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Tidemark

Latest statistics and disclosures from Tidemark's latest quarterly 13F-HR filing:

Top 5 stock holdings are RDVY, AUSF, FBND, FLXR, WTMF, and represent 24.12% of Tidemark's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$9.7M), SPTI (+$9.3M), IDMO (+$7.4M), BUFR (+$6.4M), WTMF (+$6.2M), AIRR (+$5.8M), SPBO, RDVY, FBND, FLXR.
Started 270 new stock positions in LUV, EVR, TROW, DAL, AWK, HWM, GDDY, MDLZ, PTC, DTE.
Reduced shares in these 10 stocks: OEF (-$7.0M), SPHQ (-$5.6M), HYEM, PPA, AUSF, PBTP, DDWM, GTO, BINC, RNEM.
Sold out of its positions in AstraZeneca, BTG, Creative Media & Cmnty Tr, CALY, CUE, FTC, NOTE, HNI, HNST, DBC.
Tidemark was a net buyer of stock by $44M.
Tidemark has $394M in assets under management (AUM), dropping by 11.82%.
Central Index Key (CIK): 0002009591

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Portfolio Holdings for Tidemark

Tidemark holds 901 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Tidemark has 901 total positions. Only the first 250 positions are shown.

Sign up to view all of the Tidemark March 31, 2026 positions
Download the Tidemark March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Trust Rising Dividend Achievers Etf Etf (RDVY)	5.5	$22M	+26%	317k	68.28	View chart
Global X Adaptive U.s. Factor Etf Etf (AUSF)	5.0	$20M	-10%	406k	48.35	View chart
Fidelity Total Bond Etf Etf (FBND)	4.9	$19M	+11%	421k	45.62	View chart
Tcw Flexible Income Etf Etf (FLXR)	4.6	$18M	+10%	465k	39.27	View chart
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)	4.1	$16M	+62%	408k	39.69	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	4.1	$16M	+66%	475k	33.77	View chart
Wisdomtree Dynamic International Equity Fund Etf (DDWM)	4.0	$16M	-7%	358k	44.11	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	3.4	$14M		176k	76.54	View chart
State Street Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)	3.3	$13M	+9%	582k	22.39	View chart
First Trust Long Duration Opportunities Etf Etf (LGOV)	3.3	$13M	+6%	601k	21.57	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	3.0	$12M	-32%	156k	75.19	View chart
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	2.8	$11M	+521%	386k	28.66	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	2.7	$11M	-4%	116k	92.69	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	2.5	$9.7M	NEW	100k	97.91	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	2.3	$9.2M	+420%	167k	54.84	View chart
Ishares Flexible Income Active Etf Etf (BINC)	2.3	$9.0M	-7%	173k	51.93	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	2.2	$8.7M	+11%	181k	47.82	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	2.1	$8.4M	+15%	256k	32.95	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	2.1	$8.2M	+11%	227k	36.22	View chart
Wisdomtree Emerging Markets Multifactor Fund Etf (EMMF)	1.9	$7.5M	-7%	226k	33.11	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	1.6	$6.3M	+1175%	57k	110.78	View chart
First Trust Emerging Markets Equity Select Etf Etf (RNEM)	1.4	$5.3M	-11%	98k	54.15	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	1.3	$5.2M		47k	112.11	View chart
State Street Spdr Portfolio Corporate Bond Etf Etf (SPBO)	1.2	$4.6M	NEW	158k	29.03	View chart
Apple Stock (AAPL)	1.1	$4.4M	-6%	17k	253.80	View chart
Invesco 0-5 Yr Us Tips Etf Etf (PBTP)	1.1	$4.1M	-24%	158k	26.15	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$3.0M		5.2k	577.17	View chart
Tesla Stock (TSLA)	0.7	$2.8M	-8%	7.7k	371.75	View chart
Invesco Total Return Bond Etf Etf (GTO)	0.7	$2.8M	-26%	59k	46.83	View chart
Amazon Stock (AMZN)	0.7	$2.7M	+19%	13k	208.26	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.7	$2.7M	-11%	104k	25.48	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$2.5M		3.8k	650.41	View chart
Nvidia Corporation Stock (NVDA)	0.6	$2.2M	+4%	12k	174.39	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.5	$2.1M		71k	29.18	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.5	$1.8M	+5%	72k	25.55	View chart
Wisdomtree Equity Premium Income Fund Etf (WTPI)	0.4	$1.7M	+4%	55k	31.91	View chart
Caterpillar Stock (CAT)	0.4	$1.7M	-4%	2.5k	708.40	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.4	$1.6M		11k	146.61	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.4	$1.5M	+24%	16k	91.64	View chart
Ishares S&p 100 Etf Etf (OEF)	0.4	$1.5M	-82%	4.6k	318.08	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.4	$1.5M	-61%	8.8k	165.69	View chart
Chevron Corporation Stock (CVX)	0.4	$1.4M	-2%	6.7k	206.90	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.4M	+18%	3.7k	370.21	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.3	$1.3M	+5%	13k	103.43	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$1.3M	+21%	4.0k	320.82	View chart
Ishares Systematic Bond Etf Etf (SYSB)	0.3	$1.3M	NEW	14k	89.00	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.3	$1.3M	-21%	13k	101.79	View chart
Spdr Gold Shares Etf (GLD)	0.3	$1.2M	+3%	2.8k	430.21	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.2M	+7%	2.4k	479.10	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.3	$1.2M	+6%	26k	45.06	View chart
Ishares High Yield Systematic Bond Etf Etf (HYDB)	0.3	$1.1M	-7%	25k	46.52	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$1.0M	+5%	3.5k	287.59	View chart
First Trust Ssi Strategic Convertible Securities Etf Etf (FCVT)	0.3	$996k		23k	44.18	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$980k	-2%	4.6k	211.17	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.2	$978k	+4%	22k	45.18	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.2	$965k	-4%	8.2k	117.67	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$892k		1.5k	597.67	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$861k		7.6k	113.10	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$859k	-2%	15k	59.22	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$853k	-4%	1.2k	697.95	View chart
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)	0.2	$830k	-74%	42k	19.73	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$806k	+2%	2.8k	286.90	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	0.2	$771k		16k	49.86	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$743k	+8%	746.00	996.23	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$695k	NEW	7.7k	90.53	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$674k	-19%	14k	48.32	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$667k	+11%	1.0k	653.42	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$644k		21k	30.68	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$610k	+20%	6.1k	99.27	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$587k	+11%	12k	50.63	View chart
Viasat Stock (VSAT)	0.1	$584k		13k	45.80	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$580k	+6%	12k	47.03	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$556k	-25%	4.2k	132.90	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$548k	+6%	958.00	571.99	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$525k	-13%	8.6k	61.26	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$507k		8.4k	60.65	View chart
Pennant Group Stock (PNTG)	0.1	$503k		17k	30.48	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.1	$484k		9.8k	49.40	View chart
Jpmorgan International Growth Etf Etf (JIG)	0.1	$469k		6.3k	74.23	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$458k		1.9k	237.65	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$457k		346.00	1319.35	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$451k	+211%	2.4k	191.84	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$438k	+8%	567.00	773.19	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$433k	NEW	9.5k	45.52	View chart
First Trust California Municipal High Income Etf Etf (FCAL)	0.1	$427k	-17%	8.7k	48.89	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$423k	-9%	4.2k	99.96	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$423k	+8%	1.1k	390.41	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$423k	-2%	9.4k	44.85	View chart
Gilead Sciences Stock (GILD)	0.1	$421k	+40%	3.0k	139.39	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$417k	+5%	2.5k	169.69	View chart
Hubbell Stock (HUBB)	0.1	$415k		846.00	490.74	View chart
Broadcom Stock (AVGO)	0.1	$388k	+5%	1.3k	309.51	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$380k	-2%	2.6k	146.28	View chart
Applied Matls Stock (AMAT)	0.1	$379k	+2%	1.1k	341.64	View chart
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)	0.1	$376k	+7%	9.5k	39.81	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.1	$364k	+8%	6.1k	59.19	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$361k	+8%	6.5k	55.24	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$360k	NEW	3.8k	93.74	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$355k		2.9k	121.93	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$354k	-8%	5.6k	62.68	View chart
Qualcomm Stock (QCOM)	0.1	$354k	+143%	2.7k	128.77	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$350k	+605%	5.0k	69.75	View chart
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.1	$348k	+6%	8.8k	39.48	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$328k		2.3k	142.43	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$326k		5.5k	59.78	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$322k	+146%	3.4k	94.95	View chart
Wisdomtree International High Dividend Fund Etf (DTH)	0.1	$322k	-17%	6.0k	54.09	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$320k	-3%	5.7k	56.58	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$319k	+9%	468.00	681.94	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$313k		2.4k	131.23	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$308k	+1972%	13k	22.91	View chart
Ishares Gold Trust Etf (IAU)	0.1	$307k	NEW	3.5k	88.16	View chart
Netflix Stock (NFLX)	0.1	$306k	-12%	3.2k	96.15	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$299k	NEW	1.9k	155.11	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$298k		5.8k	50.95	View chart
Union Pac Corp Stock (UNP)	0.1	$295k		1.2k	242.62	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.1	$293k		3.2k	92.36	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$280k		5.9k	47.53	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$279k	+21%	1.3k	218.79	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$279k	-11%	728.00	383.20	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.1	$279k	-2%	2.3k	119.35	View chart
Amplify Cwp International Enhanced Dividend Income Etf Etf (IDVO)	0.1	$275k		6.8k	40.47	View chart
First Trust Tactical High Yield Etf Etf (HYLS)	0.1	$269k		6.6k	40.57	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$261k	+2%	10k	25.62	View chart
Johnson & Johnson Stock (JNJ)	0.1	$258k	-46%	1.1k	244.54	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$255k	+12%	510.00	499.29	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.1	$247k		5.0k	49.81	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$235k	NEW	2.3k	102.25	View chart
Alphatec Hldgs Stock (ATEC)	0.1	$233k	+136%	21k	10.88	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$232k		4.1k	56.86	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$228k	+5%	776.00	294.10	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.1	$227k	+206%	6.8k	33.54	View chart
Invesco Short Term Treasury Etf Etf (TBLL)	0.1	$225k	+5%	2.1k	105.56	View chart
Intuit Stock (INTU)	0.1	$224k	-21%	519.00	432.38	View chart
American Express Stock (AXP)	0.1	$216k		714.00	302.29	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$213k		3.8k	55.52	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$210k	NEW	836.00	250.57	View chart
Global X Uranium Etf Etf (URA)	0.1	$209k	-9%	4.3k	48.43	View chart
Advanced Micro Devices Stock (AMD)	0.1	$209k	+10%	1.0k	203.43	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$205k	+1235%	1.9k	109.69	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$203k	+526%	1.6k	124.31	View chart
Visa Inc Com Cl A Stock (V)	0.1	$203k	+18%	670.00	302.23	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$201k	+4%	4.1k	48.74	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$197k		583.00	337.95	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$185k	-2%	1.6k	118.62	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$180k		7.2k	25.10	View chart
Nextera Energy Stock (NEE)	0.0	$179k	+10%	1.9k	92.90	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$178k		1.6k	109.36	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$176k		1.3k	138.32	View chart
Ensign Group Stock (ENSG)	0.0	$174k		861.00	201.48	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$173k		374.00	463.19	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$172k	+13%	678.00	253.98	View chart
Home Depot Stock (HD)	0.0	$167k	+3%	507.00	328.91	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$166k	+2%	3.3k	50.81	View chart
Realty Income Corp Reit (O)	0.0	$165k		2.7k	61.17	View chart
State Street Spdr S&p Capital Markets Etf Etf (KCE)	0.0	$164k	-19%	1.2k	137.63	View chart
Global X S&p 500 Covered Call Etf Etf (XYLD)	0.0	$163k		4.2k	39.13	View chart
Amplify Cef High Income Etf Etf (YYY)	0.0	$162k		15k	11.03	View chart
Franklin Income Equity Focus Etf Etf (INCE)	0.0	$160k		2.5k	64.65	View chart
Intuitive Surgical Stock (ISRG)	0.0	$159k	+212%	344.00	460.99	View chart
Equinix Reit (EQIX)	0.0	$158k	+33%	161.00	979.11	View chart
American Healthcare Reit Reit (AHR)	0.0	$151k		3.2k	47.17	View chart
Pepsico Stock (PEP)	0.0	$150k	+2%	963.00	155.26	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$147k		8.0k	18.29	View chart
State Street Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX)	0.0	$144k		2.7k	53.03	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$141k		977.00	144.67	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$141k		297.00	474.56	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$139k	+15%	1.5k	90.08	View chart
Sempra Stock (SRE)	0.0	$139k		1.4k	97.17	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$133k		1.3k	100.75	View chart
Ishares U.s. Power Infrastructure Etf Etf (POWR)	0.0	$132k		5.0k	26.23	View chart
Hologic Stock	0.0	$131k		1.7k	75.59	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$130k	-37%	5.2k	24.98	View chart
Direxion Daily Aerospace & Defense Bull 3x Etf Etf (DFEN)	0.0	$126k	-25%	2.0k	63.10	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$124k		1.1k	110.36	View chart
Rtx Corporation Stock (RTX)	0.0	$121k	+76%	628.00	192.94	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$119k		6.4k	18.40	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$117k		372.00	313.66	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$116k	+356%	2.3k	49.95	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$116k	+25%	1.7k	67.55	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$114k		889.00	128.24	View chart
Cummins Stock (CMI)	0.0	$114k		212.00	536.98	View chart
Geo Group Stock (GEO)	0.0	$113k		6.7k	16.81	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.0	$112k	-5%	876.00	128.22	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$112k	NEW	1.7k	67.00	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$112k		1.1k	97.13	View chart
Mercadolibre Stock (MELI)	0.0	$111k	NEW	64.00	1729.02	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$110k	+174%	1.7k	64.08	View chart
At&t Stock (T)	0.0	$110k		3.8k	28.99	View chart
Walmart Stock (WMT)	0.0	$109k	+9%	879.00	124.28	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$109k	-5%	255.00	426.75	View chart
Biogen Stock (BIIB)	0.0	$109k		593.00	183.33	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$108k	+49%	1.5k	73.64	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$108k		859.00	125.41	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$106k	-6%	1.1k	92.77	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$105k	-21%	1.3k	80.58	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$105k		952.00	109.77	View chart
International Business Machs Stock (IBM)	0.0	$103k	+18%	425.00	242.40	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$100k		1.9k	52.76	View chart
Disney Walt Stock (DIS)	0.0	$98k		1.0k	96.41	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$97k		820.00	118.45	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$96k		3.3k	29.13	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$95k		2.1k	45.87	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$93k	-24%	627.00	148.10	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$93k	-53%	920.00	100.67	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$93k		3.7k	24.75	View chart
Stryker Corporation Stock (SYK)	0.0	$91k	+118%	275.00	328.93	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$90k		953.00	94.24	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$89k	-21%	204.00	437.73	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.0	$89k	NEW	3.0k	30.15	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$89k	+611%	939.00	94.58	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$87k	+36%	1.9k	46.53	View chart
Servicenow Stock (NOW)	0.0	$86k	-42%	825.00	104.55	View chart
Dexcom Stock (DXCM)	0.0	$85k		1.3k	62.80	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$84k		5.6k	15.05	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$83k		1.0k	79.07	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP)	0.0	$82k	NEW	2.1k	39.14	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$81k		2.9k	27.85	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$81k	+10%	728.00	111.37	View chart
First Trust Ultra Short Duration Municipal Etf Etf (FUMB)	0.0	$80k		4.0k	20.05	View chart
Cisco Sys Stock (CSCO)	0.0	$80k	+3%	1.0k	77.62	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$78k		656.00	119.51	View chart
Sofi Technologies Stock (SOFI)	0.0	$78k		4.9k	15.88	View chart
Unitedhealth Group Stock (UNH)	0.0	$78k	+5%	288.00	270.69	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$77k	NEW	4.4k	17.32	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$74k	NEW	768.00	96.62	View chart
Abbvie Stock (ABBV)	0.0	$72k	+8%	331.00	217.18	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$72k		1.3k	56.79	View chart
Oracle Corp Stock (ORCL)	0.0	$71k	+5%	479.00	147.13	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$70k	+127%	326.00	215.06	View chart
Pfizer Stock (PFE)	0.0	$70k	+25%	2.5k	28.08	View chart
Enel Chile Sa Adr (ENIC)	0.0	$70k		18k	3.94	View chart
3M Stock (MMM)	0.0	$68k		466.00	145.34	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$67k	+61%	1.2k	54.05	View chart
Coca Cola Stock (KO)	0.0	$67k	+7%	879.00	76.09	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$66k		901.00	73.16	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.0	$64k	-14%	1.1k	58.17	View chart
Aurinia Pharmaceuticals Stock (AUPH)	0.0	$64k		4.3k	14.82	View chart
Ishares Esg Select Screened S&p 500 Etf Etf (XVV)	0.0	$64k	NEW	1.3k	49.22	View chart
Eli Lilly & Co Stock (LLY)	0.0	$64k	+38%	69.00	920.96	View chart
Invesco Zacks Mid-cap Etf Etf (CZA)	0.0	$63k	-4%	575.00	110.15	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$63k		680.00	92.74	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$62k	+193%	2.1k	28.71	View chart
Hca Healthcare Stock (HCA)	0.0	$62k		130.00	473.24	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$61k		462.00	132.50	View chart
United States Copper Index Fund Etf (CPER)	0.0	$61k		1.8k	34.43	View chart
Micron Technology Stock (MU)	0.0	$61k	+4%	179.00	337.84	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$61k	+50%	1.2k	49.39	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$60k	-27%	2.3k	26.30	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.0	$60k		1.2k	49.61	View chart

Past Filings by Tidemark

SEC 13F filings are viewable for Tidemark going back to 2023

Tidemark 2026 Q1 filed May 7, 2026
Tidemark 2025 Q4 filed Feb. 10, 2026
Tidemark 2025 Q3 filed Nov. 3, 2025
Tidemark 2025 Q2 filed Aug. 11, 2025
Tidemark 2025 Q1 filed May 9, 2025
Tidemark 2024 Q4 filed Feb. 10, 2025
Tidemark 2024 Q3 filed Nov. 7, 2024
Tidemark 2024 Q2 filed Aug. 12, 2024
Tidemark 2024 Q1 filed May 13, 2024
Tidemark 2023 Q4 filed Feb. 9, 2024

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