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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 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VDE VANGUARD ENERGY ETF 264.0 $40K 0.01% NEW $150.13 +17.6%
42 IYW ISHARES U.S. TECHNOLOGY ETF 157.0 $40K 0.01% NEW $252.23 +1.0%
43 DGRO ISHARES CORE DIVIDEND GROWTH ETF 510.0 $39K 0.01% NEW $75.79 +4.7%
44 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 730.0 $37K 0.01% NEW $50.39 +3.6%
45 BLUE OWL CAPITAL CORPORATION COM 3,200.0 $35K 0.01% NEW $10.87
46 SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN Utilities 2,000.0 $34K 0.01% NEW $17.10 +2.3%
47 ACWI ISHARES MSCI ACWI ETF 214.0 $34K 0.01% NEW $156.88 +3.2%
48 ANNALY CAPITAL MANAGEMENT INC COM NEW 1,491.0 $33K 0.01% NEW $22.36
49 AGNC AGNC INVT CORP COM Real Estate 3,000.0 $33K 0.01% NEW $10.90 +0.5%
50 JSI JANUS HENDERSON SECURITIZED INCOME ETF 625.0 $32K 0.01% NEW $51.21 -0.1%
51 OKLO OKLO INC COM CL A Utilities 598.0 $31K 0.01% NEW $52.33 -16.1%
52 SCM STELLUS CAP INVT CORP COM Financial Services 3,538.0 $30K 0.01% NEW $8.42 +1.9%
53 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 250.0 $29K 0.01% NEW $115.56 -6.4%
54 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 552.0 $28K 0.01% NEW $51.05 +9.6%
55 ARCC ARES CAPITAL CORP COM Financial Services 1,500.0 $28K 0.01% NEW $18.53 +6.0%
56 FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK Financial Services 5,490.0 $27K 0.01% NEW $4.99 +2.2%
57 FEDEX FGHT HLDG CO INC COMMON STOCK 181.0 $27K 0.01% NEW $151.00
58 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 95.0 $27K 0.01% NEW $283.79 +3.9%
59 PFLT PENNANTPARK FLOATING RATE CAP COM Financial Services 3,175.0 $24K 0.01% NEW $7.48 -2.9%
60 WHF WHITEHORSE FIN INC COM Financial Services 3,270.0 $22K 0.00% NEW $6.70 +5.7%
Page 3 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%