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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 5 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJS ISHARES TR 1,506.0 $178K 0.07% $118.43 +12.1%
82 VKTX VIKING THERAPEUTICS INC Healthcare 5,310.0 $173K 0.07% $32.54 -0.5%
83 EFA ISHARES TR 1,743.0 $169K 0.07% -196.0 -10.1% $97.16 +5.4%
84 ADP AUTOMATIC DATA PROCESSING IN Industrials 792.0 $161K 0.07% $203.18 +8.5%
85 PEP PEPSICO INC Consumer Defensive 1,027.0 $160K 0.07% +12.0 +1.2% $155.34 -8.6%
86 VXUS VANGUARD STAR FDS 2,050.0 $158K 0.06% +748.0 +57.5% $77.10 +9.5%
87 BBY BEST BUY INC Consumer Cyclical 2,442.0 $157K 0.06% +32.0 +1.3% $64.21 +17.0%
88 SOLV SOLVENTUM CORP Healthcare 2,396.0 $156K 0.06% +60.0 +2.6% $65.30 +13.3%
89 XLB SELECT SECTOR SPDR TR 3,044.0 $152K 0.06% $49.97 +1.8%
90 ABNB AIRBNB INC Consumer Cyclical 1,193.0 $151K 0.06% $126.28 +10.0%
91 BERKSHIRE HATHAWAY INC DEL 311.0 $149K 0.06% $479.20
92 VLO VALERO ENERGY CORP Energy 600.0 $148K 0.06% $247.13 -1.4%
93 LITE LUMENTUM HLDGS INC Technology 200.0 $141K 0.06% $702.76 +17.8%
94 JTEK J P MORGAN EXCHANGE TRADED F 1,726.0 $137K 0.06% $79.54 +32.3%
95 TLSI TRISALUS LIFE SCIENCES INC Healthcare 33,300.0 $133K 0.05% +22K +208.3% $4.00 +0.8%
96 VFL ABRDN NATL MUN INCOME FD Financial Services 12,880.0 $128K 0.05% $9.96 +3.7%
97 SPGI S&P GLOBAL INC Financial Services 300.0 $128K 0.05% $425.34 -5.9%
98 DIS DISNEY WALT CO Communication Services 1,308.0 $126K 0.05% $96.37 +7.4%
99 ACWI ISHARES TR 885.0 $122K 0.05% $138.30 +11.7%
100 PFE PFIZER INC Healthcare 4,345.0 $122K 0.05% -48.0 -1.1% $28.08 -12.0%
Page 5 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%