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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 2 of 50  ·  991 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF BLACKROCK ETF TRUST 1,663,733.0 $113.2M 0.20% -29K -1.7% $68.01 +1.2%
22 LQD ISHARES TR 974,526.0 $106.3M 0.18% -41K -4.1% $109.07 -2.8%
23 DFAX DIMENSIONAL ETF TRUST 2,814,600.0 $103.7M 0.18% -77K -2.7% $36.84 +2.7%
24 AFL AFLAC INC Financial Services 816,744.0 $95.8M 0.17% -56K -6.4% $117.25 -0.9%
25 VYM VANGUARD WHITEHALL FDS 581,756.0 $91.9M 0.16% -116K -16.7% $158.03 +3.8%
26 SCHG SCHWAB STRATEGIC TR 2,587,733.0 $87.6M 0.15% -314K -10.8% $33.84 +3.7%
27 CWB SPDR SERIES TRUST 743,030.0 $80.1M 0.14% -169K -18.5% $107.82 -3.9%
28 SPDW SPDR INDEX SHS FDS 1,570,410.0 $79.1M 0.14% -658K -29.5% $50.39 +2.4%
29 XBI SPDR SERIES TRUST 496,739.0 $78.6M 0.14% -139K -21.9% $158.25 +3.2%
30 IPAC ISHARES TR 940,857.0 $77.1M 0.13% -26K -2.6% $81.93 +3.0%
31 IAU ISHARES GOLD TR Financial Services 985,621.0 $74.4M 0.13% -59K -5.6% $75.51 +12.7%
32 SPSM SPDR SERIES TRUST 1,239,772.0 $71.5M 0.12% -302K -19.6% $57.67 -1.3%
33 CVS CVS HEALTH CORP Healthcare 646,506.0 $66.9M 0.12% -86K -11.8% $103.45 -9.5%
34 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 800,416.0 $65.0M 0.11% -109K -12.0% $81.16 -8.1%
35 DHI D R HORTON INC Consumer Cyclical 392,029.0 $63.9M 0.11% -40K -9.2% $162.88 -9.5%
36 PHM PULTE GROUP INC Consumer Cyclical 455,101.0 $62.4M 0.11% -178K -28.1% $137.21 -7.0%
37 VICI VICI PPTYS INC Real Estate 2,226,057.0 $59.1M 0.10% -18K -0.8% $26.55 +0.1%
38 IEF ISHARES TR 590,829.0 $55.9M 0.10% -417K -41.4% $94.57 -1.7%
39 ADI ANALOG DEVICES INC Technology 138,536.0 $55.0M 0.10% -13K -8.6% $397.17 -6.8%
40 SNA SNAP ON INC Industrials 135,340.0 $54.5M 0.09% -6K -4.3% $402.40 -2.8%
Page 2 of 50  ·  991 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 33.7%
Financial Services 13.7%
Communication Services 13.4%
Healthcare 9.4%
Consumer Cyclical 8.2%
Industrials 6.1%
Consumer Defensive 5.2%
Basic Materials 3.3%
Utilities 2.9%
Energy 2.6%