FundWatcher
WMKTX
WesMark Tactical Opportunity Fund
WesMark Funds

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
18
Top-10 weight
80.29%
Effective holdings ?
12
Crowding ?
89.4

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 iShares Trust IBOXX USD INVST GRADE CORP LQD 68,220 $7.44M 14.83%
2 iShares Trust CORE US AGGREGATE BD ETF AGG 65,152 $6.47M 12.90%
3 VANGUARD MEGA CAP VALUE ETF — 29,941 $4.34M 8.66%
4 SPDR GOLD SHARES ETF GLD 8,986 $3.87M 7.71%
5 ISHARES MSCI ACWI EX US ETF MUTUAL FUND ACWX 55,613 $3.81M 7.60%
6 Russell 2000 ETF IWM 15,170 $3.76M 7.50%
7 iShares Bloomberg Roll Select Commodity Strategy ETF — 60,700 $3.61M 7.19%
8 Vanguard Short-Term Corporate Bond ETF — 34,300 $2.72M 5.42%
9 ISHARES CORE S+P SMALL CAP ETF ISHARES CORE S+P SMALL CAP E IJR 17,000 $2.11M 4.22%
10 INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND RSP 11,000 $2.11M 4.21%
11 VANGUARD FTSE EM — 37,400 $2.02M 4.03%
12 Vanguard International Equity Index Funds FTSE EUROPE ETF VGK 18,300 $1.51M 3.01%
13 ISHARES BIOTECHNOLOGY ETF IBB 8,647 $1.46M 2.91%
14 STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR XLY 11,200 $1.22M 2.43%
15 iShares Expanded Tech-Software Sector ETF IGV 15,000 $1.20M 2.40%
16 SPDR S&P 500 ETF Trust — 1,825 $1.19M 2.37%
17 MONEY MARKET FUND GOIXX 1,045,014 $1.05M 2.08%
18 iShares MSCI India Small-Cap ETF — 3,893 $233.42K 0.47%

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