Palatine Hill Wealth Management, LLC 13F Holdings · Q2 2026
Palatine Hill Wealth Management, LLC reported 55 securities worth $124.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (37.67%), SPDW (12.74%), SPEM (5.78%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $46.8M | 37.67% | 62,451 | Added |
| 2 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $15.8M | 12.74% | 313,976 | Added |
| 3 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $7.2M | 5.78% | 138,505 | Added |
| 4 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $4.5M | 3.60% | 50,893 | Trimmed |
| 5 | ARKB | ARK 21SHARES BITCOIN ETF | $4.3M | 3.48% | 221,781 | Trimmed |
| 6 | AAPL | APPLE INC COM | $4.2M | 3.40% | 14,572 | Added |
| 7 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3.8M | 3.02% | 52,714 | Added |
| 8 | VOO | VANGUARD S&P 500 ETF | $3.3M | 2.66% | 4,815 | Added |
| 9 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $2.8M | 2.24% | 23,409 | Added |
| 10 | TSLA | TESLA INC COM | $2.5M | 2.02% | 5,970 | Trimmed |
| 11 | FTMH | FRANKLIN MUNICIPAL HIGH YIELD ETF | $2.4M | 1.95% | 203,333 | Added |
| 12 | AMZN | AMAZON COM INC COM | $2.2M | 1.79% | 9,314 | Added |
| 13 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.8M | 1.44% | 29,883 | Added |
| 14 | MSFT | MICROSOFT CORP COM | $1.6M | 1.32% | 4,390 | Trimmed |
| 15 | BITB | BITWISE BITCOIN ETF TRUST | $1.3M | 1.07% | 41,717 | Trimmed |
| 16 | ETHA | ISHARES ETHEREUM TRUST ETF | $1.2M | 1.00% | 104,700 | Trimmed |
| 17 | QWLD | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | $1.2M | 0.94% | 7,688 | Added |
| 18 | IWB | ISHARES RUSSELL 1000 ETF | $920,147 | 0.74% | 2,247 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO COM | $849,438 | 0.68% | 2,595 | Added |
| 20 | GOOGL | ALPHABET INC CAP STK CL A | $792,150 | 0.64% | 2,217 | Added |
| 21 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | $773,810 | 0.62% | 10,167 | Trimmed |
| 22 | AVGO | BROADCOM INC COM | $755,353 | 0.61% | 2,000 | Added |
| 23 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $738,821 | 0.60% | 3,367 | Added |
| 24 | ANET | ARISTA NETWORKS INC COM SHS | $687,504 | 0.55% | 4,047 | Added |
| 25 | WDFC | WD 40 CO COM | $682,192 | 0.55% | 2,800 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR