Highline Wealth Partners LLC
Highline Wealth Partners LLC is an independent Registered Investment Adviser headquartered in Sherman Oaks, California. Founded in 2011, it draws on over 45 years of combined advisor experience. The firm specializes in financial planning, wealth management, family office, and business advisory services for individuals, families with large estates, business owners, and executives. They currently serve over 800 client accounts, primarily high net worth individuals, pension plans, and charitable organizations, with a dedicated team of approximately 15 employees.
Investment Strategy
Highline Wealth Partners LLC focuses on holistic wealth management strategies, emphasizing comprehensive financial planning and tailored investment solutions for individuals, families, and business owners. The firm aims to reduce complexity and streamline estate and wealth management, delivering personalized investment portfolios. Their client-centric approach uses a combination of equity and ETF holdings, and their portfolios reflect allocations to top tech stocks and diversified assets. All management is discretionary, built to empower clients with clarity and confidence in reaching long-term financial and life goals.
Top Holdings
Equity Positions (1,060)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 7.96% | $29.6M | 158,642 | $17.59 | $186.58 | +$1.8M |
J JPST | JPMorgan Ultra-Short Income ETF | 6.30% | $23.4M | 461,847 | $50.47 | $50.73 | +$905.8K |
J JAAA | Janus Henderson AAA CLO ETF | 6.12% | $22.8M | 448,028 | $50.55 | $50.78 | -$3.0M |
V VOO | Vanguard S&P 500 ETF | 5.98% | $22.2M | 36,302 | $392.15 | $612.38 | +$2.3M |
M MSFT | Microsoft Corp Com | 4.80% | $17.9M | 34,488 | $354.94 | $517.95 | +$6.2M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I INTU | INTUIT COM | — | Put | $273.2K | 4 | $682.91 | $628.50 | 0 | -$41.9K |