Pensionmark Financial Group, LLC
Pension/Endowment
Pensionmark Financial Group, LLC is a Pension/Endowment based in Santa Barbara, CA led by Troy Glen Hammond, reporting $56.3B in AUM as of Q3 2025 with 50% ETF concentration.
CEOTroy Glen Hammond
- Portfolio Value
- $4.9B
- Positions
- 1,208
- Top Holding
- AAPL at 3.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pensionmark Financial Group, LLC's portfolio (20.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $187.0M | 3.84% | +$7.0M Bought | 0.00% 734.5K shares | |
ETF ETF | $149.0M | 3.06% | +$12.2M Bought | — 243.3K shares | |
Software - Infrastructure Technology | $115.5M | 2.37% | +$39.4K Bought | 0.00% 223.1K shares | |
ETF ETF | $97.0M | 1.99% | -$1.6M Sold | — 1.2M shares | |
ETF ETF | $88.1M | 1.81% | -$1.7M Sold | — 730.0K shares | |
ETF ETF | $76.2M | 1.57% | +$5.3M Bought | — 965.9K shares | |
Banks - Diversified Financial Services | $73.7M | 1.51% | +$631.2K Bought | 0.01% 233.6K shares | |
Specialty Retail Consumer Cyclical | $65.7M | 1.35% | +$3.4M Bought | 0.00% 299.3K shares | |
Semiconductors Technology | $62.7M | 1.29% | +$8.7M Bought | 0.00% 336.2K shares | |
Internet Content & Information Communication Services | $61.2M | 1.26% | +$4.5M Bought | 0.00% 251.7K shares |
Analytics
Portfolio insights and performance metrics for Pensionmark Financial Group, LLC
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