Palatine Hill Wealth Management, LLC

BIRMINGHAM, MI · CIK 2107248 · 13F filing filed 2026-08-07

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.

$124.2m reported value +8.1% vs Q1 2026

55positions

76.6%in top 10

10 new 29 added 11 reduced 3 sold out vs Q1 2026

Holdings, Q2 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	62,451	$46.8m37.67%	37.67%	Added +3.8k	+3,773 6.4%
2	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	313,976	$15.8m12.74%	12.74%	Added +23.6k	+23,617 8.1%
3	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	138,505	$7.2m5.78%	5.78%	Added +7.3k	+7,292 5.6%
4	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	50,893	$4.5m3.60%	3.60%	Reduced -212	-212 -0.4%
5	ARK 21SHARES BITCOIN ETF SHS BEN INT ARKB	ARKB	221,781	$4.3m3.48%	3.48%	Reduced -571	-571 -0.3%
6	APPLE INC COM AAPL	AAPL	14,572	$4.2m3.40%	3.40%	Added +33	+33 0.2%
7	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	52,714	$3.8m3.02%	3.02%	Added +2.2k	+2,181 4.3%
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,815	$3.3m2.66%	2.66%	Added +30	+30 0.6%
9	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	23,409	$2.8m2.24%	2.24%	Added +3.7k	+3,711 18.8%
10	TESLA INC COM TSLA	TSLA	5,970	$2.5m2.02%	2.02%	Reduced -390	-390 -6.1%
11	PUTNAM ETF TRUST FRAN MU HI YI ET FTMH	FTMH	203,333	$2.4m1.95%	1.95%	Added +16.6k	+16,581 8.9%
12	AMAZON COM INC COM AMZN	AMZN	9,314	$2.2m1.79%	1.79%	Added +235	+235 2.6%
13	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	29,883	$1.8m1.44%	1.44%	Added +1.4k	+1,424 5.0%
14	MICROSOFT CORP COM MSFT	MSFT	4,390	$1.6m1.32%	1.32%	Reduced -196	-196 -4.3%
15	BITWISE BITCOIN ETF TR SHS BEN INT BITB	BITB	41,717	$1.3m1.07%	1.07%	Reduced -3.1k	-3,139 -7.0%
16	ISHARES ETHEREUM TR SHS ETHA	ETHA	104,700	$1.2m1.00%	1.00%	Reduced -1.4k	-1,444 -1.4%
17	SPDR INDEX SHS FDS MSCI WRLD STRGIC QWLD	QWLD	7,688	$1.2m0.94%	0.94%	Added +555	+555 7.8%
18	ISHARES TR RUS 1000 ETF IWB	IWB	2,247	$920.1k0.74%	0.74%	Reduced -135	-135 -5.7%
19	JPMORGAN CHASE & CO COM JPM	JPM	2,595	$849.4k0.68%	0.68%	Added +4	+4 0.1%
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,217	$792.1k0.64%	0.64%	Added +112	+112 5.3%
21	ISHARES TR MSCI ACWI EX US ACWX	ACWX	10,167	$773.8k0.62%	0.62%	Reduced -11	-11 -0.1%
22	BROADCOM INC COM AVGO	AVGO	2,000	$755.4k0.61%	0.61%	Added +40	+40 2.0%
23	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,367	$738.8k0.60%	0.60%	Added +486	+486 16.9%
24	ARISTA NETWORKS INC COM SHS ANET	ANET	4,047	$687.5k0.55%	0.55%	Added +11	+11 0.3%
25	WD 40 CO COM WDFC	WDFC	2,800	$682.2k0.55%	0.55%	Unchanged
26	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	4,643	$634.8k0.51%	0.51%	New
27	MORGAN STANLEY BITCOIN TR COMMON UNITS MSBT	MSBT	37,127	$625.6k0.50%	0.50%	New
28	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	7,220	$604.7k0.49%	0.49%	Unchanged
29	WISDOMTREE TR INTL LRGCAP DV DOL	DOL	8,001	$595.0k0.48%	0.48%	Unchanged
30	RIVERNORTH CAP AND INCM FD I COM XRSFX	XRSFX	38,668	$565.3k0.46%	0.46%	Reduced -634.6k	-634,588 -94.3%
31	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	654	$488.5k0.39%	0.39%	Added +209	+209 47.0%
32	ALPHABET INC CAP STK CL C GOOG	GOOG	1,374	$485.5k0.39%	0.39%	Added +104	+104 8.2%
33	AMERICAN CENTY ETF TR DIVERSIFIED MU TAXF	TAXF	9,506	$483.2k0.39%	0.39%	Reduced -570	-570 -5.7%
34	MASTERCARD INCORPORATED CL A MA	MA	807	$414.7k0.33%	0.33%	Added +69	+69 9.3%
35	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,390	$408.4k0.33%	0.33%	New
36	ELI LILLY & CO COM LLY	LLY	331	$397.1k0.32%	0.32%	Added +41	+41 14.1%
37	PARKER-HANNIFIN CORP COM PH	PH	399	$390.3k0.31%	0.31%	Added +55	+55 16.0%
38	WALMART INC COM WMT	WMT	2,963	$335.6k0.27%	0.27%	Added +15	+15 0.5%
39	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	445	$327.7k0.26%	0.26%	New
40	META PLATFORMS INC CL A META	META	568	$319.8k0.26%	0.26%	Added +17	+17 3.1%
41	NVIDIA CORPORATION COM NVDA	NVDA	1,581	$316.2k0.25%	0.25%	Added +143	+143 9.9%
42	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	52,001	$311.5k0.25%	0.25%	Unchanged
43	ABBVIE INC COM ABBV	ABBV	1,207	$303.7k0.24%	0.24%	Added +158	+158 15.1%
44	TEXAS INSTRS INC COM TXN	TXN	979	$291.7k0.23%	0.23%	New
45	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,258	$280.6k0.23%	0.23%	Unchanged
46	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	10,605	$270.6k0.22%	0.22%	Added +661	+661 6.7%
47	NETFLIX INC COM NFLX	NFLX	3,756	$268.2k0.22%	0.22%	Added +78	+78 2.1%
48	ADVANCED MICRO DEVICES INC COM AMD	AMD	459	$266.6k0.21%	0.21%	New
49	CATERPILLAR INC COM CAT	CAT	235	$250.3k0.20%	0.20%	New
50	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	882	$248.0k0.20%	0.20%	Added +16	+16 1.9%
51	FIDELITY ETHEREUM FD SHS FETH	FETH	15,130	$238.1k0.19%	0.19%	New
52	JOHNSON & JOHNSON COM JNJ	JNJ	932	$236.7k0.19%	0.19%	Reduced -31	-31 -3.2%
53	EMERSON ELEC CO COM EMR	EMR	1,626	$232.8k0.19%	0.19%	Added +3	+3 0.2%
54	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	6,874	$228.8k0.18%	0.18%	New
55	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,014	$221.0k0.18%	0.18%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	4,642	$787.7k4.6k shares
THE CIGNA GROUP CI	CI	1,704	$454.5k1.7k shares
J P MORGAN EXCHANGE TRADED F JPST	JPST	4,755	$240.7k4.8k shares