Palatine Hill Wealth Management, LLC
49 holdingsFiling period: 2026-03-31Current AUM: $127.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 58.7K | $38.3M | $44.0M | 34.60% | -2,264 | 2026-03-31 |
| 2 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 290.4K | $13.3M | $14.5M | 11.42% | -86,336 | 2026-03-31 |
| 3 | XRSFX | RIVERNORTH CAP AND INCM FD INC COM | 673.3K | $9.8M | $9.8M | 7.70% | +141 | 2026-03-31 |
| 4 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 131.2K | $6.2M | $6.7M | 5.25% | +3.7K | 2026-03-31 |
| 5 | ARKB | ARK 21SHARES BITCOIN ETF | 222.4K | $5.0M | $4.6M | 3.64% | +11.5K | 2026-03-31 |
| 6 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 51.1K | $3.9M | $4.5M | 3.53% | -170 | 2026-03-31 |
| 7 | AAPL | APPLE INC COM | 14.5K | $3.7M | $4.5M | 3.53% | -1,146 | 2026-03-31 |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 50.5K | $3.2M | $3.6M | 2.80% | -10,816 | 2026-03-31 |
| 9 | VOO | VANGUARD S&P 500 ETF | 4.8K | $2.9M | $3.3M | 2.58% | +4.2K | 2026-03-31 |
| 10 | TSLA | TESLA INC COM | 6.4K | $2.4M | $2.0M | 1.56% | -35 | 2026-03-31 |
| 11 | FTMH | FRANKLIN MUNICIPAL HIGH YIELD ETF | 186.8K | $2.2M | $2.2M | 1.70% | -- | 2026-03-31 |
| 12 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 19.7K | $1.9M | $2.3M | 1.81% | +205 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC COM | 9.1K | $1.9M | $2.5M | 1.94% | -703 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP COM | 4.6K | $1.7M | $2.1M | 1.67% | -311 | 2026-03-31 |
| 15 | ETHA | ISHARES ETHEREUM TRUST ETF | 106.1K | $1.7M | $1.5M | 1.17% | -5,056 | 2026-03-31 |
| 16 | BITB | BITWISE BITCOIN ETF TRUST | 44.9K | $1.7M | $1.5M | 1.20% | -4,905 | 2026-03-31 |
| 17 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 28.5K | $1.5M | $1.7M | 1.31% | -377 | 2026-03-31 |
| 18 | QWLD | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | 7.1K | $1.0M | $1.1M | 0.87% | +428 | 2026-03-31 |
| 19 | IWB | ISHARES RUSSELL 1000 ETF | 2.4K | $849K | $972K | 0.76% | -127 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP COM | 4.6K | $787K | $721K | 0.57% | +24 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP COM | 4.6K | $787K | $721K | 0.57% | +24 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO COM | 2.6K | $762K | $911K | 0.72% | -37 | 2026-03-31 |
| 23 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | 10.2K | $696K | $765K | 0.60% | +5 | 2026-03-31 |
| 24 | AVGO | BROADCOM INC COM | 2.0K | $606K | $762K | 0.60% | -283 | 2026-03-31 |
| 25 | GOOGL | ALPHABET INC CAP STK CL A | 2.1K | $604K | $748K | 0.59% | -442 | 2026-03-31 |
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