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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $493M AUM 1,411 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 215 New 519 Added 211 Reduced 101 Exited
Page 1 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION COM Technology 159,366.0 $31.9M 6.47% +3K +2.0% $200.09 +12.5%
2 FLXR TCW Flexible Income ETF 674,889.0 $26.5M 5.37% +653K +3020.3% $39.21 -0.6%
3 VOO Vanguard S&P 500 ETF 37,706.0 $25.9M 5.25% +447.0 +1.2% $686.80 +3.4%
4 IEFA iShares Core MSCI EAFE ETF 247,779.0 $23.9M 4.85% +30K +13.9% $96.58 +4.6%
5 QQQM INVESCO NASDAQ 100 ETF 70,971.0 $21.5M 4.36% +11K +18.0% $302.97 -0.8%
6 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 659,630.0 $20.5M 4.16% +111K +20.2% $31.10 +4.5%
7 VONV Vanguard Russell 1000 Value ETF 115,623.0 $12.3M 2.49% +2K +2.2% $106.31 +5.9%
8 AMZN AMAZON COM INC COM Consumer Cyclical 47,042.0 $11.2M 2.27% +3K +7.2% $238.34 +9.6%
9 MSFT Microsoft Corp Com Technology 27,580.0 $10.3M 2.09% +191.0 +0.7% $373.02 +28.8%
10 GOOGL ALPHABET INC CAP STK CL A Communication Services 24,059.0 $8.6M 1.74% +898.0 +3.9% $357.37 -3.7%
11 TSLA TESLA INC COM Consumer Cyclical 19,482.0 $8.2M 1.66% +984.0 +5.3% $420.60 -19.3%
12 GOVT iShares U.S. Treasury Bond ETF 343,024.0 $7.8M 1.58% +51K +17.6% $22.78 -1.5%
13 META META PLATFORMS INC CL A Communication Services 13,849.0 $7.8M 1.58% +79.0 +0.6% $563.31 +1.0%
14 IEMG iShares Core MSCI Emerging Mkts ETF 89,572.0 $7.4M 1.50% +3K +3.2% $82.84 -1.1%
15 GOOG ALPHABET INC CAP STK CL C Communication Services 20,436.0 $7.2M 1.47% +665.0 +3.4% $353.34 -3.4%
16 FRDM Freedom 100 Emerging Markets ETF 85,123.0 $6.2M 1.26% +43K +101.2% $72.90 -5.3%
17 QQQ Invesco QQQ Trust Financial Services 7,862.0 $5.8M 1.17% +1K +20.2% $736.38 -0.9%
18 VGT VANGUARD INFORMATION TECHNOLOGY ETF 46,125.0 $5.5M 1.12% +41K +729.3% $119.52 +2.5%
19 VEA Vanguard FTSE Developed Mkts ETF 74,761.0 $5.3M 1.08% +2K +2.8% $71.25 +3.4%
20 Berkshire Hathaway Inc. Class B 10,471.0 $5.2M 1.06% +677.0 +6.9% $500.39
Page 1 of 26  ·  519 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 41.7%
Financial Services 22.9%
Communication Services 13.4%
Consumer Cyclical 11.6%
Industrials 3.2%
Consumer Defensive 2.5%
Healthcare 1.9%
Real Estate 1.0%
Utilities 0.9%
Energy 0.5%