Vault-13

Palatine Hill Wealth Management, LLC

BIRMINGHAM, MI · CIK 2107248 · 13F filing filed 2026-02-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$124.0m reported value
49positions
78.9%in top 10
—no comparable previous quarter

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ISHARES TR CORE S&P500 ETF IVV IVV 60,942 $41.7m33.66% 33.66% First filing
2 SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW SPDW 376,695 $16.7m13.49% 13.49% First filing
3 RIVERNORTH CAP AND INCM FD I COM XRSFX XRSFX 673,115 $9.7m7.79% 7.79% First filing
4 ARK 21SHARES BITCOIN ETF SHS BEN INT ARKB ARKB 210,881 $6.1m4.94% 4.94% First filing
5 SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM SPEM 127,490 $6.0m4.81% 4.81% First filing
6 APPLE INC COM AAPL AAPL 15,685 $4.3m3.44% 3.44% First filing
7 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 51,275 $4.1m3.32% 3.32% First filing
8 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 61,349 $3.8m3.09% 3.09% First filing
9 TESLA INC COM TSLA TSLA 6,395 $2.9m2.32% 2.32% First filing
10 ISHARES ETHEREUM TR SHS ETHA ETHA 111,200 $2.5m2.01% 2.01% First filing
11 MICROSOFT CORP COM MSFT MSFT 4,897 $2.4m1.91% 1.91% First filing
12 BITWISE BITCOIN ETF TR SHS BEN INT BITB BITB 49,761 $2.4m1.91% 1.91% First filing
13 AMAZON COM INC COM AMZN AMZN 9,782 $2.3m1.82% 1.82% First filing
14 SPDR SERIES TRUST PRTFLO S&P500 GW SPYG SPYG 19,493 $2.1m1.68% 1.68% First filing
15 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO VWO 28,836 $1.6m1.25% 1.25% First filing
16 SPDR INDEX SHS FDS MSCI WRLD STRGIC QWLD QWLD 6,705 $960.5k0.77% 0.77% First filing
17 ISHARES TR RUS 1000 ETF IWB IWB 2,509 $937.0k0.76% 0.76% First filing
18 JPMORGAN CHASE & CO COM JPM JPM 2,628 $846.8k0.68% 0.68% First filing
19 ALPHABET INC CAP STK CL A GOOGL GOOGL 2,547 $797.2k0.64% 0.64% First filing
20 BROADCOM INC COM AVGO AVGO 2,243 $776.3k0.63% 0.63% First filing
21 ISHARES TR MSCI ACWI EX US ACWX ACWX 10,173 $682.9k0.55% 0.55% First filing
22 ISHARES TR MSCI USA QLT FCT QUAL QUAL 2,881 $572.2k0.46% 0.46% First filing
23 EXXON MOBIL CORP COM XOM XOM 4,618 $555.7k0.45% 0.45% First filing
24 ALPHABET INC CAP STK CL C GOOG GOOG 1,768 $554.8k0.45% 0.45% First filing
25 WD 40 CO COM WDFC WDFC 2,800 $551.3k0.44% 0.44% First filing
26 MASTERCARD INCORPORATED CL A MA MA 958 $547.1k0.44% 0.44% First filing
27 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU VEU 7,339 $539.9k0.44% 0.44% First filing
28 ARISTA NETWORKS INC COM SHS ANET ANET 4,048 $530.4k0.43% 0.43% First filing
29 WISDOMTREE TR INTL LRGCAP DV DOL DOL 8,001 $526.9k0.42% 0.42% First filing
30 AMERICAN CENTY ETF TR DIVERSIFIED MU TAXF TAXF 9,354 $471.3k0.38% 0.38% First filing
31 THE CIGNA GROUP COM CI CI 1,478 $406.8k0.33% 0.33% First filing
32 WEAVE COMMUNICATIONS INC COM WEAV WEAV 52,001 $394.7k0.32% 0.32% First filing
33 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 629 $394.5k0.32% 0.32% First filing
34 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST JPST 7,452 $377.0k0.30% 0.30% First filing
35 NETFLIX INC COM NFLX NFLX 3,818 $358.0k0.29% 0.29% First filing
36 META PLATFORMS INC CL A META META 509 $336.0k0.27% 0.27% First filing
37 WALMART INC COM WMT WMT 2,940 $327.5k0.26% 0.26% First filing
38 ELI LILLY & CO COM LLY LLY 294 $316.0k0.25% 0.25% First filing
39 CBRE GROUP INC CL A CBRE CBRE 1,909 $306.9k0.25% 0.25% First filing
40 SPDR S&P 500 ETF TR TR UNIT SPY SPY 445 $303.5k0.24% 0.24% First filing
41 PARKER-HANNIFIN CORP COM PH PH 344 $302.4k0.24% 0.24% First filing
42 VANGUARD INDEX FDS GROWTH ETF VUG VUG 570 $278.1k0.22% 0.22% First filing
43 INTERNATIONAL BUSINESS MACHS COM IBM IBM 876 $259.5k0.21% 0.21% First filing
44 THERMO FISHER SCIENTIFIC INC COM TMO TMO 442 $256.1k0.21% 0.21% First filing
45 SPDR SER TR PORTFOLIO AGRGTE SPAB SPAB 9,619 $247.7k0.20% 0.20% First filing
46 ABBVIE INC COM ABBV ABBV 1,049 $239.7k0.19% 0.19% First filing
47 NVIDIA CORPORATION COM NVDA NVDA 1,159 $216.2k0.17% 0.17% First filing
48 EMERSON ELEC CO COM EMR EMR 1,623 $215.4k0.17% 0.17% First filing
49 FIDELITY WISE ORIGIN BITCOIN SHS FBTC FBTC 2,704 $206.1k0.17% 0.17% First filing