account_balance
Investment manager · 13F filer · SEC CIK 1802451
HighMark Wealth Management LLC
Follow HighMark Wealth Management
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$299Mas of Jun 30, 2026
Positions562 46 new, 36 sold out
Top 10 weight65.8%IVV alone is 28%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
27.6%Trimmed −6%
FHLCFidelity Covington Trust
6.6%Added +3179938%
AXGNAxogen, Inc.
5.3%
IWMiShares Tr
5.1%Trimmed −7%
EFViShares Tr
5.1%Trimmed −10%
IJRiShares Tr
4.5%
VOOVanguard Index FDS
3.6%Trimmed −6%
NEONeogenomics Inc
3.0%Added +6%
IUSViShares Tr
2.8%Trimmed −6%
SIBNSi-bone, Inc.
2.3%
DWASInvesco Exch Traded Fd Tr II
2.0%
IVViShares Tr
27.6%Trimmed −6%
FHLCFidelity Covington Trust
6.6%
AXGNAxogen, Inc.
5.3%
IWMiShares Tr
5.1%−7%
EFViShares Tr
5.1%−10%
IJRiShares Tr
4.5%
VOO3.6%
NEO3.0%IUSV
SIBNDWAS2.0%
WFCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 27.6% Trimmed −6%
FHLC Fidelity Covington Trust 6.6% Added +3179938%
AXGN Axogen, Inc. 5.3% HeldIWM iShares Tr 5.1% Trimmed −7%
EFV iShares Tr 5.1% Trimmed −10%
IJR iShares Tr 4.5% Held
VOO Vanguard Index FDS 3.6% Trimmed −6%
NEO Neogenomics Inc 3.0% Added +6%IUSV iShares Tr 2.8% Trimmed −6%
SIBN Si-bone, Inc. 2.3% Added +166%DWAS Invesco Exch Traded Fd Tr II 2.0% Held
WFC Wells Fargo & Company 1.9% HeldWhat changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.