Palatine Hill Wealth Management, LLC
All 13F Filings
- Location
- Birmingham, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 124,164
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 55 | 124,164 | 13F-HR | Palatine Hill Wealth Management, LLC |
| Q1 2026 | 5/8/2026 | 48 | 114,872 | 13F-HR | Palatine Hill Wealth Management, LLC |
| Q4 2025 | 2/10/2026 | 49 | 124,023 | 13F-HR | Palatine Hill Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.03 K | 16.9% | 0 | 6.413 K | -6.413 K |
| ETFs | 103.1 K | 83.1% | 15.71 K | 0 | 15.71 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
124,164
Holdings
55
QoQ value change ($000)
9,292
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.