High Note Wealth, LLC Portfolio Holdings

High Note Wealth, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $425 Million distributed in 874 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $44.8M, Ishares Trust Ishares Esg Awar with a value of $28.6M, Technology Sector Spdr with a value of $25.2M, Schwab Strategic U.S. Mid Cap with a value of $23.8M, and Xtrackers Msci Eafe Hedged Equ with a value of $17M.

Examining the 13F form we can see an increase of $33.5M in the current position value, from $392M to 425M.

High Note Wealth, LLC is based out at Deephaven, MN

Below you can find more details about High Note Wealth, LLC portfolio as well as his latest detailed transactions.