HIGHLINE WEALTH PARTNERS LLC
All 13F Filings
- Location
- Sherman Oaks, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 526,679
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 1,461 | 526,679 | 13F-HR | HIGHLINE WEALTH PARTNERS LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 192.7 K | 36.6% | 21.17 K | 0 | 21.17 K |
| ETFs | 334 K | 63.4% | 15.83 K | 0 | 15.83 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
526,679
Holdings
1461
QoQ value change ($000)
33,643
(6.8%)
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.