TrueMark Investments, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 513,725
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 167 | 513,725 | 13F-HR | TrueMark Investments, LLC |
| Q4 2025 | 1/14/2026 | 240 | 523,497 | 13F-HR | TrueMark Investments, LLC |
| Q3 2025 | 10/30/2025 | 194 | 575,394 | 13F-HR | TrueMark Investments, LLC |
| Q2 2025 | 7/29/2025 | 139 | 462,669 | 13F-HR | TrueMark Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 491.9 K | 95.8% | 0 | 27.99 K | -27.99 K |
| ETFs | 20.84 K | 4.1% | 17.67 K | 0 | 17.67 K |
| Other | 909 | 0.2% | 909 | 0 | 909 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
513,725
Holdings
167
QoQ value change ($000)
-9,772
(-1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.