Palatine Hill Wealth Management, LLC - Portfolio overview

Palatine Hill Wealth Management, LLC has 48 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 33.37%
2. SPDW - STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF, 11.54%
3. RSF - RIVERNORTH CAP AND INCM FD INC COM, 8.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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