StockDriftsStockDriftsTop 50 Highline Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PAAA | PGIM AAA CLO ETF | 8.13% | 835.0K | $42.8M | +15.66%(+113.04K) | $51.31(+0.23%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 7.15% | 164.9K | $37.7M | +3.47%(+5.52K) | $30.45(+612.83%) | 2026-09-30 | |
| VOO | Vanguard S&P 500 ETF | 5.55% | 41.7K | $29.2M | +10.65%(+4.02K) | $438.01(+60.86%) | 2026-09-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 5% | 272.0K | $26.3M | +9.77%(+24.20K) | $75.87(+26.48%) | 2026-09-30 | |
| FLXR | TCW Flexible Income ETF | 4.33% | 601.8K | $22.8M | -10.82%(-73.05K) | $39.19(-3.27%) | 2026-09-30 | |
| AAPL | Apple Inc Com/Inv | 4.29% | 67.8K | $22.6M | +5.61%(+3.60K) | $160.74(+113.35%) | 2026-09-30 | |
| QQQM | INVESCO NASDAQ 100 ETF | 4.26% | 73.6K | $22.4M | +3.67%(+2.61K) | $220.63(+34.06%) | 2026-09-30 | |
| JPST | JPMorgan Ultra-Short Income ETF | 4.16% | 434.8K | $21.9M | -33.26%(-216.67K) | $50.53(-0.37%) | 2026-09-30 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 4.06% | 679.8K | $21.4M | +3.06%(+20.18K) | $25.72(+26.11%) | 2026-09-30 | |
| MSFT | Microsoft Corp Com | 2.76% | 28.4K | $14.6M | +2.90%(+799) | $355.04(+50.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.80% | +71.96% | — | — | +107.08% |
| Top 20 Holdings Unweighted | +21.54% | +79.52% | — | — | +115.71% |
Highline Wealth Partners LLC reports $526.68M in US-listed equity holdings across 1,461 positions in its most recent 13F filing. Its largest disclosed positions are PAAA (8.1%), NVDA (7.2%) and VOO (5.5%). The top 20 holdings account for 67.53% of reported assets. Its disclosed equity book has returned +71.96% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Highline Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2042654). View Highline Wealth Partners LLC’s 13F filings on SEC