Palatine Hill Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Birmingham, MI
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$139,206
Net value change ($000)
+15,042 (12.1%)
New positions
3
Sold out positions
4
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 5,714 12.2%
ISHARES ETHEREUM TRUST ETF 2,101 NEW
SPDW 1,956 12.4%
ARKB 1,791 41.5%
MORGAN STANLEY BITCOIN TRUST ETF 1,311 209.4%
SPEM 686 9.6%
SPYG 649 23.3%
AAPL 641 15.2%
BITB 622 46.8%
MSFT 592 36.2%
Top Reduces (Value $000, Stocks/ETFs)
ETHA -1,245 -100.0%
RSF -565 -100.0%
TSLA -561 -22.3%
CAT -250 -100.0%
IBM -248 -100.0%
WDFC -116 -17.0%
AVGO -53 -7.0%
GOOGL -34 -7.0%
VEA -33 -0.9%
WMT -28 -8.3%
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.
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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