Tidemark, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$351.9B

Holdings

658

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (658 positions)

#StockSharesValue% PortfolioType
1
AUSFGLOBAL X
452,177$21.0B5.96%
2
FBNDFIDELITY TOTAL
379,078$17.5B4.96%
3
RDVYFIRST TRUST
250,819$17.4B4.95%
4
SPHQINVESCO S&P
231,112$17.3B4.93%
5
DDWMWISDOMTREE DYNAMIC
387,053$16.9B4.79%
6
FLXRTCW FLEXIBLE
420,017$16.6B4.73%
7
SPYMSTATE STREET
175,130$14.0B3.99%
8
LGOVFIRST TRUST
566,126$12.4B3.51%
9
SPMBSTATE STREET
533,250$12.0B3.40%
10
GLDMSPDR GOLD
120,980$10.3B2.94%
11
BINCISHARES FLEXIBLE
187,508$9.9B2.81%
12
BUFRFIRST TRUST
285,814$9.8B2.78%
13
WTMFWISDOMTREE MANAGED
250,990$9.5B2.71%
14
OEFISHARES S&P
26,491$9.1B2.58%
15
JPIBJPMORGAN
161,988$7.9B2.24%
16
THROISHARES U S
204,136$7.9B2.24%
17
EMMFWISDOMTREE EMERGING
245,585$7.7B2.20%
18
BAIISHARES A I
222,116$7.4B2.10%
19
RNEMFIRST TRUST
110,637$6.1B1.74%
20
KLMNINVESCO S&P
46,129$5.5B1.56%
21
PBTPINVESCO 0-5YR
210,219$5.4B1.55%
22
AAPLAPPLE INC
18,415$5.0B1.42%
23
GTOINVESCO TOTAL
80,214$3.8B1.08%
24
TSLATESLA INC
8,365$3.8B1.07%
25
PPAINVESCO AEROSPACE
22,509$3.5B1.00%
26
HYEMVANECK EMERGING
166,070$3.3B0.94%
27
NDQINVESCO QQQ
5,185$3.2B0.91%
28
FLTRVANECK IG
117,926$3.0B0.85%
29
SPYSPDR S&P
3,826$2.6B0.74%
30
AMZNAMAZON COM
10,759$2.5B0.71%
31
NVDANVIDIA CORP
11,912$2.2B0.63%
32
SPTSSTATE STREET
70,214$2.1B0.58%
33
RDVIFIRST TRUST
68,373$1.8B0.51%
34
SPTISTATE STREET
62,069$1.8B0.51%
35
IDMOINVESCO S&P
32,139$1.8B0.51%
36
WTPIWISDOMTREE EQUITY
52,362$1.7B0.49%
37
XLVSTATE STREET
10,770$1.7B0.47%
38
ICVTISHARES CONV
15,882$1.6B0.44%
39
MSFTMICROSOFT CORP
3,165$1.5B0.43%
40
CATCATERPILLAR INC
2,576$1.5B0.42%
41
HYDBISHARES HIGH
26,395$1.2B0.35%
42
STIPISHARES 0-5
11,825$1.2B0.34%
43
BILSTATE STREET
13,020$1.2B0.34%
44
BRK/BBERKSHIRE HATHAWAY
2,252$1.1B0.32%
45
IYFISHARES U S
8,625$1.1B0.32%
46
VTIVANGUARD TOTAL
3,316$1.1B0.32%
47
IGEBISHARES INVESTMENT
24,196$1.1B0.31%
48
GQ9SPDR GOLD
2,723$1.1B0.31%
49
CVXCHEVRON CORP
6,901$1.1B0.30%
50
GOOGLALPHABET INC
3,358$1.1B0.30%
51
IVEISHARES S&P
4,762$1.0B0.29%
52
FCVTFIRST TRUST
22,546$970.0M0.28%
53
VGTVANGUARD INFORMATION
1,277$962.0M0.27%
54
VOOVANGUARD S&P
1,512$948.0M0.27%
55
JMBSJANUS HENDERSON
20,723$946.0M0.27%
56
IVWISHARES S&P
7,569$933.0M0.27%
57
GOOGALPHABET INC
2,745$861.0M0.24%
58
SPMDSTATE STREET
14,870$861.0M0.24%
59
SPSMSTATE STREET
17,358$813.0M0.23%
60
XLKSTATE STREET
5,633$810.0M0.23%
61
TBILU S TREASURY
15,237$760.0M0.22%
62
IVVISHARES CORE
916$627.0M0.18%
63
COSTCOSTCO WHOLESALE
689$593.0M0.17%
64
METAMETA PLATFORMS
896$591.0M0.17%
65
SCHDSCHWAB US
20,976$575.0M0.16%
66
FVDFIRST TRUST
11,574$533.0M0.15%
67
TFLOISHARES TREASURY
10,380$523.0M0.15%
68
FCALFIRST TRUST
10,561$520.0M0.15%
69
AGGISHARES CORE
5,113$510.0M0.14%
70
IXNISHARES GLOBAL
4,678$491.0M0.14%
71
QQQMINVESCO NASDAQ
1,928$487.0M0.14%
72
DBEFXTRACKERS MSCI
9,918$477.0M0.14%
73
PLTRPALANTIR TECHNOLOGIES
2,654$471.0M0.13%
74
CRWDCROWDSTRIKE HOLDINGS
996$466.0M0.13%
75
PNTGPENNANT GROUP
16,500$464.0M0.13%
76
JIGJPMORGAN
6,317$463.0M0.13%
77
BMYBRISTOL MYERS
8,310$448.0M0.13%
78
CIBRFIRST TRUST
6,175$441.0M0.13%
79
XLESTATE STREET
9,876$441.0M0.13%
80
INTUINTUIT INC
664$439.0M0.12%
81
VSATVIASAT INC
12,755$439.0M0.12%
82
AIRRFIRST TRUST
4,461$438.0M0.12%
83
DIVOAMPLIFY CWP
9,626$428.0M0.12%
84
AVGOBROADCOM INC
1,192$412.0M0.12%
85
JNJJOHNSON & JOHNSON
1,983$410.0M0.12%
86
REGNREGENERON PHARMACEUTICAL
521$402.0M0.11%
87
HUBBHUBBELL INC
846$375.0M0.11%
88
DTHWISDOMTREE INTL
7,232$373.0M0.11%
89
ASMLASML HOLDING
346$369.0M0.10%
90
FEXFIRST TRUST
2,964$351.0M0.10%
91
DIVIFRANKLIN INTL
8,820$343.0M0.10%
92
FDVVFIDELITY HIGH
6,040$342.0M0.10%
93
ITOTISHARES CORE
2,300$341.0M0.10%
94
NFLXNETFLIX INC
3,620$339.0M0.10%
95
SPYVSTATE STREET
5,893$334.0M0.09%
96
FTSMFIRST TRUST
5,453$326.0M0.09%
97
EDIVSPDR S&P
8,296$324.0M0.09%
98
USRTISHARES CORE
5,646$321.0M0.09%
99
PKWINVESCO BUYBACK
2,384$320.0M0.09%
100
FLOTISHARES FLOATING
5,848$297.0M0.08%
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