Home › Palatine Hill Wealth Management, LLC

Palatine Hill Wealth Management, LLC 13F holdings

Filed 2026-08-07 · Palatine Hill Wealth Management, LLC · 55 positions · $124.2M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
IVVISHARES CORE S&P 500 ETF62.5K$46.8M37.7%
SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF314.0K$15.8M12.7%
SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF138.5K$7.2M5.8%
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF50.9K$4.5M3.6%
ARKBARK 21SHARES BITCOIN ETF221.8K$4.3M3.5%
AAPLAPPLE INC COM14.6K$4.2M3.4%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF52.7K$3.8M3.0%
VOOVANGUARD S&P 500 ETF4.8K$3.3M2.7%
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF23.4K$2.8M2.2%
TSLATESLA INC COM6.0K$2.5M2.0%
FTMHFRANKLIN MUNICIPAL HIGH YIELD ETF203.3K$2.4M1.9%
AMZNAMAZON COM INC COM9.3K$2.2M1.8%
VWOVANGUARD FTSE EMERGING MARKETS ETF29.9K$1.8M1.4%
MSFTMICROSOFT CORP COM4.4K$1.6M1.3%
BITBBITWISE BITCOIN ETF TRUST41.7K$1.3M1.1%
ETHAISHARES ETHEREUM TRUST ETF104.7K$1.2M1.0%
QWLDSTATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF7.7K$1.2M0.9%
IWBISHARES RUSSELL 1000 ETF2.2K$920,1470.7%
JPMJPMORGAN CHASE & CO COM2.6K$849,4380.7%
GOOGLALPHABET INC CAP STK CL A2.2K$792,1500.6%
ACWXISHARES MSCI ACWI EX U.S. ETF10.2K$773,8100.6%
AVGOBROADCOM INC COM2.0K$755,3530.6%
QUALISHARES MSCI USA QUALITY FACTOR ETF3.4K$738,8210.6%
ANETARISTA NETWORKS INC COM SHS4.0K$687,5040.6%
WDFCWD 40 CO COM2.8K$682,1920.5%
XOMEXXONMOBIL HOLDINGS CORP COM SHS4.6K$634,7550.5%
—MORGAN STANLEY BITCOIN TRUST ETF37.1K$625,5900.5%
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND7.2K$604,6750.5%
DOLWISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND8.0K$594,9900.5%
—RIVERNORTH CAP AND INCM FD INC COM38.7K$565,3260.5%
SPYSTATE STREET SPDR S&P 500 ETF654$488,4780.4%
GOOGALPHABET INC CAP STK CL C1.4K$485,4750.4%
TAXFAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF9.5K$483,2380.4%
MAMASTERCARD INCORPORATED CL A807$414,6710.3%
SPCXSPACE EXPLORATION TECHN CORP CLASS A COM STK2.4K$408,3550.3%
LLYELI LILLY & CO COM331$397,0710.3%
PHPARKER-HANNIFIN CORP COM399$390,2700.3%
WMTWALMART INC COM3.0K$335,5950.3%
QQQINVESCO QQQ TRUST SERIES I445$327,6980.3%
METAMETA PLATFORMS INC CL A568$319,8020.3%
NVDANVIDIA CORPORATION COM1.6K$316,2320.3%
WEAVWEAVE COMMUNICATIONS INC COM52.0K$311,4860.3%
ABBVABBVIE INC COM1.2K$303,7290.2%
TXNTEXAS INSTRS INC COM979$291,7470.2%
VUGVANGUARD MORNINGSTAR GROWTH ETF3.3K$280,6440.2%
SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF10.6K$270,6400.2%
NFLXNETFLIX INC. COM3.8K$268,1780.2%
AMDADVANCED MICRO DEVICES INC COM459$266,6380.2%
CATCATERPILLAR INC COM235$250,2520.2%
IBMINTERNATIONAL BUSINESS MACHS COM882$248,0270.2%
FETHFIDELITY ETHEREUM FUND ETF15.1K$238,1460.2%
JNJJOHNSON & JOHNSON COM932$236,6520.2%
EMREMERSON ELEC CO COM1.6K$232,7620.2%
IBITISHARES BITCOIN TRUST ETF6.9K$228,8350.2%
VTVVANGUARD MORNINGSTAR VALUE ETF1.0K$220,9810.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}