High Note Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1807283
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$586.2M
Holdings
959
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
High Note Wealth, LLC disclosed 959 positions worth $586.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 95 new positions and exited 74 — including a new stake in $FBTC. The portfolio is most concentrated in Other (66.5% of disclosed assets). All figures are sourced directly from High Note Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1807283.
AI Fund Analysis
ConcentratingISHARES CORE S&P 500 ETF -
10.7% weight
Held 6 quarters
STATE STREET TECHNOLOGY SE
5.9% weight
Held 6 quarters
SCHWAB U.S. MID-CAP ETF -
5.8% weight
Held 6 quarters
ISHARES ESG AWARE MSCI EAF
5.5% weight
Held 6 quarters
STATE STREET SPDR BLOOMBER
4.2% weight
Held 6 quarters
ISHARES CORE S&P 500 ETF -
8 quarters accumulating
SCHWAB U.S. MID-CAP ETF -
8 quarters accumulating
XTRACKERS MSCI EAFE HEDGED
8 quarters accumulating
ISHARES MSCI EMERGING MARK
8 quarters accumulating
$WMT8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF - ETF
—Quality
$63.0M84,099 shSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF
—Quality
$34.4M180,468 shSCHWAB U.S. MID-CAP ETF - ETF
—Quality
$33.8M916,640 shISHARES ESG AWARE MSCI EAFE ETF - ETF
—Quality
$32.2M313,173 shSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF
—Quality
$24.6M268,466 shXTRACKERS MSCI EAFE HEDGED EQUITY ETF - ETF
—Quality
$24.1M441,230 sh- 76.4
Quality
$21.8M75,392 sh - 78.2
Quality
$18.2M50,989 sh FREEDOM 100 EMERGING MARKETS ETF - ETF
—Quality
$17.6M241,141 shVANGUARD SMALL-CAP ETF - ETF
—Quality
$14.6M48,037 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF - ETF | — | $63.0M | 84,099 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $34.4M | 180,468 |
| SCHWAB U.S. MID-CAP ETF - ETF | — | $33.8M | 916,640 |
| ISHARES ESG AWARE MSCI EAFE ETF - ETF | — | $32.2M | 313,173 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | — | $24.6M | 268,466 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF - ETF | — | $24.1M | 441,230 |
 Apple Inc.$AAPL | 76.4 | $21.8M | 75,392 |
 Alphabet Inc.$GOOG | 78.2 | $18.2M | 50,989 |
| FREEDOM 100 EMERGING MARKETS ETF - ETF | — | $17.6M | 241,141 |
| VANGUARD SMALL-CAP ETF - ETF | — | $14.6M | 48,037 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of High Note Wealth, LLC's 959 positions.
Showing top 10 of 959 holdings.
Sector Allocation
Other
$389.6M
Technology
$89.6M
Financials
$43.4M
Consumer Discretionary
$25.3M
Industrials
$17.0M
Healthcare
$12.6M
Energy
$2.9M
Communication Services
$2.2M
Top Holdings — High Note Wealth, LLC (Q2 2026)
Top 150 of 959 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P 500 ETF - ETF | $63.0M | 10.7% | +2% | — |
| 2 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $34.4M | 5.9% | -2% | — |
| 3 | — | SCHWAB U.S. MID-CAP ETF - ETF | $33.8M | 5.8% | +1% | — |
| 4 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | $32.2M | 5.5% | -0% | — |
| 5 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $24.6M | 4.2% | +28% | — |
| 6 | — | XTRACKERS MSCI EAFE HEDGED EQUITY ETF - ETF | $24.1M | 4.1% | +2% | — |
| 7 | $AAPL | Apple Inc. | $21.8M | 3.7% | +0% | 76.4 |
| 8 | $GOOG | Alphabet Inc. | $18.2M | 3.1% | +0% | 78.2 |
| 9 | — | FREEDOM 100 EMERGING MARKETS ETF - ETF | $17.6M | 3.0% | +2% | — |
| 10 | — | VANGUARD SMALL-CAP ETF - ETF | $14.6M | 2.5% | +1% | — |
| 11 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $14.1M | 2.4% | +9% | — |
| 12 | — | ISHARES 20 YEAR TREASURY BOND ETF - ETF | $12.4M | 2.1% | +11% | — |
| 13 |  $AMZN | AMAZON COM INC | $11.0M | 1.9% | +2% | 68.7 |
| 14 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $10.2M | 1.7% | +1% | — |
| 15 | — | ISHARES 7-10 YEAR TREASURY BOND ETF - ETF | $9.6M | 1.6% | -1% | — |
| 16 |  $JPM | JPMORGAN CHASE & CO | $9.5M | 1.6% | +1% | 70.7 |
| 17 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | $9.5M | 1.6% | -5% | — |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.9M | 1.5% | +1% | 73.8 |
| 19 |  $MSFT | MICROSOFT CORP | $8.3M | 1.4% | -1% | 79.8 |
| 20 |  $PLTR | Palantir Technologies Inc. | $7.9M | 1.3% | +0% | 84.6 |
| 21 |  $NVDA | NVIDIA CORP | $7.8M | 1.3% | +1% | 85.9 |
| 22 | $WMT | Walmart Inc. | $7.4M | 1.3% | +1% | 60.2 |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.1M | 1.2% | -0% | — |
| 24 |  $IVZ | Invesco Ltd. | $6.4M | 1.1% | +1% | — |
| 25 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $5.9M | 1.0% | +17% | — |
| 26 | — | WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND - ETF | $5.9M | 1.0% | +2% | — |
| 27 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - ETF | $5.4M | 0.9% | -3% | — |
| 28 |  $CRWD | CrowdStrike Holdings, Inc. | $5.3M | 0.9% | +1% | 67.7 |
| 29 |  $RTX | RTX Corp | $5.2M | 0.9% | +1% | 73.2 |
| 30 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $5.2M | 0.9% | -0% | — |
| 31 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | $4.7M | 0.8% | -3% | — |
| 32 |  $AVGO | Broadcom Inc. | $4.7M | 0.8% | +2% | 84.5 |
| 33 | — | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF - ETF | $4.4M | 0.8% | +4% | — |
| 34 |  $GS | GOLDMAN SACHS GROUP INC | $4.3M | 0.7% | +2323% | 73.5 |
| 35 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $4.2M | 0.7% | -2% | — |
| 36 |  $LLY | ELI LILLY & Co | $3.9M | 0.7% | +2% | 87.5 |
| 37 | — | VANECK IG FLOATING RATE ETF - ETF | $3.8M | 0.7% | -1% | — |
| 38 | — | ISHARES IBONDS OCT 2026 TERM TIPS ETF - ETF | $3.7M | 0.6% | +0% | — |
| 39 |  $UBER | Uber Technologies, Inc | $3.3M | 0.6% | +2% | 73.5 |
| 40 |  $CSCO | CISCO SYSTEMS, INC. | $3.2M | 0.6% | -2% | 70.3 |
| 41 | — | ISHARES CHINA LARGE-CAP ETF - ETF | $3.2M | 0.5% | +1% | — |
| 42 |  $GD | GENERAL DYNAMICS CORP | $3.1M | 0.5% | +2% | 68.7 |
| 43 |  $AZO | AUTOZONE INC | $3.0M | 0.5% | -55% | 66.2 |
| 44 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF - ETF | $2.9M | 0.5% | +100% | — |
| 45 |  $META | Meta Platforms, Inc. | $2.9M | 0.5% | -0% | 79.6 |
| 46 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - ETF | $2.9M | 0.5% | +104% | — |
| 47 | — | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF - ETF | $2.9M | 0.5% | +92% | — |
| 48 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF - ETF | $2.6M | 0.5% | +126% | — |
| 49 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $2.4M | 0.4% | -4% | — |
| 50 |  $EBAY | EBAY INC | $2.4M | 0.4% | -0% | 66.4 |
| 51 | — | DEFIANCE DRONE AND MODERN WARFARE ETF - ETF | $2.4M | 0.4% | NEW | — |
| 52 |  $LMT | LOCKHEED MARTIN CORP | $2.4M | 0.4% | +2% | 65.6 |
| 53 |  $GLD | SPDR GOLD TRUST | $2.3M | 0.4% | +0% | — |
| 54 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF - ETF | $2.0M | 0.3% | -3% | — |
| 55 |  $ABBV | AbbVie Inc. | $1.9M | 0.3% | -5% | 72.6 |
| 56 | — | VANGUARD S&P 500 GROWTH ETF - ETF | $1.9M | 0.3% | +500% | — |
| 57 |  $XOM.R34088 | EXXON MOBIL CORP | $1.9M | 0.3% | +3% | 57.9 |
| 58 |  $NFLX | NETFLIX INC | $1.7M | 0.3% | -0% | 78.8 |
| 59 |  $UNH | UNITEDHEALTH GROUP INC | $1.6M | 0.3% | -25% | 62.7 |
| 60 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.4M | 0.2% | NEW | — |
| 61 | — | VANGUARD MID-CAP ETF - ETF | $1.4M | 0.2% | +300% | — |
| 62 | — | ISHARES IBONDS OCT 2027 TERM TIPS ETF - ETF | $1.4M | 0.2% | +0% | — |
| 63 | — | SCHWAB US TIPS ETF - ETF | $1.3M | 0.2% | +0% | — |
| 64 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $1.3M | 0.2% | -0% | — |
| 65 |  $GOOGL | Alphabet Inc. | $1.2M | 0.2% | +3% | 78.2 |
| 66 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.2% | -1% | 69 |
| 67 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | $1.2M | 0.2% | -4% | — |
| 68 | — | ISHARES IBONDS DEC 2026 TERM TREASURY ETF - ETF | $1.1M | 0.2% | +0% | — |
| 69 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $1.0M | 0.2% | +700% | — |
| 70 |  $SPY | SPDR S&P 500 ETF TRUST | $1.0M | 0.2% | +0% | — |
| 71 |  $CI | Cigna Group | $1.0M | 0.2% | -5% | 66.2 |
| 72 | — | ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF - ETF | $975,340 | 0.2% | +68% | — |
| 73 |  $TRV | TRAVELERS COMPANIES, INC. | $948,435 | 0.2% | -1% | 75.9 |
| 74 | — | ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF - ETF | $920,331 | 0.2% | +84% | — |
| 75 |  $IBIT | iShares Bitcoin Trust ETF | $911,946 | 0.2% | -62% | — |
| 76 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $841,561 | 0.1% | +2% | — |
| 77 | — | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF - ETF | $831,444 | 0.1% | +95% | — |
| 78 |  $ECL | ECOLAB INC. | $828,029 | 0.1% | -15% | 63.3 |
| 79 | — | JANUS HENDERSON AAA CLO ETF - ETF | $821,775 | 0.1% | NEW | — |
| 80 |  $BKNG | Booking Holdings Inc. | $811,348 | 0.1% | +2429% | 58.5 |
| 81 |  $UNP | UNION PACIFIC CORP | $708,560 | 0.1% | -0% | 69.7 |
| 82 | — | NUVEEN ESG MID-CAP GROWTH ETF - ETF | $672,373 | 0.1% | -10% | — |
| 83 |  $CVX | CHEVRON CORP | $612,649 | 0.1% | +22% | 62.8 |
| 84 |  $TSLA | Tesla, Inc. | $590,943 | 0.1% | +0% | 53.9 |
| 85 |  $ORCL | ORACLE CORP | $580,045 | 0.1% | +0% | 66.2 |
| 86 |  $SBUX | STARBUCKS CORP | $578,395 | 0.1% | -9% | 58.2 |
| 87 |  $BSX | BOSTON SCIENTIFIC CORP | $553,645 | 0.1% | +7% | 77.5 |
| 88 | $IVZ | Invesco Ltd. | $528,904 | 0.1% | +0% | — |
| 89 | — | VANGUARD S&P 500 ETF - ETF | $513,734 | 0.1% | +0% | — |
| 90 |  $COST | COSTCO WHOLESALE CORP /NEW | $496,735 | 0.1% | +0% | 66.2 |
| 91 |  $CLFD | Clearfield, Inc. | $492,401 | 0.1% | +0% | 30.3 |
| 92 | — | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - ETF | $454,973 | 0.1% | -2% | — |
| 93 |  $WSM | WILLIAMS SONOMA INC | $436,829 | 0.1% | +0% | 66.1 |
| 94 | — | ISHARES S&P 100 ETF - ETF | $426,604 | 0.1% | +0% | — |
| 95 |  $UMBF | UMB FINANCIAL CORP | $374,459 | 0.1% | +0% | 77.3 |
| 96 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $373,509 | 0.1% | +0% | — |
| 97 | — | ISHARES IBONDS DEC 2027 TERM TREASURY ETF - ETF | $362,528 | 0.1% | +0% | — |
| 98 |  $GKOS | GLAUKOS Corp | $357,366 | 0.1% | +0% | 40.5 |
| 99 |  $PNR | PENTAIR plc | $356,699 | 0.1% | -5% | — |
| 100 | — | ISHARES IBONDS DEC 2028 TERM TREASURY ETF - ETF | $331,237 | 0.1% | +0% | — |
| 101 |  $HD | HOME DEPOT, INC. | $329,756 | 0.1% | +17% | 60.3 |
| 102 |  $AMAT | APPLIED MATERIALS INC /DE | $328,242 | 0.1% | +1% | 72.3 |
| 103 |  $INTC | INTEL CORP | $311,375 | 0.1% | +2% | 45.6 |
| 104 |  $ITGR | Integer Holdings Corp | $299,881 | 0.1% | -1% | 55.9 |
| 105 |  $MDT | Medtronic plc | $280,611 | 0.1% | +10% | 68.7 |
| 106 |  $MCD | MCDONALDS CORP | $270,732 | 0.1% | -1% | 69 |
| 107 |  $SAP | SAP SE | $259,984 | 0.0% | +0% | — |
| 108 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $258,059 | 0.0% | +0% | — |
| 109 |  $AMD | ADVANCED MICRO DEVICES INC | $257,924 | 0.0% | +28% | 79.8 |
| 110 |  $DIS | Walt Disney Co | $254,196 | 0.0% | +8% | 60.1 |
| 111 |  $V | VISA INC. | $248,740 | 0.0% | +35% | 82.9 |
| 112 |  $MMM | 3M CO | $241,894 | 0.0% | +1% | 64.9 |
| 113 |  $CRM | Salesforce, Inc. | $233,112 | 0.0% | -7% | 77 |
| 114 |  $MA | Mastercard Inc | $230,606 | 0.0% | +13% | 85.1 |
| 115 | — | VANGUARD GROWTH ETF - ETF | $229,477 | 0.0% | +500% | — |
| 116 |  $CAT | CATERPILLAR INC | $224,694 | 0.0% | +1% | 66.5 |
| 117 | — | ISHARES RUSSELL 2000 ETF - ETF | $218,427 | 0.0% | +0% | — |
| 118 |  $BBY | BEST BUY CO INC | $203,890 | 0.0% | +0% | 60.2 |
| 119 |  $FFIV | F5, INC. | $201,325 | 0.0% | -4% | 66.9 |
| 120 |  $XEL | XCEL ENERGY INC | $200,589 | 0.0% | -5% | 56.4 |
| 121 |  $GLW | CORNING INC /NY | $197,447 | 0.0% | +1% | 73.7 |
| 122 |  $AON | Aon plc | $189,063 | 0.0% | +2% | — |
| 123 |  $AMGN | AMGEN INC | $186,130 | 0.0% | -1% | 79.2 |
| 124 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | $172,947 | 0.0% | -26% | — |
| 125 | — | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF - ETF | $170,781 | 0.0% | +0% | — |
| 126 |  $USB | US BANCORP \DE\ | $164,046 | 0.0% | -23% | 65.3 |
| 127 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | $163,283 | 0.0% | +0% | — |
| 128 |  $TXN | TEXAS INSTRUMENTS INC | $163,044 | 0.0% | -0% | 73.4 |
| 129 |  $URI | UNITED RENTALS, INC. | $159,737 | 0.0% | -1% | 63.9 |
| 130 |  $DAL | DELTA AIR LINES, INC. | $158,566 | 0.0% | +3% | 57.5 |
| 131 |  $PFE | PFIZER INC | $155,918 | 0.0% | -5% | 62 |
| 132 |  $BXSL | Blackstone Secured Lending Fund | $154,897 | 0.0% | NEW | — |
| 133 |  $LOW | LOWES COMPANIES INC | $150,595 | 0.0% | -7% | 60.8 |
| 134 |  $OBDC | Blue Owl Capital Corp | $150,506 | 0.0% | NEW | — |
| 135 |  $WM | WASTE MANAGEMENT INC | $149,998 | 0.0% | +1% | 67.6 |
| 136 |  $ADI | ANALOG DEVICES INC | $148,939 | 0.0% | -0% | 79.2 |
| 137 | — | ISHARES GLOBAL 100 ETF - ETF | $148,894 | 0.0% | +0% | — |
| 138 |  $AXP | AMERICAN EXPRESS CO | $144,771 | 0.0% | +18% | 69.4 |
| 139 | — | ISHARES RUSSELL MIDCAP ETF - ETF | $144,299 | 0.0% | +0% | — |
| 140 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $143,546 | 0.0% | -4% | — |
| 141 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $143,534 | 0.0% | +47% | — |
| 142 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $142,855 | 0.0% | -28% | 70 |
| 143 |  $MU | MICRON TECHNOLOGY INC | $141,978 | 0.0% | +19% | 86.2 |
| 144 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $136,587 | 0.0% | +300% | — |
| 145 |  $MCHP | MICROCHIP TECHNOLOGY INC | $135,067 | 0.0% | -1% | 52.9 |
| 146 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF | $128,511 | 0.0% | +0% | — |
| 147 | — | ISHARES S&P MID-CAP 400 VALUE ETF - ETF | $125,718 | 0.0% | +0% | — |
| 148 | — | ISHARES IBONDS DEC 2029 TERM TREASURY ETF - ETF | $124,358 | 0.0% | +0% | — |
| 149 |  $NVT | nVent Electric plc | $122,119 | 0.0% | +0% | — |
| 150 |  $PG | PROCTER & GAMBLE Co | $121,858 | 0.0% | -16% | 64.6 |
New Positions (95)
$FBTC Fidelity Wise Origin Bitcoin Fund$1.4M JANUS HENDERSON AAA CLO ETF - ETF$821,775
$BXSL Blackstone Secured Lending Fund$154,897$OBDC Blue Owl Capital Corp$150,506
$HONA Honeywell Aerospace Inc.$82,242 VANGUARD TAX-EXEMPT BOND ETF - ETF$70,104
$TRI THOMSON REUTERS CORP /CAN/$69,583 CALAMOS AUTOCALLABLE GROWTH ETF - ETF$14,132
$CBRS Cerebras Systems Inc.$11,713
$VSEC VSE CORP$10,511
$QXO QXO, Inc.$9,850 INVESCO RAFI US 1500 SMALL-MID ETF - ETF$8,477
$INVX Innovex International, Inc.$7,638
$NVR NVR INC$6,813 SCHWAB U.S. REIT ETF - ETF$6,488
Exited Positions (74)
VANGUARD U.S. MOMENTUM FACTOR ETF
ISHARES MSCI INTL MOMENTUM FACTOR ETF
PACER US CASH COWS 100 ETF
JPMORGAN INCOME ETF
ISHARES MSCI USA QUALITY GARP ETF
FIDELITY HEDGED EQUITY ETF
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
VANGUARD LONG-TERM TREASURY ETF
$TALO TALOS ENERGY INC.
$AL AIR LEASE CORP
$DEI Douglas Emmett Inc STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$PTEN PATTERSON UTI ENERGY INC
$NWN Northwest Natural Holding CoBrowse Top Institutional Investors
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