Back to Palatine Hill Wealth Management, LLC

Palatine Hill Wealth Management, LLC

Q3 2026 13F filing

Updated 2 days ago

54 disclosed positions worth $139.2M

Portfolio value
$139.2M
Total holdings
54
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-03

Full holdings

Every line item disclosed in Q3 2026

E

ISHARES CORE S&P 500 ETF

Value
$52.5M
Shares
68.5K
% Port
37.70%
S

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

Value
$17.8M
Shares
354.1K
% Port
12.77%
S

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

Value
$7.9M
Shares
151.8K
% Port
5.64%
A

ARK 21SHARES BITCOIN ETF

Value
$6.1M
Shares
220.6K
% Port
4.39%
A

APPLE INC COM

Value
$4.9M
Shares
14.6K
% Port
3.49%
S

STATE STREET SPDR PORTFOLIO S&P 500 ETF

Value
$4.6M
Shares
50.9K
% Port
3.28%
V

VANGUARD FTSE DEVELOPED MARKETS ETF

Value
$3.7M
Shares
52.7K
% Port
2.67%
S

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

Value
$3.4M
Shares
27.9K
% Port
2.47%
V

VANGUARD S&P 500 ETF

Value
$3.3M
Shares
4.7K
% Port
2.38%
?
10.N/A

FRANKLIN MUNICIPAL HIGH YIELD ETF

Value
$2.5M
Shares
228.5K
% Port
1.78%
A
11.AMZN

AMAZON COM INC COM

Value
$2.3M
Shares
9.3K
% Port
1.67%
M
12.MSFT

MICROSOFT CORP COM

Value
$2.2M
Shares
4.3K
% Port
1.60%
E
13.ETHA

ISHARES ETHEREUM TRUST ETF

Value
$2.1M
Shares
104.4K
% Port
1.51%
B
14.BITB

BITWISE BITCOIN ETF TRUST

Value
$2M
Shares
43.0K
% Port
1.40%
T
15.TSLA

TESLA INC COM

Value
$2M
Shares
5.5K
% Port
1.40%
?
16.N/A

MORGAN STANLEY BITCOIN TRUST ETF

Value
$1.9M
Shares
80.9K
% Port
1.39%
V
17.VGES

VANGUARD FTSE EMERGING MARKETS ETF

Value
$1.8M
Shares
30.2K
% Port
1.29%
S

STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF

Value
$1.3M
Shares
8.6K
% Port
0.95%
E
19.ETHA

ISHARES RUSSELL 1000 ETF

Value
$934K
Shares
2.2K
% Port
0.67%
J

JPMORGAN CHASE & CO COM

Value
$859K
Shares
2.6K
% Port
0.62%
A
21.ANET

ARISTA NETWORKS INC COM SHS

Value
$824K
Shares
4.0K
% Port
0.59%
G

ALPHABET INC CAP STK CL A

Value
$782K
Shares
2.3K
% Port
0.56%
E
23.ETHA

ISHARES MSCI ACWI EX U.S. ETF

Value
$770K
Shares
10.2K
% Port
0.55%
E
24.ETHA

ISHARES MSCI USA QUALITY FACTOR ETF

Value
$748K
Shares
3.4K
% Port
0.54%
S
25.SPCX

SPACE EXPLORATION TECHN CORP CLASS A COM STK

Value
$746K
Shares
4.9K
% Port
0.54%
X
26.XOM

EXXONMOBIL HOLDINGS CORP COM SHS

Value
$743K
Shares
4.6K
% Port
0.53%
A
27.AVGO

BROADCOM INC COM

Value
$702K
Shares
2.0K
% Port
0.50%
F
28.FETH

FIDELITY ETHEREUM FUND ETF

Value
$619K
Shares
23.3K
% Port
0.44%
B
29.BTCW

WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND

Value
$595K
Shares
8.0K
% Port
0.43%
V
30.VGES

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

Value
$577K
Shares
7.0K
% Port
0.41%
W
31.WDFC

WD 40 CO COM

Value
$566K
Shares
2.8K
% Port
0.41%
S
32.SPY

STATE STREET SPDR S&P 500 ETF

Value
$499K
Shares
654
% Port
0.36%
?
33.N/A

AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF

Value
$467K
Shares
9.9K
% Port
0.34%
M
34.MA

MASTERCARD INCORPORATED CL A

Value
$457K
Shares
828
% Port
0.33%
G

ALPHABET INC CAP STK CL C

Value
$451K
Shares
1.3K
% Port
0.32%
M
36.META

META PLATFORMS INC CL A

Value
$414K
Shares
571
% Port
0.30%
W
37.WEAV

WEAVE COMMUNICATIONS INC COM

Value
$384K
Shares
52.0K
% Port
0.28%
L
38.LLY

ELI LILLY & CO COM

Value
$383K
Shares
331
% Port
0.28%
P
39.PH

PARKER-HANNIFIN CORP COM

Value
$381K
Shares
399
% Port
0.27%
N
40.NVDA

NVIDIA CORPORATION COM

Value
$365K
Shares
1.6K
% Port
0.26%
Q
41.QQQ

INVESCO QQQ TRUST SERIES I

Value
$337K
Shares
455
% Port
0.24%
A
42.ABBV

ABBVIE INC COM

Value
$320K
Shares
1.2K
% Port
0.23%
W
43.WMT

WALMART INC COM

Value
$308K
Shares
3.0K
% Port
0.22%
V
44.VGES

VANGUARD MORNINGSTAR GROWTH ETF

Value
$288K
Shares
3.2K
% Port
0.21%
S

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

Value
$281K
Shares
11.5K
% Port
0.20%
A
46.AMD

ADVANCED MICRO DEVICES INC COM

Value
$281K
Shares
459
% Port
0.20%
T
47.TXN

TEXAS INSTRS INC COM

Value
$275K
Shares
980
% Port
0.20%
N
48.NFLX

NETFLIX INC. COM

Value
$261K
Shares
3.8K
% Port
0.19%
J
49.JNJ

JOHNSON & JOHNSON COM

Value
$254K
Shares
957
% Port
0.18%
E
50.EMR

EMERSON ELEC CO COM

Value
$252K
Shares
1.6K
% Port
0.18%