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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 9 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WISDOMTREE PHYSICAL AI, HUMANOIDS AND DRONES FUND 50.0 $1K NEW $29.82
162 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 28.0 $1K NEW $52.86 -11.2%
163 SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 46.0 $1K NEW $31.30 -5.1%
164 PPLT ABRDN PHYSICAL PLATINUM SHARES ETF Financial Services 100.0 $1K NEW $14.13 +13.7%
165 DXC DXC TECHNOLOGY CO COM Technology 159.0 $1K NEW $8.85 +17.4%
166 STLD STEEL DYNAMICS INC COM Basic Materials 6.0 $1K NEW $229.50 +12.5%
167 INFY INFOSYS LTD SPONSORED ADR Technology 122.0 $1K NEW $10.49 +10.8%
168 ATO ATMOS ENERGY CORP COM Utilities 7.0 $1K NEW $172.29 -1.4%
169 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 56.0 $1K NEW $21.39 -3.8%
170 KDP KEURIG DR PEPPER INC COM Consumer Defensive 35.0 $1K NEW $32.74 -7.5%
171 PALL ABRDN PHYSICAL PALLADIUM SHARES ETF Financial Services 50.0 $1K NEW $22.08 +9.6%
172 FOX FOX CORP CL B COM Communication Services 23.0 $1K NEW $46.83 +31.3%
173 FESM FIDELITY ENHANCED SMALL CAP CORE ETF 21.0 $1K NEW $48.29 +1.0%
174 XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 48.0 $1K NEW $21.04 -2.5%
175 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 18.0 $948.0 NEW $52.67 +22.9%
176 AYA GOLD & SILVER INC COM 50.0 $947.0 NEW $18.94
177 PLNT PLANET FITNESS MASTER ISSUER L CL A Consumer Cyclical 18.0 $939.0 NEW $52.17 -2.9%
178 ASIX ADVANSIX INC COM Basic Materials 45.0 $895.0 NEW $19.89 -16.0%
179 HII HUNTINGTON INGALLS INDS INC COM Industrials 3.0 $840.0 NEW $280.00 +13.7%
180 NATL NCR ATLEOS CORPORATION COM SHS Technology 19.0 $825.0 NEW $43.42 +6.7%
Page 9 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%