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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $58.2B AUM 3,558 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 453 New 1645 Added 991 Reduced 263 Exited
Page 7 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PZT INVESCO EXCH TRADED FD TR II 1,232.0 $28K NEW $22.73 -2.9%
122 KAPR INNOVATOR ETFS TRUST 700.0 $28K NEW $39.80 +1.4%
123 CAMBRIA ETF TR 1,060.0 $28K NEW $26.08
124 TBIL RBB FD INC 554.0 $28K NEW $49.86 +0.3%
125 XBIL RBB FD INC 552.0 $28K NEW $50.00 +0.3%
126 QGRW WISDOMTREE TR 376.0 $25K NEW $66.03 +1.3%
127 DUBS ETF SER SOLUTIONS 595.0 $25K NEW $41.65 +3.0%
128 MDYG SPDR SERIES TRUST 220.0 $25K NEW $112.09 -1.7%
129 ECPG ENCORE CAP GROUP INC Financial Services 257.0 $24K NEW $93.29 +8.5%
130 WS WORTHINGTON STL INC Basic Materials 700.0 $24K NEW $33.58 +4.0%
131 DFTT NORTHERN LIGHTS FD TR 727.0 $23K NEW $32.24 -7.4%
132 OSCV ETF SER SOLUTIONS 550.0 $23K NEW $42.19 +0.3%
133 MFS ACTIVE EXCHANGE TRADED F 705.0 $23K NEW $32.48
134 FIVA FIDELITY COVINGTON TRUST 590.0 $23K NEW $38.54 +4.3%
135 DMAR FIRST TR EXCHNG TRADED FD VI 504.0 $23K NEW $44.73 +1.5%
136 AIVL WISDOMTREE TR 171.0 $22K NEW $131.13 +2.4%
137 SCJ ISHARES INC 204.0 $21K NEW $105.31 +2.9%
138 PIO INVESCO EXCH TRADED FD TR II 476.0 $21K NEW $44.97 +0.1%
139 DTCR GLOBAL X FDS 696.0 $21K NEW $30.37 -6.8%
140 J P MORGAN EXCHANGE TRADED F 140.0 $20K NEW $140.23
Page 7 of 23  ·  453 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 13.8%
Communication Services 12.5%
Healthcare 9.5%
Consumer Cyclical 8.3%
Industrials 6.2%
Consumer Defensive 5.2%
Basic Materials 3.3%
Utilities 2.9%
Energy 2.7%