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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 3 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RSP Invesco S&P 500 Equal Weight ETF 3,538.0 $753K 0.15% +1K +45.1% $212.77 +3.8%
42 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 8,247.0 $747K 0.15% +2K +25.8% $90.60 +12.6%
43 GE General Electric Co/Com Industrials 1,869.0 $699K 0.14% +1K +192.9% $373.79 -1.2%
44 PANW PALO ALTO NETWORKS INC COM Technology 2,030.0 $692K 0.14% +45.0 +2.3% $341.02 +10.2%
45 ETHW Bitwise Ethereum ETF Financial Services 51,037.0 $576K 0.12% +2K +5.0% $11.28 +20.8%
46 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 1,017.0 $531K 0.11% +147.0 +16.9% $522.19 +2.3%
47 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 2,650.0 $505K 0.10% +3K +10000.0% $190.52 -0.1%
48 XLU Utilities Select Sector SPDR ETF 10,071.0 $457K 0.09% +287.0 +2.9% $45.34 -2.6%
49 MU MICRON TECHNOLOGY INC COM Technology 366.0 $423K 0.09% +24.0 +7.0% $1155.79 -12.5%
50 JNJ JOHNSON & JOHNSON COM Healthcare 1,635.0 $415K 0.08% +974.0 +147.3% $253.93 +3.3%
51 INTU INTUIT COM Technology 1,477.0 $385K 0.08% +892.0 +152.5% $260.96 +28.6%
52 XLF Financial Select Sector SPDR Fd 6,508.0 $349K 0.07% +2K +48.3% $53.61 +7.4%
53 UTES VIRTUS REAVES UTILITIES ETF 3,858.0 $315K 0.06% +1K +40.9% $81.74 -4.7%
54 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 3,049.0 $307K 0.06% +78.0 +2.6% $100.68 -0.1%
55 NFLX NETFLIX INC. COM Communication Services 4,260.0 $304K 0.06% +2K +135.8% $71.40 +6.5%
56 SO SOUTHERN CO COM Utilities 3,165.0 $303K 0.06% +2K +354.7% $95.72 -3.6%
57 XLE Energy Select Sector Spdr Fund 5,377.0 $286K 0.06% +5K +4788.2% $53.11 +17.8%
58 NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 4,278.0 $274K 0.06% +1K +39.0% $64.12 +2.8%
59 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 7,433.0 $270K 0.06% +7K +8443.7% $36.26 +1.8%
60 SPGI S&P GLOBAL INC COM Financial Services 642.0 $262K 0.05% +481.0 +298.8% $407.34 +0.8%
Page 3 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%