Palatine Hill Wealth Management, LLC
CIK 2107248 · Holdings on Dec 31, 2025 · First reported Feb 10, 2026
Top ten holdings
Q4 2025- IVV33.66%
- SPDW13.49%
- XRSFX7.79%
- ARKB4.94%
- SPEM4.81%
- AAPL3.44%
- SPYM3.32%
- VEA3.09%
- TSLA2.32%
- ETHA2.01%
Share classes counted separately78.87%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $41.74M | 33.66% | 60.94K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPDWSTE STR SPDR PT DW EU ETFETF View history and evidence | $16.73M | 13.49% | 376.69K shares | Prior unavailable — | — | ↗▾ |
| 03 | XRSFXRIVERNORTH CAPITAL & INCOMECEF View history and evidence | $9.67M | 7.79% | 673.12K shares | Prior unavailable — | — | ↗▾ |
| 04 | ARKBARK 21SHARES BITCOIN ETFETF View history and evidence | $6.12M | 4.94% | 210.88K shares | Prior unavailable — | — | ↗▾ |
| 05 | SPEMSTATE STREET SP PTF EM ETFETF View history and evidence | $5.97M | 4.81% | 127.49K shares | Prior unavailable — | — | ↗▾ |
| 06 | AAPLAPPLE INCStock View history and evidence | $4.26M | 3.44% | 15.69K shares | Prior unavailable — | — | ↗▾ |
| 07 | SPYMSTE STR SPDR PT S&P 500 ETFETF View history and evidence | $4.11M | 3.32% | 51.27K shares | Prior unavailable — | — | ↗▾ |
| 08 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $3.83M | 3.09% | 61.35K shares | Prior unavailable — | — | ↗▾ |
| 09 | TSLATESLA INCStock View history and evidence | $2.88M | 2.32% | 6.39K shares | Prior unavailable — | — | ↗▾ |
| 10 | ETHAISHARES ETHEREUM TRUST ETFETF View history and evidence | $2.49M | 2.01% | 111.20K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2107248 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 124023462
}Research all 49 reported holdings.
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