account_balance
Investment manager · 13F filer · SEC CIK 2107248
Palatine Hill Wealth Management, LLC
Reported value$139Mas of Sep 30, 2026
Positions54 2 new, 3 sold out
Top 10 weight76.6%IVV alone is 38%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
37.7%Added +10%
SPDWState Street SPDR Portfolio Developed World Ex-US ETF
12.8%Added +13%
SPEMState Street SPDR Portfolio Emerging Markets ETF
5.6%Added +10%
ARKBArk 21Shares Bitcoin ETF
4.4%
AAPLApple Inc.
3.5%
SPYMState Street SPDR Portfolio S&P 500 ETF
3.3%
VEAVanguard Ftse Developed Markets ETF
2.7%
SPYGState Street SPDR Portfolio S&P 500 Growth ETF
2.5%
VOOVanguard S&P 500 ETF
2.4%
FTMH1.8%
AMZN1.7%MSFTIVViShares Core S&P 500 ETF
37.7%Added +10%
SPDWState Street SPDR Portfolio Developed World Ex-US ETF
12.8%Added +13%
SPEM5.6%
ARKB4.4%AAPL3.5%SPYM3.3%
VEA2.7%
SPYG
VOO
AMZNMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 37.7% Added +10%
SPDW State Street SPDR Portfolio Developed World Ex-US ETF 12.8% Added +13%
SPEM State Street SPDR Portfolio Emerging Markets ETF 5.6% Added +10%
ARKB Ark 21Shares Bitcoin ETF 4.4% HeldAAPL Apple Inc. 3.5% HeldSPYM State Street SPDR Portfolio S&P 500 ETF 3.3% Held
VEA Vanguard Ftse Developed Markets ETF 2.7% Held
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.5% Added +19%
VOO Vanguard S&P 500 ETF 2.4% Held
FTMH Franklin Municipal High Yield ETF 1.8% Added +12%
AMZN Amazon.com Inc 1.7% HeldMSFT Microsoft Corp 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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