HighMark Wealth Management
Latest statistics and disclosures from HighMark Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, EFV, IWM, AXGN, IJR, and represent 51.45% of HighMark Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AXGN (+$5.2M), SIBN, NEO, MASS, HCAT, IVV, TNDM, IJR, IUSG, SPY.
- Started 65 new stock positions in EHTH, CRDO, ALAB, TECX, ROST, IREN, SHW, MSTY, ZETA, FSSL.
- Reduced shares in these 10 stocks: , ANAB, INSM, ATEC, WFC, EVH, XENE, AAPL, AMZN, RGTI.
- Sold out of its positions in ADMA, ADAPY, ANGO, AQMS, BKR, BVS, BOC, BTG, CLS, AXIA.
- HighMark Wealth Management was a net buyer of stock by $3.8M.
- HighMark Wealth Management has $245M in assets under management (AUM), dropping by 8.03%.
- Central Index Key (CIK): 0001802451
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Portfolio Holdings for HighMark Wealth Management
HighMark Wealth Management holds 588 positions in its portfolio as reported in the December 2025 quarterly 13F filing
HighMark Wealth Management has 588 total positions. Only the first 250 positions are shown.
- Sign up to view all of the HighMark Wealth Management Dec. 31, 2025 positions
- Download the HighMark Wealth Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 30.8 | $76M | 110k | 684.94 |
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| Ishares Tr Eafe Value Etf (EFV) | 6.5 | $16M | 223k | 71.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 5.4 | $13M | 54k | 246.13 |
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| Axogen (AXGN) | 4.6 | $11M | +85% | 344k | 32.73 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.2 | $10M | 86k | 120.17 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.0 | $9.8M | 16k | 627.11 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 3.2 | $7.9M | 77k | 102.54 |
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| Neogenomics Com New (NEO) | 2.7 | $6.7M | +41% | 567k | 11.76 |
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| Wells Fargo & Company (WFC) | 2.6 | $6.4M | -8% | 69k | 93.20 |
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| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 2.4 | $5.9M | 237k | 25.01 |
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| Anaptysbio Inc Common (ANAB) | 1.9 | $4.6M | -30% | 94k | 48.48 |
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| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) | 1.8 | $4.4M | 45k | 96.77 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.6 | $3.8M | 58k | 66.00 |
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| AtriCure (ATRC) | 1.3 | $3.3M | 84k | 39.56 |
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| Si-bone (SIBN) | 1.3 | $3.2M | +549% | 160k | 19.72 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $3.1M | 36k | 87.16 |
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| NVIDIA Corporation (NVDA) | 0.9 | $2.2M | 12k | 186.50 |
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| Apple (AAPL) | 0.9 | $2.2M | -5% | 7.9k | 271.85 |
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| Eli Lilly & Co. (LLY) | 0.8 | $1.8M | 1.7k | 1074.82 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.8M | 3.7k | 483.62 |
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| Health Catalyst (HCAT) | 0.7 | $1.8M | +138% | 742k | 2.39 |
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| Travelers Companies (TRV) | 0.7 | $1.6M | 5.6k | 290.07 |
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| Organogenesis Hldgs (ORGO) | 0.6 | $1.6M | +3% | 303k | 5.18 |
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| 3M Company (MMM) | 0.6 | $1.6M | 9.7k | 160.11 |
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| Edgewise Therapeutics (EWTX) | 0.5 | $1.3M | 53k | 24.82 |
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| Tesla Motors (TSLA) | 0.5 | $1.3M | 2.9k | 449.71 |
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| 908 Devices (MASS) | 0.5 | $1.3M | NEW | 241k | 5.25 |
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| Twist Bioscience Corp (TWST) | 0.5 | $1.3M | 40k | 31.72 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $1.2M | 9.3k | 131.59 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $1.2M | 5.7k | 212.07 |
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| Alphatec Hldgs Com New (ATEC) | 0.5 | $1.1M | -42% | 54k | 21.04 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $1.1M | 6.0k | 181.22 |
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| Xenon Pharmaceuticals (XENE) | 0.4 | $1.0M | -11% | 23k | 44.82 |
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| Crinetics Pharmaceuticals In (CRNX) | 0.4 | $1.0M | +7% | 22k | 46.55 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $987k | 9.0k | 110.19 |
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| Neuropace (NPCE) | 0.4 | $973k | 63k | 15.44 |
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| Xcel Energy (XEL) | 0.4 | $960k | 13k | 73.86 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $949k | +6% | 9.5k | 99.88 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $910k | +13% | 1.3k | 681.96 |
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| Us Bancorp Del Com New (USB) | 0.4 | $902k | 17k | 53.36 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $827k | 2.5k | 335.21 |
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| Tandem Diabetes Care Com New (TNDM) | 0.3 | $772k | +49% | 35k | 21.98 |
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| Procter & Gamble Company (PG) | 0.3 | $745k | 5.2k | 143.31 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $739k | 16k | 46.81 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.3 | $709k | 9.0k | 78.67 |
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| Repro-Med Systems (KRMD) | 0.3 | $703k | 121k | 5.81 |
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| Aurinia Pharmaceuticals (AUPH) | 0.2 | $569k | -5% | 36k | 15.95 |
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| Ecolab (ECL) | 0.2 | $549k | 2.1k | 262.50 |
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| Abbott Laboratories (ABT) | 0.2 | $542k | 4.3k | 125.28 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $527k | 1.5k | 342.88 |
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| Amazon (AMZN) | 0.2 | $495k | -15% | 2.1k | 230.81 |
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| Altria (MO) | 0.2 | $440k | 7.6k | 57.66 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.2 | $421k | +3% | 8.0k | 52.53 |
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| Costco Wholesale Corporation (COST) | 0.2 | $400k | -4% | 464.00 | 862.28 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $393k | +3% | 3.3k | 120.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $380k | 1.2k | 313.91 |
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| MiMedx (MDXG) | 0.2 | $378k | 56k | 6.77 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $363k | 1.2k | 314.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $359k | 1.1k | 313.06 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $301k | 9.2k | 32.62 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $294k | +2% | 5.1k | 58.12 |
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| HEICO Corporation (HEI) | 0.1 | $293k | 904.00 | 323.59 |
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| UnitedHealth (UNH) | 0.1 | $286k | +20% | 867.00 | 330.22 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $285k | 1.6k | 177.75 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $283k | 1.9k | 146.60 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $281k | +14% | 3.1k | 89.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $272k | -2% | 443.00 | 614.02 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $262k | +11% | 2.7k | 96.27 |
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| Colgate-Palmolive Company (CL) | 0.1 | $239k | 3.0k | 79.02 |
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| Analog Devices (ADI) | 0.1 | $237k | 873.00 | 271.20 |
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| International Business Machines (IBM) | 0.1 | $234k | 789.00 | 296.22 |
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| Uber Technologies (UBER) | 0.1 | $229k | 2.8k | 81.71 |
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| Pliant Therapeutics (PLRX) | 0.1 | $209k | -21% | 171k | 1.22 |
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| Automatic Data Processing (ADP) | 0.1 | $204k | 792.00 | 257.23 |
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| Bridger Aerospace Grp Hldgs (BAER) | 0.1 | $202k | 110k | 1.83 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $200k | 7.3k | 27.43 |
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| Caterpillar (CAT) | 0.1 | $198k | -2% | 345.00 | 573.12 |
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| Johnson & Johnson (JNJ) | 0.1 | $197k | +2% | 952.00 | 206.98 |
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| Dex (DXCM) | 0.1 | $189k | 2.8k | 66.37 |
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| Viking Therapeutics (VKTX) | 0.1 | $187k | 5.3k | 35.18 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $186k | 1.9k | 96.05 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $185k | 2.3k | 79.24 |
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| Webster Financial Corporation (WBS) | 0.1 | $181k | 2.9k | 62.93 |
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| Globalstar Com New (GSAT) | 0.1 | $177k | 2.9k | 61.04 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $171k | -3% | 1.5k | 113.73 |
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| Fastenal Company (FAST) | 0.1 | $169k | 4.2k | 40.13 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $162k | 1.2k | 135.72 |
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| Best Buy (BBY) | 0.1 | $161k | 2.4k | 66.93 |
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| S&p Global (SPGI) | 0.1 | $157k | 300.00 | 522.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $156k | 311.00 | 502.65 |
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| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $156k | 1.7k | 90.07 |
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| CVS Caremark Corporation (CVS) | 0.1 | $150k | 1.9k | 79.35 |
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| Walt Disney Company (DIS) | 0.1 | $149k | 1.3k | 113.77 |
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| Pepsi (PEP) | 0.1 | $146k | 1.0k | 143.53 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $138k | +100% | 3.0k | 45.35 |
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| Meta Platforms Cl A (META) | 0.1 | $138k | +14% | 209.00 | 659.39 |
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| IDEXX Laboratories (IDXX) | 0.1 | $135k | +3% | 199.00 | 676.53 |
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| Abrdn Natl Mun Income Sh Ben Int (VFL) | 0.1 | $132k | 13k | 10.27 |
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| Medtronic SHS (MDT) | 0.1 | $130k | 1.4k | 96.04 |
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| Danaher Corporation (DHR) | 0.1 | $128k | 560.00 | 228.73 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $125k | 885.00 | 141.42 |
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| Rb Global (RBA) | 0.1 | $124k | 1.2k | 102.86 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $124k | +6590% | 736.00 | 167.95 |
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| Quidel Corp (QDEL) | 0.0 | $123k | 4.3k | 28.56 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $120k | 211.00 | 570.64 |
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| Cisco Systems (CSCO) | 0.0 | $117k | +2% | 1.5k | 77.05 |
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| West Pharmaceutical Services (WST) | 0.0 | $116k | 420.00 | 275.14 |
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| Pfizer (PFE) | 0.0 | $109k | +2% | 4.4k | 24.90 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $106k | +2% | 6.1k | 17.35 |
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| Tyler Technologies (TYL) | 0.0 | $100k | +2% | 220.00 | 452.92 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $99k | 1.2k | 82.79 |
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| Realty Income (O) | 0.0 | $99k | -4% | 1.7k | 56.37 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $98k | +10% | 1.3k | 75.43 |
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| Valero Energy Corporation (VLO) | 0.0 | $98k | 600.00 | 162.81 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $92k | 547.00 | 168.91 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $92k | 1.1k | 82.73 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $91k | 407.00 | 223.23 |
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| Wal-Mart Stores (WMT) | 0.0 | $89k | -16% | 794.00 | 111.43 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $87k | +100% | 2.0k | 44.70 |
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| CoStar (CSGP) | 0.0 | $87k | 1.3k | 67.24 |
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| Chevron Corporation (CVX) | 0.0 | $86k | -11% | 564.00 | 152.38 |
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| Zoom Communications Cl A (ZM) | 0.0 | $84k | 972.00 | 86.29 |
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| Marriott Intl Cl A (MAR) | 0.0 | $80k | 259.00 | 309.92 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $78k | -16% | 241.00 | 323.37 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $77k | 672.00 | 113.97 |
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| Trisalus Life Sciences (TLSI) | 0.0 | $75k | NEW | 11k | 6.98 |
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| Home Depot (HD) | 0.0 | $75k | -4% | 218.00 | 344.50 |
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| Lumentum Hldgs (LITE) | 0.0 | $74k | 200.00 | 368.59 |
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| eHealth (EHTH) | 0.0 | $73k | NEW | 16k | 4.60 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $73k | 1.0k | 69.40 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $72k | 1.5k | 47.95 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $72k | +37400% | 375.00 | 190.95 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $71k | 10k | 7.14 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $70k | -27% | 201.00 | 350.32 |
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| Deere & Company (DE) | 0.0 | $70k | +36% | 151.00 | 464.93 |
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| Kinross Gold Corp (KGC) | 0.0 | $69k | 2.4k | 28.16 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $68k | 264.00 | 258.38 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $68k | 2.6k | 26.23 |
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| At&t (T) | 0.0 | $68k | +2% | 2.7k | 24.84 |
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| Orthofix Medical (OFIX) | 0.0 | $67k | 4.4k | 15.16 |
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| Ford Motor Company (F) | 0.0 | $67k | 5.1k | 13.12 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $66k | NEW | 1.4k | 45.70 |
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $65k | +250000% | 10k | 6.47 |
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| Target Corporation (TGT) | 0.0 | $64k | +6% | 657.00 | 97.70 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $63k | +2% | 311.00 | 203.54 |
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| Bank of America Corporation (BAC) | 0.0 | $61k | 1.1k | 55.00 |
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| Micron Technology (MU) | 0.0 | $61k | -16% | 213.00 | 285.96 |
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| Coca-Cola Company (KO) | 0.0 | $61k | -7% | 868.00 | 69.90 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $61k | +3% | 968.00 | 62.50 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $59k | +20% | 134.00 | 443.56 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $59k | +13% | 479.00 | 123.15 |
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| Bristol Myers Squibb (BMY) | 0.0 | $59k | 1.1k | 53.95 |
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| Tactile Systems Technology, In (TCMD) | 0.0 | $58k | 2.0k | 29.00 |
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| Oracle Corporation (ORCL) | 0.0 | $58k | 297.00 | 194.82 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $58k | 160.00 | 360.02 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $57k | 253.00 | 226.14 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $57k | +62% | 1.1k | 53.73 |
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| Marsh & McLennan Companies | 0.0 | $57k | 308.00 | 185.23 |
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| Guardant Health (GH) | 0.0 | $56k | 550.00 | 102.14 |
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| Hldgs (UAL) | 0.0 | $56k | 500.00 | 111.82 |
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| Visa Com Cl A (V) | 0.0 | $55k | 157.00 | 350.59 |
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| Southern Company (SO) | 0.0 | $54k | 623.00 | 87.17 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $54k | +5% | 1.2k | 43.56 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $52k | -30% | 108.00 | 485.02 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $52k | 1.8k | 29.89 |
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| Evolent Health Cl A (EVH) | 0.0 | $52k | -74% | 13k | 4.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $50k | +35% | 106.00 | 468.75 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $49k | NEW | 1.1k | 45.21 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $49k | 733.00 | 67.18 |
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| Boeing Company (BA) | 0.0 | $49k | 226.00 | 217.12 |
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| Arista Networks Com Shs (ANET) | 0.0 | $48k | +15% | 366.00 | 131.03 |
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| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $48k | +183% | 1.7k | 28.06 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $48k | 610.00 | 77.79 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $47k | 1.7k | 26.92 |
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| Broadcom (AVGO) | 0.0 | $47k | -2% | 135.00 | 346.57 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $46k | 211.00 | 220.12 |
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| Invesco Exchange Traded Fd T Oil &gas Servic (PXJ) | 0.0 | $46k | 1.6k | 29.36 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $46k | +5% | 79.00 | 577.23 |
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| Sleep Number Corp (SNBR) | 0.0 | $45k | 5.3k | 8.46 |
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| Insmed Com Par Usd.01 (INSM) | 0.0 | $44k | -95% | 250.00 | 174.04 |
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| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $43k | +35% | 615.00 | 69.90 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $43k | -17% | 1.2k | 34.46 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $42k | -5% | 850.00 | 49.65 |
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| Verisk Analytics (VRSK) | 0.0 | $41k | 182.00 | 223.82 |
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| Amplify Etf Tr Altrntv Harv Etf (MJ) | 0.0 | $39k | 1.3k | 29.79 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $39k | +56% | 135.00 | 289.37 |
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| Ge Aerospace Com New (GE) | 0.0 | $38k | 123.00 | 308.95 |
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| General Mills (GIS) | 0.0 | $38k | 816.00 | 46.50 |
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| Nike CL B (NKE) | 0.0 | $36k | +28% | 571.00 | 63.68 |
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| Yum! Brands (YUM) | 0.0 | $36k | 238.00 | 151.40 |
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| Everus Constr Group (ECG) | 0.0 | $36k | 419.00 | 85.56 |
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| Globant S A (GLOB) | 0.0 | $36k | 547.00 | 65.37 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $36k | 486.00 | 73.54 |
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| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $36k | 125.00 | 284.77 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $35k | 375.00 | 93.93 |
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| Remitly Global (RELY) | 0.0 | $35k | NEW | 2.6k | 13.80 |
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| Steris Shs Usd (STE) | 0.0 | $35k | 137.00 | 253.99 |
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| Knife River Corp Common Stock (KNF) | 0.0 | $35k | 494.00 | 70.35 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $34k | 221.00 | 155.11 |
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| Rigetti Computing Common Stock (RGTI) | 0.0 | $34k | -72% | 1.5k | 22.15 |
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| Starbucks Corporation (SBUX) | 0.0 | $34k | 405.00 | 84.21 |
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| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.0 | $34k | 1.5k | 23.41 |
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| Netflix (NFLX) | 0.0 | $34k | +900% | 360.00 | 93.76 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $33k | NEW | 550.00 | 59.93 |
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| MDU Resources (MDU) | 0.0 | $33k | 1.7k | 19.52 |
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| Intel Corporation (INTC) | 0.0 | $33k | +177% | 886.00 | 36.90 |
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| Marvell Technology (MRVL) | 0.0 | $32k | -18% | 380.00 | 84.87 |
|
| First Tr Exchange Traded Nasdq Oil Gas (FTXN) | 0.0 | $32k | 1.2k | 27.92 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $31k | +19% | 146.00 | 214.16 |
|
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $31k | -17% | 230.00 | 134.85 |
|
| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $31k | NEW | 901.00 | 34.28 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $30k | 40.00 | 756.27 |
|
|
| Paycom Software (PAYC) | 0.0 | $30k | 187.00 | 159.36 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $30k | 132.00 | 224.88 |
|
|
| Ardelyx (ARDX) | 0.0 | $29k | 5.0k | 5.83 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $28k | +15% | 185.00 | 151.95 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $28k | NEW | 476.00 | 58.73 |
|
| Otter Tail Corporation (OTTR) | 0.0 | $27k | 336.00 | 80.71 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $27k | 221.00 | 122.02 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $27k | -2% | 292.00 | 91.21 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $27k | +10% | 55.00 | 483.60 |
|
| Sofi Technologies (SOFI) | 0.0 | $26k | -16% | 999.00 | 26.19 |
|
| Uipath Cl A (PATH) | 0.0 | $25k | NEW | 1.6k | 16.39 |
|
| Timkensteel (MTUS) | 0.0 | $25k | 1.5k | 17.16 |
|
|
| InfuSystem Holdings (INFU) | 0.0 | $25k | 2.8k | 8.97 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $25k | -7% | 81.00 | 304.91 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $24k | +20% | 176.00 | 136.86 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.0 | $24k | 210.00 | 113.82 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $23k | +2% | 141.00 | 159.31 |
|
| MercadoLibre (MELI) | 0.0 | $22k | NEW | 11.00 | 2014.18 |
|
| Goldman Sachs (GS) | 0.0 | $22k | 25.00 | 879.00 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $22k | NEW | 150.00 | 143.89 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $21k | NEW | 268.00 | 79.73 |
|
| CVRX (CVRX) | 0.0 | $21k | 3.0k | 7.10 |
|
|
| Green Dot Corp Cl A (GDOT) | 0.0 | $21k | NEW | 1.7k | 12.81 |
|
| Viper Energy Cl A (VNOM) | 0.0 | $20k | +53% | 528.00 | 38.66 |
|
| Gilead Sciences (GILD) | 0.0 | $20k | 166.00 | 122.41 |
|
|
| Polaris Industries (PII) | 0.0 | $20k | 317.00 | 63.17 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $20k | 306.00 | 65.15 |
|
|
| Synaptics, Incorporated (SYNA) | 0.0 | $20k | 269.00 | 74.02 |
|
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $20k | 704.00 | 28.06 |
|
|
| Sweetgreen Com Cl A (SG) | 0.0 | $20k | 2.9k | 6.76 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $20k | NEW | 1.4k | 14.14 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $19k | 190.00 | 102.16 |
|
|
| Lyft Cl A Com (LYFT) | 0.0 | $19k | 1.0k | 19.37 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $19k | 117.00 | 165.32 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $19k | 525.00 | 36.23 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $19k | 3.5k | 5.40 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $19k | 188.00 | 99.53 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $19k | 115.00 | 162.07 |
|
Past Filings by HighMark Wealth Management
SEC 13F filings are viewable for HighMark Wealth Management going back to 2019
- HighMark Wealth Management 2025 Q4 filed Feb. 5, 2026
- HighMark Wealth Management 2025 Q3 filed Oct. 20, 2025
- HighMark Wealth Management 2025 Q2 filed July 21, 2025
- HighMark Wealth Management 2025 Q1 filed April 24, 2025
- HighMark Wealth Management 2024 Q4 filed Jan. 31, 2025
- HighMark Wealth Management 2024 Q3 filed Oct. 17, 2024
- HighMark Wealth Management 2024 Q2 filed July 29, 2024
- HighMark Wealth Management 2024 Q1 filed April 29, 2024
- HighMark Wealth Management 2023 Q4 filed Jan. 23, 2024
- HighMark Wealth Management 2023 Q3 filed Oct. 18, 2023
- HighMark Wealth Management 2023 Q2 filed July 26, 2023
- HighMark Wealth Management 2023 Q1 filed April 21, 2023
- HighMark Wealth Management 2022 Q4 filed Feb. 2, 2023
- HighMark Wealth Management 2022 Q3 filed Oct. 21, 2022
- HighMark Wealth Management 2022 Q2 filed July 19, 2022
- HighMark Wealth Management 2022 Q1 filed April 25, 2022