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Palatine Hill Wealth Management

Latest statistics and disclosures from Palatine Hill Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107248

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Positions held by Palatine Hill Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Palatine Hill Wealth Management

Palatine Hill Wealth Management holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	33.7	$42M	61k	684.94	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	13.5	$17M	377k	44.41	View chart
Rivernorth Cap And Incm Cef (RSF)	7.8	$9.7M	673k	14.36	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	4.9	$6.1M	211k	29.04	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	4.8	$6.0M	128k	46.81	View chart
Apple Stock (AAPL)	3.4	$4.3M	16k	271.86	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	3.3	$4.1M	51k	80.22	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.1	$3.8M	61k	62.47	View chart
Tesla Stock (TSLA)	2.3	$2.9M	6.4k	449.72	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	2.0	$2.5M	111k	22.43	View chart
Microsoft Corp Stock (MSFT)	1.9	$2.4M	4.9k	483.62	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	1.9	$2.4M	50k	47.56	View chart
Amazon Stock (AMZN)	1.8	$2.3M	9.8k	230.82	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.7	$2.1M	20k	106.70	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.2	$1.6M	29k	53.76	View chart
Spdr Msci World Strategicfactors Etf Etf (QWLD)	0.8	$961k	6.7k	143.25	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.8	$937k	2.5k	373.44	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$847k	2.6k	322.22	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$797k	2.5k	313.00	View chart
Broadcom Stock (AVGO)	0.6	$776k	2.2k	346.10	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.6	$683k	10k	67.13	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.5	$572k	2.9k	198.62	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$556k	4.6k	120.33	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$555k	1.8k	313.80	View chart
WD 40 Stock (WDFC)	0.4	$551k	2.8k	196.90	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$547k	958.00	571.13	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.4	$540k	7.3k	73.56	View chart
Arista Networks Stock (ANET)	0.4	$530k	4.0k	131.03	View chart
Wisdomtree True Developed International Fund Etf (DOL)	0.4	$527k	8.0k	65.85	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.4	$471k	9.4k	50.38	View chart
The Cigna Group Stock (CI)	0.3	$407k	1.5k	275.23	View chart
Weave Communications Stock (WEAV)	0.3	$395k	52k	7.59	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$395k	629.00	627.13	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$377k	7.5k	50.59	View chart
Netflix Stock (NFLX)	0.3	$358k	3.8k	93.76	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$336k	509.00	660.09	View chart
Walmart Stock (WMT)	0.3	$328k	2.9k	111.41	View chart
Eli Lilly & Co Stock (LLY)	0.3	$316k	294.00	1074.68	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.2	$307k	1.9k	160.79	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$304k	445.00	682.11	View chart
Parker-hannifin Corp Stock (PH)	0.2	$302k	344.00	878.96	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$278k	570.00	487.86	View chart
International Business Machs Stock (IBM)	0.2	$260k	876.00	296.21	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$256k	442.00	579.45	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.2	$248k	9.6k	25.75	View chart
Abbvie Stock (ABBV)	0.2	$240k	1.0k	228.49	View chart
Nvidia Corporation Stock (NVDA)	0.2	$216k	1.2k	186.50	View chart
Emerson Elec Stock (EMR)	0.2	$215k	1.6k	132.72	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$206k	2.7k	76.23	View chart

Past Filings by Palatine Hill Wealth Management

SEC 13F filings are viewable for Palatine Hill Wealth Management going back to 2025

Palatine Hill Wealth Management 2025 Q4 filed Feb. 10, 2026

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