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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 TQQQ PROSHARES TR 50 $3K 0.00% SOLD
42 UNP UNION PAC CORP Industrials 11 $3K 0.00% SOLD
43 FCX FREEPORT-MCMORAN INC Basic Materials 43 $2K 0.00% SOLD
44 TMUS T-MOBILE US INC Communication Services 9 $2K 0.00% SOLD
45 VRP INVESCO EXCH TRADED FD TR II 74 $2K 0.00% SOLD
46 CEG CONSTELLATION ENERGY CORP Utilities 5 $2K 0.00% SOLD
47 ICLR ICON PLC Healthcare 9 $2K 0.00% SOLD
48 FLUTTER ENTMT PLC 7 $2K 0.00% SOLD
49 TIDAL TRUST II $1K 0.00% SOLD
50 LNG CHENIERE ENERGY INC Energy 7 $1K 0.00% SOLD
51 MIND MEDICINE MINDMED INC 100 $1K 0.00% SOLD
52 CCI CROWN CASTLE INC Real Estate 15 $1K 0.00% SOLD
53 KDP KEURIG DR PEPPER INC Consumer Defensive 47 $1K 0.00% SOLD
54 LITHIUM AMERS CORP NEW 300 $1K 0.00% SOLD
55 CARR CARRIER GLOBAL CORPORATION Industrials 20 $1K SOLD
56 QUBT QUANTUM COMPUTING INC Technology 100 $1K SOLD
57 LIPOCINE INC NEW 100 $803.0 SOLD
58 SHW SHERWIN WILLIAMS CO Basic Materials 2 $648.0 SOLD
59 SOUN SOUNDHOUND AI INC Technology 50 $498.0 SOLD
60 SWBI SMITH &WESSON BRANDS INC Industrials 50 $495.0 SOLD
Page 3 of 4  ·  68 positions
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%