HIGHLINE WEALTH PARTNERS LLC

CIK

2042654

Location

SHERMAN OAKS, CA

Portfolio Value

Small $151,950,896

Diversification

Diversified

Filing Date

Global Rank

#4,821 / 8,605 ▲ 2 · as of Mar 2026

Top Industry

Semiconductors 23.4%

3Y Alpha vs SPY

+0.2%

Period ended 3 months ago

Filed Apr 6, 2026 · 3mo

15 quarters · since Sep 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.9%

SPY

+76.5%

Annualised alpha

+0.3%

Max drawdown

−22.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,120 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.9%

+0.1 pts

Top 5

46.6%

−3.7 pts

Top 10

66.5%

−4.0 pts

HHI

664

Diversified−58

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.1%	$64,018,803	139
Financial Services	16.1%	$24,496,652	375
Consumer Cyclical	11.5%	$17,421,007	108
Unclassified	10.1%	$15,276,809	19
Communication Services	10.0%	$15,196,155	37
Consumer Defensive	3.2%	$4,808,500	51
Industrials	2.8%	$4,274,053	126
Real Estate	1.7%	$2,611,947	45
Healthcare	1.5%	$2,232,819	94
Energy	0.4%	$644,438	41
Utilities	0.3%	$511,778	37
Basic Materials	0.3%	$457,935	48

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETHW	Bitwise Ethereum ETF	+10,547	48,630	$729,450
TE	T1 Energy Inc.	+5,982	20,982	$92,110
AMD	Advanced Micro Devices Inc	+5,709	13,995	$2,847,002
TTAN	ServiceTitan, Inc.	+4,500	5,400	$342,684
BITB	Bitwise Bitcoin ETF	+4,384	74,169	$2,730,160
RIVN	Rivian Automotive, Inc. / DE	+2,512	2,524	$37,986
ACCO	ACCO BRANDS Corp	+2,000	5,000	$15,000
PFE	Pfizer Inc	+1,993	3,140	$88,171
NVDA	Nvidia Corp	+1,891	156,251	$27,250,174
PANW	Palo Alto Networks Inc	+1,786	1,985	$318,235
AAPL	Apple Inc.	+1,616	64,428	$16,351,182
PSLV	Sprott Physical Silver Trust	+1,570	3,140	$76,584
UPS	United Parcel Service Inc	+1,545	1,652	$162,523
GOOGL	Alphabet Inc.	+1,162	23,161	$6,660,177
TSLA	Tesla, Inc.	+909	18,498	$6,876,631
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+841	2,330	$787,423
VOYG	Voyager Technologies, Inc./TX	+826	1,496	$34,991
PHYS	Sprott Physical Gold Trust	+812	1,162	$41,181
ABEV	Ambev S.A.	+746	2,804	$8,187
SPY	Spdr S&P 500 ETF Trust	+726	1,418	$922,182
PYPL	PayPal Holdings, Inc.	+720	832	$37,631
JPM	Jpmorgan Chase & Co	+667	19,145	$5,631,693
AMZN	Amazon Com Inc	+663	43,896	$9,142,219
AVGO	Broadcom Inc.	+607	1,742	$539,166
QQQ	Invesco Qqq Trust, Series 1	+588	6,543	$3,776,488
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−6,462	27,389	$10,138,586
DLR	Digital Realty Trust, Inc.	−2,847	6,199	$1,117,121
GLD	Spdr Gold Trust	−2,500	6,328	$2,722,875
IRM	Iron Mountain Inc	−2,388	10,503	$1,072,776
XFLT	XAI Floating Rate & Alternative Income Trust	−1,200	300	$5,154
IAU	Ishares Gold Trust	−1,049	41,459	$3,655,025
VKI	Invesco Advantage Municipal Income Trust II	−1,030	470	$4,070
NRO	Neuberger Real Estate Securities Income Fund Inc	−1,000	2,000	$5,680
LYG	Lloyds Banking Group plc	−856	1,406	$7,072
RMI	RiverNorth Opportunistic Municipal Income Fund, Inc.	−750	250	$3,765
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−750	450	$5,053
IBN	Icici Bank Ltd	−691	116	$3,004
GAP	Gap Inc	−649	106	$2,565
BLK	BlackRock, Inc.	−542	1,834	$1,763,776
GLDM	World Gold Trust	−535	200	$18,538
IIM	Invesco Value Municipal Income Trust	−530	470	$5,715
NOW	ServiceNow, Inc.	−519	2,101	$219,659
VGM	Invesco Trust for Investment Grade Municipals	−430	570	$5,625
F	Ford Motor Co	−364	838	$9,670
BRK-B	Berkshire Hathaway Inc	−320	9,794	$4,693,284
SBUX	Starbucks Corp	−300	931	$83,408
NAD	Nuveen Quality Municipal Income Fund	−300	400	$4,600
LION	Lionsgate Studios Corp.	−266	490	$4,699
NAC	Nuveen California Quality Municipal Income Fund	−250	750	$8,737
NZF	Nuveen Municipal Credit Income Fund	−250	400	$4,872
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LVS	Las Vegas Sands Corp	1,119	$60,291
NCLH	Norwegian Cruise Line Holdings Ltd.	2,001	$37,418
CASY	Caseys General Stores Inc	50	$36,393
BIIB	Biogen Inc.	157	$28,782
UUP	Invesco DB US Dollar Index Bullish Fund	1,000	$27,780
BAH	Booz Allen Hamilton Holding Corp	228	$17,790
IBRX	ImmunityBio, Inc.	2,000	$15,340
ZETA	Zeta Global Holdings Corp.	950	$15,124
MQY	Blackrock Muniyield Quality Fund, Inc.	1,348	$14,801
KNTK	Kinetik Holdings Inc.	260	$12,586
TTE	TotalEnergies SE	135	$12,282
SHAK	Shake Shack Inc.	125	$11,058
MUC	Blackrock Muniholdings California Quality Fund, Inc.	1,025	$10,660
BTCK	Teucrium Commodity Trust	1,000	$10,440
MUSA	Murphy USA Inc.	21	$10,373
M	Macy's, Inc.	554	$10,021
EQR	Equity Residential	163	$9,641
CF	CF Industries Holdings, Inc.	73	$9,478
INGR	Ingredion Inc	84	$9,463
NSA	National Storage Affiliates Trust	250	$9,435
SFM	Sprouts Farmers Market, Inc.	122	$9,409
APA	APA Corp	220	$9,336
BYD	Boyd Gaming Corp	113	$9,286
OMF	OneMain Holdings, Inc.	173	$9,253
SAM	Boston Beer Co Inc	40	$9,216
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	875	$56,367
PEO	Adams Natural Resources Fund, Inc.	1,500	$32,610
GFR	Greenfire Resources Ltd.	5,000	$23,800
WRBY	Warby Parker Inc.	1,050	$22,879
HDB	Hdfc Bank Ltd	626	$22,874
EGY	Vaalco Energy Inc /De/	4,000	$14,560
ETHA	iShares Ethereum Trust ETF	500	$11,215
TAL	TAL Education Group	1,000	$10,910
ENR	Energizer Holdings, Inc.	400	$7,956
HOWL	Werewolf Therapeutics, Inc.	12,000	$7,608
ZNTL	Zentalis Pharmaceuticals, Inc.	5,000	$6,750
POET	Poet Technologies Inc.	1,000	$6,330
NAZ	Nuveen Arizona Quality Municipal Income Fund	500	$5,940
NMT	Nuveen Massachusetts Quality Municipal Income Fund	500	$5,665
WCN	Waste Connections, Inc.	27	$4,734
INFY	Infosys Ltd	224	$3,991
PDT	John Hancock Premium Dividend Fund	300	$3,810
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	150	$3,777
GPI	Group 1 Automotive Inc	9	$3,539
BTO	John Hancock Financial Opportunities Fund	100	$3,508
ARES	Ares Management Corp	20	$3,232
GGN	GAMCO Global Gold, Natural Resources & Income Trust	600	$3,096
KDP	Keurig Dr Pepper Inc.	110	$3,081
IDE	Voya Infrastructure, Industrials & Materials Fund	250	$3,075
UTF	Cohen & Steers Infrastructure Fund Inc	125	$3,013
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,120 positions · $151,950,896 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,120 positions by value · page 1 of 23

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	156,251	+1,891	$27,250,174	−5.3%	17.93%
AAPL	Apple Inc. Technology	Added	64,428	+1,616	$16,351,182	−4.2%	10.76%
MSFT	Microsoft Corp Technology	Reduced	27,389	-6,462	$10,138,586	−38.1%	6.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,896	+663	$9,142,219	−8.4%	6.02%
META	Meta Platforms, Inc. Communication Services	Added	13,770	+286	$7,878,230	−11.5%	5.18%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,498	+909	$6,876,631	−13.1%	4.53%
GOOGL	Alphabet Inc. Communication Services	Added	23,161	+1,162	$6,660,177	−3.3%	4.38%
GS	Goldman Sachs Group Inc Financial Services	Reduced	7,558	-37	$6,393,992	−4.2%	4.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,145	+667	$5,631,693	−5.4%	3.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,794	-320	$4,693,284	−7.7%	3.09%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,920	-36	$3,906,005	+14.5%	2.57%
QQQ	Invesco Qqq Trust, Series 1	Added	6,543	+588	$3,776,488	+3.2%	2.49%
IAU	Ishares Gold Trust	Reduced	41,459	-1,049	$3,655,025	+5.9%	2.41%
AMD	Advanced Micro Devices Inc Technology	Added	13,995	+5,709	$2,847,002	+60.4%	1.87%
BITB	Bitwise Bitcoin ETF	Added	74,169	+4,384	$2,730,160	−17.7%	1.80%
GLD	Spdr Gold Trust	Reduced	6,328	-2,500	$2,722,875	−22.2%	1.79%
ORCL	Oracle Corp Technology	Added	15,749	+18	$2,316,835	−24.4%	1.52%
AXP	American Express Co Financial Services	Added	5,878	+24	$1,777,977	−17.9%	1.17%
BLK	BlackRock, Inc. Financial Services	Reduced	1,834	-542	$1,763,776	−30.6%	1.16%
ETN	Eaton Corp plc Industrials	Added	4,659	+11	$1,666,384	+12.6%	1.10%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	6,199	-2,847	$1,117,121	−20.2%	0.74%
ORI	Old Republic International Corp Financial Services	Added	27,393	+108	$1,092,980	−12.2%	0.72%
IRM	Iron Mountain Inc Real Estate	Reduced	10,503	-2,388	$1,072,776	+0.3%	0.71%
SPY	Spdr S&P 500 ETF Trust	Added	1,418	+726	$922,182	+95.4%	0.61%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,330	+841	$787,423	+74.0%	0.52%
ETHW	Bitwise Ethereum ETF	Added	48,630	+10,547	$729,450	−9.9%	0.48%
AVGO	Broadcom Inc. Technology	Added	1,742	+607	$539,166	+37.3%	0.35%
INTU	Intuit Inc. Technology	Added	985	+528	$425,894	+40.7%	0.28%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	870	+36	$402,975	+0.5%	0.27%
GEV	GE Vernova Inc. Industrials	Added	397	+251	$346,541	+263.2%	0.23%
TTAN	ServiceTitan, Inc. Technology	Added	5,400	+4,500	$342,684	+257.5%	0.23%
PANW	Palo Alto Networks Inc Technology	Added	1,985	+1,786	$318,235	+768.2%	0.21%
GSL	Global Ship Lease, Inc. Industrials	Reduced	6,700	-100	$249,441	+4.7%	0.16%
NOW	ServiceNow, Inc. Technology	Reduced	2,101	-519	$219,659	−45.3%	0.14%
RTX	RTX Corp Industrials	Added	1,080	+71	$208,332	+12.6%	0.14%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	351	+350	$208,135	+42638.2%	0.14%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	652	-2	$202,635	+1.4%	0.13%
PCOR	Procore Technologies, Inc. Technology	Reduced	3,407	-83	$194,199	−23.5%	0.13%
CATY	Cathay General Bancorp Financial Services	Added	3,817	+31	$190,315	+3.9%	0.13%
WMT	Walmart Inc. Consumer Defensive	Added	1,513	+99	$188,035	+19.4%	0.12%
GE	General Electric Co Industrials	Added	638	+38	$181,045	−2.0%	0.12%
NFLX	Netflix Inc Communication Services	Added	1,807	+417	$173,743	+33.3%	0.11%
CVX	Chevron Corp Energy	Added	810	+132	$167,589	+62.2%	0.11%
QCOM	Qualcomm Inc/De Technology	Added	1,296	+99	$166,898	−18.5%	0.11%
ISRG	Intuitive Surgical Inc Healthcare	Added	362	+167	$166,878	+51.1%	0.11%
HD	Home Depot, Inc. Consumer Cyclical	Added	505	+44	$166,089	+4.7%	0.11%
UPS	United Parcel Service Inc Industrials	Added	1,652	+1,545	$162,523	+1431.4%	0.11%
JNJ	Johnson & Johnson Healthcare	Added	661	+56	$161,574	+29.0%	0.11%
PLTR	Palantir Technologies Inc. Technology	Added	1,062	+523	$155,349	+62.1%	0.10%
V	Visa Inc. Financial Services	Added	510	+170	$154,142	+29.3%	0.10%