What Palatine Hill Wealth Management, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2107248 · Filed Aug 7, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES CORE S&P 500 ETFETF | 62.5K | +6.4% | $46.8M | 37.7% |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFETF | 314K | +8.1% | $15.8M | 12.7% |
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFETF | 138.5K | +5.6% | $7.2M | 5.8% |
STATE STREET SPDR PORTFOLIO S&P 500 ETFETF |
| 50.9K |
| −0.4% |
| $4.5M |
| 3.6% |
ARKBArk 21Shares Bitcoin ETF | 221.8K | −0.3% | $4.3M | 3.5% |
AAPLApple Inc. | 14.6K | +0.2% | $4.2M | 3.4% |
VANGUARD FTSE DEVELOPED MARKETS ETFETF | 52.7K | +4.3% | $3.8M | 3% |
VANGUARD S&P 500 ETFETF | 4.8K | +0.6% | $3.3M | 2.7% |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFETF | 23.4K | +18.8% | $2.8M | 2.2% |
TSLATesla, Inc. | 6K | −6.1% | $2.5M | 2% |
FRANKLIN MUNICIPAL HIGH YIELD ETFETF | 203.3K | +8.9% | $2.4M | 1.9% |
AMZNAmazon Com Inc | 9.3K | +2.6% | $2.2M | 1.8% |
VANGUARD FTSE EMERGING MARKETS ETFETF | 29.9K | +5.0% | $1.8M | 1.4% |
MSFTMicrosoft Corp | 4.4K | −4.3% | $1.6M | 1.3% |
BITBBitwise Bitcoin ETF | 41.7K | −7.0% | $1.3M | 1.1% |
ETHAiShares Ethereum Trust ETF | 104.7K | −1.4% | $1.2M | 1% |
STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETFETF | 7.7K | +7.8% | $1.2M | 0.9% |
ISHARES RUSSELL 1000 ETFETF | 2.2K | −5.7% | $920.1K | 0.7% |
JPMJPMorgan Chase & Co | 2.6K | +0.2% | $849.4K | 0.7% |
GOOGLAlphabet Inc. | 2.2K | +5.3% | $792.2K | 0.6% |
ISHARES MSCI ACWI EX U.S. ETFETF | 10.2K | −0.1% | $773.8K | 0.6% |
AVGOBroadcom Inc. | 2K | +2.0% | $755.4K | 0.6% |
ISHARES MSCI USA QUALITY FACTOR ETFETF | 3.4K | +16.9% | $738.8K | 0.6% |
ANETArista Networks, Inc. | 4K | +0.3% | $687.5K | 0.6% |
WDFCWD 40 Co | 2.8K | ±0% | $682.2K | 0.5% |
XOMExxonMobil Holdings Corp | 4.6K | New | $634.8K | 0.5% |
MSBTMorgan Stanley Bitcoin Trust | 37.1K | New | $625.6K | 0.5% |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDETF | 7.2K | ±0% | $604.7K | 0.5% |
WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUNDETF | 8K | ±0% | $595K | 0.5% |
RSFRiverNorth Capital & Income Fund, Inc. | 38.7K | −94.3% | $565.3K | 0.5% |
SPYSPDR S&P 500 ETF Trust | 654 | +47.0% | $488.5K | 0.4% |
GOOGAlphabet Inc. | 1.4K | +8.2% | $485.5K | 0.4% |
AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFETF | 9.5K | −5.7% | $483.2K | 0.4% |
MAMastercard Inc | 807 | +9.3% | $414.7K | 0.3% |
SPCXSpace Exploration Technologies Corp | 2.4K | New | $408.4K | 0.3% |
LLYELI LILLY & Co | 331 | +14.1% | $397.1K | 0.3% |
PHParker-Hannifin Corp | 399 | +16.0% | $390.3K | 0.3% |
WMTWalmart Inc. | 3K | +0.5% | $335.6K | 0.3% |
QQQInvesco QQQ Trust, Series 1 | 445 | New | $327.7K | 0.3% |
METAMeta Platforms, Inc. | 568 | +3.1% | $319.8K | 0.3% |
NVDANVIDIA Corp | 1.6K | +9.9% | $316.2K | 0.3% |
WEAVWeave Communications, Inc. | 52K | ±0% | $311.5K | 0.3% |
ABBVAbbVie Inc. | 1.2K | +15.1% | $303.7K | 0.2% |
TXNTexas Instruments Inc | 979 | New | $291.7K | 0.2% |
VANGUARD MORNINGSTAR GROWTH ETFETF | 3.3K | +500.0% | $280.6K | 0.2% |
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETFETF | 10.6K | +6.6% | $270.6K | 0.2% |
NFLXNetflix Inc | 3.8K | +2.1% | $268.2K | 0.2% |
AMDAdvanced Micro Devices Inc | 459 | New | $266.6K | 0.2% |
CATCaterpillar Inc | 235 | New | $250.3K | 0.2% |
IBMInternational Business Machines Corp | 882 | +1.8% | $248K | 0.2% |
FETHFidelity Ethereum Fund | 15.1K | New | $238.1K | 0.2% |
JNJJohnson & Johnson | 932 | −3.2% | $236.7K | 0.2% |
EMREmerson Electric Co | 1.6K | +0.2% | $232.8K | 0.2% |
IBITiShares Bitcoin Trust ETF | 6.9K | New | $228.8K | 0.2% |
VANGUARD MORNINGSTAR VALUE ETFETF | 1K | New | $221K | 0.2% |