Tidemark, LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$393.5M
Holdings
907
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Held since at least Q1 2024
5.5%
02
$AUSF
GLOBAL X ADAPTIVE U.S. FACTOR ETF
Held since at least Q1 2024
5.0%
03
$FBND
FIDELITY TOTAL BOND ETF
Held since at least Q1 2024
4.9%
04
$FLXR
TCW FLEXIBLE INCOME ETF
Held since at least Q1 2024
4.6%
05
$WTMF
WISDOMTREE MANAGED FUTURES STRATEGY FUND
Held since at least Q1 2024
4.1%
06
$BUFR
FT VEST LADDERED BUFFER ETF
Held since at least Q1 2024
4.1%
07
$DDWM
WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND
Held since at least Q1 2024
4.0%
08
$SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
Held since at least Q1 2024
3.4%
09
$SPMB
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
Held since at least Q1 2024
3.3%
10
$LGOV
FIRST TRUST LONG DURATION OPPORTUNITIES ETF
Held since at least Q1 2024
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:17 UTC.