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Home > Institutional Investor > Highline Wealth Partners Llc > Profile

Instuitional Investor - Highline Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Highline Wealth Partners Llc
Portfolio Value $526,678,696
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pgim Aaa Clo Etf - ETF
 834,984 $42,826,355 8.13%
2.
Nvidia Corp
 NVDA 164,889 $37,657,353 7.15%
3.
Vanguard S&P 500 Etf - ETF
 41,722 $29,241,333 5.55%
4.
Ishares Trust
 HYG 271,976 $26,349,005 5%
5.
Tcw Flexible Income Etf - ETF
 601,843 $22,827,890 4.33%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.