DOSSIER · 13F-HR · Q1 2026

Palatine Hill Wealth Management, LLC

$115M in tracked AUM across 48 positions as of Q1 2026.

PH
CIK 0002107248 · last filed Mar 31, 2026
Total AUM
$115M
as of Q1 2026
Holdings
48
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Palatine Hill Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$38M59K33.4%
02
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$13M290K11.5%
03
XRSFX
RIVERNORTH CAP AND INCM FD INC COM
$10M673K8.5%
04
SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
$6M131K5.4%
05
ARKB
ARK 21SHARES BITCOIN ETF
$5M222K4.4%
06
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
$4M51K3.4%
07
AAPL
APPLE INC COM
$4M15K3.2%
08
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$3M51K2.8%
09
VOO
VANGUARD S&P 500 ETF
$3M5K2.5%
10
TSLA
TESLA INC COM
$2M6K2.1%

Filing history

2026Q1Mar 31
$115M 7.4%
48 positionsView →
2025Q4Dec 31
$124M
49 positionsView →