Palatine Hill Wealth Management

Palatine Hill Wealth Management as of March 31, 2026

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