HIGHLINE WEALTH PARTNERS LLC

All 13F Filings

Location
Sherman Oaks, CA
Most recent 13F
Q2 2026
Holdings value ($000)
493,036
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 7/15/2026 1,411 493,036 13F-HR HIGHLINE WEALTH PARTNERS LLC
Q1 2026 4/6/2026 1,298 392,092 13F-HR HIGHLINE WEALTH PARTNERS LLC
Q4 2025 1/15/2026 1,071 355,480 13F-HR HIGHLINE WEALTH PARTNERS LLC
Q3 2025 10/14/2025 1,081 371,861 13F-HR HIGHLINE WEALTH PARTNERS LLC
Q2 2025 7/16/2025 890 338,047 13F-HR HIGHLINE WEALTH PARTNERS LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 3.357 K (0.7% of total reported value) · QoQ Δ: +2.045 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 171.5 K 35.0% 30.22 K 0 30.22 K
ETFs 318.2 K 65.0% 68.66 K 0 68.66 K
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Fund Snapshot

Q2 2026
Latest filed
7/15/2026
Total value ($000)
493,036
Holdings
1411
QoQ value change ($000)
100,944 (25.7%)
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.