Highline Wealth Partners LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $372 Billion distributed in 1081 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.6B, Jp Morgan ETF Tr Ultra Short I with a value of $23.4B, Janus Detroit Str Tr Janus Hen with a value of $22.8B, Vanguard Index Fds S&P 500 ETF with a value of $22.2B, and Microsoft Corp with a value of $17.9B.

Examining the 13F form we can see an increase of $33.8B in the current position value, from $338B to 372B.

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 $372 Billion
ETFs: $171 Billion
Technology: $79.9 Billion
Financial Services: $25.8 Billion
Communication Services: $23.5 Billion
Consumer Cyclical: $22.2 Billion
Consumer Defensive: $8.53 Billion
Healthcare: $7.24 Billion
Real Estate: $6.63 Billion
Other: $8.89 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 1,081
  • Current Value $372 Billion
  • Prior Value $338 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 251 stocks
  • Additional Purchases 283 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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