Fund HoldingsTidemark, LLC

Total Portfolio Value
$351.89M
Total Bought
$69.59M
Total Sold
$61.63M
Net Transaction
+$7.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
FIRST TRUST
RISNG DIVD ACHIV
16,737250,819+234,0821,12617,4244.95%+16,299
FIRST TRUST
LNG DUR OPRTUN
0566,126+566,126012,3593.51%+12,359
FIRST TRUST
FT LADD BUFF ETF
0285,814+285,81409,7922.78%+9,792
WISDOMTREE MANAGED(WT)0250,990+250,99009,5432.71%+9,543
SPDR GOLD(GLDM)95,927120,980+25,0537,33410,3282.94%+2,994
FIDELITY TOTAL339,281379,078+39,79715,68817,4534.96%+1,764
TCW FLEXIBLE
FLEXIBLE INCOME
376,485420,017+43,53214,98416,6334.73%+1,649
GLOBAL X
ADAPTIVE US
416,400452,177+35,77719,36720,9675.96%+1,601
WISDOMTREE DYNAMIC(WT)0387,053+387,053016,8524.79%+16,852
INVESCO S&P
S&P500 QUALITY
0231,112+231,112017,3454.93%+17,345
STATE STREET
ST STR BACKE ETF
483,178533,250+50,07210,84311,9533.40%+1,110
ISHARES FLEXIBLE171,214187,508+16,2949,1159,8952.81%+779
WISDOMTREE EMERGING(WT)227,849245,585+17,7366,9717,7462.20%+775
ISHARES U S
ISHA US THEM ETF
190,125204,136+14,0117,1987,8712.24%+673
FIRST TRUST
EMERGING MKTS
101,334110,637+9,3035,4796,1261.74%+647
DIREXION DAILY247,622263,699+16,07710,73311,3623.23%+629
JPMORGAN
INTL BD OPP ETF
148,498161,988+13,4907,2817,8892.24%+608
ISHARES A I
ISHA I IN TE ETF
200,204222,116+21,9126,8397,3972.10%+558
INVESCO QQQ4,5375,185+6482,7243,1850.91%+461
APPLE INC(AAPL)18,07218,415+3434,6025,0061.42%+405
STATE STREET
ST STR CARE ETF
9,50710,770+1,2631,3231,6670.47%+344
TESLA INC(TSLA)7,7458,365+6203,4443,7621.07%+318
INVESCO AEROSPACE
AEROSPACE DEFN
20,83322,509+1,6763,2393,5261.00%+287
VANECK EMERGING
EMERGING MRKT HI
151,171166,070+14,8993,0313,3030.94%+272
ALPHABET INC(GOOG)3,4213,358-638321,0510.30%+219
FIRST TRUST
FT VEST RIS
61,27868,373+7,0951,5841,7940.51%+210
WISDOMTREE EQUITY(WT)46,82152,362+5,5411,5581,7290.49%+171
VANECK IG
IG FLOA RATE ETF
112,677117,926+5,2492,8813,0050.85%+124
STATE STREET
ST INTER ETF
57,81662,069+4,2531,6711,7900.51%+119
ISHARES INVESTMENT
INVT GRAD SY ETF
21,50324,196+2,6939901,1050.31%+115
REGENERON PHARMACEUTICAL(REGN)522521-12944020.11%+109
SPDR GOLD(GLD)2,7332,723-109711,0790.31%+108
ISHARES HIGH
HIGH YLD SYSTM B
24,04226,395+2,3531,1501,2500.36%+100
ISHARES CONV
CONV BD ETF
14,78615,882+1,0961,4791,5640.44%+85
STATE STREET
ST STR BLO 1 ETF
013,020+13,02001,1900.34%+1,190
CUMMINS INC(CMI)0210+21001070.03%+107
ISHARES U S8,1798,625+4461,0361,1120.32%+76
VIASAT INC(VSAT)12,75512,75503744400.12%+66
BRISTOL MYERS(BMY)8,5128,310-2023844480.13%+64
ALPHATEC HOLDINGS(ATEC)9,0549,05401321900.05%+59
ISHARES FUTURE
FUTU AI TECH ETF
01,371+1,3710660.02%+66
APPLIED MATERIALS1,0841,079-52222770.08%+55
EXXON MOBIL02,339+2,33902810.08%+281
JANUS HENDERSON
HENDERSON MTG
19,53420,723+1,1898929470.27%+55
INVESCO FTSE
RAFI US 1000 ETF
05,900+5,90002770.08%+277
PENNANT GROUP016,500+16,50004640.13%+464
FRANKLIN INTL
INTL COR DIV TIL
7,9218,820+8992963430.10%+48
ADVANCED MICRO(AMD)0927+92701990.06%+199
FS SPECIALTY(FSSL)03,264+3,2640460.01%+46
JOHNSON & JOHNSON(JNJ)1,9811,983+23674100.12%+43
STRYKER CORP(SYK)0126+1260440.01%+44
AMAZON COM(AMZN)010,759+10,75902,4830.71%+2,483
ALPHABET INC(GOOG)3,3722,745-6278218610.24%+40
FIDELITY HIGH5,4386,040+6023033420.10%+39
FIRST TRUST
RBA INDL ETF
4,1354,461+3264004390.12%+39
INTUITIVE SURGICAL0110+1100620.02%+62
INVESCO SHORT
SHORT TERM ETF
1,6662,023+3571762140.06%+38
SCHWAB INTL03,741+3,7410900.03%+90
U S TREASURY
F/M US TREASURY
14,46315,237+7747237600.22%+37
SPDR S&P
ST MAR DIVID ETF
7,4178,296+8792883250.09%+37
BANK AMERICA03,950+3,95002170.06%+217
ASML HOLDING
N Y REGISTRY SHS
34634603353700.11%+35
SCHWAB FUNDAMENTAL02,904+2,9040790.02%+79
ISHARES CORE4,9745,646+6722923220.09%+29
FIRST TRUST
LNG/SHT EQUITY
0409+4090290.01%+29
SCHWAB US01,275+1,2750340.01%+34
RIVIAN AUTOMOTIVE(RIVN)05,593+5,59301100.03%+110
AMERICAN EXPRESS(AXP)0713+71302640.07%+264
INVESCO RAFI
RAFI US 1500
02,064+2,0640950.03%+95
GILEAD SCIENCES(GILD)02,154+2,15402640.08%+264
AURINIA PHARMACEUTICALS(AUPH)04,340+4,3400690.02%+69
BIOGEN INC(BIIB)0592+59201040.03%+104
VANGUARD TAX0201+2010200.01%+20
VANGUARD TOTAL3,3273,316-111,0921,1120.32%+20
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
845820-252762950.08%+19
SHOPIFY INC(SHOP)1,6041,599-52382570.07%+19
ISHARES S&P7,5737,569-49149330.27%+19
INTL BUSINESS(IBM)0359+35901060.03%+106
VANGUARD FTSE0624+6240390.01%+39
AMERICAN HEALTHCARE(AHR)3,1953,199+41341510.04%+16
GLOBAL X
GLOBAL X SILVER
1,3661,341-25981120.03%+14
MICRON TECHNOLOGY INC(MU)0172+1720490.01%+49
ILLUMINA INC(ILMN)0370+3700490.01%+49
SCHWAB US03,278+3,27801070.03%+107
BROADCOM INC(AVGO)1,2121,192-204004120.12%+13
HOLOGIC INC01,724+1,72401280.04%+128
VANGUARD ENERGY
ENERGY ETF
094+940120.00%+12
ELI LILLY(LLY)050+500540.02%+54
HUBBELL INC(HUBB)0846+84603760.11%+376
INVESCO NASDAQ
NASDAQ 100 ETF
1,9281,92804764880.14%+11
ROYAL GOLD(RGLD)050+500110.00%+11
STATE STREET
ST STR P500VAL
05,893+5,89303350.10%+335
FIRST TRUST
COM SHS
03,169+3,16902730.08%+273
NEXTERA ENERGY(NEE)1,7251,733+81301390.04%+9
UNITED STATES(CPER)01,764+1,7640620.02%+62
SENSEONICS HOLDINGS01,583+1,583090.00%+9
CISCO SYSTEMS(CSCO)0989+9890760.02%+76
FERRARI NV
COM
023+23090.00%+9
UNITED RENTALS(URI)010+10080.00%+8
AMGEN INC(AMGN)054+540180.01%+18
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