ASSETMARK, INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1344551
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$58.2B
Holdings
3,558
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ASSETMARK, INC disclosed 3,558 positions worth $58.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 234 new positions and exited 133. The portfolio is most concentrated in Other (63.2% of disclosed assets). All figures are sourced directly from ASSETMARK, INC’s Form 13F-HR filing with the SEC under CIK 1344551.
AI Fund Analysis
StableVANGUARD WORLD FD - MEGA G
6.4% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
4.8% weight
Held 10 quarters
VANGUARD WORLD FD - MEGA C
4.5% weight
Held 10 quarters
$NVDA2.1% weight
Held 10 quarters
VANGUARD INDEX FDS - SM CP
2.0% weight
Held 10 quarters
$NVDA9 quarters accumulating
PIMCO ETF TR - ENHAN SHRT
9 quarters accumulating
$MSFT9 quarters accumulating
ISHARES TR - US TREAS BD E
9 quarters accumulating
ISHARES TR - 0-5YR HI YL C
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD WORLD FD - MEGA GRWTH IND
—Quality
$3.7B42,386,669 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$2.8B4,037,865 shVANGUARD WORLD FD - MEGA CAP VAL ETF
—Quality
$2.6B15,842,689 sh- 85.9
Quality
$1.2B6,158,108 sh VANGUARD INDEX FDS - SM CP VAL ETF
—Quality
$1.2B4,872,925 shPIMCO ETF TR - ENHAN SHRT MA AC
—Quality
$1.0B10,403,312 sh- 78.2
Quality
$976.7M2,733,011 sh ISHARES TR - CORE MSCI EAFE
—Quality
$922.8M9,554,572 sh- 76.4
Quality
$893.6M3,088,319 sh VANGUARD INDEX FDS - MCAP VL IDXVIP
—Quality
$874.7M4,426,816 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WORLD FD - MEGA GRWTH IND | — | $3.7B | 42,386,669 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.8B | 4,037,865 |
| VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $2.6B | 15,842,689 |
| NVIDIA CORP$NVDA | 85.9 | $1.2B | 6,158,108 |
| VANGUARD INDEX FDS - SM CP VAL ETF | — | $1.2B | 4,872,925 |
| PIMCO ETF TR - ENHAN SHRT MA AC | — | $1.0B | 10,403,312 |
 Alphabet Inc.$GOOG | 78.2 | $976.7M | 2,733,011 |
| ISHARES TR - CORE MSCI EAFE | — | $922.8M | 9,554,572 |
 Apple Inc.$AAPL | 76.4 | $893.6M | 3,088,319 |
| VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $874.7M | 4,426,816 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ASSETMARK, INC's 3,558 positions.
Showing top 10 of 3,558 holdings.
Sector Allocation
Other
$36.8B
Technology
$8.8B
Financials
$3.5B
Industrials
$1.9B
Healthcare
$1.8B
Consumer Discretionary
$1.3B
Consumer Staples
$996.7M
Communication Services
$976.3M
Top Holdings — ASSETMARK, INC (Q2 2026)
Top 150 of 3,558 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $3.7B | 6.4% | +399% | — |
| 2 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.8B | 4.8% | +8% | — |
| 3 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $2.6B | 4.5% | +2% | — |
| 4 | $NVDA | NVIDIA CORP | $1.2B | 2.1% | +5% | 85.9 |
| 5 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.2B | 2.0% | +19% | — |
| 6 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $1.0B | 1.8% | +8% | — |
| 7 | $GOOG | Alphabet Inc. | $976.7M | 1.7% | +5% | 78.2 |
| 8 | — | ISHARES TR - CORE MSCI EAFE | $922.8M | 1.6% | +9% | — |
| 9 | $AAPL | Apple Inc. | $893.6M | 1.5% | +4% | 76.4 |
| 10 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $874.7M | 1.5% | +2% | — |
| 11 | — | ISHARES INC - CORE MSCI EMKT | $789.6M | 1.4% | +3% | — |
| 12 | $MSFT | MICROSOFT CORP | $782.3M | 1.3% | +4% | 79.8 |
| 13 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $658.7M | 1.1% | +0% | — |
| 14 | — | ISHARES TR - US TREAS BD ETF | $624.7M | 1.1% | +5% | — |
| 15 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $601.1M | 1.0% | +6% | — |
| 16 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $588.2M | 1.0% | -0% | — |
| 17 |  $AVGO | Broadcom Inc. | $587.5M | 1.0% | -3% | 84.5 |
| 18 | — | ISHARES TR - 0-5YR HI YL CP | $562.6M | 1.0% | +5% | — |
| 19 | — | ISHARES TR - CORE S&P500 ETF | $561.9M | 1.0% | +42% | — |
| 20 |  $META | Meta Platforms, Inc. | $553.0M | 0.9% | +4% | 79.6 |
| 21 | — | ISHARES TR - IBOXX HI YD ETF | $552.5M | 0.9% | -0% | — |
| 22 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $532.3M | 0.9% | +46% | — |
| 23 | — | ISHARES TR - USD INV GRDE ETF | $528.2M | 0.9% | +1% | — |
| 24 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $500.1M | 0.9% | +1% | — |
| 25 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $481.8M | 0.8% | +26% | — |
| 26 |  $AMZN | AMAZON COM INC | $474.8M | 0.8% | +9% | 68.7 |
| 27 | — | ISHARES TR - 3 7 YR TREAS BD | $462.7M | 0.8% | +18% | — |
| 28 | — | VANGUARD INDEX FDS - VALUE ETF | $434.4M | 0.8% | +42% | — |
| 29 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $421.6M | 0.7% | -19% | — |
| 30 | — | ISHARES TR - ISHS 5-10YR INVT | $419.3M | 0.7% | -1% | — |
| 31 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $412.1M | 0.7% | -1% | — |
| 32 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $409.5M | 0.7% | +8% | — |
| 33 |  $MU | MICRON TECHNOLOGY INC | $400.8M | 0.7% | -7% | 86.2 |
| 34 | — | ISHARES TR - MSCI USA MMENTM | $391.0M | 0.7% | -3% | — |
| 35 | — | ISHARES TR - 1 3 YR TREAS BD | $375.9M | 0.7% | +44% | — |
| 36 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $363.3M | 0.6% | +17% | — |
| 37 | — | ISHARES TR - NATIONAL MUN ETF | $360.8M | 0.6% | +5% | — |
| 38 |  $KLAC | KLA CORP | $349.1M | 0.6% | +887% | 78.6 |
| 39 |  $UTHR | UNITED THERAPEUTICS Corp | $338.1M | 0.6% | +1% | 71.3 |
| 40 |  $SYF | Synchrony Financial | $334.8M | 0.6% | +1% | 64 |
| 41 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $325.3M | 0.6% | +3% | — |
| 42 | — | VANGUARD INDEX FDS - GROWTH ETF | $301.4M | 0.5% | +489% | — |
| 43 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $285.1M | 0.5% | +7% | — |
| 44 |  $NEM | NEWMONT Corp /DE/ | $281.8M | 0.5% | -1% | 86.8 |
| 45 |  $JPM | JPMORGAN CHASE & CO | $279.4M | 0.5% | +4% | 70.7 |
| 46 | — | SPDR SERIES TRUST - ST STR P500ETF | $278.0M | 0.5% | +4% | — |
| 47 |  $AMAT | APPLIED MATERIALS INC /DE | $277.2M | 0.5% | +3% | 72.3 |
| 48 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $249.9M | 0.4% | +146% | — |
| 49 | — | ISHARES TR - 10-20 YR TRS ETF | $245.5M | 0.4% | +8% | — |
| 50 |  $FOXA | Fox Corp | $234.5M | 0.4% | -9% | 64.5 |
| 51 |  $WDC | WESTERN DIGITAL CORP | $233.1M | 0.4% | +53% | 80.7 |
| 52 |  $T | AT&T INC. | $223.1M | 0.4% | -1% | 65.8 |
| 53 | — | VANGUARD INDEX FDS - SMALL CP ETF | $215.1M | 0.4% | +192% | — |
| 54 |  $UAL | United Airlines Holdings, Inc. | $211.6M | 0.4% | -4% | 60.8 |
| 55 |  $PG | PROCTER & GAMBLE Co | $205.3M | 0.3% | +2% | 64.6 |
| 56 |  $GOOGL | Alphabet Inc. | $200.7M | 0.3% | +1% | 78.2 |
| 57 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $195.0M | 0.3% | +2% | — |
| 58 |  $MO | ALTRIA GROUP, INC. | $191.9M | 0.3% | -1% | 67.4 |
| 59 | — | ISHARES TR - CORE MSCI EURO | $191.7M | 0.3% | +7% | — |
| 60 |  $EXEL | EXELIXIS, INC. | $186.8M | 0.3% | +1% | 76.2 |
| 61 | — | SPDR SERIES TRUST - ST INTER BD ETF | $177.3M | 0.3% | +2% | — |
| 62 | — | ISHARES TR - CORE S&P SCP ETF | $162.2M | 0.3% | -5% | — |
| 63 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $160.4M | 0.3% | +5% | — |
| 64 |  $VZ | VERIZON COMMUNICATIONS INC | $159.4M | 0.3% | +3% | 65.8 |
| 65 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $157.8M | 0.3% | +38% | — |
| 66 |  $TSLA | Tesla, Inc. | $157.3M | 0.3% | +2% | 53.9 |
| 67 |  $LRCX | LAM RESEARCH CORP | $147.7M | 0.3% | +3% | 79.4 |
| 68 | — | ISHARES TR - CORE US AGGBD ET | $146.0M | 0.3% | +150% | — |
| 69 | — | ISHARES TR - CORE MSCI INTL | $146.0M | 0.3% | -4% | — |
| 70 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $137.8M | 0.2% | -3% | — |
| 71 |  $PM | Philip Morris International Inc. | $134.4M | 0.2% | +5% | 75.9 |
| 72 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $131.4M | 0.2% | -0% | — |
| 73 | — | VANGUARD WORLD FD - INF TECH ETF | $130.9M | 0.2% | +707% | — |
| 74 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $130.3M | 0.2% | +56% | — |
| 75 | — | ISHARES TR - MSCI USA MIN ETF | $129.9M | 0.2% | +0% | — |
| 76 |  $MA | Mastercard Inc | $128.7M | 0.2% | +3% | 85.1 |
| 77 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $128.5M | 0.2% | NEW | — |
| 78 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $126.7M | 0.2% | +1% | 62.9 |
| 79 |  $BRK.B | BERKSHIRE HATHAWAY INC | $125.3M | 0.2% | -1% | 73.8 |
| 80 | — | VANGUARD MALVERN FDS - CORE BD ETF | $121.6M | 0.2% | +14% | — |
| 81 |  $EIX | EDISON INTERNATIONAL | $120.5M | 0.2% | +1% | 61.2 |
| 82 |  $AMD | ADVANCED MICRO DEVICES INC | $117.9M | 0.2% | -2% | 79.8 |
| 83 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $116.7M | 0.2% | NEW | — |
| 84 | — | ISHARES TR - TIPS BD ETF | $116.6M | 0.2% | -2% | — |
| 85 |  $V | VISA INC. | $116.1M | 0.2% | +13% | 82.9 |
| 86 |  $CF | CF Industries Holdings, Inc. | $116.0M | 0.2% | +5709% | 77.4 |
| 87 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $115.0M | 0.2% | -6% | — |
| 88 |  $QCOM | QUALCOMM INC/DE | $114.9M | 0.2% | -6% | 70.5 |
| 89 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $113.6M | 0.2% | +96% | — |
| 90 |  $BKNG | Booking Holdings Inc. | $113.6M | 0.2% | +2778% | 58.5 |
| 91 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $113.2M | 0.2% | -2% | — |
| 92 | — | ISHARES INC - MSCI CDA ETF | $111.6M | 0.2% | +8% | — |
| 93 |  $WSM | WILLIAMS SONOMA INC | $110.5M | 0.2% | -1% | 66.1 |
| 94 |  $SCHW | SCHWAB CHARLES CORP | $110.0M | 0.2% | +7% | 79.4 |
| 95 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $108.9M | 0.2% | +8% | — |
| 96 | — | ISHARES TR - FLTG RATE NT ETF | $106.4M | 0.2% | +6% | — |
| 97 | — | ISHARES TR - IBOXX INV CP ETF | $106.3M | 0.2% | -2% | — |
| 98 |  $EG | EVEREST GROUP, LTD. | $106.0M | 0.2% | +3% | — |
| 99 | $META | Meta Platforms, Inc. | $105.2M | 0.2% | +335% | 79.6 |
| 100 |  $NXT | Nextpower Inc. | $104.8M | 0.2% | +5% | 69 |
| 101 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $104.4M | 0.2% | +3% | 71.6 |
| 102 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $103.7M | 0.2% | -2% | — |
| 103 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $103.3M | 0.2% | +8390% | — |
| 104 | — | SPDR SERIES TRUST - ST INTER ETF | $102.7M | 0.2% | +17% | — |
| 105 |  $ACGL | ARCH CAPITAL GROUP LTD. | $101.9M | 0.2% | +1% | — |
| 106 |  $CCZ | COMCAST CORP | $101.2M | 0.2% | +1% | 59.5 |
| 107 | — | ISHARES TR - CORE UNIVRSL USD | $99.8M | 0.2% | +16% | — |
| 108 |  $AFL | AFLAC INC | $95.8M | 0.2% | +2% | 61.3 |
| 109 |  $WFC | WELLS FARGO & COMPANY/MN | $95.6M | 0.2% | +9% | 61.8 |
| 110 |  $ASML | ASML HOLDING NV | $95.5M | 0.2% | +13% | — |
| 111 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $94.6M | 0.2% | +46% | — |
| 112 | — | ISHARES TR - BROAD USD HIGH | $93.4M | 0.2% | +6% | — |
| 113 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $91.9M | 0.2% | -12% | — |
| 114 | — | VANGUARD INDEX FDS - MID CAP ETF | $90.2M | 0.2% | +315% | — |
| 115 |  $AMGN | AMGEN INC | $90.0M | 0.1% | +2% | 79.2 |
| 116 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $90.0M | 0.1% | +9% | — |
| 117 |  $IVZ | Invesco Ltd. | $89.2M | 0.1% | +0% | — |
| 118 | — | ISHARES TR - ISHS 1-5YR INVS | $88.9M | 0.1% | +0% | — |
| 119 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $87.6M | 0.1% | -11% | — |
| 120 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $86.8M | 0.1% | +28% | — |
| 121 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $84.6M | 0.1% | +10% | — |
| 122 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $84.1M | 0.1% | +75% | — |
| 123 |  $WT | WisdomTree, Inc. | $83.0M | 0.1% | -1% | 59.9 |
| 124 |  $GE | GENERAL ELECTRIC CO | $82.4M | 0.1% | +66% | 73.8 |
| 125 | — | ISHARES TR - TRUST ISHARE 0-1 | $81.3M | 0.1% | +10% | — |
| 126 | — | ISHARES TR - CORE INTL AGGR | $80.8M | 0.1% | +22% | — |
| 127 | — | SPDR SERIES TRUST - ST STR CONV ETF | $80.1M | 0.1% | -12% | — |
| 128 |  $ED | CONSOLIDATED EDISON INC | $79.3M | 0.1% | +3% | 67.3 |
| 129 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $79.1M | 0.1% | -23% | — |
| 130 | $IVZ | Invesco Ltd. | $78.7M | 0.1% | +1874% | — |
| 131 |  $FSLR | FIRST SOLAR, INC. | $78.6M | 0.1% | +1469% | 79.2 |
| 132 | — | SPDR SERIES TRUST - ST STR SP BIOT | $78.6M | 0.1% | -20% | — |
| 133 |  $LLY | ELI LILLY & Co | $78.3M | 0.1% | +8% | 87.5 |
| 134 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $78.0M | 0.1% | +3% | — |
| 135 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $77.9M | 0.1% | NEW | — |
| 136 | — | ISHARES TR - 10+ YR INVST GRD | $77.8M | 0.1% | +3% | — |
| 137 | $WT | WisdomTree, Inc. | $77.7M | 0.1% | -12% | 59.9 |
| 138 | — | ISHARES TR - GLOB HLTHCRE ETF | $77.4M | 0.1% | NEW | — |
| 139 | — | ISHARES TR - CORE MSCI PAC | $77.1M | 0.1% | -1% | — |
| 140 | — | ISHARES INC - MSCI MEXICO ETF | $75.1M | 0.1% | NEW | — |
| 141 |  $XOM.R34088 | EXXON MOBIL CORP | $74.8M | 0.1% | +11% | 57.9 |
| 142 |  $IAU | ISHARES GOLD TRUST | $74.4M | 0.1% | +17% | — |
| 143 |  $OMC | OMNICOM GROUP INC. | $73.9M | 0.1% | +9% | 59.1 |
| 144 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | $72.6M | 0.1% | +10% | — |
| 145 | — | SPDR SERIES TRUST - ST STR SP600 SML | $71.5M | 0.1% | -14% | — |
| 146 |  $NVS | NOVARTIS AG | $69.4M | 0.1% | +10% | — |
| 147 |  $INGR | Ingredion Inc | $69.3M | 0.1% | +5% | 50.4 |
| 148 | — | ISHARES TR - MSCI ACWI ETF | $67.9M | 0.1% | -0% | — |
| 149 | — | SPDR SERIES TRUST - ST STR CORPO ETF | $67.6M | 0.1% | +7% | — |
| 150 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $67.4M | 0.1% | +1% | 56.5 |
New Positions (234)
ISHARES TR - U.S. BAS MTL ETF$27.4M
$DFTX Definium Therapeutics, Inc.$18.7M FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY$13.5M
BLACKROCK ETF TRUST II - ISHA SECU IN ETF$12.2M
FIRST TR EXCHANGE-TRADED FD - BLOOMBERG AI ETF$8.9M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$7.7M BLACKROCK ETF TRUST - ISHA SYST AL ETF$6.8M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$3.2M
BLACKROCK ETF TRUST - ISHA INFR AC ETF$3.0M
PROSHARES TR - INVT INT RT HG$2.4M
ISHARES TR - IBONDS DEC 2031$2.1M
$HONA Honeywell Aerospace Inc.$2.1M
$EFSC ENTERPRISE FINANCIAL SERVICES CORP$2.1M FLEXSHARES TR - M STAR DEV MKT$1.9M
J P MORGAN EXCHANGE TRADED F - NEW YORK TAX FRE$1.8M
Exited Positions (133)
TELEFONICA S A
$TERN Terns Pharmaceuticals, Inc. SPDR SERIES TRUST
$CTRA Coterra Energy Inc.
$MASI MASIMO CORP TRUST FOR PROFESSIONAL MANAG
$SDA SunCar Technology Group Inc. AB ACTIVE ETFS INC
BLACKROCK ETF TRUST II
VANECK ETF TRUST
$OPCH Option Care Health, Inc.
$HOLX HOLOGIC INC
$LCII LCI INDUSTRIES
$VITL Vital Farms, Inc.
$CSGS CSG SYSTEMS INTERNATIONAL INCBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: ASSETMARK, INC
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