High Note Wealth, LLC: 13F holdings
CIK 18072832026Q2
| Positions | 959 |
|---|---|
| Reported value | $586.2m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES CORE S&P 500 ETF | 84,099 | $63.0m | 10.7% |
| XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 180,468 | $34.4m | 5.9% |
| SCHM SCHWAB U.S. MID-CAP ETF | 916,640 | $33.8m | 5.8% |
| EFA ISHARES ESG AWARE MSCI EAFE ETF | 313,173 | $32.2m | 5.5% |
| BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 268,466 | $24.6m | 4.2% |
| DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 441,230 | $24.1m | 4.1% |
| AAPL APPLE INC COM | 75,392 | $21.8m | 3.7% |
| GOOGL ALPHABET INC CAP STK CL A | 50,989 | $18.2m | 3.1% |
| FREEDOM 100 EMERGING MARKETS ETF | 241,141 | $17.6m | 3.0% |
| VB VANGUARD SMALL-CAP ETF | 48,037 | $14.6m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1807283")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.