TrueMark Investments, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 855,833
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 184 | 855,833 | 13F-HR | TrueMark Investments, LLC |
| Q2 2026 | 7/22/2026 | 187 | 798,226 | 13F-HR | TrueMark Investments, LLC |
| 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 | 637.9 K | 74.5% | 60.93 K | 0 | 60.93 K |
| ETFs | 216.5 K | 25.3% | 0 | 3.08 K | -3.08 K |
| Other | 1.375 K | 0.2% | 0 | 235 | -235 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
855,833
Holdings
184
QoQ value change ($000)
57,607
(7.2%)
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.