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Palatine Hill Wealth Management, LLC

Q3 2026 Holdings

Filed 2026-11-03 | 54 holdings | $139.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core S&P 500 ETF(IVV)ETF464287200$52.5M68,52937.7%
State Street Spdr Portfolio Developed World Ex-US ETF(SPDW)ETF78463X889$17.8M354,05112.8%
State Street Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$7.9M151,8215.6%
ARK 21Shares Bitcoin ETF(ARKB)ETF040919102$6.1M220,5554.4%
Apple Inc COM(AAPL)Stock037833100$4.9M14,5843.5%
State Street Spdr Portfolio S&P 500 ETF(SPYM)ETF78464A854$4.6M50,9083.3%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$3.7M52,7202.7%
State Street Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$3.4M27,9032.5%
Vanguard S&P 500 ETF(VOO)ETF922908363$3.3M4,7192.4%
Franklin Municipal High Yield ETF(FTMH)ETF746729789$2.5M228,4821.8%
Amazon COM Inc COM(AMZN)Stock023135106$2.3M9,3201.7%
Microsoft Corp COM(MSFT)Stock594918104$2.2M4,3451.6%
Ishares Ethereum Trust ETF(ETHA)ETF46438R204$2.1M104,4051.5%
Bitwise Bitcoin ETF Trust(BITB)ETF09174C104$2.0M43,0141.4%
Tesla Inc COM(TSLA)Stock88160R101$2.0M5,4981.4%
Morgan Stanley Bitcoin Trust ETF(MSBT)ETF61692G109$1.9M80,9131.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.8M30,2091.3%
State Street Spdr Msci World Strategicfactors ETF(QWLD)ETF78463X418$1.3M8,6071.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$933.8K2,2440.7%
JPMorgan Chase & Co COM(JPM)Stock46625H100$858.5K2,5950.6%
Arista Networks Inc COM SHS(ANET)Stock040413205$823.9K4,0470.6%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$781.7K2,2710.6%
Ishares Msci Acwi EX U.S. ETF(ACWX)ETF464288240$770.5K10,1890.6%
Ishares Msci USA Quality Factor ETF(QUAL)ETF46432F339$748.1K3,3660.5%
Space Exploration Techn Corp Class A COM STK(SPCX)Stock84615Q103$745.7K4,9430.5%
Exxonmobil Holdings Corp COM SHS(XOM)Stock30233Q108$742.8K4,5640.5%
Broadcom Inc COM(AVGO)Stock11135F101$702.5K2,0000.5%
Fidelity Ethereum Fund ETF(FETH)ETF31613E103$618.9K23,2940.4%
Wisdomtree True Developed International Fund(DOL)ETF97717W794$594.5K8,0010.4%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$577.5K6,9600.4%
WD 40 Co COM(WDFC)Stock929236107$565.5K2,8000.4%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$498.9K6540.4%
American Century Diversified Municipal Bond ETF(TAXF)ETF025072505$467.4K9,8630.3%
Mastercard Incorporated CL A(MA)Stock57636Q104$456.9K8280.3%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$451.1K1,3240.3%
Meta Platforms Inc CL A(META)Stock30303M102$414.4K5710.3%
Weave Communications Inc COM(WEAV)Stock94724R108$383.8K52,0010.3%
ELI Lilly & Co COM(LLY)Stock532457108$383.1K3310.3%
Parker-Hannifin Corp COM(PH)Stock701094104$381.2K3990.3%
Nvidia Corporation COM(NVDA)Stock67066G104$364.8K1,5960.3%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$336.6K4550.2%
Abbvie Inc COM(ABBV)Stock00287Y109$320.4K1,2250.2%
Walmart Inc COM(WMT)Stock931142103$308.0K2,9630.2%
Vanguard Morningstar Growth ETF(VUG)ETF922908736$288.4K3,2000.2%
State Street Spdr Portfolio Aggregate Bond ETF(SPAB)ETF78464A649$280.9K11,5300.2%
Advanced Micro Devices Inc COM(AMD)Stock007903107$280.8K4590.2%
Texas Instrs Inc COM(TXN)Stock882508104$274.6K9800.2%
Netflix Inc. COM(NFLX)Stock64110L106$261.3K3,7560.2%
Johnson & Johnson COM(JNJ)Stock478160104$253.5K9570.2%
Emerson Elec Co COM(EMR)Stock291011104$252.2K1,6260.2%
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