StockDriftsStockDriftsTop 50 Palatine Hill Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 37.67% | 62.5K | $46.8M | +6.43%(+3.77K) | $678.01(+14.65%) | 2026-06-30 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 12.74% | 314.0K | $15.8M | +8.13%(+23.62K) | $43.88(+17.89%) | 2026-06-30 | |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 5.78% | 138.5K | $7.2M | +5.56%(+7.29K) | $46.91(+11.58%) | 2026-06-30 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 3.6% | 50.9K | $4.5M | -0.41%(-212) | $79.28(+14.83%) | 2026-06-30 | |
| ARKB | ARK 21SHARES BITCOIN ETF | 3.48% | 221.8K | $4.3M | -0.26%(-571) | $33.13(-35.84%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.4% | 14.6K | $4.2M | +0.23%(+33) | $263.26(+16.49%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.02% | 52.7K | $3.8M | +4.32%(+2.18K) | $61.42(+18.83%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 2.66% | 4.8K | $3.3M | +0.63%(+30) | $613.44(+15.91%) | 2026-06-30 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 2.24% | 23.4K | $2.8M | +18.84%(+3.71K) | $105.72(+16.13%) | 2026-06-30 | |
| TSLA | TESLA INC COM | 2.02% | 6.0K | $2.5M | -6.13%(-390) | $447.22(-25.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.32% |
| Top 20 Holdings Unweighted | — | — | — | — | -3.93% |
Palatine Hill Wealth Management, LLC reports $124.16M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are IVV (37.7%), SPDW (12.7%) and SPEM (5.8%). The top 20 holdings account for 88.18% of reported assets. Its disclosed equity book has returned +3.32% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Palatine Hill Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107248). View Palatine Hill Wealth Management, LLC’s 13F filings on SEC