13F Filings History of ASSETMARK, INC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$49,036,837,300
Signature - Title
John Koval - Chief Compliance Officer
Location
Concord, CA
Summary
This page shows a list of all the recent 13F filings made by ASSETMARK, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ASSETMARK, INC reported 3366 stock holdings with total value $49,036,837,300 as of Q4 2025. Top holdings included MGK, MGV, VOO, NVDA, and VBR.

Notify me when ASSETMARK, INC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 3,366 $49,036,837,300 +$3,946,676,256 -$1,631,205,082 +$2,315,471,174 MGK, MGV, VOO, NVDA, VBR 13F-HR 23 Jan 2026, 16:03
Q3 2025 3,177 $46,648,239,775 +$4,793,287,401 -$3,024,134,352 +$1,769,153,049 MGK, MGV, VOO, NVDA, MSFT 13F-HR 06 Nov 2025, 13:41
Q2 2025 2,994 $42,356,787,537 +$5,216,821,085 -$2,360,904,531 +$2,855,916,554 MGK, MGV, VOO, NVDA, MSFT 13F-HR 04 Aug 2025, 11:23
Q1 2025 2,613 $36,406,562,545 +$3,041,276,614 -$2,348,528,358 +$692,748,256 MGK, MGV, VOO, VBR, MINT 13F-HR 06 May 2025, 16:49
Q4 2024 2,585 $36,814,829,682 +$3,967,719,194 -$1,712,198,266 +$2,255,520,928 MGK, MGV, VOO, VBR, NVDA 13F-HR 06 Feb 2025, 14:21
Q3 2024 2,246 $34,909,412,727 +$3,884,838,495 -$2,599,779,814 +$1,285,058,681 MGK, MGV, VOO, VBR, IVV 13F-HR 01 Nov 2024, 16:42
Q2 2024 2,091 $32,334,210,720 +$3,448,320,168 -$1,865,364,242 +$1,582,955,926 MGK, MGV, VOO, VBR, MSFT 13F-HR 13 Aug 2024, 11:34
Q1 2024 1,918 $30,759,679,877 +$3,542,209,326 -$2,490,261,229 +$1,051,948,097 MGK, MGV, VOO, VBR, SHY 13F-HR 06 May 2024, 18:24
Q4 2023 1,833 $27,673,351,584 +$3,102,824,495 -$2,750,944,366 +$351,880,129 MGK, VOO, MGV, VBR, HYG 13F-HR 09 Feb 2024, 13:13
Q3 2023 1,738 $25,009,274,803 +$2,827,489,398 -$2,319,929,969 +$507,559,429 MGK, VOO, MGV, SHY, HYG 13F-HR 27 Oct 2023, 14:44
Q2 2023 1,556 $25,492,222,270 +$3,636,296,119 -$3,230,830,040 +$405,466,079 MGK, VOO, MGV, HYG, LQD 13F-HR 11 Aug 2023, 14:42
Q1 2023 1,579 $24,188,482,300 +$3,456,054,729 -$3,344,828,276 +$111,226,453 MGK, MGV, VOO, SHY, LQD 13F-HR 05 May 2023, 13:05
Q4 2022 1,581 $23,069,950,455 +$3,480,996,155 -$3,123,265,663 +$357,730,492 MGV, MGK, VOO, HYG, BIL 13F-HR 10 Feb 2023, 13:58
Q3 2022 1,503 $21,385,966,000 +$2,437,283,895 -$2,037,629,730 +$399,654,165 MGK, SHY, VOO, MGV, BIL 13F-HR 01 Nov 2022, 14:29
Q2 2022 1,463 $22,306,210,000 +$2,755,697,956 -$1,466,228,522 +$1,289,469,434 SHY, VOO, MGK, MGV, BIL 13F-HR 03 Aug 2022, 09:55
Q1 2022 1,530 $23,892,136,000 +$4,301,904,643 -$3,509,626,635 +$792,278,008 VOO, MGK, SHY, MGV, BIL 13F-HR 12 May 2022, 17:58
Q4 2021 1,496 $24,336,710,000 +$3,453,712,229 -$2,523,357,330 +$930,354,899 VOO, MGK, MGV, LQD, IEFA 13F-HR 14 Feb 2022, 12:38
Q3 2021 1,379 $22,321,658,000 +$3,699,164,338 -$2,667,524,619 +$1,031,639,719 VOO, MGK, MGV, LQD, IEFA 13F-HR 12 Nov 2021, 13:03
Q2 2021 1,305 $21,564,769,000 +$5,370,751,264 -$4,183,031,005 +$1,187,720,259 VOO, MGK, MGV, IEFA, LQD 13F-HR 16 Aug 2021, 13:29
Q1 2021 1,323 $19,389,066,000 +$3,411,157,364 -$2,513,793,483 +$897,363,881 VOO, MGK, MGV, IEFA, SHY 13F-HR 14 May 2021, 11:06
Q4 2020 1,382 $17,947,741,000 +$2,530,255,542 -$1,410,345,721 +$1,119,909,821 VOO, MGK, MGV, IEF, IEFA 13F-HR 10 Feb 2021, 12:31
Q3 2020 1,306 $15,496,903,000 +$3,802,461,005 -$2,841,216,096 +$961,244,909 VOO, MGK, MGV, IEFA, LQD 13F-HR 13 Nov 2020, 15:13
Q2 2020 1,242 $13,978,157,000 +$4,026,942,161 -$3,290,909,728 +$736,032,433 IEF, VOO, BIL, MGK, SPTI 13F-HR 11 Aug 2020, 14:52
Q1 2020 1,342 $11,810,510,000 +$2,745,609,127 -$1,853,183,954 +$892,425,173 VOO, SHY, BIL, MGK, MGV 13F-HR 12 May 2020, 11:27
Q4 2019 1,374 $13,163,831,000 +$2,224,407,543 -$1,634,276,540 +$590,131,003 VOO, MGK, MGV, IEFA, JNK 13F-HR 10 Feb 2020, 19:10
Q3 2019 1,302 $11,945,433,000 +$2,172,602,963 -$2,563,796,381 -$391,193,418 VOO, IEFA, JNK, MGV, MGK 13F-HR 13 Nov 2019, 11:47
Q2 2019 1,327 $12,266,834,000 +$2,646,072,419 -$1,781,665,933 +$864,406,486 IEF, VOO, IEFA, SPY, MGV 13F-HR 14 Aug 2019, 12:59
Q1 2019 1,325 $11,070,506,000 +$2,007,257,217 -$2,236,713,582 -$229,456,365 VOO, IEF, IEFA, SPY, SHY 13F-HR 14 May 2019, 16:34
Q4 2018 1,412 $10,358,597,000 +$2,822,819,682 -$2,245,927,130 +$576,892,552 VOO, BIL, IEFA, SHY, SPY 13F-HR 13 Feb 2019, 12:41
Q3 2018 1,395 $10,998,941,000 +$1,600,258,797 -$1,030,838,087 +$569,420,710 VOO, SPY, IEFA, HYG, VUG 13F-HR 13 Nov 2018, 16:43
Q2 2018 1,390 $10,179,152,000 +$1,677,925,264 -$1,138,151,209 +$539,774,055 VOO, SPY, IEFA, HYG, VUG 13F-HR 01 Aug 2018, 13:54
Q1 2018 1,391 $9,658,423,000 +$1,588,510,009 -$1,491,410,246 +$97,099,763 VOO, SPY, IEFA, VUG, JNK 13F-HR 15 May 2018, 20:09
Q4 2017 1,843 $9,699,634,000 +$1,547,904,007 -$944,781,792 +$603,122,215 VOO, JNK, HYG, SPY, VTV 13F-HR 13 Feb 2018, 12:44
Q3 2017 1,459 $8,604,020,000 +$2,152,373,221 -$1,580,620,616 +$571,752,605 VOO, JNK, HYG, SPY, VTV 13F-HR 08 Nov 2017, 17:11
Q2 2017 1,364 $7,948,189,000 +$1,296,353,395 -$1,234,940,906 +$61,412,489 VOO, SPY, JNK, HYG, VTV 13F-HR 14 Aug 2017, 19:26
Q1 2017 1,258 $7,612,431,000 +$1,806,802,251 -$1,066,754,162 +$740,048,089 VOO, HYG, SPY, JNK, IGIB Restatement 14 Sep 2017, 20:15
Q4 2016 1,233 $6,807,009,000 +$1,293,853,716 -$1,017,409,629 +$276,444,087 VOO, SPY, HYG, JNK, VTV Restatement 14 Sep 2017, 20:06
Q3 2016 1,199 $6,575,257,000 +$1,720,981,858 -$1,243,280,492 +$477,701,366 VOO, SPY, FLOT, IGIB, JNK Restatement 14 Sep 2017, 19:57
Q2 2016 1,157 $5,947,752,000 +$1,317,540,504 -$1,238,407,847 +$79,132,657 VOO, SPY, JNK, VTV, VEA Restatement 14 Sep 2017, 19:44
Q1 2016 1,158 $5,728,615,000 +$1,941,699,752 -$1,627,269,847 +$314,429,905 VOO, SPY, AGG, PFF, JNK Restatement 14 Sep 2017, 19:36
Q4 2015 1,365 $5,395,656,000 +$1,408,924,925 -$938,038,514 +$470,886,411 SPY, MBB, VOO, IGIB, IYC Restatement 14 Sep 2017, 19:12
Q3 2015 710 $4,794,240,000 $0 $0 $0 SPY, MBB, SHY, BSV, AGZ New Holdings 05 Jan 2016, 11:42
Q3 2015 710 $4,794,240,000 +$1,623,872,082 -$1,303,976,188 +$319,895,894 SPY, MBB, SHY, BSV, AGZ 13F-HR 09 Nov 2015, 17:56
Q2 2015 613 $4,803,656,000 +$1,455,177,231 -$1,281,331,433 +$173,845,798 SPY, MBB, VTI, VEA, VGK 13F-HR 13 Aug 2015, 16:06
Q1 2015 463 $4,693,100,000 +$1,543,333,441 -$1,518,679,156 +$24,654,285 SPY, BSV, VGK, BND, VCSH 13F-HR 12 May 2015, 16:56
Q4 2014 467 $4,603,346,000 +$1,294,098,724 -$1,079,853,909 +$214,244,815 SPY, SHV, EEM, EZU, VGK 13F-HR 03 Feb 2015, 12:13
Q3 2014 449 $4,327,489,000 +$835,615,059 -$1,103,128,545 -$267,513,486 SPY, MBB, EEM, IEF, EZU 13F-HR 10 Nov 2014, 09:51
Q2 2014 489 $4,695,063,000 +$1,324,008,062 -$870,571,100 +$453,436,962 SPY, VGK, EEM, HYS, IEF 13F-HR 12 Aug 2014, 16:36
Q1 2014 395 $4,100,841,000 +$665,528,232 -$829,050,491 -$163,522,259 SPY, VGK, SHV, FLOT, XLB 13F-HR 06 May 2014, 15:38
Q4 2013 393 $4,220,946,000 +$744,604,691 -$658,133,904 +$86,470,787 SPY, FLOT, VGK, VQT, EEM 13F-HR 11 Feb 2014, 14:05
Q3 2013 370 $3,959,924,000 $0 $0 $0 SPY, FLOT, VGK, VQT, IEF Restatement 11 Feb 2014, 14:03