Institutions / Palatine Hill Wealth Management, LLC
Palatine Hill Wealth Management, LLC
CIK 2107248 · Institution · as of Jun 30, 2026
Portfolio value
$124.16M
Positions
55
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$124.16M+0.1%Positions
55+12.2%Top holdings
Jun 30, 2026View all 55 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S&P 500 ETF | $46.77M | 37.7% |
| State Street SPDR Portfolio Developed World Ex-Us ETF | $15.82M | 12.7% |
| State Street SPDR Portfolio Emerging Markets ETF | $7.17M | 5.8% |
| State Street SPDR Portfolio S&P 500 ETF | $4.47M | 3.6% |
| Ark 21Shares Bitcoin ETF | $4.32M | 3.5% |
| Apple Inc. | $4.22M | 3.4% |
| Vanguard Ftse Developed Markets ETF | $3.76M | 3.0% |
| Vanguard S&P 500 ETF | $3.31M | 2.7% |
| State Street SPDR Portfolio S&P 500 Growth ETF | $2.79M | 2.2% |
| Tesla Inc | $2.51M | 2.0% |
| Franklin Municipal High Yield ETF | $2.42M | 1.9% |
| Amazon.com Inc | $2.22M | 1.8% |
| Vanguard Ftse Emerging Markets ETF | $1.78M | 1.4% |
| Microsoft Corp | $1.64M | 1.3% |
| Bitwise Bitcoin ETF Trust | $1.33M | 1.1% |
| iShares Ethereum Trust ETF | $1.24M | 1.0% |
| State Street SPDR MSCI World Strategicfactors ETF | $1.17M | 0.9% |
| iShares Russell 1000 ETF | $920.1K | 0.7% |
| JPMORGAN CHASE & CO | $849.4K | 0.7% |
| Alphabet Inc. | $792.1K | 0.6% |
| iShares MSCI Acwi Ex U.S. ETF | $773.8K | 0.6% |
| Broadcom Inc. | $755.4K | 0.6% |
| iShares MSCI UAE ETF | $738.8K | 0.6% |
| Arista Networks, Inc.ANET | $687.5K | 0.6% |
| WD-40 Co | $682.2K | 0.5% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 76882B108 | $-9.28M | -634K -94.26% | 38,668 0.46% of portfolio | medium |
| Q2 2026 as of | Trim | 78463X889 | $-3.16M | -63K -16.65% | 313,976 12.74% of portfolio | low |
| Q2 2026 as of | Add | 922908363 | $2.87M | +4K +665.50% | 4,815 2.66% of portfolio | low |
| Q2 2026 as of | New | 746729789 | $2.42M | +203K | 203,333 1.95% of portfolio | low |
| Q2 2026 as of | Add | 464287200 | $1.13M | +2K +2.48% | 62,451 37.67% of portfolio | low |
| Q2 2026 as of | New | XOM ExxonMobil Common Stock | $634.8K | +5K | 4,643 0.51% of portfolio | low |
| Q2 2026 as of | New | 61692G109 | $625.6K | +37K | 37,127 0.50% of portfolio | low |
| Q2 2026 as of | Trim | 921943858 | $-615.2K | -9K -14.08% | 52,714 3.02% of portfolio | low |
| Q2 2026 as of | Add | 78463X509 | $570.4K | +11K +8.64% | 138,505 5.78% of portfolio | low |
| Q2 2026 as of | Exit | Exxon Mobil Corp | $-555.7K | -5K -100.00% | — | low |