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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, SPEM, SPYM, ARKB, and represent 63.26% of Palatine Hill Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IVV, SPDW, Exxon Mobil Corp, Morgan Stanley Bitcoin Trust Etf, SPYG, SPCX, SPEM, QQQ, TXN, AMD.
Started 10 new stock positions in VTV, QQQ, Morgan Stanley Bitcoin Trust Etf, IBIT, TXN, CAT, FETH, AMD, SPCX, Exxon Mobil Corp.
Reduced shares in these 10 stocks: RSF (-$9.3M), , CI, JPST, TSLA, BITB, MSFT, IWB, TAXF, SPYM.
Sold out of its positions in CI, XOM, JPST.
Palatine Hill Wealth Management was a net seller of stock by $-1.5M.
Palatine Hill Wealth Management has $124M in assets under management (AUM), dropping by 8.09%.
Central Index Key (CIK): 0002107248

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Portfolio Holdings for Palatine Hill Wealth Management

Palatine Hill Wealth Management holds 55 positions in its portfolio as reported in the June 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)	37.7	$47M	+6%	63k	748.88	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	12.7	$16M	+8%	314k	50.39	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	5.8	$7.2M	+5%	139k	51.78	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	3.6	$4.5M		51k	87.88	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	3.5	$4.3M		222k	19.46	View chart
Apple Stock (AAPL)	3.4	$4.2M		15k	289.35	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.0	$3.8M	+4%	53k	71.25	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.7	$3.3M		4.8k	686.81	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	2.2	$2.8M	+18%	23k	118.99	View chart
Tesla Stock (TSLA)	2.0	$2.5M	-6%	6.0k	420.58	View chart
Franklin Municipal High Yield Etf Etf (FTMH)	1.9	$2.4M	+8%	203k	11.88	View chart
Amazon Stock (AMZN)	1.8	$2.2M	+2%	9.3k	238.34	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.4	$1.8M	+5%	30k	59.69	View chart
Microsoft Corp Stock (MSFT)	1.3	$1.6M	-4%	4.4k	373.00	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	1.1	$1.3M	-6%	42k	31.86	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	1.0	$1.2M		105k	11.89	View chart
State Street Spdr Msci World Strategicfactors Etf Etf (QWLD)	0.9	$1.2M	+7%	7.7k	151.91	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.7	$920k	-5%	2.2k	409.50	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$849k		2.6k	327.34	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$792k	+5%	2.2k	357.31	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.6	$774k		10k	76.11	View chart
Broadcom Stock (AVGO)	0.6	$755k	+2%	2.0k	377.68	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.6	$739k	+16%	3.4k	219.43	View chart
Arista Networks Stock (ANET)	0.6	$688k		4.0k	169.88	View chart
WD 40 Stock (WDFC)	0.5	$682k		2.8k	243.64	View chart
Exxonmobil Holdings Corp Stock	0.5	$635k	NEW	4.6k	136.71	View chart
Morgan Stanley Bitcoin Trust Etf Etf	0.5	$626k	NEW	37k	16.85	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$605k		7.2k	83.75	View chart
Wisdomtree True Developed International Fund Etf (DOL)	0.5	$595k		8.0k	74.36	View chart
Rivernorth Cap And Incm Cef (RSF)	0.5	$565k	-94%	39k	14.62	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$489k	+46%	654.00	746.91	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$486k	+8%	1.4k	353.33	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.4	$483k	-5%	9.5k	50.84	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$415k	+9%	807.00	513.84	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.3	$408k	NEW	2.4k	170.86	View chart
Eli Lilly & Co Stock (LLY)	0.3	$397k	+14%	331.00	1199.61	View chart
Parker-hannifin Corp Stock (PH)	0.3	$390k	+15%	399.00	978.12	View chart
Walmart Stock (WMT)	0.3	$336k		3.0k	113.26	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$328k	NEW	445.00	736.40	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$320k	+3%	568.00	563.03	View chart
Nvidia Corporation Stock (NVDA)	0.3	$316k	+9%	1.6k	200.02	View chart
Weave Communications Stock (WEAV)	0.3	$312k		52k	5.99	View chart
Abbvie Stock (ABBV)	0.2	$304k	+15%	1.2k	251.64	View chart
Texas Instrs Stock (TXN)	0.2	$292k	NEW	979.00	298.01	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.2	$281k	+500%	3.3k	86.14	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.2	$271k	+6%	11k	25.52	View chart
Netflix Stock (NFLX)	0.2	$268k	+2%	3.8k	71.40	View chart
Advanced Micro Devices Stock (AMD)	0.2	$267k	NEW	459.00	580.91	View chart
Caterpillar Stock (CAT)	0.2	$250k	NEW	235.00	1064.90	View chart
International Business Machs Stock (IBM)	0.2	$248k		882.00	281.21	View chart
Fidelity Ethereum Fund Etf Etf (FETH)	0.2	$238k	NEW	15k	15.74	View chart
Johnson & Johnson Stock (JNJ)	0.2	$237k	-3%	932.00	253.92	View chart
Emerson Elec Stock (EMR)	0.2	$233k		1.6k	143.15	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.2	$229k	NEW	6.9k	33.29	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.2	$221k	NEW	1.0k	217.93	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 Q2 filed Aug. 7, 2026
Palatine Hill Wealth Management 2026 Q1 filed May 8, 2026
Palatine Hill Wealth Management 2025 Q4 filed Feb. 10, 2026

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