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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 34 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 165.0 $9K 0.00% $54.02 +7.9%
662 SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B Basic Materials 120.0 $9K 0.00% $74.04 +10.7%
663 NATWEST GROUP PLC SPONS ADR 501.0 $9K 0.00% +77.0 +18.2% $17.63
664 CROX CROCS INC COM Consumer Cyclical 73.0 $9K 0.00% +10.0 +15.9% $120.64 +1.2%
665 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 2,804.0 $9K 0.00% $3.14 -8.3%
666 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 278.0 $9K 0.00% +254.0 +1058.3% $31.67 +10.5%
667 SJM SMUCKER J M CO COM NEW Consumer Defensive 78.0 $9K 0.00% +72.0 +1200.0% $112.50 +10.5%
668 EFX EQUIFAX INC COM Industrials 55.0 $9K 0.00% +49.0 +816.7% $158.82 +21.3%
669 RJF RAYMOND JAMES FINL INC COM Financial Services 57.0 $9K 0.00% +49.0 +612.5% $152.04 +15.2%
670 WSC WILLSCOT HLDGS CORP COM CL A Industrials 300.0 $9K 0.00% +214.0 +248.8% $28.86 -23.3%
671 MET METLIFE INC COM Financial Services 102.0 $9K 0.00% +15.0 +17.2% $84.61 +11.5%
672 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 81.0 $9K 0.00% $106.25 +5.6%
673 EPR EPR PPTYS COM SH BEN INT Real Estate 148.0 $9K 0.00% +116.0 +362.5% $58.01 +4.0%
674 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 112.0 $9K 0.00% +46.0 +69.7% $76.28 +15.8%
675 EVR EVERCORE INC CLASS A Financial Services 25.0 $9K 0.00% +17.0 +212.5% $341.44 -14.5%
676 ZTS ZOETIS INC CL A Healthcare 118.0 $9K 0.00% +35.0 +42.2% $72.08 +7.9%
677 DASH DOORDASH INC CL A Communication Services 46.0 $8K 0.00% +1.0 +2.2% $184.52 +21.1%
678 MELI MERCADOLIBRE INC COM Consumer Cyclical 5.0 $8K 0.00% $1697.40 +13.3%
679 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 113.0 $8K 0.00% +65.0 +135.4% $75.02 +0.4%
680 NBH NEUBERGER MUN FD INC COM Financial Services 800.0 $8K 0.00% $10.55 -3.2%
Page 34 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 43.5%
Financial Services 23.9%
Consumer Cyclical 12.0%
Communication Services 9.8%
Industrials 3.4%
Consumer Defensive 2.6%
Healthcare 2.0%
Real Estate 1.1%
Utilities 1.0%
Energy 0.5%