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Portfolio (Quarterly) Guide ↗

High Note Wealth, LLC

· CIK 0001807283
13F Portfolio $586M AUM 960 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 959 New
Page 8 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHX SCHWAB U.S. LARGE-CAP ETF 4,877.0 $144K 0.02% NEW $29.43 +2.6%
142 IBM INTERNATIONAL BUSINESS MACHS COM Technology 508.0 $143K 0.02% NEW $281.21 -16.2%
143 MU MICRON TECHNOLOGY INC COM Technology 123.0 $142K 0.02% NEW $1154.29 -16.2%
144 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,100.0 $137K 0.02% NEW $124.17 -1.4%
145 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 1,481.0 $135K 0.02% NEW $91.20 -16.6%
146 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 450.0 $129K 0.02% NEW $285.58 -1.0%
147 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 851.0 $126K 0.02% NEW $147.73 +0.9%
148 ISHARES IBONDS DEC 2029 TERM TREASURY ETF 5,744.0 $124K 0.02% NEW $21.65
149 NVT NVENT ELEC PLC SHS Industrials 720.0 $122K 0.02% NEW $169.61 -10.4%
150 PG PROCTER & GAMBLE CO COM Consumer Defensive 831.0 $122K 0.02% NEW $146.64 -1.3%
151 PYPL PAYPAL HLDGS INC COM Financial Services 2,797.0 $121K 0.02% NEW $43.18 +42.5%
152 GIS GENERAL MILLS INC COM Consumer Defensive 3,287.0 $114K 0.02% NEW $34.80 +14.9%
153 NVS NOVARTIS AG SPONSORED ADR Healthcare 721.0 $113K 0.02% NEW $156.72 +1.4%
154 TGT TARGET CORP COM Consumer Defensive 863.0 $113K 0.02% NEW $130.61 +26.7%
155 TJX TJX COS INC NEW COM Consumer Cyclical 743.0 $113K 0.02% NEW $151.50 -7.3%
156 MCK MCKESSON CORP COM Healthcare 138.0 $104K 0.02% NEW $755.60 +13.7%
157 NKE NIKE INC CL B Consumer Cyclical 2,463.0 $101K 0.02% NEW $41.05 -0.7%
158 EFV ISHARES MSCI EAFE VALUE ETF 1,302.0 $100K 0.02% NEW $76.55 +7.4%
159 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 198.0 $95K 0.02% NEW $477.57 -12.3%
160 XBI STATE STREET SPDR S&P BIOTECH ETF 595.0 $94K 0.02% NEW $158.25 +4.7%
Page 8 of 48  ·  959 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 17.2%
Communication Services 12.9%
Consumer Cyclical 11.3%
Industrials 7.8%
Healthcare 6.9%
Consumer Defensive 4.9%
Basic Materials 0.6%
Energy 0.6%
Utilities 0.4%