Palatine Hill Wealth Management, LLC

Name: Palatine Hill Wealth Management, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002107248 · BIRMINGHAM, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗

Palatine Hill Wealth Management, LLC reported 55 positions worth $124.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (37.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$124.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

76.6%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 55 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES CORE S&P 500 ETF	SH	$46.8M	37.67%	62,451	—	—
▸ 2	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	SH	$15.8M	12.74%	313,976	—	—
▸ 3	SPEM	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	SH	$7.2M	5.78%	138,505	—	—
▸ 4	SPYM	STATE STREET SPDR PORTFOLIO S&P 500 ETF	SH	$4.5M	3.60%	50,893	—	—
▸ 5	ARKB	ARK 21SHARES BITCOIN ETF	SH	$4.3M	3.48%	221,781	—	—
▸ 6	AAPL	APPLE INC COM	SH	$4.2M	3.40%	14,572	—	—
▸ 7	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$3.8M	3.02%	52,714	—	—
▸ 8	VOO	VANGUARD S&P 500 ETF	SH	$3.3M	2.66%	4,815	—	—
▸ 9	SPYG	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	SH	$2.8M	2.24%	23,409	—	—
▸ 10	TSLA	TESLA INC COM	SH	$2.5M	2.02%	5,970	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Palatine Hill Wealth Management, LLC hold as of Q2 2026?

Palatine Hill Wealth Management, LLC reported 55 positions worth $124.2M in its Q2 2026 13F filing. Largest positions: IVV (37.7%), SPDW (12.7%), SPEM (5.8%), SPYM (3.6%) and ARKB (3.5%).

What did Palatine Hill Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Palatine Hill Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.