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.
| Country | Lines | Value | Share |
|---|
| US | 47 | 112.7M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|
| iShares Core S&P 500 ETF | 58,678 | 38.3M $ | |
| State Street SPDR Portfolio Developed World ex-US ETF | 290,359 | 13.3M $ | |
| RiverNorth Capital and Income Fund Inc | 673,256 | 9.8M $ | |
| State Street SPDR Portfolio Emerging Markets ETF | 131,213 | 6.2M $ | |
| ARK 21Shares Bitcoin ETF | 222,352 | 5M $ | |
| SPDR Series Trust | 51,105 | 3.9M $ | |
| Apple Inc | 14,539 | 3.7M $ | |
| Vanguard FTSE Developed Markets ETF | 50,533 | 3.2M $ | |
| Vanguard S&P 500 ETF | 4,785 | 2.9M $ | |
| Tesla Inc | 6,360 | 2.4M $ | |
| SPDR Series Trust | 19,698 | 1.9M $ | |
| Amazon.com Inc | 9,079 | 1.9M $ | |
| Microsoft Corp | 4,586 | 1.7M $ | |
| iShares Ethereum Trust ETF | 106,144 | 1.7M $ | |
| Bitwise Bitcoin ETF | 44,856 | 1.7M $ | |
| Vanguard International Equity Index Funds | 28,459 | 1.5M $ | |
| State Street SPDR MSCI World S | 7,133 | 1M $ | |
| iShares Trust | 2,382 | 849.3K $ | |
| Exxon Mobil Corp | 4,642 | 787.7K $ | |
| JPMorgan Chase & Co | 2,591 | 762.1K $ | |
| iShares Trust | 10,178 | 696.9K $ | |
| Broadcom Inc | 1,960 | 606.3K $ | |
| Alphabet Inc | 2,105 | 605K $ | |
| WD-40 Co | 2,800 | 571K $ | |
| iShares Trust | 2,881 | 552.6K $ | |
| WisdomTree Trust | 8,001 | 544K $ | |
| Vanguard FTSE All-World ex-US ETF | 7,220 | 542.2K $ | |
| American Century Diversified Municipal Bond ETF | 10,076 | 504.3K $ | |
| Arista Networks Inc | 4,036 | 495.5K $ | |
| Cigna Group/The | 1,704 | 454.5K $ | |
| Mastercard Inc | 738 | 368.9K $ | |
| Walmart Inc | 2,948 | 366.4K $ | |
| Alphabet Inc | 1,270 | 364.3K $ | |
| Netflix Inc | 3,678 | 353.6K $ | |
| Meta Platforms Inc | 551 | 314.9K $ | |
| Parker-Hannifin Corp | 344 | 308K $ | |
| State Street SPDR S&P 500 ETF Trust | 445 | 289.5K $ | |
| Eli Lilly & Co | 290 | 266.7K $ | |
| State Street SPDR Portfolio Ag | 9,944 | 254.8K $ | |
| NVIDIA Corp | 1,438 | 250.5K $ | |
| JPMorgan Ultra-Short Income ETF | 4,755 | 240.7K $ | |
| Weave Communications Inc | 52,001 | 240.2K $ | |
| Vanguard Growth ETF | 543 | 237.2K $ | |
| Johnson & Johnson | 963 | 235.4K $ | |
| AbbVie Inc | 1,049 | 228.1K $ | |
| Emerson Electric Co. | 1,623 | 212.6K $ | |
| International Business Machines Corp. | 866 | 209.9K $ | |