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Portfolio (Quarterly) Guide ↗

Trademark Financial Management, LLC

· CIK 0002011736
13F Portfolio $204M AUM 102 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 52 Added 31 Reduced 7 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NULG NUSHARES ETF TR 4,861.0 $442K 0.22% -50.0 -1.0% $90.94 +22.1%
22 BWZ SPDR SERIES TRUST 16,401.0 $442K 0.22% -7K -29.5% $26.92 +1.0%
23 NULV NUSHARES ETF TR 9,168.0 $417K 0.20% -347.0 -3.6% $45.50 +11.6%
24 IJR ISHARES TR 2,964.0 $368K 0.18% -207.0 -6.5% $124.29 +12.3%
25 IPKW INVESCO EXCH TRADED FD TR II 6,260.0 $352K 0.17% -495.0 -7.3% $56.26 +4.4%
26 VB VANGUARD INDEX FDS 1,322.0 $346K 0.17% -41.0 -3.0% $261.95 +11.7%
27 USMV ISHARES TR 3,198.0 $297K 0.14% -435.0 -12.0% $92.75 +3.5%
28 ROK ROCKWELL AUTOMATION INC Industrials 803.0 $288K 0.14% -278.0 -25.7% $358.88 +27.1%
29 FLQM FRANKLIN TEMPLETON ETF TR 4,165.0 $229K 0.11% -305.0 -6.8% $54.93 +3.6%
30 ITOT ISHARES TR 1,595.0 $227K 0.11% -356.0 -18.2% $142.43 +15.2%
31 AVSE AMERICAN CENTY ETF TR 3,073.0 $205K 0.10% -8K -72.4% $66.57 +21.4%
Page 2 of 2  ·  31 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
Financial Services 68.4%
Technology 17.4%
Consumer Cyclical 5.1%
Consumer Defensive 4.6%
Energy 2.9%
Industrials 1.7%