Highline Wealth Partners LLC (CIK: 0002042654) is a financial institution headquartered at 15260 Ventura Blvd., Suite 855, Sherman Oaks, California 91403. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $526.68 M, comprising 1,461 distinct securities. Over its filing history, it has submitted 17 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 50.5%. Quarterly turnover: 4.7%. ▲ 126 new, +562 added, −195 reduced, ×77 exited.

Top Buys

Q3 2026

1. CLIP Global X 1-3 Month T-Bill Etf

+$7.95 M

2. PAAA Pgim Aaa Clo Etf

+$5.8 M

3. VOO Vanguard S&P 500 Etf

+$2.81 M

4. IEFA Ishares Core Msci Eafe Etf

+$2.34 M

5. IWF Ishares Russell 1000 Growth Etf

+$1.68 M

Top Sells

Q3 2026

1. JPST Jpmorgan Ultra-Short Income Etf

−$10.91 M

2. FLXR Tcw Flexible Income Etf

−$2.77 M

3. BIL Spdr Bloomberg 1-3 Month T-Bill Etf

−$1.5 M

4. JAAA Janus Henderson Aaa Clo Etf

−$996,875.39

5. META Meta Platforms

−$807,105.29

Stocks/ETFs

+7.49%

$518.47 M 98.44%

Options

$0 0.00%

Debt

$0 0.00%

Other

+11.84%

$8.21 M 1.56%

Name	Shares	Market Value	Weight	Change	Activity
Pgim Aaa Clo Etf ETF-PAAA	834,984	$42.83 M	8.13%	▲ 113,036	Add 15.7%
Nvidia Corporation NVDA	164,889	$37.66 M	7.15%	▲ 5,523	Add 3.5%
Vanguard S&P 500 Etf ETF-VOO	41,722	$29.24 M	5.55%	▲ 4,016	Add 10.7%
Ishares Core Msci Eafe Etf ETF-IEFA	271,976	$26.35 M	5.00%	▲ 24,197	Add 9.8%
Tcw Flexible Income Etf ETF-FLXR	601,843	$22.83 M	4.33%	▼ 73,046	Reduce -10.8%
Apple AAPL	67,775	$22.57 M	4.29%	▲ 3,600	Add 5.6%
Invesco Nasdaq 100 Etf ETF-QQQM	73,577	$22.41 M	4.26%	▲ 2,606	Add 3.7%
Jpmorgan Ultra-Short Income Etf ETF-JPST	434,801	$21.9 M	4.16%	▼ 216,667	Reduce -33.3%
Schwab Fundamental Us Large Company Etf ETF-FNDX	679,810	$21.39 M	4.06%	▲ 20,180	Add 3.1%
Microsoft Corporation MSFT	28,379	$14.56 M	2.76%	▲ 799	Add 2.9%

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Highline Wealth Partners LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Highline Wealth Partners LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 17 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Highline Wealth Partners LLC Quarterly 13F Statistics

Discover detailed insights into Highline Wealth Partners LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Highline Wealth Partners LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Highline Wealth Partners LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Highline Wealth Partners LLC 13F Filings, Portfolio & Analysis

Highline Wealth Partners LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Highline Wealth Partners LLC's Portfolio

Highline Wealth Partners LLC Quarterly 13F Statistics

Highline Wealth Partners LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)