CIK 2107248
Palatine Hill Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
49
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–49 of 49
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 61K | $1M+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 377K | $1M+ | SH |
| RSF | RIVERNORTH CAP AND INCM FD INC COM | 673K | $1M+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 211K | $1M+ | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 127K | $1M+ | SH |
| AAPL | APPLE INC COM | 16K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 51K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 61K | $1M+ | SH |
| TSLA | TESLA INC COM | 6K | $1M+ | SH |
| ETHA | ISHARES ETHEREUM TRUST ETF | 111K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 5K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TRUST | 50K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 10K | $1M+ | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 19K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 29K | $1M+ | SH |
| QWLD | SPDR MSCI WORLD STRATEGICFACTORS ETF | 7K | $500K+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 3K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 3K | $500K+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 3K | $500K+ | SH |
| AVGO | BROADCOM INC COM | 2K | $500K+ | SH |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 10K | $500K+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP COM | 5K | $500K+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 2K | $500K+ | SH |
| WDFC | WD 40 CO COM | 3K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 958 | $500K+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 7K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 4K | $500K+ | SH |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | 8K | $500K+ | SH |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 9K | $100K–$500K | SH |
| CI | THE CIGNA GROUP COM | 1K | $100K–$500K | SH |
| WEAV | WEAVE COMMUNICATIONS INC COM | 52K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 629 | $100K–$500K | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 7K | $100K–$500K | SH |
| NFLX | NETFLIX INC COM | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 509 | $100K–$500K | SH |
| WMT | WALMART INC COM | 3K | $100K–$500K | SH |
| LLY | ELI LILLY & CO COM | 294 | $100K–$500K | SH |
| CBRE | CBRE GROUP INC CL A | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TRUST | 445 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 344 | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 570 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 876 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 442 | $100K–$500K | SH |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 10K | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 1K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION COM | 1K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO COM | 2K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 3K | $100K–$500K | SH |