HighMark Wealth Management LLC
HighMark Wealth Management LLC reported 565 positions worth $298.5M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IVV (27.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $82.3M | 27.57% | 109,892 | — | — | |
| ▸ 2 | FHLC | SH | $19.7M | 6.58% | 254,403 | — | — | |
| ▸ 3 | AXGN | SH | $15.8M | 5.28% | 341,390 | — | — | |
| ▸ 4 | IWM | SH | $15.3M | 5.13% | 51,019 | — | — | |
| ▸ 5 | EFV | SH | $15.2M | 5.11% | 199,183 | — | — | |
| ▸ 6 | IJR | SH | $13.3M | 4.47% | 89,888 | — | — | |
| ▸ 7 | VOO | SH | $10.7M | 3.57% | 15,529 | — | — | |
| ▸ 8 | NEO | SH | $8.9M | 2.99% | 612,534 | — | — | |
| ▸ 9 | IUSV | SH | $8.3M | 2.79% | 75,506 | — | — | |
| ▸ 10 | SIBN | SH | $6.9M | 2.32% | 425,049 | — | — |
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Frequently Asked Questions
What stocks does HighMark Wealth Management LLC hold as of Q2 2026?
HighMark Wealth Management LLC reported 565 positions worth $298.5M in its Q2 2026 13F filing. Largest positions: IVV (27.6%), FHLC (6.6%), AXGN (5.3%), IWM (5.1%) and EFV (5.1%).
What did HighMark Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HighMark Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.