Palatine Hill Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Palatine Hill Wealth Management, LLC held in its portfolio 49 assets valued at $124,023,462 (i.e. $124.02M).
The most valuable assets in the portfolio included: ISHARES CORE S&P 500 ETF ($41.74M), SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ($16.73M), and RIVERNORTH CAP AND INCM FD INC COM ($9.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Palatine Hill Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 60942 | 41741466 | ETF |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 376695 | 16729040 | ETF |
| RIVERNORTH CAP AND INCM FD INC COM | 673115 | 9665931 | CEF |
| ARK 21SHARES BITCOIN ETF | 210881 | 6123984 | ETF |
| SPDR PORTFOLIO EMERGING MARKETS ETF | 127490 | 5967817 | ETF |
| APPLE INC COM | 15685 | 4264161 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 51275 | 4113281 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 61349 | 3832472 | ETF |
| TESLA INC COM | 6395 | 2875959 | Stock |
| ISHARES ETHEREUM TRUST ETF | 111200 | 2494216 | ETF |
| MICROSOFT CORP COM | 4897 | 2368287 | Stock |
| BITWISE BITCOIN ETF TRUST | 49761 | 2366653 | ETF |
| AMAZON COM INC COM | 9782 | 2257881 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 19493 | 2079885 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 28836 | 1550223 | ETF |
| SPDR MSCI WORLD STRATEGICFACTORS ETF | 6705 | 960497 | ETF |
| ISHARES RUSSELL 1000 ETF | 2509 | 936961 | ETF |
| JPMORGAN CHASE & CO. COM | 2628 | 846794 | Stock |
| ALPHABET INC CAP STK CL A | 2547 | 797211 | Stock |
| BROADCOM INC COM | 2243 | 776302 | Stock |
| ISHARES MSCI ACWI EX U.S. ETF | 10173 | 682883 | ETF |
| ISHARES MSCI USA QUALITY FACTOR ETF | 2881 | 572224 | ETF |
| EXXON MOBIL CORP COM | 4618 | 555700 | Stock |
| ALPHABET INC CAP STK CL C | 1768 | 554798 | Stock |
| WD 40 CO COM | 2800 | 551320 | Stock |
| MASTERCARD INCORPORATED CL A | 958 | 547142 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 7339 | 539857 | ETF |
| ARISTA NETWORKS INC COM SHS | 4048 | 530409 | Stock |
| WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | 8001 | 526866 | ETF |
| AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 9354 | 471255 | ETF |
| THE CIGNA GROUP COM | 1478 | 406790 | Stock |
| WEAVE COMMUNICATIONS INC COM | 52001 | 394688 | Stock |
| VANGUARD S&P 500 ETF | 629 | 394465 | ETF |
| JPMORGAN ULTRA-SHORT INCOME ETF | 7452 | 376997 | ETF |
| NETFLIX INC COM | 3818 | 357976 | Stock |
| META PLATFORMS INC CL A | 509 | 335986 | Stock |
| WALMART INC COM | 2940 | 327545 | Stock |
| ELI LILLY & CO COM | 294 | 315956 | Stock |
| CBRE GROUP INC CL A | 1909 | 306948 | Stock |
| SPDR S&P 500 ETF TRUST | 445 | 303537 | ETF |
| PARKER-HANNIFIN CORP COM | 344 | 302362 | Stock |
| VANGUARD GROWTH ETF | 570 | 278080 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 876 | 259480 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 442 | 256117 | Stock |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 9619 | 247689 | ETF |
| ABBVIE INC COM | 1049 | 239686 | Stock |
| NVIDIA CORPORATION COM | 1159 | 216154 | Stock |
| EMERSON ELEC CO COM | 1623 | 215405 | Stock |
| FIDELITY WISE ORIGIN BITCOIN FUND | 2704 | 206126 | ETF |
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