Highline Wealth Partners LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $355 Billion distributed in 1071 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $33.3B, Nvidia Corp with a value of $28.8B, Janus Detroit Str Tr Janus Hen with a value of $26.4B, Vanguard Index Fds S&P 500 ETF with a value of $21.6B, and Apple Inc. with a value of $17.1B.

Examining the 13F form we can see an decrease of $16.4B in the current position value, from $372B to 355B. Also it can be appreciated an additional of 99 stocks purchases and 2 closed positions.

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 $355 Billion
ETFs: $193 Billion
Technology: $70.8 Billion
Financial Services: $23.8 Billion
Communication Services: $21.7 Billion
Consumer Cyclical: $19 Billion
Consumer Defensive: $4.05 Billion
Industrials: $2.8 Billion
Real Estate: $2.75 Billion
Other: $2.71 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 1,071
  • Current Value $355 Billion
  • Prior Value $372 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 99 stocks
  • Additional Purchases 243 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 226 stocks
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