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Lisa Sternberg

Highline Wealth Partners Llc

Assets Managed
$493.036M
Holdings
1409
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
25.75%(2Q avg: 18.03%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Highline Wealth Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1409 positions.

Assets under management

The assets under management (AUM) of Highline Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 493.036M in assets, with a quarterly growth rate of 25.75% and a 2-quarter average growth rate of 18.03%. The portfolio is managed by Lisa Sternberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PAAA
Pgim Aaa Clo Etf
Recent Activity
New Position
7.51%
$37.014M
721,948 shares@ $51.27 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -17.32%
6.69%
$32.945M
651,468 shares@ $50.57 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2%
6.47%
$31.888M
159,366 shares@ $200.1 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 3020.3%
5.37%
$26.462M
674,889 shares@ $39.22 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.2%
5.26%
$25.897M
37,706 shares@ $686.81 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 13.92%
4.86%
$23.93M
247,779 shares@ $96.58 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 18.04%
4.37%
$21.502M
70,971 shares@ $302.97 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 20.18%
4.17%
$20.515M
659,630 shares@ $31.11 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.39%
3.77%
$18.57M
64,175 shares@ $289.36 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Increased 2.18%
2.5%
$12.292M
115,623 shares@ $106.32 avg price

1-10 of 1409