Palatine Hill Wealth Management, LLC

BIRMINGHAM, MI · CIK 2107248 · 13F filing filed 2026-05-08

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.

$114.9m reported value -7.4% vs Q4 2025

48positions

77.1%in top 10

2 new 14 added 24 reduced 3 sold out vs Q4 2025

Holdings, Q1 2026

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	58,678	$38.3m33.37%	33.37%	Reduced -2.3k	-2,264 -3.7%
2	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	290,359	$13.3m11.54%	11.54%	Reduced -86.3k	-86,336 -22.9%
3	RIVERNORTH CAP AND INCM FD I COM XRSFX	XRSFX	673,256	$9.8m8.53%	8.53%	Added +141	+141 0.0%
4	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	131,213	$6.2m5.36%	5.36%	Added +3.7k	+3,723 2.9%
5	ARK 21SHARES BITCOIN ETF SHS BEN INT ARKB	ARKB	222,352	$5.0m4.35%	4.35%	Added +11.5k	+11,471 5.4%
6	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	51,105	$3.9m3.41%	3.41%	Reduced -170	-170 -0.3%
7	APPLE INC COM AAPL	AAPL	14,539	$3.7m3.21%	3.21%	Reduced -1.1k	-1,146 -7.3%
8	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	50,533	$3.2m2.82%	2.82%	Reduced -10.8k	-10,816 -17.6%
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,785	$2.9m2.49%	2.49%	Added +4.2k	+4,156 660.7%
10	TESLA INC COM TSLA	TSLA	6,360	$2.4m2.06%	2.06%	Reduced -35	-35 -0.6%
11	PUTNAM ETF TRUST FRAN MU HI YI ET FTMH	FTMH	186,752	$2.2m1.87%	1.87%	New
12	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	19,698	$1.9m1.68%	1.68%	Added +205	+205 1.1%
13	AMAZON COM INC COM AMZN	AMZN	9,079	$1.9m1.65%	1.65%	Reduced -703	-703 -7.2%
14	MICROSOFT CORP COM MSFT	MSFT	4,586	$1.7m1.48%	1.48%	Reduced -311	-311 -6.3%
15	ISHARES ETHEREUM TR SHS ETHA	ETHA	106,144	$1.7m1.46%	1.46%	Reduced -5.1k	-5,056 -4.5%
16	BITWISE BITCOIN ETF TR SHS BEN INT BITB	BITB	44,856	$1.7m1.44%	1.44%	Reduced -4.9k	-4,905 -9.9%
17	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	28,459	$1.5m1.34%	1.34%	Reduced -377	-377 -1.3%
18	SPDR INDEX SHS FDS MSCI WRLD STRGIC QWLD	QWLD	7,133	$1.0m0.89%	0.89%	Added +428	+428 6.4%
19	ISHARES TR RUS 1000 ETF IWB	IWB	2,382	$849.3k0.74%	0.74%	Reduced -127	-127 -5.1%
20	EXXON MOBIL CORP COM XOM	XOM	4,642	$787.7k0.69%	0.69%	Added +24	+24 0.5%
21	JPMORGAN CHASE & CO COM JPM	JPM	2,591	$762.1k0.66%	0.66%	Reduced -37	-37 -1.4%
22	ISHARES TR MSCI ACWI EX US ACWX	ACWX	10,178	$696.9k0.61%	0.61%	Added +5	+5 0.1%
23	BROADCOM INC COM AVGO	AVGO	1,960	$606.3k0.53%	0.53%	Reduced -283	-283 -12.6%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,105	$605.0k0.53%	0.53%	Reduced -442	-442 -17.4%
25	WD 40 CO COM WDFC	WDFC	2,800	$571.0k0.50%	0.50%	Unchanged
26	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,881	$552.6k0.48%	0.48%	Unchanged
27	WISDOMTREE TR INTL LRGCAP DV DOL	DOL	8,001	$544.0k0.47%	0.47%	Unchanged
28	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	7,220	$542.2k0.47%	0.47%	Reduced -119	-119 -1.6%
29	AMERICAN CENTY ETF TR DIVERSIFIED MU TAXF	TAXF	10,076	$504.3k0.44%	0.44%	Added +722	+722 7.7%
30	ARISTA NETWORKS INC COM SHS ANET	ANET	4,036	$495.5k0.43%	0.43%	Reduced -12	-12 -0.3%
31	THE CIGNA GROUP COM CI	CI	1,704	$454.5k0.40%	0.40%	Added +226	+226 15.3%
32	MASTERCARD INCORPORATED CL A MA	MA	738	$368.9k0.32%	0.32%	Reduced -220	-220 -23.0%
33	WALMART INC COM WMT	WMT	2,948	$366.4k0.32%	0.32%	Added +8	+8 0.3%
34	ALPHABET INC CAP STK CL C GOOG	GOOG	1,270	$364.3k0.32%	0.32%	Reduced -498	-498 -28.2%
35	NETFLIX INC COM NFLX	NFLX	3,678	$353.6k0.31%	0.31%	Reduced -140	-140 -3.7%
36	META PLATFORMS INC CL A META	META	551	$314.9k0.27%	0.27%	Added +42	+42 8.2%
37	PARKER-HANNIFIN CORP COM PH	PH	344	$308.0k0.27%	0.27%	Unchanged
38	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	445	$289.5k0.25%	0.25%	Unchanged
39	ELI LILLY & CO COM LLY	LLY	290	$266.7k0.23%	0.23%	Reduced -4	-4 -1.4%
40	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	9,944	$254.8k0.22%	0.22%	Added +325	+325 3.4%
41	NVIDIA CORPORATION COM NVDA	NVDA	1,438	$250.5k0.22%	0.22%	Added +279	+279 24.1%
42	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	4,755	$240.7k0.21%	0.21%	Reduced -2.7k	-2,697 -36.2%
43	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	52,001	$240.2k0.21%	0.21%	Unchanged
44	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	543	$237.2k0.21%	0.21%	Reduced -27	-27 -4.7%
45	JOHNSON & JOHNSON COM JNJ	JNJ	963	$235.4k0.20%	0.20%	New
46	ABBVIE INC COM ABBV	ABBV	1,049	$228.1k0.20%	0.20%	Unchanged
47	EMERSON ELEC CO COM EMR	EMR	1,623	$212.6k0.19%	0.19%	Unchanged
48	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	866	$209.9k0.18%	0.18%	Reduced -10	-10 -1.1%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
CBRE GROUP INC CBRE	CBRE	1,909	$306.9k1.9k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	442	$256.1k442 shares
FIDELITY WISE ORIGIN BITCOIN FBTC	FBTC	2,704	$206.1k2.7k shares