Palatine Hill Wealth Management, LLC

CIK

2107248

Location

BIRMINGHAM, MI

Portfolio Value

Small $121,749,870

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,970 / 8,798 ▲ 286 · as of Jun 2026

Top Industry

Consumer Electronics 20.1%

3Y Alpha vs SPY

-7.9%

Period ended 3 months ago

Filed Aug 7, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

40.4%

+12.1 pts

Top 5

73.4%

+11.0 pts

Top 10

85.5%

+5.8 pts

HHI

2,130

Moderately concentrated+908

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.7%	$100,720,816	16
Technology	6.9%	$8,419,930	8
Consumer Cyclical	3.9%	$4,730,880	2
Communication Services	1.5%	$1,865,890	3
Financial Services	1.5%	$1,829,222	3
Industrials	1.1%	$1,281,636	4
Healthcare	1.0%	$1,248,925	4
Basic Materials	0.6%	$682,192	1
Energy	0.5%	$634,790	1
Consumer Defensive	0.3%	$335,589	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
CWI	State Street SPDR MSCI ACWI ex-US ETF	+31,464	460,169	$24,160,945
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+4,160	84,907	$7,528,551
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+4,113	78,232	$49,201,705
VB	Vanguard Morningstar Small-Cap ETF	+3,759	9,087	$3,808,615
VEA	Vanguard FTSE Developed Markets ETF	+2,181	52,714	$3,755,872
VEU	Vanguard FTSE All-World Ex-US ETF	+1,424	37,103	$2,388,391
AMZN	Amazon Com Inc	+235	9,314	$2,219,898
GOOGL	Alphabet Inc.	+216	3,591	$1,277,764
SPY	Spdr S&P 500 ETF Trust	+209	654	$488,387
ABBV	AbbVie Inc.	+158	1,207	$303,729
NVDA	Nvidia Corp	+143	1,581	$316,342
NFLX	Netflix Inc	+78	3,756	$268,178
MA	Mastercard Inc	+69	807	$414,475
PH	Parker-Hannifin Corp	+55	399	$390,269
LLY	ELI LILLY & Co	+41	331	$397,011
AVGO	Broadcom Inc.	+40	2,000	$755,500
AAPL	Apple Inc.	+33	14,572	$4,216,553
META	Meta Platforms, Inc.	+17	568	$319,948
IBM	International Business Machines Corp	+16	882	$248,027
WMT	Walmart Inc.	+15	2,963	$335,589
ANET	Arista Networks, Inc.	+11	4,047	$687,504
JPM	Jpmorgan Chase & Co	+4	2,595	$849,421
EMR	Emerson Electric Co	+3	1,626	$232,761
XOM	ExxonMobil Holdings Corp	+1	4,643	$634,790
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
RSF	RiverNorth Capital & Income Fund, Inc.	−634,588	38,668	$565,326
BITB	Bitwise Bitcoin ETF	−3,139	41,717	$1,329,103
ETHA	iShares Ethereum Trust ETF	−1,444	104,700	$1,244,882
ARKB	Ark 21Shares Bitcoin ETF	−571	221,781	$4,315,858
ACSG	American Century Small Cap Growth Insights ETF	−570	9,506	$483,285
TSLA	Tesla, Inc.	−390	5,970	$2,510,982
MSFT	Microsoft Corp	−196	4,390	$1,637,557
JNJ	Johnson & Johnson	−31	932	$236,700
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
MSBT	Morgan Stanley Bitcoin Trust	37,127	$625,589
SPCX	Space Exploration Technologies Corp	2,390	$408,355
QQQ	Invesco Qqq Trust, Series 1	445	$327,698
TXN	Texas Instruments Inc	979	$291,810
AMD	Advanced Micro Devices Inc	459	$266,637
CAT	Caterpillar Inc	235	$250,251
FETH	Fidelity Ethereum Fund	15,130	$238,146
IBIT	iShares Bitcoin Trust ETF	6,874	$228,835
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CI	Cigna Group	1,704	$454,542
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	4,755	$240,650
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $121,749,870 total · filing declares 55 positions · $124,164,464 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	78,232	+4,113	$49,201,705	—	40.41%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	460,169	+31,464	$24,160,945	+18.3%	19.84%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	84,907	+4,160	$7,528,551	+23.5%	6.18%
ARKB	Ark 21Shares Bitcoin ETF	Reduced	221,781	-571	$4,315,858	−13.7%	3.54%
AAPL	Apple Inc. Technology	Added	14,572	+33	$4,216,553	+14.3%	3.46%
VB	Vanguard Morningstar Small-Cap ETF	Added	9,087	+3,759	$3,808,615	+31.4%	3.13%
VEA	Vanguard FTSE Developed Markets ETF	Added	52,714	+2,181	$3,755,872	+16.0%	3.08%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,970	-390	$2,510,982	+6.2%	2.06%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	37,103	+1,424	$2,388,391	+14.8%	1.96%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,314	+235	$2,219,898	+17.4%	1.82%
MSFT	Microsoft Corp Technology	Reduced	4,390	-196	$1,637,557	−3.5%	1.35%
BITB	Bitwise Bitcoin ETF	Reduced	41,717	-3,139	$1,329,103	−19.5%	1.09%
GOOGL	Alphabet Inc. Communication Services	Added	3,591	+216	$1,277,764	+31.8%	1.05%
ETHA	iShares Ethereum Trust ETF	Reduced	104,700	-1,444	$1,244,882	−25.9%	1.02%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,595	+4	$849,421	+11.4%	0.70%
AVGO	Broadcom Inc. Technology	Added	2,000	+40	$755,500	+24.5%	0.62%
ANET	Arista Networks, Inc. Technology	Added	4,047	+11	$687,504	+38.7%	0.56%
WDFC	Wd 40 Co Basic Materials	Held	2,800	0	$682,192	+19.5%	0.56%
XOM	ExxonMobil Holdings Corp Energy	Added	4,643	+1	$634,790	−19.4%	0.52%
MSBT	Morgan Stanley Bitcoin Trust	NEW	37,127	NEW	$625,589	NEW	0.51%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Held	8,001	0	$594,954	+9.4%	0.49%
RSF	RiverNorth Capital & Income Fund, Inc. Financial Services	Reduced	38,668	-634,588	$565,326	−94.2%	0.46%
SPY	Spdr S&P 500 ETF Trust	Added	654	+209	$488,387	+68.8%	0.40%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	9,506	-570	$483,285	−4.2%	0.40%
MA	Mastercard Inc Financial Services	Added	807	+69	$414,475	+12.4%	0.34%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,390	NEW	$408,355	NEW	0.34%
LLY	ELI LILLY & Co Healthcare	Added	331	+41	$397,011	+48.8%	0.33%
PH	Parker-Hannifin Corp Industrials	Added	399	+55	$390,269	+26.7%	0.32%
WMT	Walmart Inc. Consumer Defensive	Added	2,963	+15	$335,589	−8.4%	0.28%
QQQ	Invesco Qqq Trust, Series 1	NEW	445	NEW	$327,698	NEW	0.27%
META	Meta Platforms, Inc. Communication Services	Added	568	+17	$319,948	+1.5%	0.26%
NVDA	Nvidia Corp Technology	Added	1,581	+143	$316,342	+26.1%	0.26%
WEAV	Weave Communications, Inc. Healthcare	Held	52,001	0	$311,485	+29.7%	0.26%
ABBV	AbbVie Inc. Healthcare	Added	1,207	+158	$303,729	+33.1%	0.25%
TXN	Texas Instruments Inc Technology	NEW	979	NEW	$291,810	NEW	0.24%
NFLX	Netflix Inc Communication Services	Added	3,756	+78	$268,178	−24.2%	0.22%
AMD	Advanced Micro Devices Inc Technology	NEW	459	NEW	$266,637	NEW	0.22%
CAT	Caterpillar Inc Industrials	NEW	235	NEW	$250,251	NEW	0.21%
IBM	International Business Machines Corp Technology	Added	882	+16	$248,027	+18.2%	0.20%
FETH	Fidelity Ethereum Fund	NEW	15,130	NEW	$238,146	NEW	0.20%
JNJ	Johnson & Johnson Healthcare	Reduced	932	-31	$236,700	+0.6%	0.19%
EMR	Emerson Electric Co Industrials	Added	1,626	+3	$232,761	+9.5%	0.19%
IBIT	iShares Bitcoin Trust ETF	NEW	6,874	NEW	$228,835	NEW	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.