Funds › Palatine Hill Wealth Management, LLC
Palatine Hill Wealth Management, LLC
13F for Q3 2026, filed Nov 3, 2026. 54 positions worth $139.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P500 Etf | 68,529 | $52.5M | 37.7% | +9.7% | 13F ↗ |
| 2 | Spdr Index Shs Fds St Str Po Ex Etf | 354,051 | $17.8M | 12.8% | +12.8% | 13F ↗ |
| 3 | Spdr Index Shs Fds St Port Mark Etf | 151,821 | $7.9M | 5.6% | +9.6% | 13F ↗ |
| 4 | ARKB ARK 21Shares Bitcoin ETF · Shs Ben Int | 220,555 | $6.1M | 4.4% | -0.6% | 13F ↗ |
| 5 | AAPL Apple Inc. | 14,584 | $4.9M | 3.5% | +0.1% | 13F ↗ |
| 6 | Spdr Series Trust St Str P500ETF | 50,908 | $4.6M | 3.3% | Unchanged | 13F ↗ |
| 7 | Vanguard Tax-Managed Fds | 52,720 | $3.7M | 2.7% | Unchanged | 13F ↗ |
| 8 | Spdr Series Trust St Str P500GRW | 27,903 | $3.4M | 2.5% | +19.2% | 13F ↗ |
| 9 | Vanguard Index Fds S&P 500 Etf Shs | 4,719 | $3.3M | 2.4% | -2.0% | 13F ↗ |
| 10 | Putnam ETF Trust Fran Mu Hi Yi Et | 228,482 | $2.5M | 1.8% | +12.4% | 13F ↗ |
| 11 | AMZN Amazon.com, Inc. | 9,320 | $2.3M | 1.7% | +0.1% | 13F ↗ |
| 12 | MSFT Microsoft Corporation | 4,345 | $2.2M | 1.6% | -1.0% | 13F ↗ |
| 13 | iShares Ethereum Trust ETF Etf | 104,405 | $2.1M | 1.5% | New | 13F ↗ |
| 14 | BITB Bitwise Bitcoin ETF · Shs Ben Int | 43,014 | $2.0M | 1.4% | +3.1% | 13F ↗ |
| 15 | TSLA Tesla, Inc. | 5,498 | $2.0M | 1.4% | -7.9% | 13F ↗ |
| 16 | MSBT Morgan Stanley Bitcoin Trust · Units | 80,913 | $1.9M | 1.4% | +118% | 13F ↗ |
| 17 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 30,209 | $1.8M | 1.3% | +1.1% | 13F ↗ |
| 18 | Spdr Index Shs Fds St Str Msci Wld | 8,607 | $1.3M | 1.0% | +12.0% | 13F ↗ |
| 19 | iShares Tr Rus 1000 Etf | 2,244 | $933.8K | 0.7% | -0.1% | 13F ↗ |
| 20 | JPM JPMorgan Chase & Co. | 2,595 | $858.5K | 0.6% | Unchanged | 13F ↗ |
| 21 | ANET Arista Networks, Inc. | 4,047 | $823.9K | 0.6% | Unchanged | 13F ↗ |
| 22 | GOOGL Alphabet Inc. Class A | 2,271 | $781.7K | 0.6% | +2.4% | 13F ↗ |
| 23 | iShares Tr Msci Acwi Ex Us | 10,189 | $770.5K | 0.6% | +0.2% | 13F ↗ |
| 24 | iShares Tr Msci Usa Qlt Fct | 3,366 | $748.1K | 0.5% | Unchanged | 13F ↗ |
| 25 | SPCX Space Exploration Technologies Corp. | 4,943 | $745.7K | 0.5% | +107% | 13F ↗ |
| 26 | XOM ExxonMobil Holdings Corporation | 4,564 | $742.8K | 0.5% | -1.7% | 13F ↗ |
| 27 | AVGO Broadcom Inc. | 2,000 | $702.5K | 0.5% | Unchanged | 13F ↗ |
| 28 | FETH Fidelity Ethereum Fund · Etf | 23,294 | $618.9K | 0.4% | +54.0% | 13F ↗ |
| 29 | Wisdomtree Tr True Dev Intl Fd | 8,001 | $594.5K | 0.4% | Unchanged | 13F ↗ |
| 30 | Vanguard International Equity Index F Allwrld Ex Us | 6,960 | $577.5K | 0.4% | -3.6% | 13F ↗ |
| 31 | WDFC WD-40 Company | 2,800 | $565.5K | 0.4% | Unchanged | 13F ↗ |
| 32 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 654 | $498.9K | 0.4% | Unchanged | 13F ↗ |
| 33 | American Centy ETF Tr Etf | 9,863 | $467.4K | 0.3% | +3.8% | 13F ↗ |
| 34 | MA Mastercard Incorporated | 828 | $456.9K | 0.3% | +2.6% | 13F ↗ |
| 35 | GOOG Alphabet Inc. Class C | 1,324 | $451.1K | 0.3% | -3.6% | 13F ↗ |
| 36 | META Meta Platforms, Inc. | 571 | $414.4K | 0.3% | +0.5% | 13F ↗ |
| 37 | WEAV Weave Communications Inc | 52,001 | $383.8K | 0.3% | Unchanged | 13F ↗ |
| 38 | LLY Eli Lilly and Company | 331 | $383.1K | 0.3% | Unchanged | 13F ↗ |
| 39 | PH Parker-Hannifin Corporation | 399 | $381.2K | 0.3% | Unchanged | 13F ↗ |
| 40 | NVDA NVIDIA Corporation | 1,596 | $364.8K | 0.3% | +0.9% | 13F ↗ |
| 41 | Invesco Qqq Tr | 455 | $336.6K | 0.2% | +2.2% | 13F ↗ |
| 42 | ABBV AbbVie Inc. | 1,225 | $320.4K | 0.2% | +1.5% | 13F ↗ |
| 43 | WMT Walmart Inc. | 2,963 | $308.0K | 0.2% | Unchanged | 13F ↗ |
| 44 | Vanguard Index Fds Mrngstr Grwt Etf | 3,200 | $288.4K | 0.2% | -1.8% | 13F ↗ |
| 45 | Spdr Series Trust St Str Aggre Etf | 11,530 | $280.9K | 0.2% | +8.7% | 13F ↗ |
| 46 | AMD Advanced Micro Devices, Inc. | 459 | $280.8K | 0.2% | Unchanged | 13F ↗ |
| 47 | TXN Texas Instruments Incorporated | 980 | $274.6K | 0.2% | +0.1% | 13F ↗ |
| 48 | NFLX Netflix, Inc. | 3,756 | $261.3K | 0.2% | Unchanged | 13F ↗ |
| 49 | JNJ Johnson & Johnson | 957 | $253.5K | 0.2% | +2.7% | 13F ↗ |
| 50 | EMR Emerson Electric Company | 1,626 | $252.2K | 0.2% | Unchanged | 13F ↗ |
Changes since Q2 2026
3 new, 26 added to, 12 trimmed, 4 exited, 13 unchanged. By estimated dollars.
New positions (3)
| iShares Ethereum Trust ETF Etf | 104,405 | New | $2.1M |
| Schwab Strategic Tr Us Lcap Gr Etf | 6,096 | New | $219.0K |
| J P Morgan Exchange Traded F Ultra Shrt Etf | 4,032 | New | $203.1K |
Added to (26)
| iShares Tr Core S&P500 Etf | 68,529 | +9.7% | $4.7M |
| Spdr Index Shs Fds St Str Po Ex Etf | 354,051 | +12.8% | $2.0M |
| MSBT Morgan Stanley Bitcoin Trust · Units | 80,913 | +118% | $1.0M |
| Spdr Index Shs Fds St Port Mark Etf | 151,821 | +9.6% | $689.2K |
| Spdr Series Trust St Str P500GRW | 27,903 | +19.2% | $553.1K |
| SPCX Space Exploration Technologies Corp. | 4,943 | +107% | $385.2K |
| Putnam ETF Trust Fran Mu Hi Yi Et | 228,482 | +12.4% | $273.1K |
| FETH Fidelity Ethereum Fund · Etf | 23,294 | +54.0% | $216.9K |
| Spdr Index Shs Fds St Str Msci Wld | 8,607 | +12.0% | $141.7K |
| BITB Bitwise Bitcoin ETF · Shs Ben Int | 43,014 | +3.1% | $58.8K |
Trimmed (12)
| TSLA Tesla, Inc. | 5,498 | -7.9% | -$167.4K |
| IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 5,157 | -25.0% | -$81.3K |
| Vanguard Index Fds S&P 500 Etf Shs | 4,719 | -2.0% | -$67.3K |
| ARKB ARK 21Shares Bitcoin ETF · Shs Ben Int | 220,555 | -0.6% | -$33.9K |
| MSFT Microsoft Corporation | 4,345 | -1.0% | -$23.1K |
| Vanguard International Equity Index F Allwrld Ex Us | 6,960 | -3.6% | -$21.6K |
| GOOG Alphabet Inc. Class C | 1,324 | -3.6% | -$17.0K |
| XOM ExxonMobil Holdings Corporation | 4,564 | -1.7% | -$12.9K |
| Vanguard Index Fds Mrngstr Val Etf | 983 | -3.1% | -$6,698 |
| Vanguard Index Fds Mrngstr Grwt Etf | 3,200 | -1.8% | -$5,226 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer