Tidemark, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's address as 5405 Morehouse Dr. Suite 345 in San Diego, California, and identifies Joshua Stipcich as the Chief Operating Officer responsible for the report.
The portfolio includes a diverse mix of common stocks and exchange-traded funds. The largest position disclosed is Apple Inc., with 19,069 shares. Amazon.com Inc. follows with 13,982 shares, while Berkshire Hathaway Inc. (Class B) holds 2,779 shares. Other notable holdings include Applied Materials Inc. (1,816 shares), Broadcom Inc. (1,382 shares), and Caterpillar Inc. (2,467 shares).
The filing also lists significant positions in exchange-traded funds, including Amplify CEF High Income ETF (15,155 shares), Amplify CWP Enhanced Dividend Income ETF (10,110 shares), and Amplify Alternative Harvest ETF (241 shares). The total number of individual equity positions listed in the filing exceeds 300.
