Palatine Hill Wealth Management, LLC Top Holdings and 13F Report (2026) About Palatine Hill Wealth Management, LLCInvestment ActivityPalatine 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 iShares Core S&P 500 ETF $52,482,603SPDR Portfolio Developed World ex-US ETF $17,776,895SPDR Portfolio Emerging Markets ETF $7,858,241ARK 21SHARES BITCOIN ETF $6,107,168Apple $4,857,014 Largest New Holdings this Quarter 46438R204 - ISHARES ETHEREUM TRUST ETF $2,100,628 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $219,029 Holding46641Q837 - 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 TimeMap of 500 Largest Holdings ofPalatine Hill Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$52,482,603$4,654,807 ▲9.7%68,52937.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$17,776,895$2,012,165 ▲12.8%354,05112.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$7,858,241$689,235 ▲9.6%151,8215.6%ETFARK 21SHARES BITCOIN ETF$6,107,168$33,948 ▼-0.6%220,5554.4%ETFAAPLApple$4,857,014$3,996 ▲0.1%14,5843.5%TechnologySPLGSPDR Portfolio S&P 500 ETF$4,569,502$1,346 ▲0.0%50,9083.3%ETFVEAVanguard FTSE Developed Markets ETF$3,722,559$424 ▲0.0%52,7202.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,434,281$553,118 ▲19.2%27,9032.5%ETFVOOVanguard S&P 500 ETF$3,307,358$67,283 ▼-2.0%4,7192.4%ETFFRANKLIN MUNICIPAL HIGH YIELD ETF$2,481,315$273,118 ▲12.4%228,4821.8%ETFAMZNAmazon.com$2,322,202$1,495 ▲0.1%9,3201.7%Consumer DiscretionaryMSFTMicrosoft$2,228,730$23,082 ▼-1.0%4,3451.6%TechnologyISHARES ETHEREUM TRUST ETF$2,100,628$2,100,628 ▲New Holding104,4051.5%ETFBITWISE BITCOIN ETF TRUST$1,951,112$58,832 ▲3.1%43,0141.4%ETFTSLATesla$1,950,467$167,446 ▼-7.9%5,4981.4%Consumer DiscretionaryMORGAN STANLEY BITCOIN TRUST ETF$1,937,046$1,048,231 ▲117.9%80,9131.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,791,696$19,335 ▲1.1%30,2091.3%ETFQWLDSPDR MSCI World StrategicFactors ETF$1,326,746$141,661 ▲12.0%8,6071.0%ETFIWBiShares Russell 1000 ETF$933,796$1,248 ▼-0.1%2,2440.7%ETFJPMJPMorgan Chase & Co.$858,5290.0%2,5950.6%FinanceARISTA NETWORKS INC COM SHS$823,9290.0%4,0470.6%StockGOOGLAlphabet$781,697$18,587 ▲2.4%2,2710.6%Communication ServicesACWXiShares MSCI ACWI ex U.S. ETF$770,489$1,664 ▲0.2%10,1890.6%ETFQUALiShares MSCI USA Quality Factor ETF$748,060$222 ▼0.0%3,3660.5%ETFSPACE EXPLORATION TECHN CORP CLASS A COM STK$745,711$385,151 ▲106.8%4,9430.5%StockEXXONMOBIL HOLDINGS CORP COM SHS$742,775$12,857 ▼-1.7%4,5640.5%StockAVGOBroadcom$702,4720.0%2,0000.5%TechnologyFIDELITY ETHEREUM FUND ETF$618,922$216,918 ▲54.0%23,2940.4%ETFDOLWisdomTree International LargeCap Dividend Fund$594,5410.0%8,0010.4%ETFVEUVanguard FTSE All-World ex-US ETF$577,471$21,572 ▼-3.6%6,9600.4%ETFWDFCWD-40$565,5160.0%2,8000.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$498,8520.0%6540.4%ETFTAXFAmerican Century Diversified Municipal Bond ETF$467,358$16,916 ▲3.8%9,8630.3%ETFMAMastercard$456,901$11,588 ▲2.6%8280.3%FinanceGOOGAlphabet$451,140$17,037 ▼-3.6%1,3240.3%Communication ServicesMETAMeta Platforms$414,382$2,177 ▲0.5%5710.3%Communication ServicesWEAVWeave Communications$383,7670.0%52,0010.3%HealthcareLLYEli Lilly and Company$383,1400.0%3310.3%HealthcarePHParker-Hannifin$381,2130.0%3990.3%IndustrialsNVDANVIDIA$364,815$3,429 ▲0.9%1,5960.3%TechnologyQQQInvesco QQQ$336,595$7,398 ▲2.2%4550.2%ETFABBVAbbVie$320,448$4,709 ▲1.5%1,2250.2%HealthcareWALMART INC COM$307,9610.0%2,9630.2%StockVUGVanguard Growth ETF$288,352$5,226 ▼-1.8%3,2000.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$280,871$22,533 ▲8.7%11,5300.2%ETFAMDAdvanced Micro Devices$280,7980.0%4590.2%TechnologyTXNTexas Instruments$274,628$280 ▲0.1%9800.2%TechnologyNFLXNetflix$261,3420.0%3,7560.2%Communication ServicesJNJJohnson & Johnson$253,511$6,623 ▲2.7%9570.2%HealthcareEMREmerson Electric$252,1930.0%1,6260.2%IndustrialsISHARES BITCOIN TRUST ETF$244,132$81,283 ▼-25.0%5,1570.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$219,029$219,029 ▲New Holding6,0960.2%ETFVTVVanguard Value ETF$212,407$6,698 ▼-3.1%9830.2%ETFJPSTJPMorgan Ultra-Short Income ETF$203,085$203,085 ▲New Holding4,0320.1%ETFISHARES ETHEREUM TRUST ETF$0$1,244,883 ▼-100.0%00.0%ETFRSFRiverNorth Capital and Income Fund$0$565,326 ▼-100.0%00.0%CATCaterpillar$0$250,252 ▼-100.0%00.0%IndustrialsIBMInternational Business Machines$0$248,027 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.