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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 1 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFV ISHARES TR 220,341.0 $16.4M 6.67% -3K -1.2% $74.35 +2.1%
2 AAPL APPLE INC Technology 7,840.0 $2.0M 0.81% -84.0 -1.1% $253.80 +16.0%
3 TSLA TESLA INC Consumer Cyclical 2,833.0 $1.1M 0.43% -48.0 -1.7% $371.74 +2.7%
4 AGG ISHARES TR 9,051.0 $899K 0.37% -445.0 -4.7% $99.27 -0.6%
5 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 20,495.0 $744K 0.30% -1K -4.7% $36.32 -1.1%
6 PG PROCTER &GAMBLE CO Consumer Defensive 5,138.0 $742K 0.30% -61.0 -1.2% $144.43 +4.5%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,122.0 $729K 0.30% -213.0 -16.0% $650.17 +12.8%
8 SPEM SPDR INDEX SHS FDS 14,992.0 $703K 0.29% -787.0 -5.0% $46.91 +9.8%
9 TNDM TANDEM DIABETES CARE INC Healthcare 34,120.0 $654K 0.27% -1K -2.9% $19.17 -24.8%
10 ATEC ALPHATEC HLDGS INC Healthcare 52,900.0 $576K 0.23% -1K -2.2% $10.88 -21.9%
11 XOM EXXON MOBIL CORP Energy 3,139.0 $533K 0.22% -126.0 -3.9% $169.68 -18.4%
12 AUPH AURINIA PHARMACEUTICALS INC Healthcare 35,196.0 $522K 0.21% -500.0 -1.4% $14.82 +20.6%
13 OEF ISHARES TR 1,465.0 $466K 0.19% -73.0 -4.8% $317.98 +13.4%
14 ABT ABBOTT LABORATORIES Healthcare 4,269.0 $438K 0.18% -61.0 -1.4% $102.66 -11.8%
15 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 438.0 $436K 0.18% -26.0 -5.6% $996.24 -3.9%
16 ADI ANALOG DEVICES INC Technology 863.0 $275K 0.11% -10.0 -1.1% $318.14 +28.0%
17 CL COLGATE PALMOLIVE CO Consumer Defensive 3,000.0 $256K 0.10% -22.0 -0.7% $85.23 +7.3%
18 QQQ INVESCO QQQ TR Financial Services 432.0 $250K 0.10% -11.0 -2.5% $577.79 +23.5%
19 JNJ JOHNSON &JOHNSON Healthcare 941.0 $230K 0.09% -11.0 -1.2% $244.48 -2.2%
20 UNH UNITEDHEALTH GROUP INC Healthcare 788.0 $218K 0.09% -79.0 -9.1% $276.51 +48.0%
Page 1 of 5  ·  91 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 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%