Palatine Hill Wealth Management
Palatine Hill Wealth Management reported 55 stocks worth $124M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (37.7%), SPDW (12.7%) and SPEM (5.8%). Compared with Q1 2026, the fund opened new positions in XOM, MSBT and SPCX, added to IVV, SPDW and SPEM, trimmed SPYM, ARKB and TSLA and sold out of XOM, CI and JPST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $46.8M | 37.7% | 62K | +3,773 (+6%) | 3 of 3 | |
| 2 |  SPDW Spdr Developed | $15.8M | 12.7% | 314K | +24K (+8%) | 3 of 3 | |
| 3 |  SPEM Spdr Emerging | $7.2M | 5.8% | 139K | +7,292 (+6%) | 3 of 3 | |
| 4 |  SPYM Spdr Series Trust | $4.5M | 3.6% | 51K | −212 (−0%) | 3 of 3 | |
| 5 |  ARKB ARK 21SHARES Bitcoin ETF | $4.3M | 3.5% | 222K | −571 (−0%) | 3 of 3 | |
| 6 |  AAPL Apple Inc | $4.2M | 3.4% | 15K | +33 (+0%) | 3 of 3 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $3.8M | 3.0% | 53K | +2,181 (+4%) | 3 of 3 | |
| 8 |  VOO Vanguard S&P 500 ETF | $3.3M | 2.7% | 4,815 | +30 (+1%) | 3 of 3 | |
| 9 |  SPYG Spdr Series Trust | $2.8M | 2.2% | 23K | +3,711 (+19%) | 3 of 3 | |
| 10 |  TSLA Tesla Inc | $2.5M | 2.0% | 5,970 | −390 (−6%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palatine Hill Wealth Management 13F FAQ
What does Palatine Hill Wealth Management own?
Palatine Hill Wealth Management reported 55 stocks worth $124M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (37.7%), SPDW (12.7%) and SPEM (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Palatine Hill Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 30 added to, 11 trimmed and 3 sold out. New positions include XOM, MSBT and SPCX. It sold all of XOM, CI and JPST.
When will Palatine Hill Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palatine Hill Wealth Management's portfolio worth?
The Q2 2026 filing reports $124M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.