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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 4 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 12,985.0 $447K 0.11% NEW $34.45 +2.1%
62 IWD ISHARES RUSSELL 1000 VALUE ETF 2,005.0 $429K 0.11% +287.0 +16.7% $213.72 +8.4%
63 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 870.0 $403K 0.10% +36.0 +4.3% $462.98 +6.7%
64 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 4,910.0 $379K 0.10% NEW $77.11 +7.4%
65 CMF ISHARES CALIFORNIA MUNI BOND ETF 6,336.0 $360K 0.09% $56.86 -0.4%
66 GEV GE VERNOVA INC COM Utilities 397.0 $347K 0.09% +251.0 +171.9% $872.99 +16.0%
67 TTAN SERVICETITAN INC SHS CL A Technology 5,400.0 $343K 0.09% +4K +500.0% $63.46 -1.5%
68 PANW PALO ALTO NETWORKS INC COM Technology 1,985.0 $318K 0.08% +2K +897.5% $160.32 +54.4%
69 BUXX STRIVE ENHANCED INCOME SHORT MATURITY ETF 15,700.0 $318K 0.08% NEW $20.25 -0.0%
70 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 2,971.0 $299K 0.08% +944.0 +46.6% $100.67 -0.1%
71 DVY iShares Select Dividend ETF 1,709.0 $259K 0.07% $151.39 +0.9%
72 INTU INTUIT COM Technology 585.0 $253K 0.06% +128.0 +28.0% $432.19 -6.7%
73 GSL GLOBAL SHIP LEASE INC COM CL A Industrials 6,700.0 $249K 0.06% -100.0 -1.5% $37.23 +11.0%
74 GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 3,240.0 $242K 0.06% NEW $74.67 -1.3%
75 NOW SERVICENOW INC COM Technology 2,101.0 $220K 0.06% -519.0 -19.8% $104.55 -1.1%
76 UTES VIRTUS REAVES UTILITIES ETF 2,738.0 $219K 0.06% -85.0 -3.0% $79.90 -3.6%
77 XLF Financial Select Sector SPDR Fd 4,388.0 $217K 0.06% $49.37 +3.5%
78 RTX United Technologies Corp/Com Industrials 1,080.0 $208K 0.05% +71.0 +7.0% $192.91 -8.8%
79 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 351.0 $208K 0.05% +350.0 +10000.0% $592.98 -4.4%
80 MCD MCDONALDS CORP COM Consumer Cyclical 652.0 $203K 0.05% $310.94 -9.2%
Page 4 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%