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| Happy Holidays!! thanks for using AUM13F!! |
| Highline Wealth Partners LLC
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| CRD # | 284712 |
| SEC # | 801-108350 |
| CIK # | 0002042654 |
| AUM | $665.6 M (2025-03-05) |
| Employees | 15 (93% Investors, 0% Brokers) |
| Phone | 818-340-0157 |
| Address | 15260 Ventura Blvd, Suite 855 Sherman Oaks, CA 91403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002042654 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 27.8 | ||
| Apple Inc | 12.8 | ||
| Microsoft Corp | 11.7 | ||
| Facebook Inc | 9.9 | ||
| Amazon Com Inc | 8.8 | ||
| Costco Wholesale Corp /NEW | 7.5 | ||
| Palo Alto Networks Inc | 5.9 | ||
| Tesla Motors Inc | 5.5 | ||
| Goldman Sachs Group Inc | 5.3 | ||
| Bitwise Bitcoin ETF | 4.4 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Alphabet Inc | 4.1 | ||
| Digital Realty Trust Inc | 3.5 | ||
| Oracle Corp | 3.4 | ||
| Alphabet Inc | 3.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 104.6 |
| (b) Individuals (high net worth individuals) | 77 | 424.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 103.8 |
| (h) Charitable organizations | 5 | 31.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 832 | 665.6 |
| By Discretionary | ||
| Discretionary | 832 | 665.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 832 | 665.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 665.3 | |
| Total | 832 | 665.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042654] |
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