Palatine Hill Wealth Management

Palatine Hill Wealth Management as of Dec. 31, 2025

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