Fund Holdings — Tidemark, LLC

Total Portfolio Value
$343.21M
Total Bought
$85.08M
Total Sold
$50.78M
Net Transaction
+$34.30M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIDELITY TOTAL0339,281+339,281015,6884.57%+15,688
TCW FLEXIBLE
FLEXIBLE INCOME
0376,485+376,485014,9844.37%+14,984
DIREXION DAILY58247,622+247,5643210,7333.13%+10,702
ISHARES S&P20,61939,472+18,8536,27513,1383.83%+6,862
ISHARES A I
ISHA I IN TE ETF
69,869200,204+130,3352,0166,8391.99%+4,823
GLOBAL X
ADAPTIVE US
326,933416,400+89,46714,61419,3675.64%+4,753
SPDR PORTFOLIO
ST STR P500ETF
205,151230,543+25,39214,91218,0615.26%+3,148
SPDR GOLD(GLDM)72,77695,927+23,1514,7687,3342.14%+2,565
INVESCO AEROSPACE
AEROSPACE DEFN
6,70420,833+14,1299503,2390.94%+2,289
ISHARES 10-20YR92,556111,370+18,8149,40411,4703.34%+2,066
WISDOMTREE EMERGING(WT)173,668227,849+54,1815,0136,9712.03%+1,958
ISHARES S&P71,92376,330+4,40714,05515,7634.59%+1,708
SPDR PORTFOLIO
ST STR P500GRW
167,790165,761-2,02915,99417,3245.05%+1,330
ISHARES FLEXIBLE150,302171,214+20,9127,9429,1152.66%+1,173
ISHARES U S
ISHA US THEM ETF
177,053190,125+13,0726,3007,1982.10%+899
APPLE INC(AAPL)18,20218,072-1303,7354,6021.34%+867
SPDR MORTGAGE
ST STR BACKE ETF
452,503483,178+30,67510,00010,8433.16%+842
JPMORGAN
INTL BD OPP ETF
132,836148,498+15,6626,4587,2812.12%+822
TESLA INC(TSLA)8,5067,745-7612,7023,4441.00%+742
FIRST TRUST
FT VEST RIS
34,27561,278+27,0038471,5840.46%+737
WISDOMTREE EQUITY(WT)26,02246,821+20,7998341,5580.45%+724
ISHARES INVESTMENT
INVT GRAD SY ETF
12,00621,503+9,4975469900.29%+445
ISHARES U S4,9118,179+3,2685941,0360.30%+442
ISHARES HIGH
HIGH YLD SYSTM B
14,98724,042+9,0557111,1500.34%+439
FIRST TRUST
EMERGING MKTS
91,307101,334+10,0275,0425,4791.60%+437
ISHARES CONV
CONV BD ETF
12,18814,786+2,5981,0981,4790.43%+381
NVIDIA CORP(NVDA)11,78712,005+2181,8622,2400.65%+378
JANUS HENDERSON
HENDERSON MTG
11,78619,534+7,7485318920.26%+361
BRISTOL MYERS(BMY)1,2988,512+7,214603840.11%+324
ALPHABET INC(GOOG)2,9753,372+3975288210.24%+294
CATERPILLAR INC(CAT)3,0453,086+411,1821,4720.43%+290
VANECK EMERGING
EMERGING MRKT HI
138,776151,171+12,3952,7513,0310.88%+280
ALPHABET INC(GOOG)3,3773,421+445958320.24%+237
SPDR CORP
ST STR CORPO ETF
127,541132,230+4,6893,7273,9181.14%+191
VIASAT INC(VSAT)12,75512,75501863740.11%+187
ISHARES CALIFORNIA1,0504,076+3,026592320.07%+174
MICROSOFT CORP(MSFT)2,7852,993+2081,3851,5500.45%+165
IMMUNEERING CORP44,40044,40001503110.09%+161
SPDR GOLD(GLD)2,6592,733+748109710.28%+161
HEALTHCARE SELECT
ST STR CARE ETF
8,6779,507+8301,1701,3230.39%+154
ISHARES CORE2,7004,974+2,2741532920.09%+139
SPDR INTERMEDIATE
ST INTER ETF
53,27857,816+4,5381,5331,6710.49%+138
SPDR S&P(SPY)4,3574,248-1092,6922,8300.82%+138
JOHNSON & JOHNSON(JNJ)1,5071,981+4742303670.11%+137
VANECK IG
IG FLOA RATE ETF
107,641112,677+5,0362,7452,8810.84%+136
FIDELITY HIGH3,2105,438+2,2281673030.09%+136
FRANKLIN INTL
INTL COR DIV TIL
4,5597,921+3,3621622960.09%+133
SPDR S&P
ST MAR DIVID ETF
4,1747,417+3,2431592880.08%+129
SPDR PORTFOLIO
ST SHO TREAS ETF
79,99984,103+4,1042,3432,4660.72%+123
BERKSHIRE HATHAWAY2,2082,362+1541,0721,1870.35%+115
VANGUARD INFORMATION
INF TECH ETF
1,3941,375-199251,0270.30%+102
PALANTIR TECHNOLOGIES(PLTR)3,1432,908-2354285300.15%+102
INVESCO QQQ4,7694,537-2322,6312,7240.79%+93
FIRST TRUST
SSI STRG ETF
22,54622,54608759640.28%+89
CHEVRON CORP(CVX)6,8996,900+19881,0720.31%+84
ISHARES S&P7,5707,573+38339140.27%+81
VANGUARD S&P1,7811,78101,0111,0900.32%+79
ISHARES GLOBAL4,8775,108+2314505270.15%+77
BROADCOM INC(AVGO)1,1901,212+223284000.12%+72
VANGUARD TOTAL3,3663,327-391,0231,0920.32%+69
NORTHROP GRUMMAN(NOC)384427+431922600.08%+68
ISHARES GLOBAL5,4816,511+1,0303584190.12%+61
UNITEDHEALTH GROUP(UNH)126284+15839980.03%+59
ASML HOLDING
N Y REGISTRY SHS
34634602773350.10%+58
SOFI TECHNOLOGIES(SOFI)4,8925,550+658891470.04%+58
ALIBABA GROUP(BABA)847859+12961530.04%+57
PACIRA BIOSCIENCES(PCRX)02,169+2,1690560.02%+56
SHOPIFY INC(SHOP)1,6041,60401852380.07%+53
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
804845+412242760.08%+52
ELECTRONIC ARTS0250+2500500.01%+50
REGENERON PHARMACEUTICAL(REGN)465522+572442940.09%+49
AMERICAN HEALTHCARE(AHR)2,3453,195+850861340.04%+48
FIRST TRUST
RBA INDL ETF
4,3344,135-1993534000.12%+47
FIRST TRUST
RISNG DIVD ACHIV
17,22016,737-4831,0801,1260.33%+45
ISHARES CORE92792705756210.18%+45
GLOBAL X
GLOBAL X URANIUM
4,8654,869+41892320.07%+43
TAIWAN SEMICONDUCTOR(TSM)669689+201521920.06%+41
ISHARES CORE
CORE UNIVRSL USD
7271,484+75734690.02%+36
U S TREASURY
F/M US TREASURY
13,75814,463+7056887230.21%+35
ALTRIA GROUP(MO)280780+50016520.02%+35
INVESCO SHORT
SHORT TERM ETF
1,3421,666+3241421760.05%+34
META PLATFORMS(META)870921+516426770.20%+34
INVESCO NASDAQ
NASDAQ 100 ETF
1,9471,928-194424760.14%+34
VANGUARD MORTGAGE
MTG-BKD SECS ETF
104796+6925370.01%+33
ORACLE CORP(ORCL)441457+16961290.04%+32
GLOBAL X
GLOBAL X SILVER
1,3651,366+166980.03%+32
MASTERCARD INC(MA)403454+512272580.08%+32
ISHARES GOLD(IAU)2,6132,669+561631940.06%+31
ALPHATEC HOLDINGS(ATEC)9,0549,05401001320.04%+31
FIRST TRUST
COM SHS
2,5892,58902522820.08%+30
NEXTERA ENERGY(NEE)1,4701,725+2551021300.04%+28
XTRACKERS MSCI10,24610,251+54484760.14%+28
APPLIED MATERIALS1,0741,084+101972220.06%+25
JPMORGAN CHASE(JPM)723743+202102350.07%+25
SPDR S&P
ST STR SP AERO
1,0261,02602162410.07%+25
JPMORGAN
INTERNL GWT
6,4276,42704604840.14%+25
ISHARES CORE2,3002,30003113350.10%+24
VERTIV HOLDINGS(VRT)1,0361,03601331560.05%+23
INVESCO BUYBACK
BUYBACK ACHIEV
2,3822,383+12943160.09%+21
FIRST TRUST
CLOUD COMPUTING
1,6261,62601982190.06%+21
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Tidemark, LLC — 13F Holdings — Q3 2025 | TickerTrail