Palatine Hill Wealth Management, LLC holds a concentrated book of 55 stocks worth $124.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 38% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Palatine Hill Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 55 / 55 | $539.5B |
| OSAIC HOLDINGS, INC. | 55 / 55 | $16.8B |
| Integrated Wealth Concepts LLC | 55 / 55 | $4.1B |
| RAYMOND JAMES FINANCIAL INC | 54 / 55 | $92.8B |
| Kestra Advisory Services, LLC | 54 / 55 | $8.4B |
| Steward Partners Investment Advisory, LLC | 54 / 55 | $6.2B |
| Arax Advisory Partners | 54 / 55 | $4.0B |
| Farther Finance Advisors, LLC | 54 / 55 | $2.9B |
Ranked by how many of Palatine Hill Wealth Management, LLC's top 55 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P 500 ETF ETF | $46.8M | 62.5K | 37.7% | ▲+6.4% Added · +4K sh | |
| 2 | State Street SPDR Portfolio Developed World Ex-US ETF ETF | $15.8M | 314.0K | 12.7% | ▲+8.1% Added · +24K sh | |
| 3 | State Street SPDR Portfolio Emerging Markets ETF ETF | $7.2M | 138.5K | 5.8% | ▲+5.5% Added · +7K sh | |
| 4 | State Street SPDR Portfolio S&P 500 ETF ETF | $4.5M | 50.9K | 3.6% | ▼−0.4% Reduced · −212 sh | |
| 5 | Ark 21SHARES Bitcoin ETF ETF | $4.3M | 221.8K | 3.5% | ▼−0.3% Reduced · −571 sh | |
| 6 | Apple Inc Com Stock | $4.2M | 14.6K | 3.4% | ▲+0.2% Added · +33 sh | |
| 7 | Vanguard Ftse Developed Markets ETF ETF | $3.8M | 52.7K | 3.0% | ▲+4.3% Added · +2K sh | |
| 8 | Vanguard S&P 500 ETF ETF | $3.3M | 4.8K | 2.7% | ▲+0.6% Added · +30 sh | |
| 9 | State Street SPDR Portfolio S&P 500 Growth ETF ETF | $2.8M | 23.4K | 2.2% | ▲+19% Added · +4K sh | |
| 10 | Tesla Inc Com Stock | $2.5M | 6.0K | 2.0% | ▼−6.1% Reduced · −390 sh | |
| 11 | Franklin Municipal High Yield ETF ETF | $2.4M | 203.3K | 1.9% | ▲+8.9% Added · +17K sh | |
| 12 | Amazon Com Inc Com Stock | $2.2M | 9.3K | 1.8% | ▲+2.6% Added · +235 sh | |
| 13 | Vanguard Ftse Emerging Markets ETF ETF | $1.8M | 29.9K | 1.4% | ▲+5.0% Added · +1K sh | |
| 14 | Microsoft Corp Com Stock | $1.6M | 4.4K | 1.3% | ▼−4.3% Reduced · −196 sh | |
| 15 | Bitwise Bitcoin ETF Trust ETF | $1.3M | 41.7K | 1.1% | ▼−7.0% Reduced · −3K sh | |
| 16 | Ishares Ethereum Trust ETF ETF | $1.2M | 104.7K | 1.0% | ▼−1.4% Reduced · −1K sh | |
| 17 | State Street SPDR Msci World Strategicfactors ETF ETF | $1.2M | 7.7K | 0.9% | ▲+7.8% Added · +555 sh | |
| 18 | Ishares Russell 1000 ETF ETF | $920K | 2.2K | 0.7% | ▼−5.7% Reduced · −135 sh | |
| 19 | JPMorgan Chase & Co Com Stock | $849K | 2.6K | 0.7% | ▲+0.1% Added · +4 sh | |
| 20 | Alphabet Inc Cap STK CL A Stock | $792K | 2.2K | 0.6% | ▲+5.3% Added · +112 sh | |
| 21 | Ishares Msci Acwi Ex U.S. ETF ETF | $774K | 10.2K | 0.6% | ▼−0.1% Reduced · −11 sh | |
| 22 | Broadcom Inc Com Stock | $755K | 2.0K | 0.6% | ▲+2.0% Added · +40 sh | |
| 23 | Ishares Msci USA Quality Factor ETF ETF | $739K | 3.4K | 0.6% | ▲+17% Added · +486 sh | |
| 24 | Arista Networks Inc Com SHS Stock | $688K | 4.0K | 0.6% | ▲+0.3% Added · +11 sh | |
| 25 | WD 40 Co Com Stock | $682K | 2.8K | 0.5% | —Held | |
| 26 | ExxonMobil Holdings Corp Com SHS Stock | $635K | 4.6K | 0.5% | ▲New New position | |
| 27 | Morgan Stanley Bitcoin Trust ETF ETF | $626K | 37.1K | 0.5% | ▲New New position | |
| 28 | Vanguard Ftse All-World Ex-US Index Fund ETF | $605K | 7.2K | 0.5% | —Held | |
| 29 | Wisdomtree True Developed International Fund ETF | $595K | 8.0K | 0.5% | —Held | |
| 30 | Rivernorth Cap And Incm FD Inc Com CEF | $565K | 38.7K | 0.5% | ▼−94% Reduced · −635K sh | |
| 31 | State Street SPDR S&P 500 ETF ETF | $488K | 654 | 0.4% | ▲+47% Added · +209 sh | |
| 32 | Alphabet Inc Cap STK CL C Stock | $485K | 1.4K | 0.4% | ▲+8.2% Added · +104 sh | |
| 33 | American Century Diversified Municipal Bond ETF ETF | $483K | 9.5K | 0.4% | ▼−5.7% Reduced · −570 sh | |
| 34 | Mastercard Incorporated CL A Stock | $415K | 807 | 0.3% | ▲+9.3% Added · +69 sh | |
| 35 | Space Exploration Techn Corp Class A Com STK Stock | $408K | 2.4K | 0.3% | ▲New New position | |
| 36 | Eli Lilly & Co Com Stock | $397K | 331 | 0.3% | ▲+14% Added · +41 sh | |
| 37 | Parker-Hannifin Corp Com Stock | $390K | 399 | 0.3% | ▲+16% Added · +55 sh | |
| 38 | Walmart Inc Com Stock | $336K | 3.0K | 0.3% | ▲+0.5% Added · +15 sh | |
| 39 | Invesco QQQ Trust Series I ETF | $328K | 445 | 0.3% | ▲New New position | |
| 40 | Meta Platforms Inc CL A Stock | $320K | 568 | 0.3% | ▲+3.1% Added · +17 sh | |
| 41 | Nvidia Corporation Com Stock | $316K | 1.6K | 0.3% | ▲+9.9% Added · +143 sh | |
| 42 | Weave Communications Inc Com Stock | $311K | 52.0K | 0.3% | —Held | |
| 43 | Abbvie Inc Com Stock | $304K | 1.2K | 0.2% | ▲+15% Added · +158 sh | |
| 44 | Texas Instrs Inc Com Stock | $292K | 979 | 0.2% | ▲New New position | |
| 45 | Vanguard Morningstar Growth ETF ETF | $281K | 3.3K | 0.2% | ▲+500% Added · +3K sh | |
| 46 | State Street SPDR Portfolio Aggregate Bond ETF ETF | $271K | 10.6K | 0.2% | ▲+6.6% Added · +661 sh | |
| 47 | Netflix Inc. Com Stock | $268K | 3.8K | 0.2% | ▲+2.1% Added · +78 sh | |
| 48 | Advanced Micro Devices Inc Com Stock | $267K | 459 | 0.2% | ▲New New position | |
| 49 | Caterpillar Inc Com Stock | $250K | 235 | 0.2% | ▲New New position | |
| 50 | International Business Machs Com Stock | $248K | 882 | 0.2% | ▲+1.8% Added · +16 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2107248/holdings"
Use Arkolith to show Palatine Hill Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.