TFM
ALLW

Trademark Financial Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Trademark Financial Management’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$552K Buy
+18,849
New +$560K 0.23% 68

Other funds holding ALLW

CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Trademark Financial Management's ALLW Position: Q2 2026 in Review

Trademark Financial Management opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q2 2026: 18,849 shares worth $552K. The stake represents 0.23% of the portfolio and ranks #68 among its holdings.

75 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Trademark Financial Management held 18,849 shares of State Street Bridgewater All Weather ETF worth $552K as of Q2 2026.
  • State Street Bridgewater All Weather ETF was a new Trademark Financial Management position in Q2 2026.
  • State Street Bridgewater All Weather ETF made up 0.23% of Trademark Financial Management's portfolio in Q2 2026, its #68 holding.
  • 75 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.