Tidemark, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $290 Million distributed in 697 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Actively Managed ETF T with a value of $36.7M, Invesco Exchange Traded Fd Tr with a value of $18M, Wisdomtree Tr Currency Hedged with a value of $16.1M, Spdr Portfolio with a value of $16M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $14.9M.
Examining the 13F form we can see an increase of $26.6M in the current position value, from $263M to 290M.
Tidemark, LLC is based out at San Diego, CA
Below you can find more details about Tidemark, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$290 Million
ETFs: $253 Million
Technology: $11.5 Million
Consumer Cyclical: $6.06 Million
Communication Services: $2.83 Million
Healthcare: $2.66 Million
Industrials: $2.53 Million
Financial Services: $2.51 Million
Energy: $1.52 Million
Other: $2.48 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
