HIGHLINE WEALTH PARTNERS LLC

All 13F Filings

Location
Sherman Oaks, CA
Most recent 13F
Q2 2026
Holdings value ($000)
493,036
Description
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Website
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Founded
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Chairman
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CEO
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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.