High Mark Wealth Management LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $198 Million distributed in 616 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $68.4M, Msci Eafe Value ETF with a value of $14.8M, Ishares Russell 2000 ETF with a value of $12M, Ishares Core S&P Sm Cap ETF with a value of $9.48M, and Vanguard Index Fds S&P 500 ETF with a value of $9.13M.
Examining the 13F form we can see an increase of $32.5M in the current position value, from $166M to 198M.
Also it can be appreciated an additional of 75 stocks purchases and 1 closed positions.
Below you can find more details about High Mark Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
ETFs: $144 Million
Healthcare: $22.1 Million
Financial Services: $10.5 Million
Technology: $8.14 Million
Industrials: $4.95 Million
Consumer Cyclical: $2.79 Million
Consumer Defensive: $2.57 Million
Utilities: $1.05 Million
Other: $2.57 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
