Assetmark, Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$49.04B
Q ending 2026-03-31
Prior quarter
$49.04B
Q ending 2025-12-31
Change
+0.0% QoQ · +34.7% YoY
Positions
3,443
reported holdings

Largest positions

Top 100 of 3,443 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard World FdMGKShares$3.12B8.5M
Vanguard World FdMGVShares$2.26B15.6M
Vanguard Index FdsVOOShares$2.22B3.7M
Nvidia CorporationNVDAShares$1.02B5.9M
Pimco Etf TrMINTShares$971.6M9.7M
Vanguard Index FdsVBRShares$886.2M4.1M
Vanguard Index FdsVOEShares$798.6M4.3M
Ishares TrIEFAShares$794.7M8.8M
Apple IncAAPLShares$757.2M3.0M
Microsoft CorpMSFTShares$749.0M2.0M
Alphabet IncGOOGLShares$746.9M2.6M
Ishares IncIEMGShares$648.5M9.3M
Ishares TrGOVTShares$599.7M26.2M
Spdr Series TrustJNKShares$562.4M5.9M
Ishares TrHYGShares$552.3M6.9M
Vanguard Index FdsVOTShares$551.1M2.1M
Meta Platforms IncMETAShares$542.4M948K
Ishares TrSHYGShares$532.4M12.6M
Spdr Series TrustBILShares$523.0M5.7M
Ishares TrUSIGShares$521.3M10.2M
Broadcom IncAVGOShares$498.0M1.6M
Vanguard Index FdsVBKShares$486.4M1.6M
Spdr Series TrustSPTMShares$429.8M5.4M
Ishares TrIGIBShares$425.6M8.0M
Vanguard Scottsdale FdsVMBSShares$415.7M8.9M
Ishares TrIEIShares$397.6M3.4M
Amazon Com IncAMZNShares$381.4M1.8M
United Therapeutics Corp DelUTHRShares$365.3M616K
Vanguard Bd Index FdsBNDShares$364.6M5.0M
Ishares TrIVVShares$344.6M528K
Vanguard Tax-Managed FdsVEAShares$339.7M5.3M
Ishares TrMUBShares$339.3M3.2M
Vanguard Index FdsVTIShares$331.7M1.0M
Newmont CorpNEMShares$329.6M3.0M
At&T IncTShares$316.8M10.9M
Vanguard Charlotte FdsBNDXShares$307.1M6.4M
Synchrony FinancialSYFShares$295.1M4.3M
Fox CorpFOXAShares$289.9M5.0M
Ishares TrMTUMShares$281.8M1.2M
Vanguard Index FdsVTVShares$276.2M1.4M
Vanguard Index FdsVXFShares$264.0M1.3M
Ishares TrSHYShares$262.2M3.2M
Vanguard Index FdsVUGShares$259.3M594K
Jpmorgan Chase & CoJPMShares$241.9M822K
Spdr Series TrustSPYMShares$233.7M3.1M
Ishares TrTLHShares$228.7M2.3M
Procter & Gamble CoPGShares$199.1M1.4M
Taiwan Semiconductor ManufacTSMShares$188.1M557K
Verizon Communications IncVZShares$183.7M3.7M
Altria Group IncMOShares$177.0M2.7M
Spdr Series TrustSPIBShares$174.4M5.2M
Kla CorpKLACShares$172.7M117K
Ishares TrIEURShares$167.3M2.4M
Schwab Strategic TrSCHXShares$167.1M6.5M
Alphabet IncGOOGShares$161.4M563K
Spdr Series TrustSPTLShares$153.4M5.8M
United Airls Hldgs IncUALShares$148.9M1.6M
Exelixis IncEXELShares$145.4M3.4M
Ishares TrIDEVShares$143.3M1.7M
Ishares TrIJRShares$143.2M1.2M
Tesla IncTSLAShares$136.3M367K
Ishares TrIEFShares$127.5M1.3M
Applied Matls IncAMATShares$126.6M370K
Micron Technology IncMUShares$126.2M374K
Ishares TrUSMVShares$124.6M1.3M
Royal Caribbean GroupShares$123.3M448K
Mastercard IncorporatedMAShares$122.1M244K
Berkshire Hathaway Inc DelBRK/BShares$121.4M253K
Ishares TrTIPShares$119.4M1.1M
Philip Morris Intl IncPMShares$117.4M710K
Edison IntlEIXShares$117.2M1.6M
Comcast Corp NewCMCSAShares$116.6M4.1M
Ishares TrTLTShares$116.5M1.3M
J P Morgan Exchange Traded FJIREShares$112.2M1.5M
Marsh & Mclennan Cos IncMRSHShares$109.0M629K
Ishares TrLQDShares$108.6M997K
Vanguard Intl Equity Index FVSSShares$108.3M743K
Citizens Finl Group IncCFGShares$107.2M1.8M
Vanguard Malvern FdsVCRBShares$107.2M1.4M
Schwab Charles CorpSCHWShares$104.7M1.1M
Hartford Insurance Group IncHIGShares$103.9M768K
Nextpower IncNXTShares$101.4M841K
Vanguard Scottsdale FdsVCITShares$100.8M1.2M
Ishares TrFLOTShares$100.1M2.0M
Arch Cap Group LtdShares$99.5M1.0M
Blackrock Etf TrustDYNFShares$99.1M1.7M
Ishares IncEWCShares$98.6M1.8M
Vanguard Whitehall FdsVYMShares$98.0M662K
Dimensional Etf TrustDFAXShares$97.7M2.9M
Vanguard World FdVGTShares$94.6M136K
Everest Group LtdShares$94.1M288K
Spdr Index Shs FdsSPDWShares$93.5M2.0M
Booking Holdings IncBKNGShares$93.3M22K
Select Sector Spdr TrXLKShares$91.8M691K
Visa IncVShares$90.4M299K
Invesco Exch Traded Fd Tr IiBKLNShares$89.3M4.4M
Dimensional Etf TrustDFACShares$89.0M2.3M
Spdr Series TrustSPTIShares$89.0M3.1M
Ishares TrIGSBShares$88.9M1.7M
Aflac IncAFLShares$88.0M802K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.