Universe · entity
HighMark Wealth Management LLC
Institutional manager (13F) · CIK 1802451
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $225M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $76M | 116,955 |
| 2 | ISHARES TR | $16M | 220,341 |
| 3 | ISHARES TR | $14M | 54,616 |
| 4 | AXOGEN INC | $11M | 344,940 |
| 5 | ISHARES TR | $11M | 90,685 |
| 6 | VANGUARD INDEX FDS | $10M | 16,511 |
| 7 | CENTESSA PHARMACEUTICALS PLC | $9M | 236,785 |
| 8 | ISHARES TR | $8M | 80,539 |
| 9 | WELLS FARGO &CO | $5M | 68,597 |
| 10 | ANAPTYSBIO INC | $5M | 94,050 |
| 11 | INVESCO EXCH TRADED FD TR II | $5M | 46,857 |
| 12 | NEOGENOMICS INC | $4M | 579,834 |
| 13 | ISHARES TR | $4M | 60,699 |
| 14 | ISHARES TR | $3M | 35,741 |
| 15 | ATRICURE INC | $2M | 83,720 |
| 16 | NVIDIA CORPORATION | $2M | 12,775 |
| 17 | SI BONE INC | $2M | 159,832 |
| 18 | APPLE INC | $2M | 7,840 |
| 19 | 908 DEVICES INC | $2M | 319,350 |
| 20 | TWIST BIOSCIENCE CORP | $2M | 39,290 |
| 21 | EDGEWISE THERAPEUTICS INC | $2M | 53,179 |
| 22 | MICROSOFT CORP | $2M | 4,506 |
| 23 | TRAVELERS COMPANIES INC | $2M | 5,575 |
| 24 | ELI LILLY &CO | $2M | 1,728 |
| 25 | 3M CO | $1M | 9,761 |
| 26 | XENON PHARMACEUTICALS INC | $1M | 23,000 |
| 27 | ISHARES TR | $1M | 9,274 |
| 28 | ISHARES TR | $1M | 5,742 |
| 29 | PIPER SANDLER COMPANIES | $1M | 15,748 |
| 30 | ISHARES TR | $1M | 6,020 |
| 31 | HEALTH CATALYST INC | $1M | 903,082 |
| 32 | TESLA INC | $1M | 2,833 |
| 33 | XCEL ENERGY INC | $1M | 13,070 |
| 34 | ISHARES TR | $981k | 8,998 |
| 35 | ISHARES TR | $899k | 9,051 |
| 36 | US BANCORP | $883k | 16,969 |
| 37 | NEUROPACE INC | $828k | 63,000 |
| 38 | VANGUARD INDEX FDS | $794k | 2,475 |
| 39 | CRINETICS PHARMACEUTICALS IN | $744k | 20,495 |
| 40 | HSBC HLDGS PLC | $743k | 9,008 |
| 41 | PROCTER &GAMBLE CO | $742k | 5,138 |
| 42 | STATE STR SPDR S&P 500 ETF T | $729k | 1,122 |
| 43 | ORGANOGENESIS HLDGS INC | $718k | 303,029 |
| 44 | SPDR INDEX SHS FDS | $703k | 14,992 |
| 45 | TANDEM DIABETES CARE INC | $654k | 34,120 |
| 46 | AMAZON COM INC | $591k | 2,835 |
| 47 | ALPHABET INC | $583k | 2,026 |
| 48 | ALPHATEC HLDGS INC | $576k | 52,900 |
| 49 | ECOLAB INC | $557k | 2,095 |
| 50 | EXXON MOBIL CORP | $533k | 3,139 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.