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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 19 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GDX VANECK GOLD MINERS ETF 160.0 $15K 0.00% -215.0 -57.3% $91.77 -6.2%
362 HCA HCA HEALTHCARE INC COM Healthcare 31.0 $15K 0.00% +6.0 +24.0% $473.23 -17.0%
363 NMS NUVEEN MINN QUALITY MUN INM FD SHS Financial Services 1,200.0 $15K 0.00% $12.19 -0.1%
364 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 674.0 $15K 0.00% $21.68 +50.6%
365 SPG SIMON PPTY GROUP INC NEW COM Real Estate 77.0 $14K 0.00% +44.0 +133.3% $185.83 +9.8%
366 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 206.0 $14K 0.00% +39.0 +23.4% $69.37 +20.2%
367 KMI KINDER MORGAN INC DEL COM Energy 424.0 $14K 0.00% +3.0 +0.7% $33.53 -0.1%
368 PCAR PACCAR INC COM Industrials 123.0 $14K 0.00% +44.0 +55.7% $115.50 -5.3%
369 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 1,789.0 $14K 0.00% +202.0 +12.7% $7.94 +16.7%
370 BNS BANK NOVA SCOTIA B C COM Financial Services 204.0 $14K 0.00% $69.31 +14.6%
371 UBS UBS GROUP AG SHS Financial Services 360.0 $14K 0.00% -219.0 -37.8% $39.07 +21.0%
372 RFM RIVERNORTH FLEXIBLE MUN INCOME COM Financial Services 1,000.0 $14K 0.00% $14.03 +3.6%
373 JCI JOHNSON CTLS INTL PLC SHS Industrials 107.0 $14K 0.00% $130.95 +3.4%
374 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 183.0 $14K 0.00% -442.0 -70.7% $76.54 +14.2%
375 MCO MOODYS CORP COM Financial Services 32.0 $14K 0.00% +1.0 +3.2% $437.38 +1.8%
376 D DOMINION ENERGY INC COM Utilities 222.0 $14K 0.00% -72.0 -24.5% $61.95 +10.2%
377 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 94.0 $14K 0.00% $145.79 +8.9%
378 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 212.0 $14K 0.00% +12.0 +6.0% $64.28 +6.8%
379 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 161.0 $14K 0.00% $84.60 +2.1%
380 DHI D R HORTON INC COM Consumer Cyclical 99.0 $14K 0.00% +86.0 +661.5% $137.22 +5.0%
Page 19 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%