Institutional Fund
Palatine Hill Wealth Management, LLC
Birmingham, MICIK 21072482 filings on record
Portfolio Value
$114.87M
Q1 2026
Holdings
48
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-7.4%
from $124.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr33.4%
- Spdr Index Shs Fds11.5%
- Rivernorth Cap And Incm Fd I8.5%
- Spdr Index Shs Fds5.4%
- Ark 21shares Bitcoin ETF4.4%
- Spdr Series Trust3.4%
- Other33.5%
Portfolio Holdings
48 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 58.7K | $38.33M | 33.4% | −2.3K | Reduced |
| 2 | Spdr Index Shs Fds | 290.4K | $13.25M | 11.5% | −86.3K | Reduced |
| 3 | Rivernorth Cap And Incm Fd I | 673.3K | $9.80M | 8.5% | +141 | Added |
| 4 | Spdr Index Shs Fds | 131.2K | $6.16M | 5.4% | +3.7K | Added |
| 5 | Ark 21shares Bitcoin ETF | 222.4K | $5.00M | 4.4% | +11.5K | Added |
| 6 | Spdr Series Trust | 51.1K | $3.91M | 3.4% | −170 | Reduced |
| 7 | Apple Inc | 14.5K | $3.69M | 3.2% | −1.1K | Reduced |
| 8 | Vanguard Tax-Managed Fds | 50.5K | $3.24M | 2.8% | −10.8K | Reduced |
| 9 | Vanguard Index Fds | 4.8K | $2.86M | 2.5% | +4.2K | Added |
| 10 | Tesla Inc | 6.4K | $2.36M | 2.1% | −35 | Reduced |
38 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio