High Mark Wealth Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $217 Million distributed in 607 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 $73.1M, Msci Eafe Value ETF with a value of $15.1M, Ishares Russell 2000 ETF with a value of $13M, Ishares Core S&P Sm Cap ETF with a value of $10M, and Vanguard Index Fds S&P 500 ETF with a value of $9.62M.
Examining the 13F form we can see an increase of $18.2M in the current position value, from $198M to 217M.
Below you can find more details about High Mark Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$217 Million
ETFs: $152 Million
Healthcare: $31 Million
Financial Services: $10.5 Million
Technology: $8.62 Million
Industrials: $4.87 Million
Consumer Cyclical: $3.12 Million
Consumer Defensive: $2.46 Million
Utilities: $1.19 Million
Other: $2.72 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
