Universe · entity

HighMark Wealth Management LLC

Institutional manager (13F) · CIK 1802451
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $225M
#IssuerValueShares
1ISHARES TR$76M116,955
2ISHARES TR$16M220,341
3ISHARES TR$14M54,616
4AXOGEN INC$11M344,940
5ISHARES TR$11M90,685
6VANGUARD INDEX FDS$10M16,511
7CENTESSA PHARMACEUTICALS PLC$9M236,785
8ISHARES TR$8M80,539
9WELLS FARGO &CO$5M68,597
10ANAPTYSBIO INC$5M94,050
11INVESCO EXCH TRADED FD TR II$5M46,857
12NEOGENOMICS INC$4M579,834
13ISHARES TR$4M60,699
14ISHARES TR$3M35,741
15ATRICURE INC$2M83,720
16NVIDIA CORPORATION$2M12,775
17SI BONE INC$2M159,832
18APPLE INC$2M7,840
19908 DEVICES INC$2M319,350
20TWIST BIOSCIENCE CORP$2M39,290
21EDGEWISE THERAPEUTICS INC$2M53,179
22MICROSOFT CORP$2M4,506
23TRAVELERS COMPANIES INC$2M5,575
24ELI LILLY &CO$2M1,728
253M CO$1M9,761
26XENON PHARMACEUTICALS INC$1M23,000
27ISHARES TR$1M9,274
28ISHARES TR$1M5,742
29PIPER SANDLER COMPANIES$1M15,748
30ISHARES TR$1M6,020
31HEALTH CATALYST INC$1M903,082
32TESLA INC$1M2,833
33XCEL ENERGY INC$1M13,070
34ISHARES TR$981k8,998
35ISHARES TR$899k9,051
36US BANCORP$883k16,969
37NEUROPACE INC$828k63,000
38VANGUARD INDEX FDS$794k2,475
39CRINETICS PHARMACEUTICALS IN$744k20,495
40HSBC HLDGS PLC$743k9,008
41PROCTER &GAMBLE CO$742k5,138
42STATE STR SPDR S&P 500 ETF T$729k1,122
43ORGANOGENESIS HLDGS INC$718k303,029
44SPDR INDEX SHS FDS$703k14,992
45TANDEM DIABETES CARE INC$654k34,120
46AMAZON COM INC$591k2,835
47ALPHABET INC$583k2,026
48ALPHATEC HLDGS INC$576k52,900
49ECOLAB INC$557k2,095
50EXXON MOBIL CORP$533k3,139
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.