Arkolith/Funds/HighMark Wealth Management LLC

HighMark Wealth Management LLC

CIK 1802451Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

HighMark Wealth Management LLC holds a focused book of 559 stocks worth $298.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Apogee Therapeutics Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 28% of the equity book. They also disclosed $19 in put options (a bearish bet) and $325 in call options (bullish), shown separately below and excluded from the equity book.

Opened
47
bought for the first time
Added to
160
already held, bought more
Trimmed
91
sold some, still holds it
Sold out
38
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
66%
Top 20 holdings
79%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

35% mapped to company sectors

ETF / fund or unclassified
65%
Health Care
18%
Information Technology
7%
Industrials
4%
Financials
4%
Consumer Discretionary
1%
Materials
1%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as HighMark Wealth Management LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$695.4B
MORGAN STANLEY80 / 80$513.4B
JPMORGAN CHASE & CO80 / 80$491.8B
BANK OF AMERICA CORP /DE/80 / 80$382.8B
UBS Group AG80 / 80$133.5B
Russell Investments Group, Ltd.80 / 80$26.8B
BlackRock, Inc.79 / 80$2.0T
GOLDMAN SACHS GROUP INC79 / 80$251.2B

Ranked by how many of HighMark Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

559 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$82.3M109.9K
27.6%
−6.0%
Reduced · −7K sh
2Fidelity Covington Trust
MSCI HLTH CARE I
$19.7M254.4K
6.6%
32k×
Added · +254K sh
3Axogen Inc
COM
$15.8M341.4K
5.3%
−1.0%
Reduced · −4K sh
4Ishares TR
RUSSELL 2000 ETF
$15.3M51.0K
5.1%
−6.6%
Reduced · −4K sh
5Ishares TR
EAFE VALUE ETF
$15.2M199.2K
5.1%
−9.6%
Reduced · −21K sh
6Ishares TR
CORE S&P SCP ETF
$13.3M89.9K
4.5%
−0.9%
Reduced · −797 sh
7Vanguard Index FDS
S&P 500 ETF SHS
$10.7M15.5K
3.6%
−5.9%
Reduced · −982 sh
8Neogenomics Inc
COM NEW
$8.9M612.5K
3.0%
+5.6%
Added · +33K sh
9Ishares TR
CORE S&P US VLU
$8.3M75.5K
2.8%
−6.2%
Reduced · −5K sh
10Si Bone Inc
COM
$6.9M425.0K
2.3%
+166%
Added · +265K sh
11Invesco Exch Traded FD TR II
DORSEY WRGT SMLC
$5.9M46.5K
2.0%
−0.7%
Reduced · −319 sh
12Wells Fargo &CO
COM
$5.7M68.6K
1.9%
+0.1%
Added · +47 sh
13Ishares TR
CORE S&P MCP ETF
$4.8M62.4K
1.6%
+2.8%
Added · +2K sh
14Apogee Therapeutics Inc
COM
$4.3M32.3K
1.4%
New
New position
15Twist Bioscience Corp
COM
$4.0M39.0K
1.3%
−0.7%
Reduced · −260 sh
16Duos Technologies Group Inc
COM
$3.5M289.9K
1.2%
New
New position
17Ishares TR
20 YR TR BD ETF
$3.1M36.1K
1.0%
+1.0%
Added · +372 sh
18908 Devices Inc
COM
$3.0M339.8K
1.0%
+6.4%
Added · +20K sh
19Anaptysbio Inc
COM
$2.7M39.7K
0.9%
−58%
Reduced · −54K sh
20Neuropace Inc
COM
$2.6M163.0K
0.9%
+159%
Added · +100K sh
21Nvidia Corporation
COM
$2.4M11.8K
0.8%
−7.3%
Reduced · −931 sh
22Atricure Inc
COM
$2.3M83.7K
0.8%
Held
23Apple Inc
COM
$2.2M7.6K
0.7%
−3.0%
Reduced · −232 sh
24Edgewise Therapeutics Inc
COM
$2.2M53.2K
0.7%
Held
25Eli Lilly &CO
COM
$2.1M1.7K
0.7%
+0.3%
Added · +6 sh
26Travelers Companies Inc
COM
$1.9M5.6K
0.6%
+0.6%
Added · +31 sh
27Microsoft Corp
COM
$1.7M4.7K
0.6%
+4.0%
Added · +178 sh
28Health Catalyst Inc
COM
$1.7M871.1K
0.6%
−3.5%
Reduced · −32K sh
293M Co
COM
$1.6M9.7K
0.5%
−0.3%
Reduced · −28 sh
30Ishares TR
S&P MC 400VL ETF
$1.5M10.0K
0.5%
+7.8%
Added · +724 sh
31Crinetics Pharmaceuticals In
COM
$1.4M38.6K
0.5%
+88%
Added · +18K sh
32Ishares TR
RUS 2000 VAL ETF
$1.4M6.5K
0.5%
+7.5%
Added · +455 sh
33Xenon Pharmaceuticals Inc
COM
$1.4M23.0K
0.5%
Held
34Ishares TR
S&P 500 VAL ETF
$1.3M5.9K
0.4%
+2.9%
Added · +167 sh
35Tesla Inc
COM
$1.2M2.8K
0.4%
~0%
Added · +1 sh
36Xcel Energy Inc
COM
$1.1M13.1K
0.4%
+0.5%
Added · +68 sh
37Ishares TR
IBOXX INV CP ETF
$1.0M9.3K
0.3%
+3.7%
Added · +337 sh
38US Bancorp
COM NEW
$1.0M16.6K
0.3%
−1.9%
Reduced · −326 sh
39Vanguard Index FDS
TOTAL STK MKT
$919K2.5K
0.3%
+0.3%
Added · +7 sh
40Ishares TR
CORE US AGGBD ET
$914K9.2K
0.3%
+2.0%
Added · +179 sh
41HSBC Hldgs PLC
SPON ADR NEW
$857K9.0K
0.3%
Held
42State STR SPDR S&P 500 ETF T
TR UNIT
$807K1.1K
0.3%
−3.6%
Reduced · −41 sh
43Alphabet Inc
CAP STK CL A
$784K2.2K
0.3%
+8.2%
Added · +167 sh
44Procter &Gamble Co
COM
$764K5.2K
0.3%
+1.4%
Added · +72 sh
45Amazon Com Inc
COM
$711K3.0K
0.2%
+5.2%
Added · +148 sh
46SPDR Index SHS FDS
ST PORT MARK ETF
$695K13.4K
0.2%
−10%
Reduced · −2K sh
47Aurinia Pharmaceuticals Inc
COM
$597K35.2K
0.2%
Held
48Ecolab Inc
COM
$585K2.1K
0.2%
+0.3%
Added · +6 sh
49Altria Group Inc
COM
$568K7.9K
0.2%
+1.6%
Added · +121 sh
50J P Morgan Exchange Traded F
U S TEC LEA ETF
$567K5.1K
0.2%
+195%
Added · +3K sh
Showing 50 of 559 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$19
Call notional (bullish)$325
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishDEFINIUM THERAPEUTICS INC$2651
CALL · bullishWENDYS CO$601
PUT · bearishSTATE STR SPDR S&P 500 ETF T$1919

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026565$298.5M13F-HR
Q1 2026Mar 31, 2026May 6, 2026555$245.6M13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026588$245.4M13F-HR
Q3 2025Sep 30, 2025Oct 20, 2025607$227.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.