Palatine Hill Wealth Management, LLC
•CIK: 2107248•Filing: Q4 2025
**Palatine Hill Wealth Management, LLC** manages $124M across a portfolio of 49 distinct positions. The strategy exhibits a notable allocation toward broad market exposure, highlighted by the top holding in IVV at $41.7M. Significant secondary concentrations include SPDW ($16.7M) and XRSFX ($9.7M), suggesting a focus on core equity indices and specialized sector exposure. The portfolio also maintains targeted allocations to technology and growth names, including AAPL ($4.3M) and ARKB ($6.1M).
Total AUM
$124.0M
QoQ Performance
N/A
Positions
49
Top 10 Concentration
78.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SPDW
XRSFX
IVV33.7%
SPDW13.5%
XRSFX7.8%
ARKB4.9%
SPEM4.8%
AAPL3.4%
SPYM3.3%
VEA3.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other50.8%
ETF34.2%
Technology7.7%
Consumer4.4%
Financial1.1%
Healthcare1.0%
Energy0.4%
Communication0.3%