Palatine Hill Wealth Management, LLC

Est. AUM

$114.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	ETF	$38.3M	58678	33.37%	SOLE
2	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	ETF	$13.3M	290359	11.54%	SOLE
3	RIVERNORTH CAP AND INCM FD INC COM	CEF	$9.8M	673256	8.53%	SOLE
4	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	ETF	$6.2M	131213	5.36%	SOLE
5	ARK 21SHARES BITCOIN ETF	ETF	$5.0M	222352	4.35%	SOLE
6	STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$3.9M	51105	3.41%	SOLE
7	APPLE INC COM	Stock	$3.7M	14539	3.21%	SOLE
8	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$3.2M	50533	2.82%	SOLE
9	VANGUARD S&P 500 ETF	ETF	$2.9M	4785	2.49%	SOLE
10	TESLA INC COM	Stock	$2.4M	6360	2.06%	SOLE
11	FRANKLIN MUNICIPAL HIGH YIELD ETF	ETF	$2.2M	186752	1.87%	SOLE
12	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	ETF	$1.9M	19698	1.68%	SOLE
13	AMAZON COM INC COM	Stock	$1.9M	9079	1.65%	SOLE
14	MICROSOFT CORP COM	Stock	$1.7M	4586	1.48%	SOLE
15	ISHARES ETHEREUM TRUST ETF	ETF	$1.7M	106144	1.46%	SOLE
16	BITWISE BITCOIN ETF TRUST	ETF	$1.7M	44856	1.44%	SOLE
17	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$1.5M	28459	1.34%	SOLE
18	STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF	ETF	$1.0M	7133	0.89%	SOLE
19	ISHARES RUSSELL 1000 ETF	ETF	$849K	2382	0.74%	SOLE
20	EXXON MOBIL CORP COM	Stock	$788K	4642	0.69%	SOLE
21	JPMORGAN CHASE & CO COM	Stock	$762K	2591	0.66%	SOLE
22	ISHARES MSCI ACWI EX U.S. ETF	ETF	$697K	10178	0.61%	SOLE
23	BROADCOM INC COM	Stock	$606K	1960	0.53%	SOLE
24	ALPHABET INC CAP STK CL A	Stock	$605K	2105	0.53%	SOLE
25	WD 40 CO COM	Stock	$571K	2800	0.50%	SOLE
26	ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$553K	2881	0.48%	SOLE
27	WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND	ETF	$544K	8001	0.47%	SOLE
28	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$542K	7220	0.47%	SOLE
29	AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF	ETF	$504K	10076	0.44%	SOLE
30	ARISTA NETWORKS INC COM SHS	Stock	$496K	4036	0.43%	SOLE
31	THE CIGNA GROUP COM	Stock	$455K	1704	0.40%	SOLE
32	MASTERCARD INCORPORATED CL A	Stock	$369K	738	0.32%	SOLE
33	WALMART INC COM	Stock	$366K	2948	0.32%	SOLE
34	ALPHABET INC CAP STK CL C	Stock	$364K	1270	0.32%	SOLE
35	NETFLIX INC. COM	Stock	$354K	3678	0.31%	SOLE
36	META PLATFORMS INC CL A	Stock	$315K	551	0.27%	SOLE
37	PARKER-HANNIFIN CORP COM	Stock	$308K	344	0.27%	SOLE
38	STATE STREET SPDR S&P 500 ETF	ETF	$289K	445	0.25%	SOLE
39	ELI LILLY & CO COM	Stock	$267K	290	0.23%	SOLE
40	STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	ETF	$255K	9944	0.22%	SOLE
41	NVIDIA CORPORATION COM	Stock	$251K	1438	0.22%	SOLE
42	JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$241K	4755	0.21%	SOLE
43	WEAVE COMMUNICATIONS INC COM	Stock	$240K	52001	0.21%	SOLE
44	VANGUARD GROWTH ETF	ETF	$237K	543	0.21%	SOLE
45	JOHNSON & JOHNSON COM	Stock	$235K	963	0.20%	SOLE
46	ABBVIE INC COM	Stock	$228K	1049	0.20%	SOLE
47	EMERSON ELEC CO COM	Stock	$213K	1623	0.19%	SOLE
48	INTERNATIONAL BUSINESS MACHS COM	Stock	$210K	866	0.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.