Highline Wealth Partners Llc Portfolio Stock Holdings

Highline Wealth Partners Llc disclosed 1409 stock positions valued at approximately $489.7 million in its latest SEC 13F filing. The largest holdings include PGIM AAA CLO ETF, JPMorgan Ultra-Short Income ETF, and NVIDIA CORPORATION COM. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.

Report Period
June 30, 2026
No. of Stocks
1409
Portfolio Value
$489.7M
Holdings by Sector
Highline Wealth Partners Llc Portfolio Holdings in Q2 2026

1335 holdings in the latest reporting period.

Page 1 of 14
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PGIM AAA CLO ETFPAAAOther7.56%721,948+721,948+100.00%$37,014,267
JPMorgan Ultra-Short Income ETFJPSTOther6.73%651,468-136,526-17.33%$32,944,721
NVIDIA CORPORATION COMNVDATechnology6.51%159,366+3,115+1.99%$31,887,545
TCW Flexible Income ETFFLXROther5.40%674,889+653,260+3020.30%$26,462,403
Vanguard S&P 500 ETFVOOOther5.29%37,706+447+1.20%$25,896,627
iShares Core MSCI EAFE ETFIEFAOther4.89%247,779+30,260+13.91%$23,930,475
INVESCO NASDAQ 100 ETFQQQMOther4.39%70,971+10,845+18.04%$21,502,060
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDXOther4.19%659,630+110,718+20.17%$20,514,508
Apple Inc Com/InvAAPLTechnology3.79%64,175-253-0.39%$18,569,660
Vanguard Russell 1000 Value ETFVONVOther2.51%115,623+2,461+2.17%$12,291,921
AMAZON COM INC COMAMZNConsumer Cyclical2.29%47,042+3,146+7.17%$11,211,977
Microsoft Corp ComMSFTTechnology2.10%27,580+191+0.70%$10,287,795
ALPHABET INC CAP STK CL AGOOGLCommunication Services1.76%24,059+898+3.88%$8,598,011
TESLA INC COMTSLAConsumer Cyclical1.67%19,482+984+5.32%$8,194,129
iShares U.S. Treasury Bond ETFGOVTOther1.60%343,024+51,263+17.57%$7,814,086
iShares 5-10 Year Investment Grade Corporate Bond ETFIGIBOther1.59%146,736-57,966-28.32%$7,801,948
META PLATFORMS INC CL AMETACommunication Services1.59%13,849+79+0.57%$7,801,284
GOLDMAN SACHS GROUP INC COMGSFinancial Services1.56%7,561+3+0.04%$7,647,225
iShares Core MSCI Emerging Mkts ETFIEMGOther1.52%89,572+2,804+3.23%$7,420,140
ALPHABET INC CAP STK CL CGOOGCommunication Services1.47%20,436+665+3.36%$7,220,792
JP Morgan Chase & Co/ComJPMFinancial Services1.28%19,206+61+0.32%$6,286,807
Freedom 100 Emerging Markets ETFFRDMOther1.27%85,123+42,807+101.16%$6,205,465
Invesco QQQ TrustQQQOther1.18%7,862+1,319+20.16%$5,789,422
Global X 1-3 Month T-Bill ETFCLIPOther1.17%57,284-5,143-8.24%$5,747,882
VANGUARD INFORMATION TECHNOLOGY ETFVGTOther1.13%46,125+40,563+729.29%$5,512,877
Vanguard FTSE Developed Mkts ETFVEAOther1.09%74,761+2,019+2.78%$5,326,708
Berkshire Hathaway Inc. Class BBRK-BFinancial Services1.07%10,471+677+6.91%$5,239,584
ADVANCED MICRO DEVICES INC COMAMDTechnology1.00%8,440+45+0.54%$4,902,880
iShares Russell 1000 Growth ETFIWFOther0.90%35,537+29,291+468.96%$4,412,632
JP Morgan Ultra-Short Muni ETFJMSTOther0.77%74,269+10,647+16.73%$3,787,707
Costco Whsl Corp/NCOSTConsumer Defensive0.73%3,831-89-2.27%$3,583,662
Vanguard Total Stock Market ETFVTIOther0.69%9,160+711+8.42%$3,389,433
iShares Gold Trust ETFIAUOther0.63%41,162-297-0.72%$3,108,141
Vanguard Small Cap ETFVBOther0.57%9,267+70+0.76%$2,809,048
SPDR Gold Shares ETFGLDOther0.57%7,524+1,196+18.90%$2,771,691
SPDR Bloomberg Barclays 1-3 Month T-BillBILOther0.54%28,957-1,195-3.96%$2,653,608
JPMorgan Equity Premium Income ETFJEPIOther0.54%46,505+44,002+1757.97%$2,626,583
Bitwise Bitcoin ETF TrustBITBOther0.50%76,459+2,290+3.09%$2,435,984
Oracle Corp ComORCLTechnology0.47%15,788+39+0.25%$2,313,744
ISHARES CORE S&P 500 ETFIVVOther0.47%3,078-1,363-30.69%$2,304,778
American Express Co/ComAXPFinancial Services0.43%6,254+376+6.40%$2,115,442
Janus Henderson AAA CLO ETFJAAAOther0.41%40,191-693,525-94.52%$2,029,246
EATON CORP PLC SHSETNOther0.41%4,668+9+0.19%$1,989,128
BLACKROCK INC COMBLKOther0.36%1,839+5+0.27%$1,768,680
Vanguard Tax-Exempt Bond ETFVTEBOther0.36%34,812-274-0.78%$1,760,804
STATE STREET SPDR S&P 500 ETFSPYOther0.35%2,325+907+63.96%$1,736,184
ACCESS TREASURY 0-1 YEAR ETFGBILOther0.31%15,065+15,065+100.00%$1,508,886
SCHWAB SHORT-TERM US TREASURY ETFSCHOOther0.27%55,189+55,189+100.00%$1,332,252
GLOBAL X DEFENSE TECH ETFSHLDOther0.27%21,990-1,025-4.45%$1,313,023
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSTSMTechnology0.24%2,427+97+4.16%$1,159,062
SPDR Bloomberg 3-12 Month T-Bill ETFBILSOther0.23%11,302-4,037-26.32%$1,123,148
OLD REP INTL CORP COMORIFinancial Services0.23%27,308-85-0.31%$1,117,443
DIGITAL RLTY TR INC COMDLRReal Estate0.23%6,186-13-0.21%$1,110,892
SCHWAB INTERNATIONAL EQUITY ETFSCHFOther0.23%39,894+37,223+1393.60%$1,105,067
SCHWAB U.S. LARGE-CAP ETFSCHXOther0.21%35,461+35,461+100.00%$1,043,605
VANECK SEMICONDUCTOR ETFSMHOther0.20%1,469+986+204.14%$963,502
VERTEX PHARMACEUTICALS INC COMVRTXHealthcare0.18%1,739+1,417+440.06%$863,813
GE VERNOVA INC COMGEVUtilities0.17%715+318+80.10%$840,084
AMETEK INC COMAMEIndustrials0.17%3,420+3,388+10587.50%$827,435
QUALCOMM INC COMQCOMTechnology0.16%4,252+2,956+228.09%$785,640
BROADCOM INC COMAVGOTechnology0.16%2,046+304+17.45%$772,870
VANGUARD VALUE ETFVTVOther0.16%3,520+1,237+54.18%$767,018
Invesco S&P 500 Equal Weight ETFRSPOther0.15%3,538+1,100+45.12%$752,780
iShares Silver TrustSLVOther0.15%14,029+13,154+1503.31%$750,131
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFIGVOther0.15%8,247+1,692+25.81%$747,219
General Electric Co/ComGEIndustrials0.14%1,869+1,231+192.95%$698,605
PALO ALTO NETWORKS INC COMPANWTechnology0.14%2,030+45+2.27%$692,271
BLACKSTONE SECD LENDING FD COMMON STOCKBXSLFinancial Services0.12%24,098+24,098+100.00%$571,355
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIAOther0.11%1,017+147+16.90%$531,067
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFXLKOther0.10%2,650+2,638+21983.33%$504,878
Utilities Select Sector SPDR ETFXLUOther0.09%10,071+287+2.93%$456,611
MICRON TECHNOLOGY INC COMMUTechnology0.09%366+24+7.02%$423,019
JOHNSON & JOHNSON COMJNJHealthcare0.08%1,635+974+147.35%$415,181
ISHARES RUSSELL 1000 VALUE ETFIWDOther0.08%1,704-301-15.01%$413,025
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUNDTDTTOther0.08%16,421-4,228-20.48%$392,626
INTUIT COMINTUTechnology0.08%1,477+892+152.48%$385,439
SERVICETITAN INC SHS CL ATTANOther0.08%5,400--$381,834
FIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBSOther0.08%7,560+7,560+100.00%$376,343
Financial Select Sector SPDR FdXLFOther0.07%6,508+2,120+48.31%$348,894
ISHARES CALIFORNIA MUNI BOND ETFCMFOther0.07%5,893-443-6.99%$339,648
VIRTUS REAVES UTILITIES ETFUTESOther0.06%3,858+1,120+40.91%$315,353
SCHWAB U.S. SMALL-CAP ETFSCHAOther0.06%8,701+8,701+100.00%$314,369
ISHARES 0-3 MONTH TREASURY BOND ETFSGOVOther0.06%3,049+78+2.63%$306,972
NETFLIX INC. COMNFLXCommunication Services0.06%4,260+2,453+135.75%$304,164
SCHWAB U.S. MID-CAP ETFSCHMOther0.06%8,224+8,224+100.00%$303,228
SOUTHERN CO COMSOUtilities0.06%3,165+2,469+354.74%$302,963
Energy Select Sector Spdr FundXLEOther0.06%5,377+5,267+4788.18%$285,572
FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDNFRAOther0.06%4,278+1,200+38.99%$274,307
SCHWAB EMERGING MARKETS EQUITY ETFSCHEOther0.06%7,433+7,346+8443.68%$269,512
iShares Select Dividend ETFDVYOther0.05%1,709--$267,089
S&P GLOBAL INC COMSPGIFinancial Services0.05%642+481+298.76%$261,512
ISHARES RUSSELL MID-CAP GROWTH ETFIWPOther0.05%1,642+1,642+100.00%$240,405
CATHAY GEN BANCORP COMCATYFinancial Services0.05%3,841+24+0.63%$238,114
Chevron Corp New/ComCVXEnergy0.05%1,417+607+74.94%$234,899
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTSOther0.05%8,070+8,070+100.00%$234,112
ISHARES U.S. AEROSPACE & DEFENSE ETFITAOther0.05%920+840+1050.00%$223,026
STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNROther0.04%3,240--$218,084
ELI LILLY & CO COMLLYHealthcare0.04%180+31+20.81%$216,203
United Technologies Corp/ComRTXIndustrials0.04%1,106+26+2.41%$209,876
Cisco Sys Inc/ComCSCOTechnology0.04%1,750+467+36.40%$205,602
Highline Wealth Partners Llc Options Holdings in Q2 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026AMDAdvanced Micro Devices, Inc.PUT5,600$3,253,096
Q2 2026INTUIntuit Inc.PUT400$104,400

Notional value represents the total exposure of the options position.