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Portfolio (Quarterly) Guide ↗

HighMark Wealth Management LLC

· CIK 0001802451
13F Portfolio $245M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 588 New
Page 23 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ALL ALLSTATE CORP Financial Services 16.0 $3K 0.00% NEW $212.19 +10.9%
442 VNQ VANGUARD INDEX FDS 38.0 $3K 0.00% NEW $89.29 +8.8%
443 MRK MERCK &CO INC Healthcare 32.0 $3K 0.00% NEW $103.75 +16.9%
444 SYM SYMBOTIC INC Industrials 56.0 $3K 0.00% NEW $59.23 -34.2%
445 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 40.0 $3K 0.00% NEW $82.38 -21.2%
446 SHM SPDR SERIES TRUST 68.0 $3K 0.00% NEW $48.01 -0.1%
447 SCHP SCHWAB STRATEGIC TR 122.0 $3K 0.00% NEW $26.49 -0.1%
448 INGERSOLL RAND INC 40.0 $3K 0.00% NEW $79.20
449 RELX RELX PLC Communication Services 78.0 $3K 0.00% NEW $40.21 -22.3%
450 SJM SMUCKER J M CO Consumer Defensive 32.0 $3K 0.00% NEW $97.78 +14.5%
451 TIDAL TRUST II $3K 0.00% NEW
452 BCYC BICYCLE THERAPEUTICS PLC Healthcare 435.0 $3K 0.00% NEW $7.08 -44.0%
453 TM TOYOTA MOTOR CORP Consumer Cyclical 14.0 $3K 0.00% NEW $218.29 -23.4%
454 HLN HALEON PLC Healthcare 298.0 $3K 0.00% NEW $10.09 -8.3%
455 NVO NOVO-NORDISK A S Healthcare 59.0 $3K 0.00% NEW $50.66 -6.3%
456 OSCR OSCAR HEALTH INC Healthcare 200.0 $3K 0.00% NEW $14.37 +100.0%
457 ON ON SEMICONDUCTOR CORP Technology 53.0 $3K 0.00% NEW $54.13 +108.5%
458 TTD THE TRADE DESK INC Technology 75.0 $3K 0.00% NEW $37.96 -52.9%
459 IREN IREN LIMITED Financial Services 75.0 $3K 0.00% NEW $37.76 +31.5%
460 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 9.0 $3K 0.00% NEW $311.56 +40.3%
Page 23 of 30  ·  588 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 61.9%
Financial Services 14.0%
Technology 9.7%
Consumer Cyclical 3.5%
Industrials 3.5%
Consumer Defensive 2.6%
Communication Services 1.6%
Utilities 1.3%
Basic Materials 0.9%
Energy 0.8%