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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 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PAAA PGIM AAA CLO ETF 721,948.0 $37.0M 7.51% NEW $51.27 +0.3%
2 GBIL ACCESS TREASURY 0-1 YEAR ETF 15,065.0 $1.5M 0.31% NEW $100.16 -0.1%
3 SCHO SCHWAB SHORT-TERM US TREASURY ETF 55,189.0 $1.3M 0.27% NEW $24.14 -0.2%
4 SCHX SCHWAB U.S. LARGE-CAP ETF 35,461.0 $1.0M 0.21% NEW $29.43 +3.6%
5 SLV iShares Silver Trust Financial Services 14,029.0 $750K 0.15% NEW $53.47 +11.4%
6 TEMA ELECTRIFICATION ETF 16,551.0 $693K 0.14% NEW $41.89
7 AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF 31,891.0 $662K 0.13% NEW $20.75 -1.0%
8 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 24,098.0 $571K 0.12% NEW $23.71 +2.1%
9 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 7,560.0 $376K 0.08% NEW $49.78 -0.2%
10 SCHA SCHWAB U.S. SMALL-CAP ETF 8,701.0 $314K 0.06% NEW $36.13 -0.9%
11 SCHM SCHWAB U.S. MID-CAP ETF 8,224.0 $303K 0.06% NEW $36.87 -0.2%
12 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1,642.0 $240K 0.05% NEW $146.41 +0.9%
13 Exxon Mobile Corp/Com 1,750.0 $239K 0.05% NEW $136.71
14 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 8,070.0 $234K 0.05% NEW $29.01 -0.1%
15 SPACE EXPLORATION TECHN CORP CLASS A COM STK 1,288.0 $220K 0.04% NEW $170.86
16 THOMSON REUTERS CORP COM 2,302.0 $188K 0.04% NEW $81.67
17 HONEYWELL INTL INC COM 776.0 $174K 0.04% NEW $223.90
18 HONEYWELL AEROSPACE INC COM 776.0 $172K 0.04% NEW $221.08
19 VHT VANGUARD HEALTH CARE ETF 521.0 $156K 0.03% NEW $299.01 +5.1%
20 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 20,000.0 $154K 0.03% NEW $7.68 -14.3%
Page 1 of 11  ·  215 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%