HWP
DBL

Highline Wealth Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Highline Wealth Partners’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.75K Hold
400
– – ﹤0.01% 820
2026
Q1 		$5.84K Hold
400
– – ﹤0.01% 681
2025
Q4 		$6.1K Hold
400
– – ﹤0.01% 506
2025
Q3 		$6.23K Buy
+400
New +$6.16K ﹤0.01% 520

Other funds holding DBL

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Highline Wealth Partners's DBL Position: Q2 2026 in Review

Highline Wealth Partners held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q2 2026 at 400 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Highline Wealth Partners first reported a position in DBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.23K in Q3 2025. 17 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Highline Wealth Partners held 400 shares of DoubleLine Opportunistic Credit Fund worth $5.75K as of Q2 2026.
  • Highline Wealth Partners left its DoubleLine Opportunistic Credit Fund share count unchanged in Q2 2026.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #820 holding.
  • Highline Wealth Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's DoubleLine Opportunistic Credit Fund position peaked at $6.23K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.