Trademark Financial Management, LLC Portfolio Holdings
Trademark Financial Management, LLC
- $172 Billion
- Q3 2025
Trademark Financial Management, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $24.1B, Invesco Qqq Trust, Series 1 with a value of $10B, J P Morgan Exchange Traded Fd with a value of $8.96B, Dimensional ETF Tr with a value of $6.44B, and Putnam ETF Tr Putnam Focused L with a value of $6.15B.
Examining the 13F form we can see an increase of $8.26B in the current position value, from $164B to 172B.
Trademark Financial Management, LLC is based out at Bloomington, MN
Below you can find more details about Trademark Financial Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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