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HighMark Wealth Management LLC

Q2 2026 13F filing

Updated 30 days ago

565 disclosed positions worth $298.5M

Portfolio value
$298.5M
Total holdings
565
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$82.3M
Shares
109.9K
% Port
27.57%
F
2.FIS

FIDELITY COVINGTON TRUST

Value
$19.7M
Shares
254.4K
% Port
6.58%
A

AXOGEN INC

Value
$15.8M
Shares
341.4K
% Port
5.28%
E

ISHARES TR

Value
$15.3M
Shares
51.0K
% Port
5.13%
E

ISHARES TR

Value
$15.2M
Shares
199.2K
% Port
5.11%
E

ISHARES TR

Value
$13.3M
Shares
89.9K
% Port
4.47%
V

VANGUARD INDEX FDS

Value
$10.7M
Shares
15.5K
% Port
3.57%
N
8.NEO

NEOGENOMICS INC

Value
$8.9M
Shares
612.5K
% Port
2.99%
E

ISHARES TR

Value
$8.3M
Shares
75.5K
% Port
2.79%
S
10.SIBN

SI BONE INC

Value
$6.9M
Shares
425.0K
% Port
2.32%
?
11.N/A

INVESCO EXCH TRADED FD TR II

Value
$5.9M
Shares
46.5K
% Port
1.98%
W

WELLS FARGO &CO

Value
$5.7M
Shares
68.6K
% Port
1.90%
E
13.ETHA

ISHARES TR

Value
$4.8M
Shares
62.4K
% Port
1.61%
A
14.APGE

APOGEE THERAPEUTICS INC

Value
$4.3M
Shares
32.3K
% Port
1.43%
T
15.TWST

TWIST BIOSCIENCE CORP

Value
$4M
Shares
39.0K
% Port
1.35%
D
16.DUOT

DUOS TECHNOLOGIES GROUP INC

Value
$3.5M
Shares
289.9K
% Port
1.17%
E
17.ETHA

ISHARES TR

Value
$3.1M
Shares
36.1K
% Port
1.05%
M
18.MASS

908 DEVICES INC

Value
$3M
Shares
339.8K
% Port
0.99%
A
19.ADI

ANAPTYSBIO INC

Value
$2.7M
Shares
39.7K
% Port
0.90%
N
20.NPCE

NEUROPACE INC

Value
$2.6M
Shares
163.0K
% Port
0.87%
N
21.NVDA

NVIDIA CORPORATION

Value
$2.4M
Shares
11.8K
% Port
0.79%
A
22.ATRC

ATRICURE INC

Value
$2.3M
Shares
83.7K
% Port
0.78%
A
23.AAPL

APPLE INC

Value
$2.2M
Shares
7.6K
% Port
0.74%
E
24.EWTX

EDGEWISE THERAPEUTICS INC

Value
$2.2M
Shares
53.2K
% Port
0.72%
L
25.LLY

ELI LILLY &CO

Value
$2.1M
Shares
1.7K
% Port
0.70%
T
26.TRV

TRAVELERS COMPANIES INC

Value
$1.9M
Shares
5.6K
% Port
0.62%
M
27.MSFT

MICROSOFT CORP

Value
$1.7M
Shares
4.7K
% Port
0.59%
H
28.HSTM

HEALTH CATALYST INC

Value
$1.7M
Shares
871.1K
% Port
0.58%
M
29.MMM

3M CO

Value
$1.6M
Shares
9.7K
% Port
0.53%
I

ISHARES TR

Value
$1.5M
Shares
10.0K
% Port
0.49%
C
31.CRNX

CRINETICS PHARMACEUTICALS IN

Value
$1.4M
Shares
38.6K
% Port
0.48%
E
32.ETHA

ISHARES TR

Value
$1.4M
Shares
6.5K
% Port
0.48%
X
33.XENE

XENON PHARMACEUTICALS INC

Value
$1.4M
Shares
23.0K
% Port
0.47%
E
34.ETHA

ISHARES TR

Value
$1.3M
Shares
5.9K
% Port
0.45%
T
35.TSLA

TESLA INC

Value
$1.2M
Shares
2.8K
% Port
0.40%
X

XCEL ENERGY INC

Value
$1.1M
Shares
13.1K
% Port
0.35%
B
37.BLK

ISHARES TR

Value
$1M
Shares
9.3K
% Port
0.34%
U

US BANCORP

Value
$1M
Shares
16.6K
% Port
0.34%
V
39.VGES

VANGUARD INDEX FDS

Value
$919K
Shares
2.5K
% Port
0.31%
E
40.ETHA

ISHARES TR

Value
$914K
Shares
9.2K
% Port
0.31%
H

HSBC HLDGS PLC

Value
$857K
Shares
9.0K
% Port
0.29%
S
42.SPY

STATE STR SPDR S&P 500 ETF T

Value
$807K
Shares
1.1K
% Port
0.27%
G

ALPHABET INC

Value
$784K
Shares
2.2K
% Port
0.26%
P
44.PG

PROCTER &GAMBLE CO

Value
$764K
Shares
5.2K
% Port
0.26%
A
45.AMZN

AMAZON COM INC

Value
$711K
Shares
3.0K
% Port
0.24%
S

SPDR INDEX SHS FDS

Value
$695K
Shares
13.4K
% Port
0.23%
A
47.AUPH

AURINIA PHARMACEUTICALS INC

Value
$597K
Shares
35.2K
% Port
0.20%
E
48.ECL

ECOLAB INC

Value
$585K
Shares
2.1K
% Port
0.20%
M
49.MO

ALTRIA GROUP INC

Value
$568K
Shares
7.9K
% Port
0.19%
J

J P MORGAN EXCHANGE TRADED F

Value
$567K
Shares
5.1K
% Port
0.19%