Palatine Hill Wealth Management

Palatine Hill Wealth Management as of June 30, 2026

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