SEC 13F Intelligence

Managers / Q1 2026

HIGHLINE WEALTH PARTNERS LLC

CIK 0002042654 · 15260 VENTURA BLVD., SUITE 855, SHERMAN OAKS, CA, 91403 · (818) 340-0157

Reported Value
$392M
Q1 2026
Positions
1,298
Filings on Record
15
2019–present window
Filed
Apr 6, 2026
original filing

Summary

Highline Wealth Partners LLC reported $392M in U.S.-listed holdings across 1,298 positions for Q1 2026.

Its largest position, Jpmorgan Ultra Short Income Etf, represents 10.2% of the portfolio.

Compared with Q4 2025, the fund opened 329 new positions and exited 104.

Portfolio Metrics

Turnover
+5.4%
vs prior filed quarter
Top-10 Concentration
+54.4%
share of reported value
Largest Position
+10.2%
Jpmorgan Ultra Short Income Etf
New / Exited
329 / 104
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’24: $159MQ3 ’24Q4 ’24: $306MQ4 ’24Q1 ’25: $297MQ1 ’25Q2 ’25: $338MQ2 ’25Q3 ’25: $372MQ3 ’25Q4 ’25: $355MQ4 ’25Q1 ’26: $392MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 63.6%Common Stock: 34.3%Other: 0.7%REIT: 0.7%ADR: 0.5%Other: 0.3%
  • ETP · 63.6% · $249M
  • Common Stock · 34.3% · $134M
  • Other · 0.7% · $3M
  • REIT · 0.7% · $3M
  • ADR · 0.5% · $2M
  • Other · 0.3% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Cambria US EW ETFNEW+41.8K41.8K+$2M$2M
TCW FLEXIBLE INCOME ETFNEW+21.6K21.6K+$849,371$849,371
ISHARES MSCI WORLD SMALL-CAP ETFNEW+19.1K19.1K+$592,523$592,523
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFNEW+6.6K6.6K+$524,728$524,728
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUNDNEW+20.6K20.6K+$500,532$500,532
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFNEW+13.0K13.0K+$447,381$447,381
VANGUARD TOTAL INTERNATIONAL STOCK ETFNEW+4.9K4.9K+$378,610$378,610
STRIVE ENHANCED INCOME SHORT MATURITY ETFNEW+15.7K15.7K+$317,847$317,847

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

48 positions
#IssuerClass% PortfolioValueShares
1JPMorgan Ultra-Short Income ETFETF10.17%$40M788.0K
2Janus Henderson AAA CLO ETFETF9.43%$37M733.7K
3NVDANVIDIA CORPORATION COMhistory →Stock6.95%$27M156.3K
4Vanguard S&P 500 ETFETF5.68%$22M37.3K
5iShares Core MSCI EAFE ETFETF5.02%$20M217.5K
6AAPLApple Inc Com/Invhistory →Stock4.17%$16M64.4K
7SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFETF3.90%$15M548.9K
8INVESCO NASDAQ 100 ETFETF3.64%$14M60.1K
9GOOGLALPHABET INC CAP STK CL AStock3.15%$12M42.9K
10iShares 5-10 Year Investment Grade Corporate Bond ETFETF2.78%$11M204.7K
11Vanguard Russell 1000 Value ETFETF2.71%$11M113.2K
12MSFTMicrosoft Corp Comhistory →Stock2.59%$10M27.4K
13AMZNAMAZON COM INC COMhistory →Stock2.33%$9M43.9K
14METAMETA PLATFORMS INC CL Ahistory →Stock2.01%$8M13.8K
15TSLATESLA INC COMhistory →Stock1.75%$7M18.5K
16iShares U.S. Treasury Bond ETFETF1.70%$7M291.8K
17GSGOLDMAN SACHS GROUP INC COMhistory →Stock1.63%$6M7.6K
18Global X 1-3 Month T-Bill ETFETF1.60%$6M62.4K
19iShares Core MSCI Emerging Mkts ETFETF1.54%$6M86.8K
20JPMJP Morgan Chase & Co/Comhistory →Stock1.44%$6M19.1K
21BRK/BBerkshire Hathaway Inc. Class Bhistory →Stock1.20%$5M9.8K
22Vanguard FTSE Developed Mkts ETFETF1.19%$5M72.7K
23COSTCostco Whsl Corp/NStock1.00%$4M3.9K
24VANGUARD INFORMATION TECHNOLOGY ETFETF0.99%$4M5.6K
25NDQInvesco QQQ TrustETF0.96%$4M6.5K
26IAU*iShares Gold Trust ETFETF0.93%$4M41.5K
27JP Morgan Ultra-Short Muni ETFETF0.83%$3M63.6K
28ISHARES CORE S&P 500 ETFETF0.74%$3M4.4K
29SPDR Bloomberg Barclays 1-3 Month T-BillETF0.70%$3M30.2K
30BITBBitwise Bitcoin ETF TrustETF0.70%$3M74.2K
31GQ9SPDR Gold Shares ETFETF0.69%$3M6.3K
32Vanguard Total Stock Market ETFETF0.69%$3M8.4K
33iShares Russell 1000 Growth ETFETF0.68%$3M6.2K
34Vanguard Small Cap ETFETF0.61%$2M9.2K
35ORCLOracle Corp ComStock0.59%$2M15.7K
36Freedom 100 Emerging Markets ETFETF0.59%$2M42.3K
37Cambria US EW ETFETF0.52%$2M41.8K
38AXPAmerican Express Co/ComStock0.45%$2M5.9K
39BLKBLACKROCK INC COMStock0.45%$2M1.8K
40Vanguard Tax-Exempt Bond ETFETF0.45%$2M35.1K
41AMDADVANCED MICRO DEVICES INC COMStock0.44%$2M8.4K
42EATON CORP PLC SHSStock0.42%$2M4.7K
43GLOBAL X DEFENSE TECH ETFETF0.42%$2M23.0K
44SPDR Bloomberg 3-12 Month T-Bill ETFETF0.39%$2M15.3K
45FQIDIGITAL RLTY TR INC COMREIT0.28%$1M6.2K
46ORIOLD REP INTL CORP COMStock0.28%$1M27.4K
47IRON MTN INC DEL COMREIT0.27%$1M10.5K
48STATE STREET SPDR S&P 500 ETFETF0.24%$921,9031.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$392M1,298Apr 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$355M1,071Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$372M1,081Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$338M890Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$297M1,018Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$306M614Jan 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$159M341Oct 29, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.