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HIGHLINE WEALTH PARTNERS LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2042654

$493.0M

disclosed book value

1,409

positions

7.5%

largest position share

Positions, as of 2026-06-30

top 100 of 1,409 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1PAAAPGIM AAA CLO ETF721,948$37.0M7.5%
2JPSTJPMorgan Ultra-Short Income ETF651,468$32.9M6.7%
3NVDANVIDIA CORPORATION COM159,366$31.9M6.5%
4FLXRTCW Flexible Income ETF674,889$26.5M5.4%
5VOOVanguard S&P 500 ETF37,706$25.9M5.3%
6IEFAiShares Core MSCI EAFE ETF247,779$23.9M4.9%
7QQQMINVESCO NASDAQ 100 ETF70,971$21.5M4.4%
8FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF659,630$20.5M4.2%
9AAPLApple Inc Com/Inv64,175$18.6M3.8%
10VONVVanguard Russell 1000 Value ETF115,623$12.3M2.5%
11AMZNAMAZON COM INC COM47,042$11.2M2.3%
12MSFTMicrosoft Corp Com27,580$10.3M2.1%
13GOOGLALPHABET INC CAP STK CL A24,059$8.6M1.7%
14TSLATESLA INC COM19,482$8.2M1.7%
15GOVTiShares U.S. Treasury Bond ETF343,024$7.8M1.6%
16IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF146,736$7.8M1.6%
17METAMETA PLATFORMS INC CL A13,849$7.8M1.6%
18GSGOLDMAN SACHS GROUP INC COM7,561$7.6M1.6%
19IEMGiShares Core MSCI Emerging Mkts ETF89,572$7.4M1.5%
20GOOGALPHABET INC CAP STK CL C20,436$7.2M1.5%
21JPMJP Morgan Chase & Co/Com19,206$6.3M1.3%
22FRDMFreedom 100 Emerging Markets ETF85,123$6.2M1.3%
23QQQInvesco QQQ Trust7,862$5.8M1.2%
24CLIPGlobal X 1-3 Month T-Bill ETF57,284$5.7M1.2%
25VGTVANGUARD INFORMATION TECHNOLOGY ETF46,125$5.5M1.1%
26VEAVanguard FTSE Developed Mkts ETF74,761$5.3M1.1%
27BRK/BBerkshire Hathaway Inc. Class B10,471$5.2M1.1%
28AMDADVANCED MICRO DEVICES INC COM8,440$4.9M1%
29IWFiShares Russell 1000 Growth ETF35,537$4.4M0.9%
30JMSTJP Morgan Ultra-Short Muni ETF74,269$3.8M0.8%
31COSTCostco Whsl Corp/N3,831$3.6M0.7%
32VTIVanguard Total Stock Market ETF9,160$3.4M0.7%
33AMDADVANCED MICRO DEVICES INC COMPUT5,600$3.3M0.7%
34IAUiShares Gold Trust ETF41,162$3.1M0.6%
35VBVanguard Small Cap ETF9,267$2.8M0.6%
36GLDSPDR Gold Shares ETF7,524$2.8M0.6%
37BILSPDR Bloomberg Barclays 1-3 Month T-Bill28,957$2.7M0.5%
38JEPIJPMorgan Equity Premium Income ETF46,505$2.6M0.5%
39BITBBitwise Bitcoin ETF Trust76,459$2.4M0.5%
40Cambria US EW ETF41,755$2.3M0.5%
41ORCLOracle Corp Com15,788$2.3M0.5%
42IVVISHARES CORE S&P 500 ETF3,078$2.3M0.5%
43AXPAmerican Express Co/Com6,254$2.1M0.4%
44JAAAJanus Henderson AAA CLO ETF40,191$2.0M0.4%
45ISHARES MSCI WORLD SMALL-CAP ETF57,455$2.0M0.4%
46EATON CORP PLC SHS4,668$2.0M0.4%
47BLKBLACKROCK INC COM1,839$1.8M0.4%
48VTEBVanguard Tax-Exempt Bond ETF34,812$1.8M0.4%
49SPYSTATE STREET SPDR S&P 500 ETF2,325$1.7M0.4%
50GBILACCESS TREASURY 0-1 YEAR ETF15,065$1.5M0.3%
51SCHOSCHWAB SHORT-TERM US TREASURY ETF55,189$1.3M0.3%
52SHLDGLOBAL X DEFENSE TECH ETF21,990$1.3M0.3%
53TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS2,427$1.2M0.2%
54BILSSPDR Bloomberg 3-12 Month T-Bill ETF11,302$1.1M0.2%
55ORIOLD REP INTL CORP COM27,308$1.1M0.2%
56DLRDIGITAL RLTY TR INC COM6,186$1.1M0.2%
57SCHFSCHWAB INTERNATIONAL EQUITY ETF39,894$1.1M0.2%
58SCHXSCHWAB U.S. LARGE-CAP ETF35,461$1.0M0.2%
59SMHVANECK SEMICONDUCTOR ETF1,469$963,5020.2%
60VRTXVERTEX PHARMACEUTICALS INC COM1,739$863,8130.2%
61GEVGE VERNOVA INC COM715$840,0840.2%
62AMEAMETEK INC COM3,420$827,4350.2%
63QCOMQUALCOMM INC COM4,252$785,6400.2%
64AVGOBROADCOM INC COM2,046$772,8700.2%
65VTVVANGUARD VALUE ETF3,520$767,0180.2%
66RSPInvesco S&P 500 Equal Weight ETF3,538$752,7800.2%
67SLViShares Silver Trust14,029$750,1310.2%
68IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF8,247$747,2190.2%
69GEGeneral Electric Co/Com1,869$698,6050.1%
70TEMA ELECTRIFICATION ETF16,551$693,3210.1%
71PANWPALO ALTO NETWORKS INC COM2,030$692,2710.1%
72ANFIELD U.S. EQUITY SECTOR ROTATION ETF31,891$661,7380.1%
73Bitwise Ethereum ETF51,037$575,6970.1%
74BXSLBLACKSTONE SECD LENDING FD COMMON STOCK24,098$571,3550.1%
75DIASTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1,017$531,0670.1%
76XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2,650$504,8780.1%
77XLUUtilities Select Sector SPDR ETF10,071$456,6110.1%
78MUMICRON TECHNOLOGY INC COM366$423,0190.1%
79JNJJOHNSON & JOHNSON COM1,635$415,1810.1%
80IWDISHARES RUSSELL 1000 VALUE ETF1,704$413,0250.1%
81TDTTFLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND16,421$392,6260.1%
82INTUINTUIT COM1,477$385,4390.1%
83TTANSERVICETITAN INC SHS CL A5,400$381,8340.1%
84LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF7,560$376,3430.1%
85XLFFinancial Select Sector SPDR Fd6,508$348,8940.1%
86CMFISHARES CALIFORNIA MUNI BOND ETF5,893$339,6480.1%
87UTESVIRTUS REAVES UTILITIES ETF3,858$315,3530.1%
88SCHASCHWAB U.S. SMALL-CAP ETF8,701$314,3690.1%
89SGOVISHARES 0-3 MONTH TREASURY BOND ETF3,049$306,9720.1%
90NFLXNETFLIX INC. COM4,260$304,1640.1%
91SCHMSCHWAB U.S. MID-CAP ETF8,224$303,2280.1%
92SOSOUTHERN CO COM3,165$302,9630.1%
93XLEEnergy Select Sector Spdr Fund5,377$285,5720.1%
94NFRAFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND4,278$274,3070.1%
95SCHESCHWAB EMERGING MARKETS EQUITY ETF7,433$269,5120.1%
96DVYiShares Select Dividend ETF1,709$267,0890.1%
97SPGIS&P GLOBAL INC COM642$261,5120.1%
98IWPISHARES RUSSELL MID-CAP GROWTH ETF1,642$240,4050%
99Exxon Mobile Corp/Com1,750$239,2490%
100CATYCATHAY GEN BANCORP COM3,841$238,1140%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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