Highline Wealth Partners LLC Top Holdings and 13F Report (2026)

About Highline Wealth Partners LLC

Investment Activity

Highline Wealth Partners LLC has $392.09 million in total holdings as of March 31, 2026.
Highline Wealth Partners LLC owns shares of 1,296 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 15.29% of the portfolio was purchased this quarter.
About ∞ of the portfolio was sold this quarter.
This quarter, Highline Wealth Partners LLC has purchased 1,071 new stocks and bought additional shares in 432 stocks.
Highline Wealth Partners LLC sold shares of 176 stocks and completely divested from 104 stocks this quarter.

Largest Holdings

JPMorgan Ultra-Short Income ETF: $39,880,381
Janus Henderson AAA CLO ETF: $36,957,291
NVIDIA: $27,250,135
Vanguard S&P 500 ETF: $22,263,896
iShares Core MSCI EAFE ETF: $19,692,028

Largest New Holdings this Quarter

02072Q572 - Cambria US EW ETF: $2,040,998 Holding
29287L700 - TCW FLEXIBLE INCOME ETF: $849,371 Holding
46438G430 - ISHARES MSCI WORLD SMALL-CAP ETF: $592,523 Holding
464287515 - iShares Expanded Tech-Software Sector ETF: $524,728 Holding
33939L506 - FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: $500,532 Holding

Largest Purchases this Quarter

Janus Henderson AAA CLO ETF: 212,643 shares (about $10.71M)
JPMorgan Ultra-Short Income ETF: 130,661 shares (about $6.61M)
Schwab Fundamental U.S. Large Company ETF: 162,863 shares (about $4.54M)
Invesco NASDAQ 100 ETF: 15,772 shares (about $3.75M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 28,847 shares (about $2.64M)

Largest Sales this Quarter

VictoryShares US Large Cap High Div Volatility Wtd ETF: 1 shares (about $∞T)
Microsoft: 6,462 shares (about $2.39M)
SPDR Gold Shares: 2,500 shares (about $1.08M)
iShares Core MSCI Emerging Markets ETF: 8,839 shares (about $616.52K)
BLACKROCK INC COM: 542 shares (about $521.28K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPST JPMorgan Ultra-Short Income ETF	$39,880,381	$6,612,754 â–²	19.9%	787,994	10.2%	ETF
JAAA Janus Henderson AAA CLO ETF	$36,957,291	$10,710,833 â–²	40.8%	733,716	9.4%	ETF
NVDA NVIDIA	$27,250,135	$329,790 â–²	1.2%	156,251	6.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$22,263,896	$1,674,319 â–²	8.1%	37,259	5.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$19,692,028	$2,499,266 â–²	14.5%	217,519	5.0%	ETF
AAPL Apple	$16,351,188	$410,125 â–²	2.6%	64,428	4.2%	Computer and Technology
FNDX Schwab Fundamental U.S. Large Company ETF	$15,287,190	$4,535,732 â–²	42.2%	548,912	3.9%	ETF
QQQM Invesco NASDAQ 100 ETF	$14,287,169	$3,747,750 â–²	35.6%	60,126	3.6%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$10,894,242	$1,361,900 â–²	14.3%	204,702	2.8%	Manufacturing
VONV Vanguard Russell 1000 Value ETF	$10,607,846	$411,614 â–²	4.0%	113,162	2.7%	ETF
MSFT Microsoft	$10,138,771	$2,392,082 â–¼	-19.1%	27,389	2.6%	Computer and Technology
AMZN Amazon.com	$9,142,220	$138,083 â–²	1.5%	43,896	2.3%	Retail/Wholesale
META Meta Platforms	$7,878,438	$163,633 â–²	2.1%	13,770	2.0%	Computer and Technology
TSLA Tesla	$6,876,632	$337,921 â–²	5.2%	18,498	1.8%	Auto/Tires/Trucks
GOVT iShares U.S. Treasury Bond ETF	$6,684,233	$533,229 â–²	8.7%	291,761	1.7%	ETF
GOOGL Alphabet	$6,660,181	$334,145 â–²	5.3%	23,161	1.7%	Computer and Technology
GS The Goldman Sachs Group	$6,394,187	$31,303 â–¼	-0.5%	7,558	1.6%	Finance
Global X 1-3 Month T-Bill ETF	$6,265,129	$255,013 â–²	4.2%	62,427	1.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$6,052,048	$616,518 â–¼	-9.2%	86,768	1.5%	ETF
GOOG Alphabet	$5,671,409	$716,277 â–²	14.5%	19,771	1.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$5,631,626	$196,202 â–²	3.6%	19,145	1.4%	Finance
BRK.B Berkshire Hathaway	$4,693,285	$153,344 â–¼	-3.2%	9,794	1.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$4,661,290	$555,636 â–²	13.5%	72,742	1.2%	ETF
COST Costco Wholesale	$3,905,746	$35,869 â–¼	-0.9%	3,920	1.0%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$3,880,940	$90,011 â–¼	-2.3%	5,562	1.0%	ETF
QQQ Invesco QQQ	$3,776,332	$339,368 â–²	9.9%	6,543	1.0%	Finance
IAU iShares Gold Trust	$3,655,025	$92,480 â–¼	-2.5%	41,459	0.9%	Finance
JMST JPMorgan Ultra-Short Municipal ETF	$3,243,465	$24,012 â–²	0.7%	63,622	0.8%	ETF
IVV iShares Core S&P 500 ETF	$2,900,737	$1,443,510 â–²	99.1%	4,441	0.7%	ETF
AMD Advanced Micro Devices	$2,847,003	$1,161,382 â–²	68.9%	13,995	0.7%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$2,763,136	$2,643,546 â–²	2,210.5%	30,152	0.7%	ETF
Bitwise Bitcoin ETF Trust	$2,730,161	$161,375 â–²	6.3%	74,169	0.7%	ETF
GLD SPDR Gold Shares	$2,722,875	$1,075,725 â–¼	-28.3%	6,328	0.7%	Finance
VTI Vanguard Total Stock Market ETF	$2,710,591	$258,258 â–²	10.5%	8,449	0.7%	ETF
IWF iShares Russell 1000 Growth ETF	$2,663,139	$750,847 â–²	39.3%	6,246	0.7%	ETF
VB Vanguard Small-Cap ETF	$2,408,796	$587,467 â–²	32.3%	9,197	0.6%	ETF
ORCL Oracle	$2,316,894	$2,648 â–²	0.1%	15,749	0.6%	Computer and Technology
FRDM Freedom 100 Emerging Markets ETF	$2,312,571	$573,716 â–²	33.0%	42,316	0.6%	ETF
Cambria US EW ETF	$2,040,998	$2,040,998 â–²	New Holding	41,755	0.5%	ETF
AXP American Express	$1,777,999	$7,260 â–²	0.4%	5,878	0.5%	Finance
BLACKROCK INC COM	$1,763,886	$521,279 â–¼	-22.8%	1,834	0.4%	Stock
VTEB Vanguard Tax-Exempt Bond ETF	$1,750,456	$69,946 â–¼	-3.8%	35,086	0.4%	ETF
ETN Eaton	$1,666,385	$3,934 â–²	0.2%	4,659	0.4%	Industrials
GLOBAL X DEFENSE TECH ETF	$1,630,383	$70,132 â–²	4.5%	23,015	0.4%	ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$1,525,356	$1,438,841 â–²	1,663.1%	15,339	0.4%	ETF
DLR Digital Realty Trust	$1,117,162	$513,076 â–¼	-31.5%	6,199	0.3%	Finance
ORI Old Republic International	$1,092,981	$4,309 â–²	0.4%	27,393	0.3%	Finance
IRM Iron Mountain	$1,072,803	$243,916 â–¼	-18.5%	10,503	0.3%	Business Services
SPY SPDR S&P 500 ETF Trust	$921,903	$472,004 â–²	104.9%	1,418	0.2%	Finance
TCW FLEXIBLE INCOME ETF	$849,371	$849,371 â–²	New Holding	21,629	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$787,424	$284,216 â–²	56.5%	2,330	0.2%	Computer and Technology
Bitwise Ethereum ETF	$729,450	$158,205 â–²	27.7%	48,630	0.2%	ETF
ISHARES MSCI WORLD SMALL-CAP ETF	$592,523	$592,523 â–²	New Holding	19,078	0.2%	ETF
AVGO Broadcom	$539,134	$187,861 â–²	53.5%	1,742	0.1%	Computer and Technology
IGV iShares Expanded Tech-Software Sector ETF	$524,728	$524,728 â–²	New Holding	6,555	0.1%	ETF
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$500,532	$500,532 â–²	New Holding	20,649	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$467,901	$448,709 â–²	2,338.0%	2,438	0.1%	ETF
XLU Utilities Select Sector SPDR Fund	$448,975	$7,939 â–²	1.8%	9,784	0.1%	ETF
VTV Vanguard Value ETF	$448,021	$74,768 â–²	20.0%	2,283	0.1%	ETF
IDLV Invesco S&P International Developed Low Volatility ETF	$447,381	$447,381 â–²	New Holding	12,985	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$428,503	$61,337 â–²	16.7%	2,005	0.1%	ETF
INTU Intuit	$425,784	$228,238 â–²	115.5%	985	0.1%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$402,795	$16,667 â–²	4.3%	870	0.1%	Finance
VXUS Vanguard Total International Stock ETF	$378,610	$378,610 â–²	New Holding	4,910	0.1%	ETF
CMF iShares California Muni Bond ETF	$360,292	$1,706 â–²	0.5%	6,336	0.1%	ETF
GE VERNOVA INC COM	$346,578	$219,121 â–²	171.9%	397	0.1%	Stock
SERVICETITAN INC SHS CL A	$342,684	$285,570 â–²	500.0%	5,400	0.1%	Stock
PANW Palo Alto Networks	$318,235	$286,331 â–²	897.5%	1,985	0.1%	Computer and Technology
STRIVE ENHANCED INCOME SHORT MATURITY ETF	$317,847	$317,847 â–²	New Holding	15,700	0.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$299,078	$95,028 â–²	46.6%	2,971	0.1%	ETF
DVY iShares Select Dividend ETF	$258,733		0.0%	1,709	0.1%	ETF
GSL Global Ship Lease	$249,441	$3,723 â–¼	-1.5%	6,700	0.1%	Transportation
GNR SPDR S&P Global Natural Resources ETF	$241,931	$241,931 â–²	New Holding	3,240	0.1%	ETF
NOW ServiceNow	$219,660	$54,262 â–¼	-19.8%	2,101	0.1%	Computer and Technology
UTES Virtus Reaves Utilities ETF	$218,766	$6,791 â–¼	-3.0%	2,738	0.1%	ETF
XLF Financial Select Sector SPDR Fund	$216,636		0.0%	4,388	0.1%	ETF
RTX RTX	$208,345	$13,697 â–²	7.0%	1,080	0.1%	Aerospace
UTHR United Therapeutics	$208,136	$207,543 â–²	35,000.0%	351	0.1%	Medical
MCD McDonald's	$202,730	$622 â–¼	-0.3%	652	0.1%	Retail/Wholesale
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund	$196,838	$196,838 â–²	New Holding	3,078	0.1%	ETF
PCOR Procore Technologies	$194,199	$4,731 â–¼	-2.4%	3,407	0.0%	Computer and Technology
CATY Cathay General Bancorp	$190,300	$1,546 â–²	0.8%	3,817	0.0%	Finance
WALMART INC COM	$188,004	$12,302 â–²	7.0%	1,513	0.0%	Stock
SMH VanEck Semiconductor ETF	$185,182	$185,182 â–²	New Holding	483	0.0%	Manufacturing
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$182,015	$129,087 â–²	243.9%	3,463	0.0%	Manufacturing
GE GE Aerospace	$181,183	$10,791 â–²	6.3%	638	0.0%	Aerospace
NFLX Netflix	$173,743	$40,095 â–²	30.0%	1,807	0.0%	Consumer Discretionary
CVX Chevron	$167,540	$27,303 â–²	19.5%	810	0.0%	Energy
QDF FlexShares Quality Dividend Index Fund	$167,196	$167,196 â–²	New Holding	2,114	0.0%	ETF
QCOM Qualcomm	$166,941	$12,752 â–²	8.3%	1,296	0.0%	Computer and Technology
ISRG Intuitive Surgical	$166,878	$76,985 â–²	85.6%	362	0.0%	Medical
HD Home Depot	$166,122	$14,474 â–²	9.5%	505	0.0%	Retail/Wholesale
UPS United Parcel Service	$162,549	$152,021 â–²	1,443.9%	1,652	0.0%	Transportation
JNJ Johnson & Johnson	$161,554	$13,687 â–²	9.3%	661	0.0%	Medical
XOM ExxonMobil	$159,104	$34,772 â–²	28.0%	938	0.0%	Energy
PALANTIR TECHNOLOGIES INC CL A	$155,349	$76,504 â–²	97.0%	1,062	0.0%	Stock
V Visa	$154,221	$51,407 â–²	50.0%	510	0.0%	Business Services
VRTX Vertex Pharmaceuticals	$143,786	$132,622 â–²	1,188.0%	322	0.0%	Medical
JEPI JPMorgan Equity Premium Income ETF	$141,880		0.0%	2,503	0.0%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$138,499	$21,724 â–¼	-13.6%	1,766	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Highline Wealth Partners LLC Top Holdings and 13F Report (2026)

About Highline Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Highline Wealth Partners LLC Top Holdings and 13F Report (2026)

About Highline Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHighline Wealth Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools