Palatine Hill Wealth Management, LLC
All 13F Filings
- Location
- Birmingham, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 139,206
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 54 | 139,206 | 13F-HR | Palatine Hill Wealth Management, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.37 K | 15.3% | 339 | 0 | 339 |
| ETFs | 117.8 K | 84.7% | 14.7 K | 0 | 14.7 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
139,206
Holdings
54
QoQ value change ($000)
15,042
(12.1%)
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.