Fund Holdings — Tidemark, LLC

Total Portfolio Value
$393.47M
Total Bought
$83.20M
Total Sold
$29.74M
Net Transaction
+$53.46M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
099,505+99,50509,7432.48%+9,743
DIREXION DAILY AEROSPACE & DEFENSE BULL 3X ETF110212,790+212,680629,7902.49%+9,727
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 ETF32,139167,384+135,2451,7869,1792.33%+7,393
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
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
250,819316,682+65,86317,42421,6235.50%+4,199
FIDELITY TOTAL BOND ETF379,078421,144+42,06617,45319,2134.88%+1,760
TCW FLEXIBLE INCOME ETF
FLEXIBLE INCOME
420,017465,032+45,01516,63318,2624.64%+1,629
ISHARES SYSTEMATIC BOND ETF
SYSTEMATIC BD ET
014,391+14,39101,2810.33%+1,281
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
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND
INTL BD OPP ETF
161,988181,269+19,2817,8898,6682.20%+779
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
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
ST STR SP500DIV
09,522+9,52204330.11%+433
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)120,980115,888-5,09210,32810,7422.73%+414
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
CHEVRON CORPORATION COM(CVX)6,9016,712-1891,0521,3890.35%+337
ISHARES GOLD TRUST(IAU)03,487+3,48703070.08%+307
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
7125,022+4,310483500.09%+302
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
7542,352+1,5981504510.11%+301
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
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
64813,431+12,783153080.08%+293
CATERPILLAR INC COM(CAT)2,5762,453-1231,4751,7380.44%+262
ISHARES CORE S&P US VALUE ETF02,295+2,29502350.06%+235
VERTIV HOLDINGS CO COM CL A(VRT)0836+83602090.05%+209
ISHARES MBS ETF1,3803,395+2,0151313220.08%+191
AMAZON COM INC COM(AMZN)10,75912,827+2,0682,4832,6710.68%+188
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
1401,869+1,729172050.05%+188
VANGUARD TOTAL STOCK MARKET ETF3,3164,018+7021,1121,2890.33%+177
ISHARES CORE S&P SMALL CAP ETF2601,630+1,370312030.05%+171
QUALCOMM INC COM(QCOM)1,1262,745+1,6191933530.09%+161
GILEAD SCIENCES INC COM(GILD)2,1543,023+8692644210.11%+157
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
2,2056,758+4,553752270.06%+152
COSTCO WHOLESALE CORPORATION COM(COST)689746+575947430.19%+149
VIASAT INC COM(VSAT)12,75512,75504405840.15%+145
SPDR GOLD SHARES(GLD)2,7232,828+1051,0791,2170.31%+138
EXXON MOBIL CORP COM2,3392,460+1212814170.11%+136
ISHARES GLOBAL INFRASTRUCTURE ETF01,669+1,66901120.03%+112
MERCADOLIBRE INC COM(MELI)064+6401110.03%+111
APPLIED MATLS INC COM1,0791,110+312773790.10%+102
ISHARES CORE U.S. AGGREGATE BOND ETF5,1136,148+1,0355116100.16%+100
INTUITIVE SURGICAL INC COM NEW110344+234621590.04%+96
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF5082,321+1,813251160.03%+91
IMGP DBI MANAGED FUTURES STRATEGY ETF
IMGP DBI MAN ETF
02,958+2,9580890.02%+89
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
34634603704560.12%+87
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
11,82512,519+6941,2111,2950.33%+84
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
9,8768,569-1,3074425250.13%+83
INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL
US EQUITY ACCELE
02,098+2,0980820.02%+82
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
ST STR SP600SM C
132939+80712890.02%+77
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
04,432+4,4320770.02%+77
NORTHROP GRUMMAN CORP COM(NOC)427468+412443190.08%+75
STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
ST STR SP600GRWO
0768+7680740.02%+74
VANGUARD FTSE DEVELOPED MARKETS ETF6241,712+1,088391100.03%+71
SCHWAB US DIVIDEND EQUITY ETF20,97620,97605756440.16%+68
EQUINIX INC COM(EQIX)121161+40921580.04%+65
ISHARES TREASURY FLOATING RATE BOND ETF
TRS FLT RT BD
10,38011,589+1,2095245870.15%+63
BRISTOL-MYERS SQUIBB CO COM(BMY)8,3108,366+564485070.13%+59
RTX CORPORATION COM(RTX)355628+273651210.03%+56
TEXAS PACIFIC LAND CORPORATION COM(TPL)2972970851410.04%+56
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
INVT GRAD SY ETF
24,19625,700+1,5041,1051,1580.29%+53
ISHARES U.S. AEROSPACE & DEFENSE ETF1,0551,277+2222272790.07%+53
FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND
SML CP GRW ALP
0538+5380520.01%+52
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
FT VEST RIS
68,37372,075+3,7021,7941,8420.47%+47
PHILIP MORRIS INTL INC COM(PM)0285+2850470.01%+47
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
11,57412,337+7635335800.15%+47
STRYKER CORPORATION COM(SYK)126275+14944900.02%+46
SCHWAB U.S. MID-CAP ETF01,476+1,4760460.01%+46
FIDELITY ENHANCED INTERNATIONAL ETF
ENHANCED INTL
01,148+1,1480430.01%+43
ISHARES CORE U.S. REIT ETF5,6466,148+5023223640.09%+42
ALPHATEC HLDGS INC COM NEW(ATEC)9,05421,371+12,3171902330.06%+42
SONIDA SENIOR LIVING INC COM(SNDA)01,277+1,2770410.01%+41
COMCAST CORP NEW CL A(CCZ)7322,145+1,41322620.02%+40
ISHARES 1-3 YEAR TREASURY BOND ETF0480+4800400.01%+40
NEXTERA ENERGY INC COM(NEE)1,7331,923+1901391790.05%+40
ISHARES CORE S&P 500 ETF9161,021+1056286670.17%+40
HUBBELL INC COM(HUBB)84684603764150.11%+39
VANGUARD DIVIDEND APPRECIATION ETF143326+18331700.02%+39
PENNANT GROUP INC COM16,50016,50004645030.13%+38
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
165605+44014500.01%+36
REGENERON PHARMACEUTICALS COM(REGN)521567+464024380.11%+36
VANGUARD TOTAL BOND MARKET ETF9811,466+485731080.03%+35
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
INTL COR DIV TIL
8,8209,453+6333433760.10%+33
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
HENDERSON MTG
20,72321,650+9279479780.25%+31
BERKSHIRE HATHAWAY INC DEL CL B NEW2,2522,420+1681,1321,1590.29%+28
GLOBAL X SILVER MINERS ETF
GLOBAL X SILVER
1,3411,548+2071121390.04%+27
STATE STREET BRIDGEWATER ALL WEATHER ETF
SST BRIDGEWATER
0952+9520270.01%+27
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
ST STR SP AERO
600678+781451720.04%+27
VANGUARD FTSE EMERGING MARKETS ETF7661,239+47341670.02%+26
FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF
SSI STRG ETF
22,54622,54609709960.25%+26
VANECK GOLD MINERS ETF
GOLD MINERS ETF
0278+2780260.01%+26
ISHARES CORE S&P MID-CAP ETF1,3701,714+344901160.03%+25
AMERICAN TOWER CORP COM(AMT)0146+1460250.01%+25
ENSIGN GROUP INC COM(ENSG)86186101501730.04%+24
STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
ST MAR DIVID ETF
8,2968,821+5253253480.09%+23
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Tidemark, LLC — 13F Holdings — Q1 2026 | TickerTrail