SEC Form 13F

Palatine Hill Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$124,164,464
Positions55

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES CORE S&P 500 ETFIVVETF$46,768,56662,451
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSPDWETF$15,821,245313,976
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFSPEMETF$7,171,775138,505
STATE STREET SPDR PORTFOLIO S&P 500 ETFSPYMETF$4,472,47750,893
ARK 21SHARES BITCOIN ETFARKBETF$4,315,858221,781
APPLE INC COMAAPLStock$4,216,43414,572
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$3,755,87352,714
VANGUARD S&P 500 ETFVOOETF$3,306,9904,815
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSPYGETF$2,785,41823,409
TESLA INC COMTSLAStock$2,510,8575,970

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page