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Manager record

Highline Wealth Partners Llc

Sherman Oaks, CA · CIK 2042654 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$526.68MReported 13F valueQ3 2026 · as filed
1,461Holdings listed
+6.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $338.0M$338.0MQ2 2025890 holdingsQ3 2025: $371.9M$371.9MQ3 20251,081 holdingsQ4 2025: $355.5M$355.5MQ4 20251,071 holdingsQ1 2026: $392.1M$392.1MQ1 20261,298 holdingsQ2 2026: $493.0M$493.0MQ2 20261,411 holdingsQ3 2026: $526.7M$526.7MQ3 20261,461 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$526.68M · 1,461 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$493.04M · 1,411 holdings listed · View original SEC filing ↗
Apr 06 2026 13F-HR · period Q1 2026

$392.09M · 1,298 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$355.48M · 1,071 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$371.86M · 1,081 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$338.05M · 890 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology