Highline Wealth Partners Llc

13F Filings History

Latest 13F report
Q2 2025 - Jul 16, 2025
Value $
$338M
Signature - Title
Lisa Sternberg - CCO/COO
Location
Sherman Oaks, CA
Summary
This page shows a list of all the recent 13F filings made by Highline Wealth Partners Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Highline Wealth Partners Llc reported 889 stock holdings with total value $338M as of Q2 2025. Top holdings included NVDA, JAAA, JPST, VOO, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 889 $338M +$18.7M -$10M +$8.68M NVDA, JAAA, JPST, VOO, IEFA 13F-HR 7/16/2025, 02:56 PM
Q1 2025 1,015 $297M +$16.2M -$9.96M +$6.21M JAAA, NVDA, VOO, JPST, AAPL 13F-HR 4/17/2025, 01:21 PM
Q4 2024 601 $306M +$21.8M -$18M +$3.75M NVDA, JAAA, VOO, AAPL, JPST 13F-HR 1/10/2025, 01:28 PM
Q3 2024 600 $299M +$26.4M -$5.42M +$21M JPST, NVDA, JAAA, VOO, AAPL 13F-HR 10/25/2024, 04:25 PM
Q2 2024 568 $265M +$38M -$33.1M +$4.86M NVDA, VOO, JPST, JAAA, AAPL 13F-HR 10/28/2024, 01:24 PM
Q1 2024 427 $245M +$27.8M -$9.27M +$18.6M NVDA, JAAA, VOO, VONV, JPST 13F-HR 10/28/2024, 02:16 PM
Q4 2023 413 $206M +$45.5M -$17.2M +$28.2M AAPL, VOO, JPST, NVDA, CLIP 13F-HR 10/28/2024, 06:35 PM
Q3 2023 395 $162M +$24.7M -$16.7M +$8.06M JPST, VOO, NVDA, AAPL, JAAA 13F-HR 10/28/2024, 06:51 PM
Q2 2023 338 $159M +$4.05M -$2.44M +$1.6M AAPL, VOO, NVDA, JPST, BIL 13F-HR 10/29/2024, 05:24 PM
Q1 2023 334 $146M +$11.9M -$12.4M -$457K VOO, AAPL, JPST, BIL, NVDA 13F-HR 10/28/2024, 07:20 PM
Q4 2022 331 $136M +$21.6M -$15.3M +$6.36M JPST, VOO, AAPL, CDL, BRKB 13F-HR 10/29/2024, 01:00 PM
Q3 2022 326 $123M $0 $0 JPST, VOO, TDTT, GOVT, AAPL 13F-HR 10/29/2024, 01:34 PM