Palatine Hill Wealth Management, LLC Top Holdings and 13F Report (2026) About Palatine Hill Wealth Management, LLCInvestment ActivityPalatine Hill Wealth Management, LLC has $124.16 million in total holdings as of June 30, 2026.Palatine Hill Wealth Management, LLC owns shares of 55 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.87% of the portfolio was purchased this quarter.About 9.05% of the portfolio was sold this quarter.This quarter, Palatine Hill Wealth Management, LLC has purchased 48 new stocks and bought additional shares in 30 stocks.Palatine Hill Wealth Management, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $46,768,566SPDR Portfolio Developed World ex-US ETF $15,821,245SPDR Portfolio Emerging Markets ETF $7,171,775SPDR Portfolio S&P 500 ETF $4,472,477ARK 21SHARES BITCOIN ETF $4,315,858 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $634,755 Holding61692G109 - MORGAN STANLEY BITCOIN TRUST ETF $625,590 Holding84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK $408,355 Holding46090E103 - Invesco QQQ $327,698 Holding882508104 - Texas Instruments $291,747 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,773 shares (about $2.83M)SPDR Portfolio Developed World ex-US ETF 23,617 shares (about $1.19M)EXXONMOBIL HOLDINGS CORP COM SHS 4,643 shares (about $634.76K)MORGAN STANLEY BITCOIN TRUST ETF 37,127 shares (about $625.59K)SPDR Portfolio S&P 500 Growth ETF 3,711 shares (about $441.57K) Largest Sales this Quarter RiverNorth Capital and Income Fund 634,588 shares (about $9.28M)Tesla 390 shares (about $164.03K)BITWISE BITCOIN ETF TRUST 3,139 shares (about $100.01K)Microsoft 196 shares (about $73.11K)iShares Russell 1000 ETF 135 shares (about $55.28K) 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$46,768,566$2,825,540 â–²6.4%62,45137.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,821,245$1,190,060 â–²8.1%313,97612.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$7,171,775$377,579 â–²5.6%138,5055.8%ETFSPLGSPDR Portfolio S&P 500 ETF$4,472,477$18,631 â–¼-0.4%50,8933.6%ETFARK 21SHARES BITCOIN ETF$4,315,858$11,112 â–¼-0.3%221,7813.5%ETFAAPLApple$4,216,434$9,549 â–²0.2%14,5723.4%TechnologyVEAVanguard FTSE Developed Markets ETF$3,755,873$155,396 â–²4.3%52,7143.0%ETFVOOVanguard S&P 500 ETF$3,306,990$20,604 â–²0.6%4,8152.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,785,418$441,569 â–²18.8%23,4092.2%ETFTSLATesla$2,510,857$164,026 â–¼-6.1%5,9702.0%Consumer DiscretionaryFRANKLIN MUNICIPAL HIGH YIELD ETF$2,415,596$196,982 â–²8.9%203,3331.9%ETFAMZNAmazon.com$2,219,942$56,011 â–²2.6%9,3141.8%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$1,783,716$84,999 â–²5.0%29,8831.4%ETFMSFTMicrosoft$1,637,468$73,108 â–¼-4.3%4,3901.3%TechnologyBITWISE BITCOIN ETF TRUST$1,329,107$100,009 â–¼-7.0%41,7171.1%ETFISHARES ETHEREUM TRUST ETF$1,244,883$17,169 â–¼-1.4%104,7001.0%ETFQWLDSPDR MSCI World StrategicFactors ETF$1,167,906$84,312 â–²7.8%7,6880.9%ETFIWBiShares Russell 1000 ETF$920,147$55,283 â–¼-5.7%2,2470.7%ETFJPMJPMorgan Chase & Co.$849,438$1,309 â–²0.2%2,5950.7%FinanceGOOGLAlphabet$792,150$40,018 â–²5.3%2,2170.6%Communication ServicesACWXiShares MSCI ACWI ex U.S. ETF$773,810$837 â–¼-0.1%10,1670.6%ETFAVGOBroadcom$755,353$15,107 â–²2.0%2,0000.6%TechnologyQUALiShares MSCI USA Quality Factor ETF$738,821$106,643 â–²16.9%3,3670.6%ETFARISTA NETWORKS INC COM SHS$687,504$1,869 â–²0.3%4,0470.6%StockWDFCWD-40$682,1920.0%2,8000.5%Consumer StaplesEXXONMOBIL HOLDINGS CORP COM SHS$634,755$634,755 â–²New Holding4,6430.5%StockMORGAN STANLEY BITCOIN TRUST ETF$625,590$625,590 â–²New Holding37,1270.5%ETFVEUVanguard FTSE All-World ex-US ETF$604,6750.0%7,2200.5%ETFDOLWisdomTree International LargeCap Dividend Fund$594,9900.0%8,0010.5%ETFRSFRiverNorth Capital and Income Fund$565,326$9,277,674 â–¼-94.3%38,6680.5%SPYSPDR S&P 500 ETF Trust$488,478$156,104 â–²47.0%6540.4%ETFGOOGAlphabet$485,475$36,746 â–²8.2%1,3740.4%Communication ServicesTAXFAmerican Century Diversified Municipal Bond ETF$483,238$28,976 â–¼-5.7%9,5060.4%ETFMAMastercard$414,671$35,455 â–²9.3%8070.3%FinanceSPACE EXPLORATION TECHN CORP CLASS A COM STK$408,355$408,355 â–²New Holding2,3900.3%StockLLYEli Lilly and Company$397,071$49,184 â–²14.1%3310.3%HealthcarePHParker-Hannifin$390,270$53,797 â–²16.0%3990.3%IndustrialsWALMART INC COM$335,595$1,699 â–²0.5%2,9630.3%StockQQQInvesco QQQ$327,698$327,698 â–²New Holding4450.3%ETFMETAMeta Platforms$319,802$9,572 â–²3.1%5680.3%Communication ServicesNVDANVIDIA$316,232$28,603 â–²9.9%1,5810.3%TechnologyWEAVWeave Communications$311,4860.0%52,0010.3%HealthcareABBVAbbVie$303,729$39,759 â–²15.1%1,2070.2%HealthcareTXNTexas Instruments$291,747$291,747 â–²New Holding9790.2%TechnologyVUGVanguard Growth ETF$280,644$233,870 â–²500.0%3,2580.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$270,640$16,869 â–²6.6%10,6050.2%ETFNFLXNetflix$268,178$5,569 â–²2.1%3,7560.2%Communication ServicesAMDAdvanced Micro Devices$266,638$266,638 â–²New Holding4590.2%TechnologyCATCaterpillar$250,252$250,252 â–²New Holding2350.2%IndustrialsIBMInternational Business Machines$248,027$4,499 â–²1.8%8820.2%TechnologyFIDELITY ETHEREUM FUND ETF$238,146$238,146 â–²New Holding15,1300.2%ETFJNJJohnson & Johnson$236,652$7,871 â–¼-3.2%9320.2%HealthcareEMREmerson Electric$232,762$429 â–²0.2%1,6260.2%IndustrialsISHARES BITCOIN TRUST ETF$228,835$228,835 â–²New Holding6,8740.2%ETFVTVVanguard Value ETF$220,981$220,981 â–²New Holding1,0140.2%ETFXOMExxonMobil$0$787,663 â–¼-100.0%00.0%EnergyCICigna Group$0$454,542 â–¼-100.0%00.0%HealthcareJPSTJPMorgan Ultra-Short Income ETF$0$240,651 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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