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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 2 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JP Morgan Chase & Co/Com Financial Services 19,145.0 $5.6M 1.44% +667.0 +3.6% $294.16 +2.2%
22 Berkshire Hathaway Inc. Class B 9,794.0 $4.7M 1.20% -320.0 -3.2% $479.20
23 VEA Vanguard FTSE Developed Mkts ETF 72,742.0 $4.7M 1.19% +9K +13.5% $64.08 +7.7%
24 COST Costco Whsl Corp/N Consumer Defensive 3,920.0 $3.9M 1.00% -36.0 -0.9% $996.36 +5.3%
25 VGT VANGUARD INFORMATION TECHNOLOGY ETF 5,562.0 $3.9M 0.99% -129.0 -2.3% $697.76 -84.0%
26 QQQ Invesco QQQ Trust Financial Services 6,543.0 $3.8M 0.96% +588.0 +9.9% $577.16 +21.5%
27 IAU iShares Gold Trust ETF Financial Services 41,459.0 $3.7M 0.93% -1K -2.5% $88.16 -4.4%
28 JMST JP Morgan Ultra-Short Muni ETF 63,622.0 $3.2M 0.83% +471.0 +0.8% $50.98 -0.2%
29 IVV ISHARES CORE S&P 500 ETF 4,441.0 $2.9M 0.74% +2K +99.1% $653.17 +12.9%
30 BIL SPDR Bloomberg Barclays 1-3 Month T-Bill 30,152.0 $2.8M 0.70% +29K +2210.5% $91.64 -0.1%
31 BITB Bitwise Bitcoin ETF Trust Financial Services 74,169.0 $2.7M 0.70% +4K +6.3% $36.81 +13.2%
32 GLD SPDR Gold Shares ETF Financial Services 6,328.0 $2.7M 0.69% -2K -28.3% $430.29 -2.8%
33 VTI Vanguard Total Stock Market ETF 8,449.0 $2.7M 0.69% +805.0 +10.5% $320.82 +12.2%
34 IWF iShares Russell 1000 Growth ETF 6,246.0 $2.7M 0.68% +2K +39.3% $426.38 -71.1%
35 VB Vanguard Small Cap ETF 9,197.0 $2.4M 0.61% +2K +32.2% $261.91 +6.5%
36 ORCL Oracle Corp Com Technology 15,749.0 $2.3M 0.59% $147.11 +26.8%
37 FRDM Freedom 100 Emerging Markets ETF 42,316.0 $2.3M 0.59% +10K +33.0% $54.65 +18.7%
38 Cambria US EW ETF 41,755.0 $2.0M 0.52% NEW $48.88
39 AXP American Express Co/Com Financial Services 5,878.0 $1.8M 0.45% $302.48 +2.3%
40 BLK BLACKROCK INC COM Financial Services 1,834.0 $1.8M 0.45% -542.0 -22.8% $961.77 +7.7%
Page 2 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%