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Palatine Hill Wealth Management, LLC
Updated 2 days agoManaged by Palatine Hill Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$139.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $124M |
| Q1 2026 | $114.9M |
| Q2 2026 | $124.2M |
| Q3 2026 | $139.2M |
Top holdings
54 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $52.5M | 68.5K | 37.70% | — | |
| 2 | $17.8M | 354.1K | 12.77% | — | |
| 3 | $7.9M | 151.8K | 5.64% | — | |
| 4 | $6.1M | 220.6K | 4.39% | — | |
| 5 | $4.9M | 14.6K | 3.49% | — | |
| 6 | $4.6M | 50.9K | 3.28% | — | |
| 7 | $3.7M | 52.7K | 2.67% | — | |
| 8 | $3.4M | 27.9K | 2.47% | — | |
| 9 | $3.3M | 4.7K | 2.38% | — | |
| 10 | ? N/A FRANKLIN MUNICIPAL HIGH YIELD ETF | $2.5M | 228.5K | 1.78% | — |
| 11 | $2.3M | 9.3K | 1.67% | — | |
| 12 | $2.2M | 4.3K | 1.60% | — | |
| 13 | $2.1M | 104.4K | 1.51% | — | |
| 14 | $2M | 43.0K | 1.40% | — | |
| 15 | $2M | 5.5K | 1.40% | — | |
| 16 | ? N/A MORGAN STANLEY BITCOIN TRUST ETF | $1.9M | 80.9K | 1.39% | — |
| 17 | $1.8M | 30.2K | 1.29% | — | |
| 18 | $1.3M | 8.6K | 0.95% | — | |
| 19 | $934K | 2.2K | 0.67% | — | |
| 20 | $859K | 2.6K | 0.62% | — |