account_balance
Investment manager · 13F filer · SEC CIK 1807283
High Note Wealth, LLC
Reported value$610Mas of Sep 30, 2026
Positions975 65 new, 49 sold out
Top 10 weight47.4%IVV alone is 11%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
10.6%
XLKState Street Technology Select Sector SPDR ETF
5.6%Trimmed −4%
ESGDiShares Esg Aware MSCI EAFE ETF
5.2%
SCHMSchwab U.S. Mid-Cap ETF
5.2%
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF
4.6%Added +14%
AAPLApple Inc.
4.1%
DBEFXtrackers MSCI EAFE Hedged Equity ETF
4.0%
GOOGLAlphabet Inc.
2.8%
FRDMFreedom 100 Emerging Markets ETF
2.8%Added +3%
AGGiShares Core U.S. Aggregate Bond ETF
2.3%+6%
VBVanguard Morningstar Small-Cap ETF
2.2%
PLTRPalantir Technologies Inc.
2.1%
IVViShares Core S&P 500 ETF
10.6%
XLKState Street Technology Select Sector SPDR ETF
5.6%−4%
ESGDiShares Esg Aware MSCI EAFE ETF
5.2%
SCHMSchwab U.S. Mid-Cap ETF
5.2%
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF
4.6%+14%
AAPLApple Inc.
4.1%
DBEFXtrackers MSCI EAFE Hedged Equity ETF
4.0%
GOOGLAlphabet Inc.
2.8%
FRDMFreedom 100 Emerging Markets ETF
2.8%
AGG2.3%
VB2.2%
PLTR2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 10.6% Held
XLK State Street Technology Select Sector SPDR ETF 5.6% Trimmed −4%
ESGD iShares Esg Aware MSCI EAFE ETF 5.2% Held
SCHM Schwab U.S. Mid-Cap ETF 5.2% Held
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF 4.6% Added +14%
AAPL Apple Inc. 4.1% HeldDBEF Xtrackers MSCI EAFE Hedged Equity ETF 4.0% Held
GOOGL Alphabet Inc. 2.8% HeldFRDM Freedom 100 Emerging Markets ETF 2.8% Added +3%
AGG iShares Core U.S. Aggregate Bond ETF 2.3% Added +6%
VB Vanguard Morningstar Small-Cap ETF 2.2% Held
PLTR Palantir Technologies Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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