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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 8 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VB VANGUARD INDEX FDS 244.0 $64K 0.03% -20.0 -7.6% $262.24 +13.3%
142 RGA REINSURANCE GROUP AMER INC Financial Services 313.0 $64K 0.03% +2.0 +0.6% $204.28 +1.7%
143 IHF ISHARES TR 1,509.0 $63K 0.03% $41.86 +27.8%
144 SO SOUTHERN CO Utilities 623.0 $60K 0.02% $96.49 -0.7%
145 SCHG SCHWAB STRATEGIC TR 2,056.0 $60K 0.02% -7K -77.7% $29.12 +13.2%
146 F FORD MTR CO Consumer Cyclical 5,117.0 $59K 0.02% +43.0 +0.8% $11.54 +19.9%
147 EFG ISHARES TR 498.0 $55K 0.02% -174.0 -25.9% $111.44 +9.2%
148 ANET ARISTA NETWORKS INC Technology 448.0 $55K 0.02% +82.0 +22.4% $122.78 +31.7%
149 VEA VANGUARD TAX-MANAGED FDS 851.0 $55K 0.02% -117.0 -12.1% $64.07 +9.7%
150 VOOG VANGUARD ADMIRAL FDS INC 134.0 $55K 0.02% $406.84 -80.3%
151 MRSH MARSH &MCLENNAN COS INC Financial Services 308.0 $53K 0.02% $173.18 -4.2%
152 CSGP COSTAR GROUP INC Real Estate 1,296.0 $52K 0.02% $40.34 -26.1%
153 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 2,000.0 $52K 0.02% $26.13 +5.2%
154 B BARRICK MNG CORP Basic Materials 1,255.0 $51K 0.02% +11.0 +0.9% $40.77 -10.6%
155 IEMG ISHARES INC 733.0 $51K 0.02% $69.71 +16.8%
156 GH GUARDANT HEALTH INC Healthcare 550.0 $51K 0.02% $92.37 +48.3%
157 BAC BANK AMERICA CORP Financial Services 1,038.0 $51K 0.02% -71.0 -6.4% $48.75 +18.4%
158 OIH VANECK ETF TRUST 125.0 $51K 0.02% $404.21 -8.1%
159 CMCSA COMCAST CORP NEW Communication Services 1,760.0 $51K 0.02% +10.0 +0.6% $28.71 -21.1%
160 ECG EVERUS CONSTR GROUP Industrials 419.0 $49K 0.02% $118.06 +34.7%
Page 8 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%