Trademark Financial Management, LLC - Q42025 Holdings

Trademark Financial Management, LLC holds 95 stocks with a total portfolio value of $ 181.74M as of Q42025. In Q42025, Trademark Financial Management, LLC added 10 new positions, increased stakes in 43 stocks, reduced 39 holdings, and fully exited 9 positions. The largest holding is Ishares Tr (IVV), representing 12.31% of the total portfolio.