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Lisa Sternberg

Highline Wealth Partners Llc

Assets Managed
$392.092M
Holdings
1296
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
10.3%(2Q avg: 2.95%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Highline Wealth Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1296 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 392.092M in assets, with a quarterly growth rate of 10.3% and a 2-quarter average growth rate of 2.95%. The portfolio is managed by Lisa Sternberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 19.88%
10.18%
$39.88M
787,994 shares@ $50.62 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 40.81%
9.43%
$36.957M
733,716 shares@ $50.38 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.23%
6.95%
$27.25M
156,251 shares@ $174.4 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 8.14%
5.68%
$22.264M
37,259 shares@ $597.55 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 14.54%
5.03%
$19.692M
217,519 shares@ $90.54 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.58%
4.18%
$16.351M
64,428 shares@ $253.8 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 42.19%
3.9%
$15.287M
548,912 shares@ $27.85 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 35.56%
3.65%
$14.287M
60,126 shares@ $237.63 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 14.29%
2.78%
$10.894M
204,702 shares@ $53.23 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Increased 4.04%
2.71%
$10.608M
113,162 shares@ $93.75 avg price

1-10 of 1296