Holders — by stockHoldings — by fund
Palatine Hill Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2107248
$124.2M
disclosed book value
55
positions
37.7%
largest position share
Positions, as of 2026-06-30
top 55 of 55 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES CORE S&P 500 ETF | 62,451 | $46.8M | 37.7% |
| 2 | SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 313,976 | $15.8M | 12.7% |
| 3 | SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 138,505 | $7.2M | 5.8% |
| 4 | SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF | 50,893 | $4.5M | 3.6% |
| 5 | ARKBARK 21SHARES BITCOIN ETF | 221,781 | $4.3M | 3.5% |
| 6 | AAPLAPPLE INC COM | 14,572 | $4.2M | 3.4% |
| 7 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 52,714 | $3.8M | 3% |
| 8 | VOOVANGUARD S&P 500 ETF | 4,815 | $3.3M | 2.7% |
| 9 | SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 23,409 | $2.8M | 2.2% |
| 10 | TSLATESLA INC COM | 5,970 | $2.5M | 2% |
| 11 | FRANKLIN MUNICIPAL HIGH YIELD ETF | 203,333 | $2.4M | 1.9% |
| 12 | AMZNAMAZON COM INC COM | 9,314 | $2.2M | 1.8% |
| 13 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 29,883 | $1.8M | 1.4% |
| 14 | MSFTMICROSOFT CORP COM | 4,390 | $1.6M | 1.3% |
| 15 | BITBBITWISE BITCOIN ETF TRUST | 41,717 | $1.3M | 1.1% |
| 16 | ETHAISHARES ETHEREUM TRUST ETF | 104,700 | $1.2M | 1% |
| 17 | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | 7,688 | $1.2M | 0.9% |
| 18 | IWBISHARES RUSSELL 1000 ETF | 2,247 | $920,147 | 0.7% |
| 19 | JPMJPMORGAN CHASE & CO COM | 2,595 | $849,438 | 0.7% |
| 20 | GOOGLALPHABET INC CAP STK CL A | 2,217 | $792,150 | 0.6% |
| 21 | ACWXISHARES MSCI ACWI EX U.S. ETF | 10,167 | $773,810 | 0.6% |
| 22 | AVGOBROADCOM INC COM | 2,000 | $755,353 | 0.6% |
| 23 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 3,367 | $738,821 | 0.6% |
| 24 | ANETARISTA NETWORKS INC COM SHS | 4,047 | $687,504 | 0.6% |
| 25 | WDFCWD 40 CO COM | 2,800 | $682,192 | 0.5% |
| 26 | EXXONMOBIL HOLDINGS CORP COM SHS | 4,643 | $634,755 | 0.5% |
| 27 | MORGAN STANLEY BITCOIN TRUST ETF | 37,127 | $625,590 | 0.5% |
| 28 | VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 7,220 | $604,675 | 0.5% |
| 29 | DOLWISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | 8,001 | $594,990 | 0.5% |
| 30 | RIVERNORTH CAP AND INCM FD INC COM | 38,668 | $565,326 | 0.5% |
| 31 | SPYSTATE STREET SPDR S&P 500 ETF | 654 | $488,478 | 0.4% |
| 32 | GOOGALPHABET INC CAP STK CL C | 1,374 | $485,475 | 0.4% |
| 33 | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 9,506 | $483,238 | 0.4% |
| 34 | MAMASTERCARD INCORPORATED CL A | 807 | $414,671 | 0.3% |
| 35 | SPCXSPACE EXPLORATION TECHN CORP CLASS A COM STK | 2,390 | $408,355 | 0.3% |
| 36 | LLYELI LILLY & CO COM | 331 | $397,071 | 0.3% |
| 37 | PHPARKER-HANNIFIN CORP COM | 399 | $390,270 | 0.3% |
| 38 | WMTWALMART INC COM | 2,963 | $335,595 | 0.3% |
| 39 | QQQINVESCO QQQ TRUST SERIES I | 445 | $327,698 | 0.3% |
| 40 | METAMETA PLATFORMS INC CL A | 568 | $319,802 | 0.3% |
| 41 | NVDANVIDIA CORPORATION COM | 1,581 | $316,232 | 0.3% |
| 42 | WEAVE COMMUNICATIONS INC COM | 52,001 | $311,486 | 0.3% |
| 43 | ABBVABBVIE INC COM | 1,207 | $303,729 | 0.2% |
| 44 | TXNTEXAS INSTRS INC COM | 979 | $291,747 | 0.2% |
| 45 | VUGVANGUARD MORNINGSTAR GROWTH ETF | 3,258 | $280,644 | 0.2% |
| 46 | SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 10,605 | $270,640 | 0.2% |
| 47 | NFLXNETFLIX INC. COM | 3,756 | $268,178 | 0.2% |
| 48 | AMDADVANCED MICRO DEVICES INC COM | 459 | $266,638 | 0.2% |
| 49 | CATCATERPILLAR INC COM | 235 | $250,252 | 0.2% |
| 50 | IBMINTERNATIONAL BUSINESS MACHS COM | 882 | $248,027 | 0.2% |
| 51 | FETHFIDELITY ETHEREUM FUND ETF | 15,130 | $238,146 | 0.2% |
| 52 | JNJJOHNSON & JOHNSON COM | 932 | $236,652 | 0.2% |
| 53 | EMREMERSON ELEC CO COM | 1,626 | $232,762 | 0.2% |
| 54 | IBITISHARES BITCOIN TRUST ETF | 6,874 | $228,835 | 0.2% |
| 55 | VTVVANGUARD MORNINGSTAR VALUE ETF | 1,014 | $220,981 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.