Highline Wealth Partners LLC

13F filer · CIK 0002042654

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$493MU.S. long equity reported on 13F

Positions1,210141 new · 75 closed

Net flow last quarter+$45.1MBuys minus sells

Top 10 positions weight28.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 20261,210 positions
NVDANvidia Corp	$31.9M	6.47%	0.00%	+2.0%	Q3 2022
FLXRVW Win Century Inc.	$26.5M	5.37%	0.38%	+3020.3%	Q1 2026
AAPLApple Inc.	$18.6M	3.77%	0.00%	-0.4%	Q3 2022
AMZNAmazon Com Inc	$11.2M	2.27%	0.00%	+7.2%	Q3 2022
MSFTMicrosoft Corp	$10.3M	2.09%	0.00%	+0.7%	Q3 2022
GOOGLAlphabet Inc.	$8.6M	1.74%	0.00%	+3.9%	Q3 2022
TSLATesla, Inc.	$8.19M	1.66%	0.00%	+5.3%	Q3 2022
METAMeta Platforms, Inc.	$7.8M	1.58%	Not reported	+0.6%	Q3 2022
GSGoldman Sachs Group Inc	$7.65M	1.55%	0.00%	0.0%	Q3 2022
GOOGAlphabet Inc.	$7.22M	1.46%	Not reported	+3.4%	Q3 2022
JPMJPMorgan Chase & Co	$6.29M	1.28%	0.00%	+0.3%	Q3 2022
FRDMFreedom Environmental Services, Inc.	$6.21M	1.26%	Not reported	+101.2%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$5.79M	1.17%	Not reported	+20.2%	Q3 2022
BRK.BBerkshire Hathaway Inc	$5.24M	1.06%	Not reported	+6.9%	Q3 2022
AMDAdvanced Micro Devices Inc	$4.9M	0.99%	0.00%	+0.5%	Q3 2022
COSTCostco Wholesale Corp	$3.58M	0.73%	0.00%	-2.3%	Q3 2022
IAUIshares Gold Trust	$3.11M	0.63%	0.01%	-0.7%	Q3 2022
GLDSPDR Gold Trust	$2.77M	0.56%	0.00%	+18.9%	Q3 2022
BITBBitwise Bitcoin ETF	$2.44M	0.49%	0.11%	+3.1%	Q1 2024
ORCLOracle Corp	$2.31M	0.47%	0.00%	+0.3%	Q3 2022
AXPAmerican Express Co	$2.12M	0.43%	0.00%	+6.4%	Q3 2022
WSMLWhite Smile Global, Inc.	$2.03M	0.41%	0.02%	+201.2%	Q1 2026
ETNEaton Corp plc	$1.99M	0.40%	0.00%	+0.2%	Q3 2022
BLKBlackRock, Inc.	$1.77M	0.36%	0.00%	+0.3%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$1.74M	0.35%	Not reported	+64.0%	Q3 2022
SHLDSears Holdings Corp	$1.31M	0.27%	0.02%	-4.5%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.16M	0.24%	0.00%	+4.2%	Q3 2022
ORIOld Republic International Corp	$1.12M	0.23%	0.01%	-0.3%	Q1 2025
DLRDigital Realty Trust, Inc.	$1.11M	0.23%	0.00%	-0.2%	Q3 2022
SMHMarket Vectors ETF Trust	$964K	0.20%	Not reported	+204.1%	Q1 2026
VRTXVertex Pharmaceuticals Inc / Ma	$864K	0.18%	0.00%	+440.1%	Q3 2022
GEVGE Vernova Inc.	$840K	0.17%	0.00%	+80.1%	Q2 2024
AMEAmetek Inc/	$827K	0.17%	0.00%	+10587.5%	Q3 2024
QCOMQualcomm Inc	$786K	0.16%	0.00%	+228.1%	Q3 2022
AVGOBroadcom Inc.	$773K	0.16%	0.00%	+17.5%	Q3 2022
SLViShares Silver Trust	$750K	0.15%	0.00%	Not reported	Q2 2025
GEGeneral Electric Co	$699K	0.14%	0.00%	+193.0%	Q3 2022
VOLTVolt Solar Systems, Inc.	$693K	0.14%	Not reported	New	Q2 2026
PANWPalo Alto Networks Inc	$692K	0.14%	0.00%	+2.3%	Q3 2022
ETHWBitwise Ethereum ETF	$576K	0.12%	0.34%	+5.0%	Q3 2024
BXSLBlackstone Secured Lending Fund	$571K	0.12%	0.01%	New	Q2 2026
DIASPDR Dow Jones Industrial Average ETF Trust	$531K	0.11%	Not reported	+16.9%	Q3 2022
MUMicron Technology Inc	$423K	0.09%	0.00%	+7.0%	Q3 2022
JNJJohnson & Johnson	$415K	0.08%	0.00%	+147.4%	Q3 2022
INTUIntuit Inc.	$385K	0.08%	0.00%	+152.5%	Q3 2022
TTANServiceTitan, Inc.	$382K	0.08%	0.02%	Not reported	Q4 2025
NFLXNetflix Inc	$304K	0.06%	0.00%	+135.8%	Q3 2022
SOSouthern Co	$303K	0.06%	0.00%	+354.7%	Q3 2022
SPGIS&P Global Inc.	$262K	0.05%	0.00%	+298.8%	Q3 2022
XOMExxonMobil Holdings Corp	$239K	0.05%	0.00%	+86.6%	Q3 2022

Q1 2026Reported Apr 6, 20261,142 positions
NVDANvidia Corp	$27.3M	6.95%	0.00%	+1.2%	Q3 2022
AAPLApple Inc.	$16.4M	4.17%	0.00%	+2.6%	Q3 2022
MSFTMicrosoft Corp	$10.1M	2.59%	0.00%	-19.1%	Q3 2022
AMZNAmazon Com Inc	$9.14M	2.33%	0.00%	+1.5%	Q3 2022
METAMeta Platforms, Inc.	$7.88M	2.01%	Not reported	+2.1%	Q3 2022
TSLATesla, Inc.	$6.88M	1.75%	0.00%	+5.2%	Q3 2022
GOOGLAlphabet Inc.	$6.66M	1.70%	0.00%	+5.3%	Q3 2022
GSGoldman Sachs Group Inc	$6.39M	1.63%	0.00%	-0.5%	Q3 2022
GOOGAlphabet Inc.	$5.67M	1.45%	Not reported	+14.5%	Q3 2022
JPMJPMorgan Chase & Co	$5.63M	1.44%	0.00%	+3.6%	Q3 2022
BRK.BBerkshire Hathaway Inc	$4.69M	1.20%	Not reported	-3.2%	Q3 2022
COSTCostco Wholesale Corp	$3.91M	1.00%	0.00%	-0.9%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$3.78M	0.96%	Not reported	+9.9%	Q3 2022
IAUIshares Gold Trust	$3.66M	0.93%	0.00%	-2.5%	Q3 2022
BITBBitwise Bitcoin ETF	$2.73M	0.70%	0.11%	+6.3%	Q1 2024
GLDSPDR Gold Trust	$2.72M	0.69%	0.00%	-28.3%	Q3 2022
ORCLOracle Corp	$2.32M	0.59%	0.00%	+0.1%	Q3 2022
FRDMFreedom Environmental Services, Inc.	$2.31M	0.59%	Not reported	+33.0%	Q3 2025
AXPAmerican Express Co	$1.78M	0.45%	0.00%	+0.4%	Q3 2022
BLKBlackRock, Inc.	$1.76M	0.45%	0.00%	-22.8%	Q3 2022
AMDAdvanced Micro Devices Inc	$1.71M	0.44%	0.00%	+1.3%	Q3 2022
ETNEaton Corp plc	$1.67M	0.42%	0.00%	+0.2%	Q3 2022
SHLDSears Holdings Corp	$1.63M	0.42%	0.02%	+4.5%	Q1 2025
DLRDigital Realty Trust, Inc.	$1.12M	0.28%	0.00%	-31.5%	Q3 2022
ORIOld Republic International Corp	$1.09M	0.28%	0.01%	+0.4%	Q1 2025
IRMIron Mountain Inc	$1.07M	0.27%	0.00%	-18.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$922K	0.24%	Not reported	+104.9%	Q3 2022
FLXRVW Win Century Inc.	$849K	0.22%	0.01%	New	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$787K	0.20%	0.00%	+56.5%	Q3 2022
ETHWBitwise Ethereum ETF	$729K	0.19%	0.33%	+27.7%	Q3 2024
WSMLWhite Smile Global, Inc.	$593K	0.15%	0.01%	New	Q1 2026
AVGOBroadcom Inc.	$539K	0.14%	0.00%	+53.5%	Q3 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$403K	0.10%	Not reported	+4.3%	Q3 2022
GEVGE Vernova Inc.	$347K	0.09%	0.00%	+171.9%	Q2 2024
TTANServiceTitan, Inc.	$343K	0.09%	0.02%	+500.0%	Q4 2025
PANWPalo Alto Networks Inc	$318K	0.08%	0.00%	+897.5%	Q3 2022
INTUIntuit Inc.	$253K	0.06%	0.00%	+28.0%	Q3 2022
GSLGlobal Ship Lease, Inc.	$249K	0.06%	0.02%	-1.5%	Q4 2023
NOWServiceNow, Inc.	$220K	0.06%	0.00%	-19.8%	Q4 2023
RTXRTX Corp	$208K	0.05%	0.00%	+7.0%	Q3 2022
UTHRUNITED THERAPEUTICS Corp	$208K	0.05%	0.00%	+35000.0%	Q1 2025
MCDMcdonalds Corp	$203K	0.05%	0.00%	-0.3%	Q3 2022
PCORProcore Technologies, Inc.	$194K	0.05%	0.00%	-2.4%	Q1 2025
CATYCathay General Bancorp	$190K	0.05%	0.01%	+0.8%	Q3 2025
WMTWalmart Inc.	$188K	0.05%	0.00%	+7.0%	Q3 2022
SMHMarket Vectors ETF Trust	$185K	0.05%	Not reported	New	Q1 2026
GEGeneral Electric Co	$181K	0.05%	0.00%	+6.3%	Q3 2022
NFLXNetflix Inc	$174K	0.04%	0.00%	+30.0%	Q3 2022
CVXChevron Corp	$168K	0.04%	0.00%	+19.5%	Q3 2022
QCOMQualcomm Inc	$167K	0.04%	0.00%	+8.3%	Q3 2022

Q4 2025Reported Jan 15, 2026911 positions
NVDANvidia Corp	$28.8M	8.10%	0.00%	-2.7%	Q3 2022
AAPLApple Inc.	$17.1M	4.80%	0.00%	+0.6%	Q3 2022
MSFTMicrosoft Corp	$16.4M	4.61%	0.00%	-1.9%	Q3 2022
AMZNAmazon Com Inc	$9.98M	2.81%	0.00%	+7.4%	Q3 2022
METAMeta Platforms, Inc.	$8.9M	2.50%	Not reported	+0.3%	Q3 2022
TSLATesla, Inc.	$7.91M	2.23%	0.00%	+0.3%	Q3 2022
GOOGLAlphabet Inc.	$6.89M	1.94%	0.00%	-5.8%	Q3 2022
GSGoldman Sachs Group Inc	$6.68M	1.88%	0.00%	+0.3%	Q3 2022
JPMJPMorgan Chase & Co	$5.95M	1.67%	0.00%	+27.3%	Q3 2022
GOOGAlphabet Inc.	$5.42M	1.52%	Not reported	-9.3%	Q3 2022
BRK.BBerkshire Hathaway Inc	$5.08M	1.43%	Not reported	-1.5%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$3.66M	1.03%	Not reported	-21.2%	Q3 2022
GLDSPDR Gold Trust	$3.5M	0.98%	0.00%	-1.9%	Q3 2022
IAUIshares Gold Trust	$3.45M	0.97%	0.01%	+1.8%	Q3 2022
COSTCostco Wholesale Corp	$3.41M	0.96%	0.00%	-46.8%	Q3 2022
BITBBitwise Bitcoin ETF	$3.32M	0.93%	0.10%	-6.2%	Q1 2024
ORCLOracle Corp	$3.07M	0.86%	0.00%	0.0%	Q3 2022
BLKBlackRock, Inc.	$2.54M	0.72%	0.00%	-7.7%	Q3 2022
AXPAmerican Express Co	$2.17M	0.61%	0.00%	+0.3%	Q3 2022
AMDAdvanced Micro Devices Inc	$1.77M	0.50%	0.00%	+4891.6%	Q3 2022
FRDMFreedom Environmental Services, Inc.	$1.63M	0.46%	Not reported	+81.7%	Q3 2025
ETNEaton Corp plc	$1.48M	0.42%	0.00%	-0.1%	Q3 2022
SHLDSears Holdings Corp	$1.43M	0.40%	0.02%	+72.7%	Q1 2025
DLRDigital Realty Trust, Inc.	$1.4M	0.39%	0.00%	-49.2%	Q3 2022
ORIOld Republic International Corp	$1.25M	0.35%	0.01%	+160400.0%	Q1 2025
IRMIron Mountain Inc	$1.07M	0.30%	0.00%	-15.2%	Q4 2023
ETHWBitwise Ethereum ETF	$810K	0.23%	0.24%	+5.9%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$472K	0.13%	Not reported	+0.6%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$452K	0.13%	0.00%	+32.7%	Q3 2022
NOWServiceNow, Inc.	$401K	0.11%	0.00%	-13.4%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$401K	0.11%	Not reported	-0.7%	Q3 2022
AVGOBroadcom Inc.	$393K	0.11%	0.00%	+37.6%	Q3 2022
INTUIntuit Inc.	$303K	0.09%	0.00%	-11.1%	Q3 2022
PCORProcore Technologies, Inc.	$254K	0.07%	0.00%	Not reported	Q1 2025
GSLGlobal Ship Lease, Inc.	$238K	0.07%	0.02%	-28.8%	Q4 2023
QCOMQualcomm Inc	$205K	0.06%	0.00%	-89.3%	Q3 2022
MCDMcdonalds Corp	$200K	0.06%	0.00%	-79.1%	Q3 2022
RTXRTX Corp	$185K	0.05%	0.00%	+0.7%	Q3 2022
GEGeneral Electric Co	$185K	0.05%	0.00%	+18.3%	Q3 2022
CATYCathay General Bancorp	$183K	0.05%	0.01%	+0.7%	Q3 2025
SHOPShopify Inc.	$177K	0.05%	0.00%	-4.1%	Q3 2022
CRMSalesforce, Inc.	$167K	0.05%	0.00%	-4.0%	Q3 2022
ACNAccenture plc	$163K	0.05%	0.00%	+2.9%	Q3 2022
HDHome Depot, Inc.	$159K	0.04%	0.00%	-92.4%	Q3 2022
SCZNXG NextGen Infrastructure Income Fund	$158K	0.04%	Not reported	+2.2%	Q3 2022
WMTWalmart Inc.	$157K	0.04%	0.00%	+17.2%	Q3 2022
GBTCGrayscale Bitcoin Trust ETF	$148K	0.04%	0.00%	-6.9%	Q3 2022
OPKOpko Health, Inc.	$147K	0.04%	0.02%	Not reported	Q3 2022
LLYELI LILLY & Co	$142K	0.04%	0.00%	+12.8%	Q3 2022
NFLXNetflix Inc	$130K	0.04%	0.00%	-81.0%	Q3 2022

Q3 2025Reported Oct 14, 2025922 positions
NVDANvidia Corp	$29.6M	7.96%	0.00%	-9.7%	Q3 2022
MSFTMicrosoft Corp	$17.9M	4.80%	0.00%	+47.1%	Q3 2022
AAPLApple Inc.	$15.9M	4.28%	0.00%	0.0%	Q3 2022
METAMeta Platforms, Inc.	$9.87M	2.65%	Not reported	+0.5%	Q3 2022
AMZNAmazon Com Inc	$8.84M	2.38%	0.00%	+0.5%	Q3 2022
TSLATesla, Inc.	$7.8M	2.10%	0.00%	+0.4%	Q3 2022
COSTCostco Wholesale Corp	$6.88M	1.85%	0.00%	-2.0%	Q3 2022
GSGoldman Sachs Group Inc	$6.03M	1.62%	0.00%	+0.4%	Q3 2022
PANWPalo Alto Networks Inc	$5.86M	1.58%	0.00%	-0.1%	Q3 2022
GOOGLAlphabet Inc.	$5.68M	1.53%	0.00%	+0.6%	Q3 2022
BRK.BBerkshire Hathaway Inc	$5.16M	1.39%	Not reported	-1.4%	Q3 2022
GOOGAlphabet Inc.	$4.64M	1.25%	Not reported	0.0%	Q3 2022
BITBBitwise Bitcoin ETF	$4.63M	1.25%	0.10%	-1.5%	Q1 2024
JPMJPMorgan Chase & Co	$4.58M	1.23%	0.00%	-0.4%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$4.54M	1.22%	Not reported	+4.1%	Q3 2022
ORCLOracle Corp	$4.42M	1.19%	0.00%	+0.2%	Q3 2022
GLDSPDR Gold Trust	$3.2M	0.86%	0.00%	-0.6%	Q3 2022
DLRDigital Realty Trust, Inc.	$3.08M	0.83%	0.01%	-11.2%	Q3 2022
IAUIshares Gold Trust	$3.04M	0.82%	0.01%	+1.3%	Q3 2022
BLKBlackRock, Inc.	$3M	0.81%	0.00%	+8.7%	Q3 2022
HDHome Depot, Inc.	$2.45M	0.66%	0.00%	+0.8%	Q3 2022
AXPAmerican Express Co	$1.94M	0.52%	0.00%	Not reported	Q3 2022
QCOMQualcomm Inc	$1.86M	0.50%	0.00%	0.0%	Q3 2022
ETNEaton Corp plc	$1.74M	0.47%	0.00%	+1.1%	Q3 2022
ICEIntercontinental Exchange, Inc.	$1.73M	0.47%	0.00%	0.0%	Q3 2022
IRMIron Mountain Inc	$1.55M	0.42%	0.01%	-8.5%	Q4 2023
BRK.ABerkshire Hathaway Inc	$1.51M	0.41%	Not reported	Not reported	Q3 2022
SOSouthern Co	$1.48M	0.40%	0.00%	+0.7%	Q3 2022
DHRDanaher Corp	$1.46M	0.39%	0.00%	+0.4%	Q3 2022
WATWaters Corp	$1.2M	0.32%	0.01%	Not reported	Q3 2022
AMGNAmgen Inc	$1.18M	0.32%	0.00%	+1.7%	Q3 2022
WFCWells Fargo & Company	$1.15M	0.31%	0.00%	+0.1%	Q3 2022
DISWalt Disney Co	$1.15M	0.31%	0.00%	+0.4%	Q3 2022
ETHWBitwise Ethereum ETF	$1.07M	0.29%	0.21%	+2.2%	Q3 2024
SBUXStarbucks Corp	$980K	0.26%	0.00%	0.0%	Q3 2022
MCDMcdonalds Corp	$952K	0.26%	0.00%	+1.3%	Q3 2022
METMetlife Inc	$939K	0.25%	0.00%	0.0%	Q3 2022
SPGSimon Property Group Inc.	$913K	0.25%	60.83%	0.0%	Q3 2022
VZVerizon Communications Inc	$909K	0.24%	0.00%	+1.5%	Q3 2022
MRKMerck & Co., Inc.	$896K	0.24%	0.00%	+0.7%	Q3 2022
SHLDSears Holdings Corp	$896K	0.24%	0.01%	+272.3%	Q1 2025
NFLXNetflix Inc	$875K	0.24%	0.00%	-4.2%	Q3 2022
FRDMFreedom Environmental Services, Inc.	$776K	0.21%	Not reported	New	Q3 2025
KOCoca Cola Co	$739K	0.20%	0.00%	-0.7%	Q3 2022
AMTAmerican Tower Corp	$672K	0.18%	0.00%	-0.7%	Q3 2022
FTVFortive Corp	$672K	0.18%	0.00%	-0.2%	Q3 2022
BABoeing Co	$666K	0.18%	0.00%	+0.7%	Q3 2022
NKENIKE, Inc.	$645K	0.17%	0.00%	+0.1%	Q3 2022
BHPBHP Group Ltd	$579K	0.16%	0.00%	+1.9%	Q3 2022
NOWServiceNow, Inc.	$557K	0.15%	0.00%	-2.9%	Q4 2023

Premium opens every quarter this fund has filed