High Note Wealth, LLC

DOSSIER · 13F-HR · Q2 2026

High Note Wealth, LLC

$586M in tracked AUM across 959 positions as of Q2 2026.

HN

CIK 0001807283 · last filed Jun 30, 2026

Total AUM

$586M

as of Q2 2026

Holdings

959

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

High Note Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$63M84K10.7%02

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

$34M180K5.9%03

SCHM

SCHWAB U.S. MID-CAP ETF

$34M917K5.8%04

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

$32M313K5.5%05

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

$25M268K4.2%06

DBEF

XTRACKERS MSCI EAFE HEDGED EQUITY ETF