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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 13 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AEP AMERICAN ELEC PWR CO INC COM Utilities 218.0 $29K 0.01% -20.0 -8.4% $131.28 -1.8%
242 IUS INVESCO RAFI STRATEGIC US ETF 493.0 $29K 0.01% $57.91 +11.4%
243 VALE VALE S A SPONSORED ADS Basic Materials 1,788.0 $28K 0.01% +89.0 +5.2% $15.91 +0.6%
244 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 303.0 $28K 0.01% +74.0 +32.3% $93.29 +8.2%
245 CARR CARRIER GLOBAL CORPORATION COM Industrials 501.0 $28K 0.01% -6.0 -1.2% $56.31 +9.1%
246 ISHARES MSCI INTL QUALITY FACTOR ETF 609.0 $28K 0.01% $46.23
247 UUP INVESCO DB US DOLLAR INDEX BULLISH FUND Financial Services 1,000.0 $28K 0.01% NEW $27.78 -0.2%
248 PFIX SIMPLIFY INTEREST RATE HEDGE ETF 600.0 $28K 0.01% NEW $46.23 +9.8%
249 AMT AMERICAN TOWER CORP COM Real Estate 158.0 $27K 0.01% +21.0 +15.3% $173.07 +6.3%
250 TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 112.0 $27K 0.01% NEW $241.37 +11.6%
251 SNX TD SYNNEX CORPORATION COM Technology 160.0 $27K 0.01% +43.0 +36.8% $168.71 +34.1%
252 CEG CONSTELLATION ENERGY CORP COM Utilities 96.0 $27K 0.01% +33.0 +52.4% $280.32 -7.0%
253 BCS BARCLAYS PLC ADR Financial Services 1,258.0 $27K 0.01% -227.0 -15.3% $21.16 +6.9%
254 CMCSA COMCAST CORP NEW CL A Communication Services 923.0 $26K 0.01% +453.0 +96.4% $28.71 -13.6%
255 HYGH iShares Interest Rate Hedged High Yield Bond ETF 305.0 $26K 0.01% $85.61 +1.2%
256 TZA DIREXION DAILY SMALL CAP BEAR 3X ETF 3,700.0 $26K 0.01% +1K +37.0% $7.02 -31.2%
257 PFN PIMCO INCOME STRATEGY FD II COM Financial Services 3,730.0 $26K 0.01% $6.89 -0.4%
258 CVS CVS HEALTH CORP COM Healthcare 354.0 $25K 0.01% +10.0 +2.9% $71.82 +31.1%
259 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 435.0 $25K 0.01% -88.0 -16.8% $57.64 +6.3%
260 SONY SONY GROUP CORP SPONSORED ADR Technology 1,207.0 $25K 0.01% +170.0 +16.4% $20.70 +10.0%
Page 13 of 65  ·  1,298 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%