HighMark Wealth Management LLC - Portfolio Stock Holdings
HighMark Wealth Management LLC disclosed 595 stock positions in a recent SEC 13F filing. $298,089,432 of stock holdings were filed, with the largest holdings including IVV, FHLC, and AXGN. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.We estimate the fund has a total AUM of $611,673,300 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
595Est. Stock Holding Value:
$298,089,432Top Stock Holdings By Sector
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Portfolio Stock Holdings - HighMark Wealth Management LLC
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Portfolio Options Holdings - HighMark Wealth Management LLC
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