13F Insight
Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q1 2026

Trademark Financial Management, LLC

$204M in tracked AUM across 102 positions as of Q1 2026.

TF
CIK 0002011736 · last filed Mar 31, 2026
Total AUM
$204M
as of Q1 2026
Holdings
102
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…