High Note Wealth, LLC - Portfolio overview

High Note Wealth, LLC has 1044 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 10.40%
2. ESGD - ISHARES ESG AWARE MSCI EAFE ETF, 5.80%
3. SCHM - SCHWAB U.S. MID-CAP ETF, 5.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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