Institutional Fund
Highline Wealth Partners LLC
Sherman Oaks, CACIK 20426545 filings on record
Portfolio Value
$390.78M
Q1 2026
Holdings
1,295
Reported positions
New Buys
329
Opened this quarter
QoQ Change
+9.9%
from $355.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F10.2%
- Janus Detroit Str Tr9.5%
- Nvidia Corporation7.0%
- Vanguard Index Fds5.7%
- Ishares Tr5.0%
- Apple Inc4.2%
- Other58.4%
Portfolio Holdings
1,295 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 788.0K | $39.88M | 10.2% | +130.7K | Added |
| 2 | Janus Detroit Str Tr | 733.7K | $36.96M | 9.5% | +212.6K | Added |
| 3 | Nvidia Corporation | 156.3K | $27.25M | 7.0% | +1.9K | Added |
| 4 | Vanguard Index Fds | 37.3K | $22.26M | 5.7% | +2.8K | Added |
| 5 | Ishares Tr | 217.5K | $19.69M | 5.0% | +27.6K | Added |
| 6 | Apple Inc | 64.4K | $16.35M | 4.2% | +1.6K | Added |
| 7 | Schwab Strategic Tr | 548.9K | $15.29M | 3.9% | +162.9K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 60.1K | $14.29M | 3.7% | +15.8K | Added |
| 9 | Ishares Tr | 204.7K | $10.89M | 2.8% | +25.6K | Added |
| 10 | Vanguard Scottsdale Fds | 113.2K | $10.61M | 2.7% | +4.4K | Added |
1,285 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio