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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 5 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND 16,421.0 $393K 0.08% -4K -20.5% $23.91 -1.5%
82 INTU INTUIT COM Technology 1,477.0 $385K 0.08% +892.0 +152.5% $260.96 +28.6%
83 TTAN SERVICETITAN INC SHS CL A Technology 5,400.0 $382K 0.08% $70.71 +25.0%
84 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 7,560.0 $376K 0.08% NEW $49.78 -0.2%
85 XLF Financial Select Sector SPDR Fd 6,508.0 $349K 0.07% +2K +48.3% $53.61 +7.4%
86 CMF ISHARES CALIFORNIA MUNI BOND ETF 5,893.0 $340K 0.07% -443.0 -7.0% $57.64 -1.7%
87 UTES VIRTUS REAVES UTILITIES ETF 3,858.0 $315K 0.06% +1K +40.9% $81.74 -4.7%
88 SCHA SCHWAB U.S. SMALL-CAP ETF 8,701.0 $314K 0.06% NEW $36.13 -0.9%
89 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 3,049.0 $307K 0.06% +78.0 +2.6% $100.68 -0.1%
90 NFLX NETFLIX INC. COM Communication Services 4,260.0 $304K 0.06% +2K +135.8% $71.40 +6.5%
91 SCHM SCHWAB U.S. MID-CAP ETF 8,224.0 $303K 0.06% NEW $36.87 -0.2%
92 SO SOUTHERN CO COM Utilities 3,165.0 $303K 0.06% +2K +354.7% $95.72 -3.6%
93 XLE Energy Select Sector Spdr Fund 5,377.0 $286K 0.06% +5K +4788.2% $53.11 +17.8%
94 NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 4,278.0 $274K 0.06% +1K +39.0% $64.12 +2.8%
95 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 7,433.0 $270K 0.06% +7K +8443.7% $36.26 +1.8%
96 DVY iShares Select Dividend ETF 1,709.0 $267K 0.05% $156.28 +5.1%
97 SPGI S&P GLOBAL INC COM Financial Services 642.0 $262K 0.05% +481.0 +298.8% $407.34 +0.8%
98 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1,642.0 $240K 0.05% NEW $146.41 +0.9%
99 Exxon Mobile Corp/Com 1,750.0 $239K 0.05% NEW $136.71
100 CATY CATHAY GEN BANCORP COM Financial Services 3,841.0 $238K 0.05% +24.0 +0.6% $61.99 +3.9%
Page 5 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%