The Sherman Oaks-based investment manager disclosed nearly 1,300 individual positions in its latest quarterly portfolio snapshot.

April 06, 2026

Highline Wealth Partners LLC, a registered investment adviser based in Sherman Oaks, California, has disclosed approximately $392.1 million in U.S. equity holdings as of March 31, 2026. The quarterly report covers the firm’s full portfolio of Section 13(f) securities, spanning 1,298 individual positions.

The firm filed as the sole reporting manager, with no other included managers listed. The report was classified as a complete holdings report, meaning all of Highline Wealth Partners’ reportable positions are captured in this single submission rather than divided among multiple filers.

Who Filed

Lisa Sternberg, who serves as both Chief Compliance Officer and Chief Operating Officer, signed the report on April 6, 2026, certifying that the information provided is true, correct, and complete. The firm is registered with the SEC under file number 801-108350 and carries CRD number 284712.

Portfolio Snapshot

With nearly 1,300 positions across a $392 million portfolio, the disclosure points to a highly diversified investment approach. The average position size works out to roughly $302,000, consistent with a wealth management practice that distributes client capital broadly across a wide range of individual securities rather than concentrating in a small number of high-conviction holdings.

The quarterly 13F disclosure is required of institutional investment managers exercising discretion over $100 million or more in qualifying securities. The report provides a point-in-time snapshot of long equity and option positions but does not capture short positions, fixed income holdings, private investments, or other asset classes that may be part of the firm’s broader advisory portfolio.