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The Analysis of Palatine Hill Wealth Management, LLC's Holdings & P&L

Currently, Palatine Hill Wealth Management, LLC holds 48 types of securities in its portfolio with a total value $114.9M. In the most recent quarter, they have increased their positions in N/A (+4.2K shares, valued at $2.5M), N/A (+186.8K shares, valued at $2.2M), ARKB (+11.5K shares, valued at $258.0K); decreased their positions in SPDW (-86.3K shares, valued at $3.9M), IVV (-2.3K shares, valued at $1.5M), VEA (-10.8K shares, valued at $693.1K); initiated new positions in N/A (+186.8K shares, valued at $2.2M), JNJ (+963 shares, valued at $235.4K).

1M P&L

+1.4M+1.34%

3M P&L

+901.6K+0.86%

HY P&L

+659.3K+0.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A92.2M

85.9%

2Consumer Electronics3.7M

3.4%

3Auto Manufacturers2.4M

2.2%

Top Industries by Stock Count

1N/A22 stocks

53.7%

2Drug Manufacturers - General3 stocks

7.3%

3Specialty Industrial Machinery2 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF58.7K shares-3.72%2026-03-312026-05-08

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF290.4K shares-22.92%2026-03-312026-05-08

RSF RIVERNORTH CAP AND INCM FD INC COM673.3K shares0.02%2026-03-312026-05-08

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF131.2K shares2.92%2026-03-312026-05-08

ARKB ARK 21SHARES BITCOIN ETF222.4K shares5.44%2026-03-312026-05-08

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF51.1K shares-0.33%2026-03-312026-05-08

AAPL APPLE INC COM14.5K shares-7.31%2026-03-312026-05-08

VEA VANGUARD FTSE DEVELOPED MARKETS ETF50.5K shares-17.63%2026-03-312026-05-08

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF4.8K shares660.73%2026-03-312026-05-08

TSLA TESLA INC COM6.4K shares-0.55%2026-03-312026-05-08

FRANKLIN MUNICIPAL HIGH YIELD ETF FRANKLIN MUNICIPAL HIGH YIELD ETF186.8K sharesnew addition2026-03-312026-05-08

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF19.7K shares1.05%2026-03-312026-05-08

AMZN AMAZON COM INC COM9.1K shares-7.19%2026-03-312026-05-08

MSFT MICROSOFT CORP COM4.6K shares-6.35%2026-03-312026-05-08

ETHA ISHARES ETHEREUM TRUST ETF106.1K shares-4.55%2026-03-312026-05-08

BITB BITWISE BITCOIN ETF TRUST44.9K shares-9.86%2026-03-312026-05-08

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF28.5K shares-1.31%2026-03-312026-05-08

QWLD STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF7.1K shares6.38%2026-03-312026-05-08

IWB ISHARES RUSSELL 1000 ETF2.4K shares-5.06%2026-03-312026-05-08

XOM EXXON MOBIL CORP COM4.6K shares0.52%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO COM2.6K shares-1.41%2026-03-312026-05-08

ACWX ISHARES MSCI ACWI EX U.S. ETF10.2K shares0.05%2026-03-312026-05-08

BROADCOM INC COM BROADCOM INC COM2.0K shares-12.62%2026-03-312026-05-08

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A2.1K shares-17.35%2026-03-312026-05-08

Sponsored

WDFC WD 40 CO COM2.8K shares0.00%2026-03-312026-05-08

QUAL ISHARES MSCI USA QUALITY FACTOR ETF2.9K shares0.00%2026-03-312026-05-08

DOL WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND8.0K shares0.00%2026-03-312026-05-08

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND7.2K shares-1.62%2026-03-312026-05-08

TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF10.1K shares7.72%2026-03-312026-05-08

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS4.0K shares-0.30%2026-03-312026-05-08

THE CIGNA GROUP COM THE CIGNA GROUP COM1.7K shares15.29%2026-03-312026-05-08

MA MASTERCARD INCORPORATED CL A738 shares-22.96%2026-03-312026-05-08

Sponsored

WMT WALMART INC COM2.9K shares0.27%2026-03-312026-05-08

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.3K shares-28.17%2026-03-312026-05-08

NFLX NETFLIX INC. COM3.7K shares-3.67%2026-03-312026-05-08

META META PLATFORMS INC CL A551 shares8.25%2026-03-312026-05-08

PH PARKER-HANNIFIN CORP COM344 shares0.00%2026-03-312026-05-08

SPY STATE STREET SPDR S&P 500 ETF445 shares0.00%2026-03-312026-05-08

LLY ELI LILLY & CO COM290 shares-1.36%2026-03-312026-05-08

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF9.9K shares3.38%2026-03-312026-05-08

Sponsored

NVDA NVIDIA CORPORATION COM1.4K shares24.07%2026-03-312026-05-08

JPST JPMORGAN ULTRA-SHORT INCOME ETF4.8K shares-36.19%2026-03-312026-05-08

WEAV WEAVE COMMUNICATIONS INC COM52.0K shares0.00%2026-03-312026-05-08

VUG VANGUARD GROWTH ETF543 shares-4.74%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON COM963 sharesnew addition2026-03-312026-05-08

ABBV ABBVIE INC COM1.0K shares0.00%2026-03-312026-05-08

EMR EMERSON ELEC CO COM1.6K shares0.00%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS COM866 shares-1.14%2026-03-312026-05-08

Sponsored

IVV

ISHARES CORE S&P 500 ETF

-3.72%

Shares58.7K

Event2026-03-31

Filed2026-05-08

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

-22.92%

Shares290.4K

Event2026-03-31

Filed2026-05-08

RSF

RIVERNORTH CAP AND INCM FD INC COM

0.02%

Shares673.3K

Event2026-03-31

Filed2026-05-08

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

2.92%

Shares131.2K

Event2026-03-31

Filed2026-05-08

ARKB

ARK 21SHARES BITCOIN ETF

5.44%

Shares222.4K

Event2026-03-31

Filed2026-05-08

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-0.33%

Shares51.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC COM

-7.31%

Shares14.5K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-17.63%

Shares50.5K

Event2026-03-31

Filed2026-05-08

VANGUARD S&P 500 ETF

660.73%

Shares4.8K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC COM

-0.55%

Shares6.4K

Event2026-03-31

Filed2026-05-08

FRANKLIN MUNICIPAL HIGH YIELD ETF

New

Shares186.8K

Event2026-03-31

Filed2026-05-08

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

1.05%

Shares19.7K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC COM

-7.19%

Shares9.1K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP COM

-6.35%

Shares4.6K

Event2026-03-31

Filed2026-05-08

ETHA

ISHARES ETHEREUM TRUST ETF

-4.55%

Shares106.1K

Event2026-03-31

Filed2026-05-08

BITB

BITWISE BITCOIN ETF TRUST

-9.86%

Shares44.9K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-1.31%

Shares28.5K

Event2026-03-31

Filed2026-05-08

QWLD

STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF

6.38%

Shares7.1K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES RUSSELL 1000 ETF

-5.06%

Shares2.4K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP COM

0.52%

Shares4.6K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO COM

-1.41%

Shares2.6K

Event2026-03-31

Filed2026-05-08

ACWX

ISHARES MSCI ACWI EX U.S. ETF

0.05%

Shares10.2K

Event2026-03-31

Filed2026-05-08

BROADCOM INC COM

-12.62%

Shares2.0K

Event2026-03-31

Filed2026-05-08

ALPHABET INC CAP STK CL A

-17.35%

Shares2.1K

Event2026-03-31

Filed2026-05-08

WDFC

WD 40 CO COM

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08

DOL

WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

-1.62%

Shares7.2K

Event2026-03-31

Filed2026-05-08

TAXF

AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF

7.72%

Shares10.1K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC COM SHS

-0.30%

Shares4.0K

Event2026-03-31

Filed2026-05-08

THE CIGNA GROUP COM

15.29%

Shares1.7K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED CL A

-22.96%

Shares738

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC COM

0.27%

Shares2.9K

Event2026-03-31

Filed2026-05-08

ALPHABET INC CAP STK CL C

-28.17%

Shares1.3K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC. COM

-3.67%

Shares3.7K

Event2026-03-31

Filed2026-05-08