High Note Wealth, LLC
All 13F Filings
- Location
- Deephaven, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 586,167
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 959 | 586,167 | 13F-HR | High Note Wealth, LLC |
| Q1 2026 | 5/11/2026 | 938 | 508,815 | 13F-HR | High Note Wealth, LLC |
| Q4 2025 | 2/5/2026 | 913 | 510,695 | 13F-HR | High Note Wealth, LLC |
| Q3 2025 | 11/4/2025 | 870 | 498,302 | 13F-HR | High Note Wealth, LLC |
| Q2 2025 | 7/23/2025 | 874 | 436,823 | 13F-HR | High Note Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 180 K | 30.7% | 16.08 K | 0 | 16.08 K |
| ETFs | 406.1 K | 69.3% | 61.28 K | 0 | 61.28 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
586,167
Holdings
959
QoQ value change ($000)
77,352
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.