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Filers›Asset Manager›HighMark Wealth Management LLC
DOSSIER · 13F-HR · Q1 2026

HighMark Wealth Management LLC

HighMark Wealth's asset manager based in London, UK — $246M in tracked AUM across 555 positions as of Q1 2026.

HW
HighMark Wealth·London, UK·Asset Manager
CIK 0001802451 · last filed Mar 31, 2026
Total AUM
$246M
▲ 9.4%
vs prior
Holdings
555
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

HighMark Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$76M117K31.0%
02
EFV
ISHARES TR
$16M220K6.7%
03
IWM
ISHARES TR
$14M55K5.5%
04
AXGN
AXOGEN INC
$11M345K4.7%
05
IJR
ISHARES TR
$11M91K4.6%
06
VOO
VANGUARD INDEX FDS
$10M17K4.0%
07
CNTA
CENTESSA PHARMACEUTICALS PLC
$9M237K3.8%
08
IUSV
ISHARES TR
$8M81K3.3%
09
WFC
WELLS FARGO &CO
$5M69K2.2%
10
ANAB
ANAPTYSBIO INC
$5M94K2.1%

Filing history

Filing history loading…
AI Agent · grounded in HighMark
haiku-4-5 · 555 positions indexed
Sector mix
  • Tech8%
  • Financials5%
  • Health Care51%
  • Cons. Disc.25%
  • Communications12%
  • Energy8%
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