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Portfolio (Quarterly) Guide ↗

HighMark Wealth Management LLC

· CIK 0001802451
13F Portfolio $246M AUM 555 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 98 Added 91 Reduced 68 Exited
Page 1 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 116,955.0 $76.2M 31.01% +7K +6.0% $651.25 +16.4%
2 EFV ISHARES TR 220,341.0 $16.4M 6.67% -3K -1.2% $74.35 +5.7%
3 IWM ISHARES TR 54,616.0 $13.5M 5.50% +1K +1.9% $247.56 +18.1%
4 AXGN AXOGEN INC Healthcare 344,940.0 $11.4M 4.65% $33.13 +22.2%
5 IJR ISHARES TR 90,685.0 $11.2M 4.58% +5K +5.6% $123.91 +12.7%
6 VOO VANGUARD INDEX FDS 16,511.0 $9.8M 4.00% +826.0 +5.3% $595.35 +16.6%
7 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 236,785.0 $9.4M 3.83% $39.72 +0.2%
8 IUSV ISHARES TR 80,539.0 $8.2M 3.34% +4K +4.9% $101.95 +8.4%
9 WFC WELLS FARGO &CO Financial Services 68,597.0 $5.5M 2.22% $79.61 -4.0%
10 ANAB ANAPTYSBIO INC Healthcare 94,050.0 $5.2M 2.12% $55.46 +3.4%
11 DWAS INVESCO EXCH TRADED FD TR II 46,857.0 $4.6M 1.87% +2K +3.7% $98.22 +19.7%
12 NEO NEOGENOMICS INC Healthcare 579,834.0 $4.3M 1.75% +12K +2.2% $7.42 +37.3%
13 IJH ISHARES TR 60,699.0 $4.1M 1.66% +3K +4.5% $67.33 +10.7%
14 TLT ISHARES TR 35,741.0 $3.1M 1.26% +230.0 +0.7% $86.69 -1.1%
15 ATRC ATRICURE INC Healthcare 83,720.0 $2.4M 0.97% $28.53 -1.1%
16 NVDA NVIDIA CORPORATION Technology 12,775.0 $2.2M 0.91% +1K +10.0% $174.39 +22.8%
17 SIBN SI BONE INC Healthcare 159,832.0 $2.0M 0.82% $12.63 +15.0%
18 AAPL APPLE INC Technology 7,840.0 $2.0M 0.81% -84.0 -1.1% $253.80 +22.7%
19 MASS 908 DEVICES INC Healthcare 319,350.0 $2.0M 0.80% +78K +32.5% $6.12 +45.7%
20 TWST TWIST BIOSCIENCE CORP Healthcare 39,290.0 $1.9M 0.76% $47.52 +43.8%
Page 1 of 28  ·  555 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 60.9%
Financial Services 14.0%
Technology 10.0%
Industrials 3.4%
Consumer Cyclical 3.2%
Consumer Defensive 3.2%
Communication Services 1.6%
Utilities 1.4%
Energy 1.1%
Basic Materials 0.9%