Trademark Financial Management, LLC Incresed Positions in Q4 2025

Trademark Financial Management, LLC

  • $182 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14.2K
+ 371.72%
$242.67 - $261.79 $3.44M - $3.71M
18K $4.55B
PVAL
Putnam ETF Tr Putnam Focused L
55.7K
+ 38.68%
$41.58 - $44.36 $2.32M - $2.47M
200K $9.1B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
24.3K
+ 69.81%
$117.68 - $124.18 $2.86M - $3.01M
59K $7.05B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
33.7K
+ 64.7%
$76.84 - $80.86 $2.59M - $2.72M
85.7K $6.87B
Pimco ETF Tr
66.7K
+ 202.38%
N/A
99.7K $2.66B
DFIV
Dimensional ETF Tr

ETFs
18K
+ 12.87%
$45.13 - $48.25 $812K - $868K
158K $7.87B
FSMD
Fidelity Covington Tr Small Mi

ETFs
29.3K
+ 212.38%
$42.34 - $44.12 $1.24M - $1.29M
43.1K $1.9B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
16.3K
+ 15.73%
$52.81 - $55.35 $860K - $902K
120K $6.66B
Morgan Stanley ETF Trust
19.8K
+ 26.63%
N/A
94.3K $4.86B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.87K
+ 5.23%
$43.89 - $49.2 $170K - $190K
77.9K $3.99B
MINO
Pimco ETF Tr Municipal Income

ETFs
9.9K
+ 73.11%
$45.17 - $45.79 $447K - $453K
23.4K $1.06B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.49K
+ 121.82%
$74.62 - $78.21 $485K - $508K
11.8K $845M
AVDV
American Centy ETF Tr Avantis

ETFs
2.97K
+ 29.73%
$87.37 - $90.92 $260K - $270K
13K $1.22B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
717
+ 67.83%
$325.34 - $368.61 $233K - $264K
1.77K $639M
AVSE
American Centy ETF Tr Avantis

ETFs
3.52K
+ 46.16%
$61.83 - $66.19 $217K - $233K
11.1K $723M
Victory Portfolios Ii
3.24K
+ 6.72%
N/A
51.4K $2.02B
IYF
Ishares Tr

ETFs
1.06K
+ 6.94%
$120.85 - $126.31 $128K - $134K
16.3K $2.1B
VTI
Vanguard Total Stock Market Et

ETFs
149
+ 0.89%
$321.8 - $337.95 $47.9K - $50.4K
16.8K $5.63B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.64K
+ 24.64%
N/A
8.31K $799M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
4.42K
+ 10.72%
N/A
45.6K $1.18B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.59K
+ 35.91%
$46.2 - $46.85 $120K - $121K
9.81K $452M
Bny Mellon ETF Trust
1.85K
+ 18.29%
N/A
11.9K $482M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
968
+ 25.3%
$78.97 - $83.03 $76.4K - $80.4K
4.79K $396M
FGLD
Franklin Templeton Holdings Trust
289
+ 3.07%
N/A
9.7K $558M
AVDE
American Centy ETF Tr Avantis

ETFs
300
+ 2.23%
$77.65 - $81.2 $23.3K - $24.4K
13.7K $1.13B
Bny Mellon ETF Trust Ii
1.69K
+ 13.15%
N/A
14.6K $423M
IWF
Ishares Russell 1000 Gr ETF

ETFs
86
+ 1.74%
$459.47 - $491.71 $39.5K - $42.3K
5.02K $2.38B
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.16K
+ 1.15%
$47.34 - $48.01 $102K - $104K
191K $9.03B
CGMS
Capital Grp Core Plus Income E
2.05K
+ 23.67%
N/A
10.7K $296M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.18K
+ 1.29%
$50.57 - $50.77 $59.7K - $59.9K
92.5K $4.68B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
2.26K
+ 7.44%
$19.78 - $20.09 $44.7K - $45.4K
32.7K $650M
VIG
Vanguard Dividend Appreciation

ETFs
53
+ 1.03%
N/A
5.19K $1.14B
AVUS
American Centy ETF Tr Avantis

ETFs
20
+ 0.23%
$105.96 - $111.17 $2.12K - $2.22K
8.8K $984M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
174
+ 2.64%
$50.99 - $54.42 $8.87K - $9.47K
6.76K $375M
IWY
Ishares Tr Russell 200 Growth

ETFs
65
+ 6.78%
$268.43 - $288.26 $17.4K - $18.7K
1.02K $284M
VUG
Vanguard Growth ETF

ETFs
24
+ 2.35%
$470.44 - $504.26 $11.3K - $12.1K
1.05K $511M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
126
+ 3.79%
$88.14 - $92.61 $11.1K - $11.7K
3.45K $322M
CLOI
Vaneck ETF Tr

ETFs
790
+ 0.87%
$52.83 - $53.07 $41.7K - $41.9K
91.6K $4.84B
OEF
Ishares S&P 100 ETF

ETFs
18
+ 2.91%
N/A
637 $218M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
87
+ 2.91%
$111.17 - $117.03 $9.67K - $10.2K
3.07K $352M
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.44%
$248.1 - $260.08 $1.49K - $1.56K
1.36K $352M
NVDA
Nvidia Corp

Technology
2
+ 0.08%
$179.83 - $207.04 $360 - $414
2.59K $483M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email