Funds · 13F filer · Sherman Oaks, CA

Highline Wealth Partners LLC

$489.7M in 1,409 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+12.9%S&P 500 +20.9%
3y return+59.2%S&P 500 +68.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since September 30, 2022: $195 against $209 in the S&P 500.2

Highline Wealth Partners LLCS&P 500 (SPY)
$100$20920222026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
PAAAPgim Aaa Clo Etf$37.0M7.6%New
JPSTJPMorgan Ultra-Short Income ETF$32.9M6.7%−17.3%
NVDANvidia Corporation Com$31.9M6.5%+2.0%
FLXRTCW Flexible Income ETF$26.5M5.4%+3020.3%
VOOVanguard S&P 500 ETF$25.9M5.3%+1.2%
IEFAiShares Core MSCI EAFE ETF$23.9M4.9%+13.9%
QQQMInvesco Nasdaq 100 Etf$21.5M4.4%+18.0%
FNDXSchwab Fundamental U.s. Large Company Etf$20.5M4.2%+20.2%
AAPLApple Inc Com/Inv$18.6M3.8%
VONVVanguard Russell 1000 Value ETF$12.3M2.5%+2.2%
AMZNAmazon Com Inc Com$11.2M2.3%+7.2%
MSFTMicrosoft Corp Com$10.3M2.1%
GOOGLAlphabet Inc Cap Stk Cl A$8.6M1.8%+3.9%
TSLATesla Inc Com$8.2M1.7%+5.3%
GOVTiShares U.S. Treasury Bond ETF$7.8M1.6%+17.6%
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$7.8M1.6%−28.3%
METAMeta Platforms Inc Cl A$7.8M1.6%
GSGoldman Sachs Group Inc Com$7.6M1.6%
IEMGiShares Core MSCI Emerging Mkts ETF$7.4M1.5%+3.2%
GOOGAlphabet Inc Cap Stk Cl C$7.2M1.5%+3.4%
JPMJP Morgan Chase & Co/Com$6.3M1.3%
FRDMFreedom 100 Emerging Markets ETF$6.2M1.3%+101.2%
QQQInvesco QQQ Trust$5.8M1.2%+20.2%
CLIPGlobal X 1-3 Month T-Bill ETF$5.7M1.2%−8.2%
VGTVanguard Information Technology Etf$5.5M1.1%+3.7%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia Corporation ComSeptember 30, 2022+1548.3%$31.9M
AMDAdvanced Micro Devices Inc ComSeptember 30, 2022+816.8%$4.9M
METAMeta Platforms Inc Cl ASeptember 30, 2022+315.2%$7.8M
GOOGLAlphabet Inc Cap Stk Cl ASeptember 30, 2022+273.6%$8.6M
GOOGAlphabet Inc Cap Stk Cl CSeptember 30, 2022+267.5%$7.2M
GSGoldman Sachs Group Inc ComSeptember 30, 2022+245.1%$7.6M
JPMJP Morgan Chase & Co/ComSeptember 30, 2022+213.2%$6.3M
QQQMInvesco Nasdaq 100 EtfDecember 31, 2022+176.6%$21.5M
QQQInvesco QQQ TrustSeptember 30, 2022+175.5%$5.8M
ORCLOracle Corp ComSeptember 30, 2022+140.0%$2.3M

Sold off last quarter

  • IDLVInvesco S&p International Developed Low Volatility Etf was $447K
  • Exxon Mobile Corp/ComCUSIP 30231G102 was $159K
  • EWWIshares Msci Mexico Etf was $87K
  • Honeywell Intl Inc ComCUSIP 438516106 was $69K
  • USHYIshares Broad Usd High Yield Corporate Bond Etf was $55K
  • HODLVaneck Bitcoin Etf was $48K
  • XOPState Street Spdr S&p Oil & Gas Exploration & Production Etf was $36K
  • UUPInvesco Db Us Dollar Index Bullish Fund was $28K
  • PFIXSimplify Interest Rate Hedge Etf was $28K
  • Direxion Daily Small Cap Bear 3x EtfCUSIP 25460E232 was $26K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+9.5%+14.8%
March 31, 2026−4.4%−4.6%
December 31, 2025+0.5%+2.4%
September 30, 2025+7.2%+7.8%
June 30, 2025+10.9%+10.5%
March 31, 2025−5.0%−4.6%
December 31, 2024+2.6%+2.1%
September 30, 2024+4.8%+5.4%
June 30, 2024+5.6%+4.0%
March 31, 2024+10.4%+10.0%
December 31, 2023+10.0%+11.2%
September 30, 2023−2.8%−3.6%
June 30, 2023+7.5%+8.3%
March 31, 2023+8.5%+7.0%
December 31, 2022+5.0%+7.1%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 2042654
  2. 2
    Filed July 15, 2026 · accession 0002042654-26-000008