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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 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL Oracle Corp Com Technology 15,788.0 $2.3M 0.47% $146.55 +0.1%
42 IVV ISHARES CORE S&P 500 ETF 3,078.0 $2.3M 0.47% -1K -30.7% $748.79 +3.7%
43 AXP American Express Co/Com Financial Services 6,254.0 $2.1M 0.43% +376.0 +6.4% $338.25 -0.6%
44 JAAA Janus Henderson AAA CLO ETF 40,191.0 $2.0M 0.41% -694K -94.5% $50.49 +0.2%
45 WSML ISHARES MSCI WORLD SMALL-CAP ETF 57,455.0 $2.0M 0.41% +38K +201.2% $35.26 +2.8%
46 ETN EATON CORP PLC SHS Industrials 4,668.0 $2.0M 0.40% $426.12 +6.9%
47 BLK BLACKROCK INC COM Financial Services 1,839.0 $1.8M 0.36% $961.76 +19.3%
48 VTEB Vanguard Tax-Exempt Bond ETF 34,812.0 $1.8M 0.36% -274.0 -0.8% $50.58 -1.9%
49 SPY STATE STREET SPDR S&P 500 ETF Financial Services 2,325.0 $1.7M 0.35% +907.0 +64.0% $746.75 +3.5%
50 GBIL ACCESS TREASURY 0-1 YEAR ETF 15,065.0 $1.5M 0.31% NEW $100.16 -0.1%
51 SCHO SCHWAB SHORT-TERM US TREASURY ETF 55,189.0 $1.3M 0.27% NEW $24.14 -0.2%
52 SHLD GLOBAL X DEFENSE TECH ETF 21,990.0 $1.3M 0.27% -1K -4.5% $59.71 +17.2%
53 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 2,427.0 $1.2M 0.23% +97.0 +4.2% $477.57 -9.8%
54 BILS SPDR Bloomberg 3-12 Month T-Bill ETF 11,302.0 $1.1M 0.23% -4K -26.3% $99.38 -0.1%
55 ORI OLD REP INTL CORP COM Financial Services 27,308.0 $1.1M 0.23% $40.92 +3.9%
56 DLR DIGITAL RLTY TR INC COM Real Estate 6,186.0 $1.1M 0.23% $179.58 +10.2%
57 SCHF SCHWAB INTERNATIONAL EQUITY ETF 39,894.0 $1.1M 0.22% +37K +1393.6% $27.70 +3.0%
58 SCHX SCHWAB U.S. LARGE-CAP ETF 35,461.0 $1.0M 0.21% NEW $29.43 +3.6%
59 SMH VANECK SEMICONDUCTOR ETF 1,469.0 $964K 0.20% +986.0 +204.1% $655.89 -9.4%
60 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 1,739.0 $864K 0.17% +1K +440.1% $496.73 +3.8%
Page 3 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%