SEC Form 13F · Q2 2026

HighMark Wealth Management LLC

Institutional Holdings Report

13F-HRMN
$298.5M
Portfolio Value
565
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
HighMark Wealth Management LLC
CIK
1802451
Accession No.
0001802451-26-000003
Location
ST. PAUL, MN
Form Type
13F-HR
Portfolio Value
$298.5M
Holdings Reported
565
Reporting Period
Q2 2026
Filed
August 12, 2026

About this Filing

HighMark Wealth Management LLC is an institutional investment manager based in ST. PAUL, MN reporting approximately $298.5M in 13(f) securities across 565 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.