Palatine Hill Wealth Management, LLC reported 29 positions worth $30.29M for the quarter ended Sep 30, 2026, up 8.9% on the prior quarter. It opened 0 new positions, added to 12, trimmed 6 and exited 3. Its largest holding is Ark 21Shares Bitcoin ETF at 20.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +2,553 | +106.8% | $385.15K | 2.46% |
| FETH Fidelity Ethereum Fund | +8,164 | +54.0% | $216.92K | 2.04% |
| BITB Bitwise Bitcoin ETF | +1,297 | +3.1% | $58.83K | 6.44% |
| GOOGL Alphabet Inc. | +54 | +2.4% | $18.59K | 2.58% |
| MA Mastercard Inc | +21 | +2.6% | $11.59K | 1.51% |
| JNJ Johnson & Johnson | +25 | +2.7% | $6.62K | 0.837% |
| ABBV AbbVie Inc. | +18 | +1.5% | $4.71K | 1.06% |
| AAPL Apple Inc. | +12 | +0.1% | $4.00K | 16.04% |
| NVDA Nvidia Corp | +15 | +0.9% | $3.43K | 1.2% |
| META Meta Platforms, Inc. | +3 | +0.5% | $2.18K | 1.37% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ETHA iShares Ethereum Trust ETF | -104.7K | -100.0% | $1.24M | Exited |
| CAT Caterpillar Inc | -235 | -100.0% | $250.25K | Exited |
| IBM International Business Machines Corp | -882 | -100.0% | $248.03K | Exited |
| TSLA Tesla, Inc. | -472 | -7.9% | $167.45K | 6.44% |
| IBIT iShares Bitcoin Trust ETF | -1,717 | -25.0% | $81.28K | 0.806% |
| ARKB Ark 21Shares Bitcoin ETF | -1,226 | -0.6% | $33.95K | 20.16% |
| MSFT Microsoft Corp | -45 | -1.0% | $23.08K | 7.36% |
| GOOG Alphabet Inc. | -50 | -3.6% | $17.04K | 1.49% |
| XOM ExxonMobil Holdings Corp | -79 | -1.7% | $12.86K | 2.45% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ARKB Ark 21Shares Bitcoin ETF | Others | 220.6K | $6.11M | 20.16% | -1,226 | -0.6% | Reduced | 0.22% |
| 2 | AAPL Apple Inc. | Technology | 14.6K | $4.86M | 16.04% | +12 | +0.1% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 9,320 | $2.32M | 7.67% | +6 | +0.1% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 4,345 | $2.23M | 7.36% | -45 | -1.0% | Reduced | 0% |
| 5 | BITB Bitwise Bitcoin ETF | Others | 43.0K | $1.95M | 6.44% | +1,297 | +3.1% | Added | 0.06% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 5,498 | $1.95M | 6.44% | -472 | -7.9% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 2,595 | $858.53K | 2.83% | 0 | 0.0% | Unchanged | 0% |
| 8 | ANET Arista Networks, Inc. | Technology | 4,047 | $823.93K | 2.72% | 0 | 0.0% | Unchanged | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 2,271 | $781.70K | 2.58% | +54 | +2.4% | Added | 0% |
| 10 | SPCX Space Exploration Technologies Corp | Industrials | 4,943 | $745.71K | 2.46% | +2,553 | +106.8% | Added | 0% |
| 11 | XOM ExxonMobil Holdings Corp | Energy | 4,564 | $742.78K | 2.45% | -79 | -1.7% | Reduced | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 2,000 | $702.47K | 2.32% | 0 | 0.0% | Unchanged | 0% |
| 13 | FETH Fidelity Ethereum Fund | Financial Services | 23.3K | $618.92K | 2.04% | +8,164 | +54.0% | Added | 0.05% |
| 14 | WDFC Wd 40 Co | Consumer Staples | 2,800 | $565.52K | 1.87% | 0 | 0.0% | Unchanged | 0.02% |
| 15 | MA Mastercard Inc | Financial Services | 828 | $456.90K | 1.51% | +21 | +2.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Palatine Hill Wealth Management.
As of its Q3 2026 13F filing, Palatine Hill Wealth Management, LLC’s five largest positions were Ark 21Shares Bitcoin ETF (ARKB) at 20.2%, Apple Inc. (AAPL) at 16.0%, Amazon Com Inc (AMZN) at 7.7%, Microsoft Corp (MSFT) at 7.4%, Bitwise Bitcoin ETF (BITB) at 6.4% of the reported portfolio.
Palatine Hill Wealth Management, LLC reported a 13F portfolio worth $30.29M across 29 positions for Q3 2026. That is up 8.9% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($385.15K), Fidelity Ethereum Fund ($216.92K), Bitwise Bitcoin ETF ($58.83K). It opened 0 new positions.
Its largest sales by value were iShares Ethereum Trust ETF ($1.24M), Caterpillar Inc ($250.25K), International Business Machines Corp ($248.03K). It exited 3 positions entirely.
From the Form 13F-HR reports Palatine Hill Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.