Palatine Hill Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Birmingham, MI
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$114,872
Net value change ($000)
-9,151 (-7.4%)
New positions
2
Sold out positions
3
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 2,465 625.6%
FTMH 2,153 NEW
JNJ 235 NEW
XOM 232 41.7%
SPEM 187 3.1%
RSF 130 1.3%
QWLD 61 6.4%
CI 48 11.8%
WMT 38 11.6%
NVDA 35 16.2%
Top Reduces (Value $000, Stocks/ETFs)
SPDW -3,474 -20.8%
IVV -3,412 -8.2%
ARKB -1,123 -18.3%
ETHA -814 -32.6%
BITB -716 -30.2%
MSFT -671 -28.3%
VEA -594 -15.5%
AAPL -575 -13.5%
TSLA -512 -17.8%
AMZN -367 -16.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type