Palatine Hill Wealth Management, LLC
Palatine Hill Wealth Management, LLC is an Investment Adviser institutional filer with the SEC under CIK 2107248, reporting 55 portfolio positions, with 9 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: MI
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-07
Top 10 portfolio positions
The largest reported holdings in Palatine Hill Wealth Management, LLC's most recent 13F filing, ranked by reported market value.
- ISHARES CORE S&P 500 ETF (IVV)
- STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW)
- STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM)
- STATE STREET SPDR PORTFOLIO S&P 500 ETF (SPYM)
- ARK 21SHARES BITCOIN ETF (ARKB)
- APPLE INC COM (AAPL)
- VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)
- VANGUARD S&P 500 ETF (VOO)
- STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG)
- TESLA INC COM (TSLA)
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