Palatine Hill Wealth Management, LLC

CIK: 0002107248SEC EDGAR →

Portfolio Value

$124K

Holdings

49

As of

Q4 2025

New Positions

49

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

376,695$16.7M
13488.63%
2

RIVERNORTH CAP AND INCM FD INC COM

673,115$9.7M
7792.91%
3

ARK 21SHARES BITCOIN ETF

210,881$6.1M
4936.99%
4

SPDR PORTFOLIO EMERGING MARKETS ETF

127,490$6.0M
4811.20%
5

APPLE INC COM

15,685$4.3M
3438.07%
6

STATE STREET SPDR PORTFOLIO S&P 500 ETF

51,275$4.1M
3316.32%
7

VANGUARD FTSE DEVELOPED MARKETS ETF

61,349$3.8M
3089.75%
8

TESLA INC COM

6,395$2.9M
2318.12%
9

ISHARES ETHEREUM TRUST ETF

111,200$2.5M
2010.92%
10

MICROSOFT CORP COM

4,897$2.4M
1909.32%

Sector Breakdown

Sector# HoldingsValue%
Financial Services24$49.6M62.1%
Technology8$11.2M14.0%
Unknown1$9.7M12.1%
Consumer Cyclical2$5.1M6.4%
Communication Services4$1.7M2.1%
Healthcare4$646K0.8%
Energy1$555K0.7%
Basic Materials1$551K0.7%
Consumer Defensive1$327K0.4%
Real Estate1$306K0.4%
Industrials2$215K0.3%