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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 4 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CARNIVAL CORP LTD COMMON SHARES 763.0 $22K 0.00% NEW $28.56
62 BNDD QUADRATIC DEFLATION ETF 200.0 $20K 0.00% NEW $101.14 -6.2%
63 PINK SIMPLIFY HEALTH CARE ETF 500.0 $20K 0.00% NEW $39.15 +0.3%
64 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 355.0 $18K 0.00% NEW $51.79 +1.2%
65 IYR ISHARES U.S. REAL ESTATE ETF 171.0 $17K 0.00% NEW $102.25 +1.9%
66 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 500.0 $17K 0.00% NEW $34.81 +1.5%
67 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 580.0 $17K 0.00% NEW $29.33 +30.5%
68 XLB Materials Select Sector SPDR Fd 328.0 $17K 0.00% NEW $50.83 +2.8%
69 DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 443.0 $16K 0.00% NEW $35.03 +6.9%
70 DUG PROSHARES ULTRASHORT ENERGY 700.0 $15K 0.00% NEW $21.35 -28.7%
71 Two Hbrs Invt/C 1,150.0 $14K 0.00% NEW $12.41
72 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 293.0 $14K 0.00% NEW $48.26 +4.6%
73 IAK ISHARES U.S. INSURANCE ETF 100.0 $14K 0.00% NEW $140.56 +2.4%
74 RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF 365.0 $13K 0.00% NEW $36.20 +1.7%
75 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 300.0 $13K 0.00% NEW $44.03 +1.8%
76 HRZN HORIZON TECHNOLOGY FIN CORP COM Financial Services 2,732.0 $13K 0.00% NEW $4.73 +5.7%
77 MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF 264.0 $13K 0.00% NEW $48.55 +9.9%
78 PAVE Global X U.S. Infrastructure Development ETF 200.0 $12K 0.00% NEW $58.92 -0.3%
79 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 34.0 $12K 0.00% NEW $345.24 -6.7%
80 DBJP XTRACKERS MSCI JAPAN HEDGED EQUITY ETF 100.0 $11K 0.00% NEW $114.79 +3.4%
Page 4 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%