HighMark Wealth Management LLC - Portfolio overview

HighMark Wealth Management LLC has 668 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 30.32%
2. EFV - ISHARES TR, 6.52%
3. IWM - ISHARES TR, 5.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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