Trademark Financial Management, LLC - Q12026 Holdings

Trademark Financial Management, LLC holds 102 stocks with a total portfolio value of $ 204.14M as of Q12026. In Q12026, Trademark Financial Management, LLC added 14 new positions, increased stakes in 52 stocks, reduced 32 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (IVV), representing 11.59% of the total portfolio.