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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 6 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLW CORNING INC COM Technology 386.0 $99K 0.02% +121.0 +45.7% $255.43 -32.2%
102 SBUX Starbucks Corp Com/Inv Consumer Cyclical 962.0 $98K 0.02% +31.0 +3.3% $102.19 +5.6%
103 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1,165.0 $96K 0.02% +271.0 +30.3% $82.11 -0.1%
104 VRT VERTIV HOLDINGS CO COM CL A Industrials 280.0 $94K 0.02% +4.0 +1.4% $334.82 -12.7%
105 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 3,527.0 $92K 0.02% +3K +445.1% $25.95 +9.6%
106 SNOW SNOWFLAKE INC COM SHS Technology 353.0 $90K 0.02% +249.0 +239.4% $254.50 +29.7%
107 FITB FIFTH THIRD BANCORP COM Financial Services 1,568.0 $88K 0.02% +2K +2205.9% $56.38 +2.2%
108 SCHW SCHWAB CHARLES CORP COM Financial Services 895.0 $83K 0.02% +487.0 +119.4% $92.27 +19.8%
109 WFC WELLS FARGO & CO COM Financial Services 991.0 $82K 0.02% +50.0 +5.3% $82.66 +5.9%
110 VV VANGUARD LARGE-CAP ETF 238.0 $82K 0.02% +56.0 +30.8% $343.45 +3.7%
111 DE DEERE & CO COM Industrials 129.0 $82K 0.02% +6.0 +4.9% $632.67 -5.2%
112 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 363.0 $81K 0.02% +33.0 +10.0% $224.00 +18.8%
113 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 323.0 $81K 0.02% +3.0 +0.9% $249.98 -3.3%
114 IJR ISHARES CORE S&P SMALL CAP ETF 544.0 $81K 0.02% +18.0 +3.4% $148.31 +1.0%
115 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 244.0 $77K 0.02% +207.0 +559.5% $317.53 -5.0%
116 C CITIGROUP INC COM NEW Financial Services 553.0 $77K 0.02% +117.0 +26.8% $139.96 -1.0%
117 VIG VANGUARD DIVIDEND APPRECIATION ETF 323.0 $76K 0.01% +226.0 +233.0% $236.56 +3.3%
118 NEE NEXTERA ENERGY INC COM Utilities 827.0 $73K 0.01% +69.0 +9.1% $87.77 -1.8%
119 TJX TJX COS INC NEW COM Consumer Cyclical 468.0 $71K 0.01% +141.0 +43.1% $151.62 -0.5%
120 CASY CASEYS GENERAL Consumer Cyclical 85.0 $68K 0.01% +35.0 +70.0% $794.79 +9.5%
Page 6 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%