BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Palatine Hill Wealth Management, LLC

· CIK 0002107248
13F Portfolio $124M AUM 55 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 26 Added 8 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 XOM EXXON MOBIL CORP COM Energy 4,642 $788K 0.69% SOLD
2 CI THE CIGNA GROUP COM Healthcare 1,704 $455K 0.40% SOLD
3 JPMORGAN ULTRA-SHORT INCOME ETF 4,755 $241K 0.21% SOLD
Sector Allocation
Financial Services 35.5%
Technology 31.0%
Consumer Cyclical 16.8%
Communication Services 6.6%
Healthcare 3.3%
Industrials 3.1%
Basic Materials 2.4%
Consumer Defensive 1.2%