+6,75802270.06%+227
AMERICAN HEALTHCARE REIT INC COM SHS(AHR)03,202+3,20201510.04%+151
PEPSICO INC COM(PEP)0963+96301500.04%+150
TEXAS PACIFIC LAND CORPORATION COM(TPL)0297+29701410.04%+141
SEMPRA COM(SRE)01,430+1,43001390.04%+139
PINNACLE WEST CAP CORP COM(PNW)01,317+1,31701330.03%+133
HOLOGIC INC COM01,727+1,72701310.03%+131
RTX CORPORATION COM(RTX)0628+62801210.03%+121
CUMMINS INC COM(CMI)0212+21201140.03%+114
GEO GROUP INC COM(GEO)06,700+6,70001130.03%+113
ISHARES GLOBAL INFRASTRUCTURE ETF01,669+1,66901120.03%+112
MERCADOLIBRE INC COM(MELI)064+6401110.03%+111
AT&T INC COM(T)03,778+3,77801100.03%+110
WALMART INC COM(WMT)0879+87901090.03%+109
BIOGEN INC COM(BIIB)0593+59301090.03%+109
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)0859+85901080.03%+108
INTERNATIONAL BUSINESS MACHS COM(IBM)0425+42501030.03%+103
GRAYSCALE BITCOIN TRUST ETF(GBTC)01,896+1,89601000.03%+100
ISHARES CORE U.S. AGGREGATE BOND ETF06,148+6,14806100.16%+610
DISNEY WALT CO COM(DIS)01,014+1,0140980.02%+98
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF02,321+2,32101160.03%+116
STRYKER CORPORATION COM(SYK)0275+2750900.02%+90
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