Truemark Investments

$856M 13F equity value
206 Holdings
Quarter ended September 30, 2026

The latest 13F on file for Truemark Investments covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
JUNZELEVATION SERIES TRUST767,473$27M3.2%
SEPZELEVATION SERIES TRUST590,565$27M3.2%
JULZELEVATION SERIES TRUST588,164$27M3.2%
NOVZELEVATION SERIES TRUST564,796$27M3.1%
FEBZELEVATION SERIES TRUST654,798$27M3.1%
AUGZELEVATION SERIES TRUST577,886$27M3.1%
MARZELEVATION SERIES TRUST713,891$27M3.1%
MAYZELEVATION SERIES TRUST720,699$26M3.1%
DECZELEVATION SERIES TRUST597,942$26M3.1%
APRZELEVATION SERIES TRUST643,971$26M3.0%

Track Truemark Investments's 13F portfolio: $856M in reported holdings, 206 positions. Top holdings and quarterly changes on SentiSense.

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