Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Core S&p 500 Etf | $46.8M | 37.7% | +6.4% |
| SPDWState Street Spdr Portfolio Developed World Ex-us Etf | $15.8M | 12.7% | +8.1% |
| SPEMState Street Spdr Portfolio Emerging Markets Etf | $7.2M | 5.8% | +5.6% |
| SPYMState Street Spdr Portfolio S&p 500 Etf | $4.5M | 3.6% | |
| ARKBArk 21shares Bitcoin Etf | $4.3M | 3.5% | |
| AAPLApple Inc Com | $4.2M | 3.4% | |
| VEAVanguard Ftse Developed Markets Etf | $3.8M | 3.0% | +4.3% |
| VOOVanguard S&p 500 Etf | $3.3M | 2.7% | |
| SPYGState Street Spdr Portfolio S&p 500 Growth Etf | $2.8M | 2.2% | +18.8% |
| TSLATesla Inc Com | $2.5M | 2.0% | −6.1% |
| FTMHFranklin Municipal High Yield Etf | $2.4M | 1.9% | +8.9% |
| AMZNAmazon Com Inc Com | $2.2M | 1.8% | +2.6% |
| VWOVanguard Ftse Emerging Markets Etf | $1.8M | 1.4% | +5.0% |
| MSFTMicrosoft Corp Com | $1.6M | 1.3% | −4.3% |
| BITBBitwise Bitcoin Etf Trust | $1.3M | 1.1% | −7.0% |
| Ishares Ethereum Trust EtfCUSIP 46438R105 | $1.2M | 1.0% | −1.4% |
| QWLDState Street Spdr Msci World Strategicfactors Etf | $1.2M | 0.9% | +7.8% |
| IWBIshares Russell 1000 Etf | $920K | 0.7% | −5.7% |
| JPMJpmorgan Chase & Co Com | $849K | 0.7% | |
| GOOGLAlphabet Inc Cap Stk Cl A | $792K | 0.6% | +5.3% |
| ACWXIshares Msci Acwi Ex U.s. Etf | $774K | 0.6% | |
| AVGOBroadcom Inc Com | $755K | 0.6% | +2.0% |
| QUALIshares Msci Usa Quality Factor Etf | $739K | 0.6% | +16.9% |
| ANETArista Networks Inc Com Shs | $688K | 0.6% | |
| WDFCWd 40 Co Com | $682K | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ANETArista Networks Inc Com Shs | December 31, 2025 | +29.6% | $688K |
| WDFCWd 40 Co Com | December 31, 2025 | +23.7% | $682K |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2025 | +14.2% | $792K |
| VEAVanguard Ftse Developed Markets Etf | December 31, 2025 | +14.1% | $3.8M |
| VEUVanguard Ftse All-world Ex-us Index Fund | December 31, 2025 | +13.9% | $605K |
| SPDWState Street Spdr Portfolio Developed World Ex-us Etf | December 31, 2025 | +13.5% | $15.8M |
| ACWXIshares Msci Acwi Ex U.s. Etf | December 31, 2025 | +13.4% | $774K |
| DOLWisdomtree True Developed International Fund | December 31, 2025 | +12.9% | $595K |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2025 | +12.6% | $485K |
| LLYEli Lilly & Co Com | December 31, 2025 | +11.6% | $397K |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $788K
- CIThe Cigna Group Com was $455K
- JPSTJpmorgan Ultra-short Income Etf was $241K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −5.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Palatine Hill Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2107248&type=13F-HR&dateb=&owner=include&count=40CIK 2107248
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2107248/000210724826000004/Filed August 7, 2026 · accession 0002107248-26-000004