Trademark Financial Management, LLC - Q32026 Holdings

Trademark Financial Management, LLC holds 108 stocks with a total portfolio value of $ 246.9M as of Q32026. In Q32026, Trademark Financial Management, LLC added 108 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 9.39% of the total portfolio.