Palatine Hill Wealth Management, LLC Top Holdings and 13F Report (2026)

About Palatine Hill Wealth Management, LLC

Investment Activity

Palatine Hill Wealth Management, LLC has $114.87 million in total holdings as of March 31, 2026.
Palatine Hill Wealth Management, LLC owns shares of 48 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 4.85% of the portfolio was purchased this quarter.
About 7.35% of the portfolio was sold this quarter.
This quarter, Palatine Hill Wealth Management, LLC has purchased 49 new stocks and bought additional shares in 14 stocks.
Palatine Hill Wealth Management, LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $38,328,901
SPDR Portfolio Developed World ex-US ETF: $13,254,904
RiverNorth Capital and Income Fund: $9,795,875
SPDR Portfolio Emerging Markets ETF: $6,155,212
ARK 21SHARES BITCOIN ETF: $5,000,696

Largest New Holdings this Quarter

746729789 - FRANKLIN MUNICIPAL HIGH YIELD ETF: $2,153,251 Holding
478160104 - Johnson & Johnson: $235,361 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 4,156 shares (about $2.48M)
FRANKLIN MUNICIPAL HIGH YIELD ETF: 186,752 shares (about $2.15M)
ARK 21SHARES BITCOIN ETF: 11,471 shares (about $257.98K)
Johnson & Johnson: 963 shares (about $235.36K)
SPDR Portfolio Emerging Markets ETF: 3,723 shares (about $174.65K)

Largest Sales this Quarter

SPDR Portfolio Developed World ex-US ETF: 86,336 shares (about $3.94M)
iShares Core S&P 500 ETF: 2,264 shares (about $1.48M)
Vanguard FTSE Developed Markets ETF: 10,816 shares (about $693.09K)
Apple: 1,146 shares (about $290.81K)
BITWISE BITCOIN ETF TRUST: 4,905 shares (about $180.55K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$38,328,901	$1,478,861 ▼	-3.7%	58,678	33.4%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$13,254,904	$3,941,243 ▼	-22.9%	290,359	11.5%	ETF
RSF RiverNorth Capital and Income Fund	$9,795,875	$2,052 ▲	0.0%	673,256	8.5%	Miscellaneous
SPEM SPDR Portfolio Emerging Markets ETF	$6,155,212	$174,646 ▲	2.9%	131,213	5.4%	ETF
ARK 21SHARES BITCOIN ETF	$5,000,696	$257,983 ▲	5.4%	222,352	4.4%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$3,911,577	$13,012 ▼	-0.3%	51,105	3.4%	ETF
AAPL Apple	$3,689,404	$290,808 ▼	-7.3%	14,539	3.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$3,238,155	$693,089 ▼	-17.6%	50,533	2.8%	ETF
VOO Vanguard S&P 500 ETF	$2,859,277	$2,483,418 ▲	660.7%	4,785	2.5%	ETF
TSLA Tesla	$2,364,137	$13,010 ▼	-0.5%	6,360	2.1%	Auto/Tires/Trucks
FRANKLIN MUNICIPAL HIGH YIELD ETF	$2,153,251	$2,153,251 ▲	New Holding	186,752	1.9%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,928,615	$20,071 ▲	1.1%	19,698	1.7%	ETF
AMZN Amazon.com	$1,890,775	$146,405 ▼	-7.2%	9,079	1.6%	Retail/Wholesale
MSFT Microsoft	$1,697,470	$115,114 ▼	-6.4%	4,586	1.5%	Computer and Technology
ISHARES ETHEREUM TRUST ETF	$1,680,260	$80,037 ▼	-4.5%	106,144	1.5%	ETF
BITWISE BITCOIN ETF TRUST	$1,651,162	$180,554 ▼	-9.9%	44,856	1.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,538,209	$20,377 ▼	-1.3%	28,459	1.3%	ETF
QWLD SPDR MSCI World StrategicFactors ETF	$1,021,008	$61,263 ▲	6.4%	7,133	0.9%	ETF
IWB iShares Russell 1000 ETF	$849,326	$45,283 ▼	-5.1%	2,382	0.7%	ETF
XOM ExxonMobil	$787,663	$4,072 ▲	0.5%	4,642	0.7%	Energy
JPM JPMorgan Chase & Co.	$762,106	$10,883 ▼	-1.4%	2,591	0.7%	Finance
ACWX iShares MSCI ACWI ex U.S. ETF	$696,893	$342 ▲	0.0%	10,178	0.6%	Manufacturing
AVGO Broadcom	$606,296	$87,542 ▼	-12.6%	1,960	0.5%	Computer and Technology
GOOGL Alphabet	$604,991	$127,034 ▼	-17.4%	2,105	0.5%	Computer and Technology
WDFC WD-40	$571,032		0.0%	2,800	0.5%	Consumer Staples
QUAL iShares MSCI USA Quality Factor ETF	$552,605		0.0%	2,881	0.5%	ETF
DOL WisdomTree International LargeCap Dividend Fund	$543,959		0.0%	8,001	0.5%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$542,222	$8,937 ▼	-1.6%	7,220	0.5%	ETF
TAXF American Century Diversified Municipal Bond ETF	$504,304	$36,136 ▲	7.7%	10,076	0.4%	ETF
ARISTA NETWORKS INC COM SHS	$495,540	$1,473 ▼	-0.3%	4,036	0.4%	Stock
CI Cigna Group	$454,542	$60,286 ▲	15.3%	1,704	0.4%	Medical
MA Mastercard	$368,922	$109,977 ▼	-23.0%	738	0.3%	Business Services
WALMART INC COM	$366,364	$994 ▲	0.3%	2,948	0.3%	Stock
GOOG Alphabet	$364,312	$142,856 ▼	-28.2%	1,270	0.3%	Computer and Technology
NFLX Netflix	$353,640	$13,461 ▼	-3.7%	3,678	0.3%	Consumer Discretionary
META Meta Platforms	$314,943	$24,007 ▲	8.3%	551	0.3%	Computer and Technology
PH Parker-Hannifin	$307,963		0.0%	344	0.3%	Industrials
SPY SPDR S&P 500 ETF Trust	$289,480		0.0%	445	0.3%	Finance
LLY Eli Lilly and Company	$266,704	$3,679 ▼	-1.4%	290	0.2%	Medical
SPAB SPDR Portfolio Aggregate Bond ETF	$254,765	$8,326 ▲	3.4%	9,944	0.2%	ETF
NVDA NVIDIA	$250,500	$48,602 ▲	24.1%	1,438	0.2%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$240,651	$136,495 ▼	-36.2%	4,755	0.2%	ETF
WEAV Weave Communications	$240,245		0.0%	52,001	0.2%	Computer and Technology
VUG Vanguard Growth ETF	$237,177	$11,793 ▼	-4.7%	543	0.2%	ETF
JNJ Johnson & Johnson	$235,361	$235,361 ▲	New Holding	963	0.2%	Medical
ABBV AbbVie	$228,147		0.0%	1,049	0.2%	Medical
EMR Emerson Electric	$212,645		0.0%	1,623	0.2%	Industrials
IBM International Business Machines	$209,910	$2,424 ▼	-1.1%	866	0.2%	Computer and Technology
CBRE CBRE Group	$0	$306,948 ▼	-100.0%	0	0.0%	Finance
TMO Thermo Fisher Scientific	$0	$256,117 ▼	-100.0%	0	0.0%	Medical
FIDELITY WISE ORIGIN BITCOIN FUND	$0	$206,126 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Palatine Hill Wealth Management, LLC Top Holdings and 13F Report (2026)

About Palatine Hill Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Palatine Hill Wealth Management, LLC Top Holdings and 13F Report (2026)

About Palatine Hill Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalatine Hill Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools