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Home > Institutional Investor > Highmark Wealth Management Llc > Profile

Instuitional Investor - Highmark Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Highmark Wealth Management Llc
Portfolio Value $204,537,796
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 110,157 $68,378,990 33.43%
2.
Ishares Tr - EAFE VALUE ETF
 232,552 $14,762,396 7.22%
3.
Ishares Trust
 IEF 55,455 $11,962,307 5.85%
4.
Ishares Trust
 IEF 86,738 $9,476,736 4.63%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 16,066 $9,123,400 4.46%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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