Palatine Hill Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Palatine Hill Wealth Management, LLC reported 49 stock positions worth $124.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 33.7% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 13.5%) and Rivernorth Capital & Income (XRSFX, 7.8%).
- Most Recent 13F
- Q2 2026
- Location
- BIRMINGHAM, MI
- CIK
- 0002107248
- Portfolio Value
- $124.0M (Q4 2025)
- SEC Filing
- 0002107248-26-000002 ↗ filed Feb 10, 2026
Holdings Value
Holdings 49 stocks · $124.0M
| IVV iShares Core S&P 500 ETF | 33.66% | 60,942 | $41.7M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 13.49% | 376,695 | $16.7M | — |
| XRSFX Rivernorth Capital & Income | 7.79% | 673,115 | $9.7M | — |
| ARKB ARK 21SHARES Bitcoin ETF | 4.94% | 210,881 | $6.1M | — |
| SPEM State Street SP PTF Em ETF | 4.81% | 127,490 | $6.0M | — |
| AAPL Apple Inc. | 3.44% | 15,685 | $4.3M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.32% | 51,275 | $4.1M | — |
| VEA Vanguard Ftse Developed ETF | 3.09% | 61,349 | $3.8M | — |
| TSLA Tesla Inc. | 2.32% | 6,395 | $2.9M | — |
| ETHA iShares Ethereum Trust ETF | 2.01% | 111,200 | $2.5M | — |
| MSFT Microsoft Corp. | 1.91% | 4,897 | $2.4M | — |
| BITB Bitwise Bitcoin ETF | 1.91% | 49,761 | $2.4M | — |
| AMZN Amazon.com Inc. | 1.82% | 9,782 | $2.3M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.68% | 19,493 | $2.1M | — |
| VWO Vanguard Ftse Emerging Marke | 1.25% | 28,836 | $1.6M | — |
| QWLD State Street SPDR MSCI World | 0.77% | 6,705 | $960K | — |
| IWB iShares Russell 1000 ETF | 0.76% | 2,509 | $937K | — |
| JPM JPMorgan Chase & Co. | 0.68% | 2,628 | $847K | — |
| GOOGL Alphabet Inc. Class A | 0.64% | 2,547 | $797K | — |
| AVGO Broadcom Inc. | 0.63% | 2,243 | $776K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.55% | 10,173 | $683K | — |
| QUAL iShares MSCI USA Quality Fac | 0.46% | 2,881 | $572K | — |
| XOM Exxon Mobil Corp. | 0.45% | 4,618 | $556K | — |
| GOOG Alphabet Inc. Class C | 0.45% | 1,768 | $555K | — |
| WDFC WD-40 Co. | 0.44% | 2,800 | $551K | — |
| MA Mastercard Inc. Class A | 0.44% | 958 | $547K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.44% | 7,339 | $540K | — |
| ANET Arista Networks Inc. | 0.43% | 4,048 | $530K | — |
| DOL Wisdomtree TR DVLP Intnl-Usd | 0.42% | 8,001 | $527K | — |
| TAXF American Century Diver Muni | 0.38% | 9,354 | $471K | — |
| CI The Cigna Group | 0.33% | 1,478 | $407K | — |
| WEAV Weave Communications Inc. | 0.32% | 52,001 | $395K | — |
| VOO Vanguard S&P 500 ETF | 0.32% | 629 | $394K | — |
| JPST JPMorgan Ultra-Short Income | 0.30% | 7,452 | $377K | — |
| NFLX Netflix Inc. | 0.29% | 3,818 | $358K | — |
| META Meta Platforms Inc. Class A | 0.27% | 509 | $336K | — |
| WMT Walmart Inc. | 0.26% | 2,940 | $328K | — |
| LLY Eli Lilly & Co. | 0.25% | 294 | $316K | — |
| CBRE CBRE Group Inc. Class A | 0.25% | 1,909 | $307K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 445 | $304K | — |
| PH Parker Hannifin Corp. | 0.24% | 344 | $302K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 570 | $278K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 876 | $259K | — |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 442 | $256K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.20% | 9,619 | $248K | — |
| ABBV Abbvie Inc. | 0.19% | 1,049 | $240K | — |
| NVDA Nvidia Corp. | 0.17% | 1,159 | $216K | — |
| EMR Emerson Electric Co. | 0.17% | 1,623 | $215K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.17% | 2,704 | $206K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.