CIK 2009591
Tidemark, LLC
Institutional 13F holdings & portfolio
Holdings
658
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 658
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVE | ISHARES S&P | 5K | $1M+ | SH |
| FCVT | FIRST TRUST | 23K | $500K+ | SH |
| VGT | VANGUARD INFORMATION | 1K | $500K+ | SH |
| VOO | VANGUARD S&P | 2K | $500K+ | SH |
| JMBS | JANUS HENDERSON | 21K | $500K+ | SH |
| IVW | ISHARES S&P | 8K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| SPMD | STATE STREET | 15K | $500K+ | SH |
| SPSM | STATE STREET | 17K | $500K+ | SH |
| XLK | STATE STREET | 6K | $500K+ | SH |
| TBIL | U S TREASURY | 15K | $500K+ | SH |
| IVV | ISHARES CORE | 916 | $500K+ | SH |
| COST | COSTCO WHOLESALE | 689 | $500K+ | SH |
| META | META PLATFORMS | 896 | $500K+ | SH |
| SCHD | SCHWAB US | 21K | $500K+ | SH |
| FVD | FIRST TRUST | 12K | $500K+ | SH |
| TFLO | ISHARES TREASURY | 10K | $500K+ | SH |
| FCAL | FIRST TRUST | 11K | $500K+ | SH |
| AGG | ISHARES CORE | 5K | $500K+ | SH |
| IXN | ISHARES GLOBAL | 5K | $100K–$500K | SH |
| QQQM | INVESCO NASDAQ | 2K | $100K–$500K | SH |
| DBEF | XTRACKERS MSCI | 10K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES | 3K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HOLDINGS | 996 | $100K–$500K | SH |
| PNTG | PENNANT GROUP | 17K | $100K–$500K | SH |
| JIG | JPMORGAN | 6K | $100K–$500K | SH |
| BMY | BRISTOL MYERS | 8K | $100K–$500K | SH |
| XLE | STATE STREET | 10K | $100K–$500K | SH |
| CIBR | FIRST TRUST | 6K | $100K–$500K | SH |
| INTU | INTUIT INC | 664 | $100K–$500K | SH |
| VSAT | VIASAT INC | 13K | $100K–$500K | SH |
| AIRR | FIRST TRUST | 4K | $100K–$500K | SH |
| DIVO | AMPLIFY CWP | 10K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICAL | 521 | $100K–$500K | SH |
| HUBB | HUBBELL INC | 846 | $100K–$500K | SH |
| DTH | WISDOMTREE INTL | 7K | $100K–$500K | SH |
| ASML | ASML HOLDING | 346 | $100K–$500K | SH |
| FEX | FIRST TRUST | 3K | $100K–$500K | SH |
| DIVI | FRANKLIN INTL | 9K | $100K–$500K | SH |
| FDVV | FIDELITY HIGH | 6K | $100K–$500K | SH |
| ITOT | ISHARES CORE | 2K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| SPYV | STATE STREET | 6K | $100K–$500K | SH |
| FTSM | FIRST TRUST | 5K | $100K–$500K | SH |
| EDIV | SPDR S&P | 8K | $100K–$500K | SH |
| USRT | ISHARES CORE | 6K | $100K–$500K | SH |
| PKW | INVESCO BUYBACK | 2K | $100K–$500K | SH |
| FLOT | ISHARES FLOATING | 6K | $100K–$500K | SH |