Palatine Hill Wealth Management, LLC
Filing Date
Global Rank
#6,876
/ 8,232
▲ 74
Top Industry
Asset Management
36.2%
3Y Alpha vs SPY
-22.7%
Period ended 2 months ago
Filed May 8, 2026 · 37d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.5%
SPY
+9.1%
Annualised alpha
-22.7%
Max drawdown
−8.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.4%
+4.1 pts
Top 5
63.7%
+2.4 pts
Top 10
82.1%
−0.0 pts
HHI
1,224
Diversified+151
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 30.6% | $10,926,791 |
| Unclassified | 24.2% | $8,621,505 |
| Technology | 19.5% | $6,950,326 |
| Consumer Cyclical | 11.9% | $4,255,213 |
| Healthcare | 4.0% | $1,425,061 |
| Communication Services | 3.6% | $1,274,195 |
| Energy | 2.2% | $787,561 |
| Basic Materials | 1.6% | $571,032 |
| Industrials | 1.5% | $520,607 |
| Consumer Defensive | 1.0% | $366,377 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARKB | Ark 21Shares Bitcoin ETF | +11,471 | 222,352 | $5,000,696 | |
| NVDA | Nvidia Corp | +279 | 1,438 | $250,787 | |
| CI | Cigna Group | +226 | 1,704 | $454,542 | |
| RSF | RiverNorth Capital & Income Fund, Inc. | +141 | 673,256 | $9,795,874 | |
| META | Meta Platforms, Inc. | +42 | 551 | $315,243 | |
| XOM | Exxon Mobil Corp | +24 | 4,642 | $787,561 | |
| WMT | Walmart Inc. | +8 | 2,948 | $366,377 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHA | iShares Ethereum Trust ETF | −5,056 | 106,144 | $1,680,259 | |
| BITB | Bitwise Bitcoin ETF | −4,905 | 44,856 | $1,651,149 | |
| AAPL | Apple Inc. | −1,146 | 14,539 | $3,689,852 | |
| AMZN | Amazon Com Inc | −703 | 9,079 | $1,890,883 | |
| GOOGL | Alphabet Inc. | −442 | 2,105 | $605,313 | |
| MSFT | Microsoft Corp | −311 | 4,586 | $1,697,599 | |
| AVGO | Broadcom Inc. | −283 | 1,960 | $606,639 | |
| MA | Mastercard Inc | −220 | 738 | $368,749 | |
| NFLX | Netflix Inc | −140 | 3,678 | $353,639 | |
| JPM | Jpmorgan Chase & Co | −37 | 2,591 | $762,168 | |
| TSLA | Tesla, Inc. | −35 | 6,360 | $2,364,330 | |
| ANET | Arista Networks, Inc. | −12 | 4,036 | $495,540 | |
| IBM | International Business Machines Corp | −10 | 866 | $209,909 | |
| LLY | ELI LILLY & Co | −4 | 290 | $266,733 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 963 | $235,395 | |
| No positions match the current search. | ||||
28 positions ·
$35,698,668 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RSF |
RiverNorth Capital & Income Fund, Inc.
Financial Services
|
Added | 673,256 | $9,795,874 | 27.44% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
Added | 222,352 | $5,000,696 | 14.01% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,539 | $3,689,852 | 10.34% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 6,360 | $2,364,330 | 6.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,079 | $1,890,883 | 5.30% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,586 | $1,697,599 | 4.76% | |
| ETHA |
iShares Ethereum Trust ETF
|
Reduced | 106,144 | $1,680,259 | 4.71% | |
| BITB |
Bitwise Bitcoin ETF
|
Reduced | 44,856 | $1,651,149 | 4.63% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 4,642 | $787,561 | 2.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,591 | $762,168 | 2.14% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,960 | $606,639 | 1.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,105 | $605,313 | 1.70% | |
| WDFC |
Wd 40 Co
Basic Materials
|
Held | 2,800 | $571,032 | 1.60% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 4,036 | $495,540 | 1.39% | |
| CI |
Cigna Group
Healthcare
|
Added | 1,704 | $454,542 | 1.27% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 738 | $368,749 | 1.03% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,948 | $366,377 | 1.03% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 3,678 | $353,639 | 0.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 551 | $315,243 | 0.88% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 344 | $307,962 | 0.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 445 | $289,401 | 0.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 290 | $266,733 | 0.75% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,438 | $250,787 | 0.70% | |
| WEAV |
Weave Communications, Inc.
Healthcare
|
Held | 52,001 | $240,244 | 0.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 963 | $235,395 | 0.66% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,049 | $228,147 | 0.64% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 1,623 | $212,645 | 0.60% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 866 | $209,909 | 0.59% |