Palatine Hill Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Birmingham, MI
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$124,164
Net value change ($000)
+9,292 (8.1%)
New positions
10
Sold out positions
3
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 8,440 22.0%
SPDW 2,566 19.4%
SPEM 1,017 16.5%
SPYG 856 44.4%
EXXONMOBIL HOLDINGS CORP COM SHS 635 NEW
MORGAN STANLEY BITCOIN TRUST ETF 626 NEW
SPYM 560 14.3%
AAPL 527 14.3%
VEA 518 16.0%
VOO 448 15.7%
Top Reduces (Value $000, Stocks/ETFs)
RSF -9,231 -94.2%
XOM -788 -100.0%
ARKB -685 -13.7%
CI -455 -100.0%
ETHA -435 -25.9%
BITB -322 -19.5%
JPST -241 -100.0%
NFLX -86 -24.3%
MSFT -60 -3.5%
WMT -30 -8.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type