Holdings of Palatine Hill Wealth Management, LLC
47 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 78.6 % of the equity sleeve
Sector breakdown
- Funds 38.4 %
- Technology 6.2 %
- Consumer discretionary 3.8 %
- Communication 1.5 %
- Health care 1.1 %
- Financials 1.0 %
- Energy 0.7 %
- Industrials 0.5 %
- Consumer staples 0.3 %
- Unattributed 46.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 47 | 112.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Core S&P 500 ETF | 58,678 | 38.3M $ | |
| 2 | State Street SPDR Portfolio Developed World ex-US ETF | 290,359 | 13.3M $ | |
| 3 | RiverNorth Capital and Income Fund Inc | 673,256 | 9.8M $ | |
| 4 | State Street SPDR Portfolio Emerging Markets ETF | 131,213 | 6.2M $ | |
| 5 | ARK 21Shares Bitcoin ETF | 222,352 | 5M $ | |
| 6 | SPDR Series Trust | 51,105 | 3.9M $ | |
| 7 | Apple Inc | 14,539 | 3.7M $ | |
| 8 | Vanguard FTSE Developed Markets ETF | 50,533 | 3.2M $ | |
| 9 | Vanguard S&P 500 ETF | 4,785 | 2.9M $ | |
| 10 | Tesla Inc | 6,360 | 2.4M $ | |
| 11 | SPDR Series Trust | 19,698 | 1.9M $ | |
| 12 | Amazon.com Inc | 9,079 | 1.9M $ | |
| 13 | Microsoft Corp | 4,586 | 1.7M $ | |
| 14 | iShares Ethereum Trust ETF | 106,144 | 1.7M $ | |
| 15 | Bitwise Bitcoin ETF | 44,856 | 1.7M $ | |
| 16 | Vanguard International Equity Index Funds | 28,459 | 1.5M $ | |
| 17 | State Street SPDR MSCI World S | 7,133 | 1M $ | |
| 18 | iShares Trust | 2,382 | 849.3K $ | |
| 19 | Exxon Mobil Corp | 4,642 | 787.7K $ | |
| 20 | JPMorgan Chase & Co | 2,591 | 762.1K $ | |
| 21 | iShares Trust | 10,178 | 696.9K $ | |
| 22 | Broadcom Inc | 1,960 | 606.3K $ | |
| 23 | Alphabet Inc | 2,105 | 605K $ | |
| 24 | WD-40 Co | 2,800 | 571K $ | |
| 25 | iShares Trust | 2,881 | 552.6K $ | |
| 26 | WisdomTree Trust | 8,001 | 544K $ | |
| 27 | Vanguard FTSE All-World ex-US ETF | 7,220 | 542.2K $ | |
| 28 | American Century Diversified Municipal Bond ETF | 10,076 | 504.3K $ | |
| 29 | Arista Networks Inc | 4,036 | 495.5K $ | |
| 30 | Cigna Group/The | 1,704 | 454.5K $ | |
| 31 | Mastercard Inc | 738 | 368.9K $ | |
| 32 | Walmart Inc | 2,948 | 366.4K $ | |
| 33 | Alphabet Inc | 1,270 | 364.3K $ | |
| 34 | Netflix Inc | 3,678 | 353.6K $ | |
| 35 | Meta Platforms Inc | 551 | 314.9K $ | |
| 36 | Parker-Hannifin Corp | 344 | 308K $ | |
| 37 | State Street SPDR S&P 500 ETF Trust | 445 | 289.5K $ | |
| 38 | Eli Lilly & Co | 290 | 266.7K $ | |
| 39 | State Street SPDR Portfolio Ag | 9,944 | 254.8K $ | |
| 40 | NVIDIA Corp | 1,438 | 250.5K $ | |
| 41 | JPMorgan Ultra-Short Income ETF | 4,755 | 240.7K $ | |
| 42 | Weave Communications Inc | 52,001 | 240.2K $ | |
| 43 | Vanguard Growth ETF | 543 | 237.2K $ | |
| 44 | Johnson & Johnson | 963 | 235.4K $ | |
| 45 | AbbVie Inc | 1,049 | 228.1K $ | |
| 46 | Emerson Electric Co. | 1,623 | 212.6K $ | |
| 47 | International Business Machines Corp. | 866 | 209.9K $ | |