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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $392M AUM 1,298 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 422 Added 171 Reduced 104 Exited
Page 3 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPIE JP Morgan Income ETF 324.0 $15K 0.00% NEW $46.07 -0.6%
42 MQY BLACKROCK MUNIYILD QULT FD INC COM Financial Services 1,348.0 $15K 0.00% NEW $10.98 +0.6%
43 NORW GLOBAL X MSCI NORWAY ETF 350.0 $13K 0.00% NEW $38.21 +2.4%
44 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 260.0 $13K 0.00% NEW $48.44 +4.4%
45 UGL PROSHARES ULTRA GOLD Financial Services 200.0 $12K 0.00% NEW $61.46 -9.7%
46 TOTALENERGIES SE ACT 135.0 $12K 0.00% NEW $90.98
47 WEAT TEUCRIUM WHEAT FUND Financial Services 500.0 $12K 0.00% NEW $23.57 +6.9%
48 SHAK SHAKE SHACK INC CL A Consumer Cyclical 125.0 $11K 0.00% NEW $88.47 -32.5%
49 MUC BLACKROCK MUNIHLDNGS CALI COM Financial Services 1,025.0 $11K 0.00% NEW $10.40 +0.9%
50 CANE TEUCRIUM SUGAR FUND Financial Services 1,000.0 $10K 0.00% NEW $10.44 -3.3%
51 MUSA MURPHY USA INC COM Consumer Cyclical 21.0 $10K 0.00% NEW $493.95 +14.5%
52 QQQD DIREXION DAILY MAGNIFICENT 7 BEAR 1X ETF 700.0 $10K 0.00% NEW $14.74 -15.3%
53 VDC VANGUARD CONSUMER STAPLES ETF 46.0 $10K 0.00% NEW $223.37 +5.1%
54 M MACYS INC COM Consumer Cyclical 554.0 $10K 0.00% NEW $18.09 +2.4%
55 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 163.0 $10K 0.00% NEW $59.15 +10.6%
56 CF CF INDUSTRIES HOLD COM Basic Materials 73.0 $9K 0.00% NEW $129.84 -1.5%
57 INGR INGREDION INC COM Consumer Defensive 84.0 $9K 0.00% NEW $112.65 -10.0%
58 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 250.0 $9K 0.00% NEW $37.74 +10.0%
59 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 122.0 $9K 0.00% NEW $77.13 +14.6%
60 APA APA CORPORATION COM Energy 220.0 $9K 0.00% NEW $42.44 -5.4%
Page 3 of 17  ·  331 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 41.4%
Financial Services 23.1%
Communication Services 13.7%
Consumer Cyclical 11.5%
Consumer Defensive 3.2%
Industrials 2.6%
Real Estate 1.7%
Healthcare 1.4%
Utilities 0.6%
Energy 0.5%