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Palatine Hill Wealth Management

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

Top 5 stock holdings are IVV, SPDW, RSF, SPEM, ARKB, and represent 63.14% of Palatine Hill Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO, FTMH, ARKB, JNJ, SPEM, QWLD, CI, NVDA, TAXF, META.
Started 2 new stock positions in FTMH, JNJ.
Reduced shares in these 10 stocks: SPDW, IVV, VEA, , AAPL, TMO, FBTC, BITB, AMZN, GOOG.
Sold out of its positions in CBRE, FBTC, TMO.
Palatine Hill Wealth Management was a net seller of stock by $-2.9M.
Palatine Hill Wealth Management has $115M in assets under management (AUM), dropping by -7.38%.
Central Index Key (CIK): 0002107248

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Portfolio Holdings for Palatine Hill Wealth Management

Palatine Hill Wealth Management holds 48 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	33.4	$38M	-3%	59k	653.21	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	11.5	$13M	-22%	290k	45.65	View chart
Rivernorth Cap And Incm Cef (RSF)	8.5	$9.8M		673k	14.55	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	5.4	$6.2M	+2%	131k	46.91	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	4.4	$5.0M	+5%	222k	22.49	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	3.4	$3.9M		51k	76.54	View chart
Apple Stock (AAPL)	3.2	$3.7M	-7%	15k	253.76	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.8	$3.2M	-17%	51k	64.08	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.5	$2.9M	+660%	4.8k	597.55	View chart
Tesla Stock (TSLA)	2.1	$2.4M		6.4k	371.72	View chart
Franklin Municipal High Yield Etf Etf (FTMH)	1.9	$2.2M	NEW	187k	11.53	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.7	$1.9M		20k	97.91	View chart
Amazon Stock (AMZN)	1.6	$1.9M	-7%	9.1k	208.26	View chart
Microsoft Corp Stock (MSFT)	1.5	$1.7M	-6%	4.6k	370.14	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	1.5	$1.7M	-4%	106k	15.83	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	1.4	$1.7M	-9%	45k	36.81	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.3	$1.5M		29k	54.05	View chart
State Street Spdr Msci World Strategicfactors Etf Etf (QWLD)	0.9	$1.0M	+6%	7.1k	143.14	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.7	$849k	-5%	2.4k	356.56	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$788k		4.6k	169.68	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$762k		2.6k	294.14	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.6	$697k		10k	68.47	View chart
Broadcom Stock (AVGO)	0.5	$606k	-12%	2.0k	309.33	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$605k	-17%	2.1k	287.41	View chart
WD 40 Stock (WDFC)	0.5	$571k		2.8k	203.94	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.5	$553k		2.9k	191.81	View chart
Wisdomtree True Developed International Fund Etf (DOL)	0.5	$544k		8.0k	67.99	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$542k		7.2k	75.10	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.4	$504k	+7%	10k	50.05	View chart
Arista Networks Stock (ANET)	0.4	$496k		4.0k	122.78	View chart
The Cigna Group Stock (CI)	0.4	$455k	+15%	1.7k	266.75	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$369k	-22%	738.00	499.89	View chart
Walmart Stock (WMT)	0.3	$366k		2.9k	124.28	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$364k	-28%	1.3k	286.86	View chart
Netflix Stock (NFLX)	0.3	$354k	-3%	3.7k	96.15	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$315k	+8%	551.00	571.58	View chart
Parker-hannifin Corp Stock (PH)	0.3	$308k		344.00	895.24	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.3	$290k		445.00	650.52	View chart
Eli Lilly & Co Stock (LLY)	0.2	$267k		290.00	919.67	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.2	$255k	+3%	9.9k	25.62	View chart
Nvidia Corporation Stock (NVDA)	0.2	$251k	+24%	1.4k	174.20	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$241k	-36%	4.8k	50.61	View chart
Weave Communications Stock (WEAV)	0.2	$240k		52k	4.62	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$237k	-4%	543.00	436.79	View chart
Johnson & Johnson Stock (JNJ)	0.2	$235k	NEW	963.00	244.40	View chart
Abbvie Stock (ABBV)	0.2	$228k		1.0k	217.49	View chart
Emerson Elec Stock (EMR)	0.2	$213k		1.6k	131.02	View chart
International Business Machs Stock (IBM)	0.2	$210k		866.00	242.39	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 2026 Q1 filed May 8, 2026
Palatine Hill Wealth Management 2025 Q4 filed Feb. 10, 2026

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