account_balance

Investment manager · 13F filer · SEC CIK 2042654

Highline Wealth Partners LLC

Reported value$527Mas of Sep 30, 2026
Positions1,461 142 new, 90 sold out
Top 10 weight49.7%PAAA alone is 8%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
PAAA Pgim Aaa Clo ETF 8.1% Added +16%
NVDA NVIDIA Corp 7.1% Added +3%
VOO Vanguard S&P 500 ETF 5.6% Added +11%
IEFA iShares Core MSCI EAFE ETF 5.0% Added +10%
FLXR TCW Flexible Income ETF 4.3% Trimmed −11%
AAPL Apple Inc. 4.3% Added +6%
QQQM Invesco Nasdaq 100 ETF 4.3% Added +4%
JPST JPMorgan Ultra-Short Income ETF 4.2% Trimmed −33%
FNDX Schwab Fundamental U.S. Large Company ETF 4.1% Added +3%
MSFT Microsoft Corp 2.8% Added +3%
CLIP Global X 1-3 Month T-Bill ETF 2.6% Added +138%
VONV Vanguard Russell 1000 Value ETF 2.6% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 15, 2026 filing
add_circleNew
  • JSMD $253K
  • LECO $147K
  • XBI $90.7K
  • SCHD $57.1K
arrow_upwardAdded
  • CLIP +138%
  • RSP +112%
  • VOLT +100%
  • WSML +77%
arrow_downwardTrimmed
  • BIL −57%
  • JPST −33%
  • FLXR −11%
  • META −8%
remove_circleSold out
  • SILA $118K
  • KWEB $89.3K
  • VT $43.9K
  • NTRL $43.9K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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