Institutions / HighMark Wealth Management LLC
HighMark Wealth Management LLC
CIK 1802451 · Institution · as of Dec 31, 2025
Portfolio value
$245.37M
Positions
588
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 588 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $75.56M | 30.8% |
| iShares Tr | $15.93M | 6.5% |
| iShares Tr | $13.19M | 5.4% |
| Axogen, Inc. | $11.26M | 4.6% |
| iShares Tr | $10.32M | 4.2% |
| Vanguard Index Fds | $9.84M | 4.0% |
| iShares Tr | $7.88M | 3.2% |
| NeoGenomics Inc | $6.67M | 2.7% |
| Wells Fargo & COMPANY/MN | $6.39M | 2.6% |
| Centessa Pharmaceuticals PLC | $5.92M | 2.4% |
| AnaptysBio, Inc. | $4.56M | 1.9% |
| Invesco Exch Traded Fd Tr II | $4.37M | 1.8% |
| iShares Tr | $3.83M | 1.6% |
| AtriCure Inc | $3.31M | 1.3% |
| SI-BONE, Inc. | $3.15M | 1.3% |
| iShares MSCI UAE ETF | $3.10M | 1.3% |
| NVIDIA Corp | $2.17M | 0.9% |
| Apple Inc. | $2.15M | 0.9% |
| ELI LILLY & Co | $1.85M | 0.8% |
| Microsoft Corp | $1.79M | 0.7% |
| Health Catalyst, Inc. | $1.77M | 0.7% |
| Travelers Companies, Inc. | $1.62M | 0.7% |
| Organogenesis Holdings Inc.ORGO | $1.57M | 0.6% |
| 3M Co | $1.56M | 0.6% |
| Edgewise Therapeutics, Inc. | $1.32M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.