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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 2 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PWRD TCW Transform Systems ETF 1,199.0 $147K 0.03% NEW $122.96 -6.8%
22 NEBIUS GROUP N.V. SHS CLASS A 500.0 $138K 0.03% NEW $276.17
23 VOX VANGUARD COMMUNICATION SERVICES ETF 746.0 $137K 0.03% NEW $183.95 +1.0%
24 MXF MEXICO FD INC COM Financial Services 5,748.0 $126K 0.03% NEW $21.87 -2.1%
25 SILA SILA REALTY TRUST INC COMMON STOCK Real Estate 3,874.0 $118K 0.02% NEW $30.36 -0.0%
26 VFH Vanguard Financials Index ETF 881.0 $116K 0.02% NEW $131.60 +7.3%
27 DKL DELEK LOGISTICS PARTNERS LP COM UNT RP INT Energy 1,856.0 $96K 0.02% NEW $51.54 +4.3%
28 TRUD VANECK CONSUMER DISCRETIONARY TRUSECTOR ETF 3,504.0 $91K 0.02% NEW $25.96 +0.3%
29 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 1,500.0 $85K 0.02% NEW $56.79 -1.8%
30 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 2,000.0 $74K 0.01% NEW $36.76 +5.0%
31 AZN ASTRAZENECA PLC ORD Healthcare 314.0 $59K 0.01% NEW $189.32 -17.1%
32 FS SPECIALTY LENDING FD COM SH BEN INT 5,108.0 $57K 0.01% NEW $11.15
33 CGBL CAPITAL GROUP CORE BALANCED ETF 1,480.0 $56K 0.01% NEW $37.96 +1.1%
34 TRUC VANECK COMMUNICATION SERVICES TRUSECTOR ETF 2,093.0 $52K 0.01% NEW $24.82 +1.4%
35 CSWC CAPITAL SOUTHWEST CORP COM Financial Services 2,094.0 $50K 0.01% NEW $23.78 +3.6%
36 VT VANGUARD TOTAL WORLD STOCK ETF 280.0 $44K 0.01% NEW $156.95 +3.1%
37 MARB FIRST TRUST EQUITY MARKET NEUTRAL ETF 2,129.0 $44K 0.01% NEW $20.64 +2.2%
38 VCR VANGUARD CONSUMER DISCRETIONARY ETF 110.0 $44K 0.01% NEW $396.61 -0.8%
39 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 1,140.0 $43K 0.01% NEW $37.94 -0.3%
40 RL RALPH LAUREN CORP CL A Consumer Cyclical 102.0 $41K 0.01% NEW $401.41 -5.5%
Page 2 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%