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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 $139.21 million in total holdings as of September 30, 2026.
  • Palatine Hill Wealth Management, LLC owns shares of 54 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 9.11% of the portfolio was purchased this quarter.
  • About 1.97% of the portfolio was sold this quarter.
  • This quarter, Palatine Hill Wealth Management, LLC has purchased 55 new stocks and bought additional shares in 26 stocks.
  • Palatine Hill Wealth Management, LLC sold shares of 12 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

ARK 21SHARES BITCOIN ETF
$6,107,168
Apple
$4,857,014

Largest New Holdings this Quarter

46438R204 - ISHARES ETHEREUM TRUST ETF
$2,100,628 Holding
808524300 - Schwab U.S. Large-Cap Growth ETF
$219,029 Holding
46641Q837 - JPMorgan Ultra-Short Income ETF
$203,085 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
6,078 shares (about $4.65M)
ISHARES ETHEREUM TRUST ETF
104,405 shares (about $2.10M)
SPDR Portfolio Developed World ex-US ETF
40,075 shares (about $2.01M)
MORGAN STANLEY BITCOIN TRUST ETF
43,786 shares (about $1.05M)
SPDR Portfolio Emerging Markets ETF
13,316 shares (about $689.23K)

Largest Sales this Quarter

Tesla
472 shares (about $167.45K)
ISHARES BITCOIN TRUST ETF
1,717 shares (about $81.28K)
Vanguard S&P 500 ETF
96 shares (about $67.28K)
ARK 21SHARES BITCOIN ETF
1,226 shares (about $33.95K)
Microsoft
45 shares (about $23.08K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalatine Hill Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$52,482,603$4,654,807 ▲9.7%68,52937.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$17,776,895$2,012,165 ▲12.8%354,05112.8%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$7,858,241$689,235 ▲9.6%151,8215.6%ETF
ARK 21SHARES BITCOIN ETF
$6,107,168$33,948 ▼-0.6%220,5554.4%ETF
Apple Inc. stock logo
AAPL
Apple
$4,857,014$3,996 ▲0.1%14,5843.5%Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$4,569,502$1,346 ▲0.0%50,9083.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,722,559$424 ▲0.0%52,7202.7%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$3,434,281$553,118 ▲19.2%27,9032.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,307,358$67,283 ▼-2.0%4,7192.4%ETF
FRANKLIN MUNICIPAL HIGH YIELD ETF
$2,481,315$273,118 ▲12.4%228,4821.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,322,202$1,495 ▲0.1%9,3201.7%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$2,228,730$23,082 ▼-1.0%4,3451.6%Technology
ISHARES ETHEREUM TRUST ETF
$2,100,628$2,100,628 ▲New Holding104,4051.5%ETF
BITWISE BITCOIN ETF TRUST
$1,951,112$58,832 ▲3.1%43,0141.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,950,467$167,446 ▼-7.9%5,4981.4%Consumer Discretionary
MORGAN STANLEY BITCOIN TRUST ETF
$1,937,046$1,048,231 ▲117.9%80,9131.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,791,696$19,335 ▲1.1%30,2091.3%ETF
QWLD
SPDR MSCI World StrategicFactors ETF
$1,326,746$141,661 ▲12.0%8,6071.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$933,796$1,248 ▼-0.1%2,2440.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$858,5290.0%2,5950.6%Finance
ARISTA NETWORKS INC COM SHS
$823,9290.0%4,0470.6%Stock
Alphabet Inc. stock logo
GOOGL
Alphabet
$781,697$18,587 ▲2.4%2,2710.6%Communication Services
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$770,489$1,664 ▲0.2%10,1890.6%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$748,060$222 ▼0.0%3,3660.5%ETF
SPACE EXPLORATION TECHN CORP CLASS A COM STK
$745,711$385,151 ▲106.8%4,9430.5%Stock
EXXONMOBIL HOLDINGS CORP COM SHS
$742,775$12,857 ▼-1.7%4,5640.5%Stock
Broadcom Inc. stock logo
AVGO
Broadcom
$702,4720.0%2,0000.5%Technology
FIDELITY ETHEREUM FUND ETF
$618,922$216,918 ▲54.0%23,2940.4%ETF
WisdomTree International LargeCap Dividend Fund stock logo
DOL
WisdomTree International LargeCap Dividend Fund
$594,5410.0%8,0010.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$577,471$21,572 ▼-3.6%6,9600.4%ETF
WD-40 Company stock logo
WDFC
WD-40
$565,5160.0%2,8000.4%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$498,8520.0%6540.4%ETF
American Century Diversified Municipal Bond ETF stock logo
TAXF
American Century Diversified Municipal Bond ETF
$467,358$16,916 ▲3.8%9,8630.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$456,901$11,588 ▲2.6%8280.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$451,140$17,037 ▼-3.6%1,3240.3%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$414,382$2,177 ▲0.5%5710.3%Communication Services
Weave Communications, Inc. stock logo
WEAV
Weave Communications
$383,7670.0%52,0010.3%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$383,1400.0%3310.3%Healthcare
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$381,2130.0%3990.3%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$364,815$3,429 ▲0.9%1,5960.3%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$336,595$7,398 ▲2.2%4550.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$320,448$4,709 ▲1.5%1,2250.2%Healthcare
WALMART INC COM
$307,9610.0%2,9630.2%Stock
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$288,352$5,226 ▼-1.8%3,2000.2%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$280,871$22,533 ▲8.7%11,5300.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$280,7980.0%4590.2%Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$274,628$280 ▲0.1%9800.2%Technology
Netflix, Inc. stock logo
NFLX
Netflix
$261,3420.0%3,7560.2%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$253,511$6,623 ▲2.7%9570.2%Healthcare
Emerson Electric Co. stock logo
EMR
Emerson Electric
$252,1930.0%1,6260.2%Industrials
ISHARES BITCOIN TRUST ETF
$244,132$81,283 ▼-25.0%5,1570.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$219,029$219,029 ▲New Holding6,0960.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$212,407$6,698 ▼-3.1%9830.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$203,085$203,085 ▲New Holding4,0320.1%ETF
ISHARES ETHEREUM TRUST ETF
$0$1,244,883 ▼-100.0%00.0%ETF
RiverNorth Capital and Income Fund, Inc. stock logo
RSF
RiverNorth Capital and Income Fund
$0$565,326 ▼-100.0%00.0%
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$250,252 ▼-100.0%00.0%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$0$248,027 ▼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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