Palatine Hill Wealth Management, LLC
57 holdingsFiling period: 2026-06-30Current AUM: $125.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 62.5K | $46.8M | $46.1M | 36.63% | +3.8K | 2026-06-30 |
| 2 | SPDW | State Street Spdr Portfolio Developed World EX-US ETF | 314.0K | $15.8M | $15.1M | 12.02% | +23.6K | 2026-06-30 |
| 3 | SPEM | State Street Spdr Portfolio Emerging Markets ETF | 138.5K | $7.2M | $6.7M | 5.30% | +7.3K | 2026-06-30 |
| 4 | SPYM | State Street Spdr Portfolio S&P 500 ETF | 50.9K | $4.5M | $4.4M | 3.50% | -212 | 2026-06-30 |
| 5 | ARKB | Ark 21Shares Bitcoin ETF | 221.8K | $4.3M | $5.6M | 4.42% | -571 | 2026-06-30 |
| 6 | AAPL | Apple Inc.com | 14.6K | $4.2M | $5.0M | 3.96% | +33 | 2026-06-30 |
| 7 | VEA | Vanguard Ftse Developed Markets ETF | 52.7K | $3.8M | $3.6M | 2.84% | +2.2K | 2026-06-30 |
| 8 | VOO | Vanguard S&P 500 ETF | 4.8K | $3.3M | $3.3M | 2.58% | +30 | 2026-06-30 |
| 9 | SPYG | State Street Spdr Portfolio S&P 500 Growth ETF | 23.4K | $2.8M | $2.6M | 2.08% | +3.7K | 2026-06-30 |
| 10 | TSLA | Tesla Inc.com | 6.0K | $2.5M | $2.1M | 1.70% | -390 | 2026-06-30 |
| 11 | FTMH | Franklin Municipal High Yield ETF | 203.3K | $2.4M | $2.3M | 1.82% | +16.6K | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc.com | 9.3K | $2.2M | $2.4M | 1.92% | +235 | 2026-06-30 |
| 13 | VWO | Vanguard Ftse Emerging Markets ETF | 29.9K | $1.8M | $1.7M | 1.31% | +1.4K | 2026-06-30 |
| 14 | MSFT | Microsoft Corp.com | 4.4K | $1.6M | $2.3M | 1.85% | -196 | 2026-06-30 |
| 15 | BITB | Bitwise Bitcoin ETF Trust | 41.7K | $1.3M | $1.7M | 1.36% | -3,139 | 2026-06-30 |
| 16 | ETHA | iShares Ethereum Trust ETF | 104.7K | $1.2M | $1.8M | 1.39% | -1,444 | 2026-06-30 |
| 17 | QWLD | State Street Spdr Msci World Strategicfactors ETF | 7.7K | $1.2M | $1.2M | 0.95% | +555 | 2026-06-30 |
| 18 | IWB | iShares Russell 1000 ETF | 2.2K | $920K | $904K | 0.72% | -135 | 2026-06-30 |
| 19 | JPM | JPMorgan Chase & Co.com | 2.6K | $849K | $868K | 0.69% | +4 | 2026-06-30 |
| 20 | GOOGL | Alphabet Inc Cap Stk CL A | 2.2K | $792K | $631K | 0.50% | +112 | 2026-06-30 |
| 21 | ACWX | iShares Msci Acwi EX U.S. ETF | 10.2K | $773K | $732K | 0.58% | -11 | 2026-06-30 |
| 22 | AVGO | Broadcom Inc.com | 2.0K | $755K | $587K | 0.47% | +40 | 2026-06-30 |
| 23 | QUAL | iShares Msci USA Quality Factor ETF | 3.4K | $738K | $738K | 0.59% | +486 | 2026-06-30 |
| 24 | ANET | Arista Networks Inc.com Shs | 4.0K | $687K | $691K | 0.55% | +11 | 2026-06-30 |
| 25 | WDFC | WD 40 Co.com | 2.8K | $682K | $620K | 0.49% | -- | 2026-06-30 |
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