StockDriftsStockDriftsTop 48 Palatine Hill Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 33.37% | 58.7K | $38.3M | -3.72%(-2.26K) | $677.12(+10.53%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 11.54% | 290.4K | $13.3M | -22.92%(-86.34K) | $43.60(+14.84%) | 2026-03-31 | |
| RSF | RIVERNORTH CAP AND INCM FD INC COM | 8.53% | 673.3K | $9.8M | +0.02%(+141) | $14.54(+0.55%) | 2026-03-31 | |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 5.36% | 131.2K | $6.2M | +2.92%(+3.72K) | $46.81(+9.20%) | 2026-03-31 | |
| ARKB | ARK 21SHARES BITCOIN ETF | 4.35% | 222.4K | $5.0M | +5.44%(+11.47K) | $33.13(-38.51%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 3.41% | 51.1K | $3.9M | -0.33%(-170) | $79.28(+10.58%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.21% | 14.5K | $3.7M | -7.31%(-1.15K) | $263.24(+17.24%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.82% | 50.5K | $3.2M | -17.63%(-10.82K) | $61.19(+15.71%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 2.49% | 4.8K | $2.9M | +660.73%(+4.16K) | $613.31(+11.66%) | 2026-03-31 | |
| TSLA | TESLA INC COM | 2.06% | 6.4K | $2.4M | -0.55%(-35) | $447.22(-12.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -19.79% | -48.40% |
| Top 20 Holdings Unweighted | -30.44% | -66.35% |
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