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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 10 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SMIN ISHARES TR 615.0 $37K 0.01% $59.95 +16.2%
182 TMO THERMO FISHER SCIENTIFIC INC Healthcare 75.0 $37K 0.01% -4.0 -5.1% $489.83 +3.2%
183 VEU VANGUARD INTL EQUITY INDEX F 487.0 $37K 0.01% $75.04 +11.3%
184 SBUX STARBUCKS CORP Consumer Cyclical 405.0 $36K 0.01% $89.59 +15.3%
185 IYR ISHARES TR 375.0 $35K 0.01% $94.61 +8.9%
186 GE GE AEROSPACE Industrials 124.0 $35K 0.01% +1.0 +0.8% $282.67 +32.0%
187 MDU MDU RES GROUP INC Industrials 1,679.0 $35K 0.01% $20.72 +4.8%
188 AMD ADVANCED MICRO DEVICES INC Technology 171.0 $35K 0.01% +25.0 +17.1% $203.43 +158.9%
189 VRSK VERISK ANALYTICS INC Industrials 182.0 $35K 0.01% $189.86 -6.4%
190 VWO VANGUARD INTL EQUITY INDEX F 616.0 $33K 0.01% -447.0 -42.0% $54.08 +9.0%
191 VO VANGUARD INDEX FDS 116.0 $33K 0.01% -19.0 -14.1% $286.50 -71.8%
192 XLV SELECT SECTOR SPDR TR 222.0 $33K 0.01% $146.84 +6.2%
193 SLVP ISHARES INC 901.0 $32K 0.01% $35.47 -13.4%
194 IWO ISHARES TR 101.0 $32K 0.01% -140.0 -58.1% $314.83 +24.5%
195 MJ AMPLIFY ETF TR 1,345.0 $31K 0.01% +26.0 +2.0% $23.02 +2.2%
196 GIS GENERAL MILLS INC Consumer Defensive 827.0 $31K 0.01% +11.0 +1.4% $37.22 -5.7%
197 NKE NIKE INC Consumer Cyclical 582.0 $31K 0.01% +11.0 +1.9% $52.85 -22.9%
198 STE STERIS PLC Healthcare 138.0 $30K 0.01% +1.0 +0.7% $220.57 -4.1%
199 ARDX ARDELYX INC Healthcare 4,985.0 $30K 0.01% $5.99 +1.6%
200 OTTR OTTER TAIL CORP Utilities 338.0 $30K 0.01% +2.0 +0.6% $87.71 +2.0%
Page 10 of 28  ·  555 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%