Palatine Hill Wealth Management, LLC
Long book
$114.9M
Q1 2026
Positions
48
Top-10 weight
77%
concentration
Last quarter
+10.1%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsPalatine Hill Wealth Management, LLC is a wealth-management firm allocating client money, running a $114.9M US long book across 48 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE S&P 500 ETF, STE STR SPDR PT DW EU ETF, RIVERNORTH CAPITAL & INCOME, STATE STREET SP PTF EM ETF, ARK 21SHARES BITCOIN ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-5.2%
Q1 2026
+10.1%
Sector allocation
Technology 48%
Industrials 16%
Consumer discretionary 13%
Financials 7%
Energy 4%
Healthcare 4%
Services media 4%
Other 3%
Long book by quarter
What does Palatine Hill own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 14.5K | $3.7M | 3.2% | -7.3% |
| TSLA TESLA INC | Industrials | 6.4K | $2.4M | 2.1% | -0.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 9.1K | $1.9M | 1.6% | -7.2% |
| MSFT MICROSOFT CORP | Technology | 4.6K | $1.7M | 1.5% | -6.4% |
| XOM EXXON MOBIL CORP | Energy | 4.6K | $788K | 0.7% | +0.5% |
| JPM JPMORGAN CHASE & CO | Financials | 2.6K | $762K | 0.7% | -1.4% |
| AVGO BROADCOM INC | Technology | 2.0K | $606K | 0.5% | -12.6% |
| GOOGL ALPHABET INC-CL A | Technology | 2.1K | $605K | 0.5% | -17.4% |
| WDFC WD-40 CO | Other | 2.8K | $571K | 0.5% | Held |
| ANET ARISTA NETWORKS INC | Technology | 4.0K | $496K | 0.4% | -0.3% |
| CI THE CIGNA GROUP | Financials | 1.7K | $455K | 0.4% | +15.3% |
| MA MASTERCARD INC - A | Services media | 738 | $369K | 0.3% | -23.0% |
| WMT WALMART INC | Consumer discretionary | 2.9K | $366K | 0.3% | +0.3% |
| GOOG ALPHABET INC-CL C | Technology | 1.3K | $364K | 0.3% | -28.2% |
| NFLX NETFLIX INC | Services media | 3.7K | $354K | 0.3% | -3.7% |
| META META PLATFORMS INC-CLASS A | Technology | 551 | $315K | 0.3% | +8.3% |
| PH PARKER HANNIFIN CORP | Industrials | 344 | $308K | 0.3% | Held |
| LLY ELI LILLY & CO | Healthcare | 290 | $267K | 0.2% | -1.4% |
| NVDA NVIDIA CORP | Technology | 1.4K | $251K | 0.2% | +24.1% |
| WEAV WEAVE COMMUNICATIONS INC | Technology | 52.0K | $240K | 0.2% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 963 | $235K | 0.2% | New |
| ABBV ABBVIE INC | Healthcare | 1.0K | $228K | 0.2% | Held |
| EMR EMERSON ELECTRIC CO | Industrials | 1.6K | $213K | 0.2% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 866 | $210K | 0.2% | -1.1% |