What does Trademark Financial Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Trademark Financial Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$24M36K11.6%

PUTNAM ETF TRUST

$11M244K5.6%

J P MORGAN EXCHANGE TRADED F

$11M229K5.3%

DIMENSIONAL ETF TRUST

$10M198K5.1%

INVESCO EXCH TRADED FD TR II

$9M39K4.5%

SPDR SERIES TRUST

$8M98K3.7%

INVESCO EXCH TRADED FD TR II

$7M136K3.7%

VANGUARD INDEX FDS

$7M23K3.6%

INVESCO EXCH TRADED FD TR II

$7M63K3.5%

EA SERIES TRUST

$6M114K3.1%

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