Home/Smart Money/ASSETMARK, INC
§ 13F · FUND PROFILE

ASSETMARK, INC.

Turnkey asset management platform
AUM · $42356.8T (13F)Positions · 3003Turnover · 83% · Q4Filed · Jan 23, 2026
BIG MOVE · Q4
Retail cut 0pp. Media lifted 0pp.
CONCENTRATION
29%
Top 10 holdings
NEW BUYS
+325
+$311.5T deployed
EXITS
0
No exits
SECTOR SHIFT
RETAIL → MEDIA
-0pp · +0pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED JAN 23, 2026
#TickerNameShares$ value% portΔ Q4
1MGKVANGUARD WORLD FD8.59M$3546.0T7.2%+1%
2MGVVANGUARD WORLD FD15.43M$2178.2T4.4%+2%
3VOOVANGUARD INDEX FDS3.46M$2171.3T4.4%+3%
4NVDANVIDIA CORPORATION5.78M$1078.5T2.2%+1%
5VBRVANGUARD INDEX FDS4.38M$927.5T1.9%+3%
6MSFTMICROSOFT CORP1.91M$922.1T1.9%+3%
7MINTPIMCO ETF TR8.95M$897.8T1.8%+7%
8GOOGLALPHABET INC2.59M$809.8T1.7%−2%
9VOEVANGUARD INDEX FDS4.52M$802.6T1.6%+2%
10AAPLAPPLE INC2.91M$790.8T1.6%+5%
§ 02 · SECTOR ALLOCATION

Where the money is

Other17.3% (±0)
Technology5.0% (±0)
Semiconductors4.9% (±0)
Media4.4% (±0)
Financial Services2.5% (±0)
Retail1.7% (±0)
§ 03 · THE ASSETMARK, SIGNAL

AC read

ASSETMARK, INC is a Other fund managing $42356787.6 trillion in assets. The fund runs a massive portfolio of 3,003 positions, broad diversification across holdings, with the top 10 accounting for 29%. Trading activity is aggressive at 83% quarterly turnover, with 325 new positions and 0 exits last quarter. Top sector allocations: Other (17%), Technology (5%), Semiconductors (5%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Busy quarter
+325 buys · 0 exits · 2463 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed