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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 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JP Morgan Chase & Co/Com Financial Services 19,206.0 $6.3M 1.27% $327.34 +10.3%
22 FRDM Freedom 100 Emerging Markets ETF 85,123.0 $6.2M 1.26% +43K +101.2% $72.90 -5.3%
23 QQQ Invesco QQQ Trust Financial Services 7,862.0 $5.8M 1.17% +1K +20.2% $736.38 -0.9%
24 CLIP Global X 1-3 Month T-Bill ETF 57,284.0 $5.7M 1.17% -5K -8.2% $100.34 -0.1%
25 VGT VANGUARD INFORMATION TECHNOLOGY ETF 46,125.0 $5.5M 1.12% +41K +729.3% $119.52 +2.5%
26 VEA Vanguard FTSE Developed Mkts ETF 74,761.0 $5.3M 1.08% +2K +2.8% $71.25 +3.4%
27 Berkshire Hathaway Inc. Class B 10,471.0 $5.2M 1.06% +677.0 +6.9% $500.39
28 AMD ADVANCED MICRO DEVICES INC COM Technology 8,440.0 $4.9M 0.99% +45.0 +0.5% $580.91 -12.9%
29 IWF iShares Russell 1000 Growth ETF 35,537.0 $4.4M 0.90% +29K +469.0% $124.17 +0.7%
30 JMST JP Morgan Ultra-Short Muni ETF 74,269.0 $3.8M 0.77% +11K +16.7% $51.00 -0.2%
31 COST Costco Whsl Corp/N Consumer Defensive 3,831.0 $3.6M 0.73% -89.0 -2.3% $935.44 +1.9%
32 VTI Vanguard Total Stock Market ETF 9,160.0 $3.4M 0.69% +711.0 +8.4% $370.03 +3.3%
33 AMD PUT ADVANCED MICRO DEVICES INC COM Technology 5,600.0 $3.3M 0.66% $580.91 -12.9%
34 IAU iShares Gold Trust ETF Financial Services 41,162.0 $3.1M 0.63% -297.0 -0.7% $75.51 +10.1%
35 VB Vanguard Small Cap ETF 9,267.0 $2.8M 0.57% +70.0 +0.8% $303.12 +1.6%
36 GLD SPDR Gold Shares ETF Financial Services 7,524.0 $2.8M 0.56% +1K +18.9% $368.38 +10.1%
37 BIL SPDR Bloomberg Barclays 1-3 Month T-Bill 28,957.0 $2.7M 0.54% -1K -4.0% $91.64 -0.1%
38 JEPI JPMorgan Equity Premium Income ETF 46,505.0 $2.6M 0.53% +44K +1758.0% $56.48 +2.3%
39 BITB Bitwise Bitcoin ETF Trust Financial Services 76,459.0 $2.4M 0.49% +2K +3.1% $31.86 +9.5%
40 Cambria US EW ETF 41,755.0 $2.3M 0.47% $55.83
Page 2 of 71  ·  1,411 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%