Highline Wealth Partners LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $338 Billion distributed in 890 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.8B, Janus Detroit Str Tr Janus Hen with a value of $25.7B, Jp Morgan ETF Tr Ultra Short I with a value of $22.5B, Vanguard Index Fds S&P 500 ETF with a value of $19.9B, and Ishares Tr with a value of $12.8B.

Examining the 13F form we can see an increase of $41B in the current position value, from $297B to 338B.

Highline Wealth Partners LLC is based out at Sherman Oaks, CA

Below you can find more details about Highline Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $338 Billion
ETFs: $159 Billion
Technology: $67.7 Billion
Financial Services: $23.2 Billion
Communication Services: $20.8 Billion
Consumer Cyclical: $19.6 Billion
Consumer Defensive: $9.17 Billion
Healthcare: $7.47 Billion
Real Estate: $7.17 Billion
Other: $8.25 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 890
  • Current Value $338 Billion
  • Prior Value $297 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 85 stocks
  • Additional Purchases 290 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 231 stocks
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