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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 Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC COM Consumer Cyclical 5,970.0 $2.5M 2.02% -390.0 -6.1% $420.58 -17.9%
2 MSFT MICROSOFT CORP COM Technology 4,390.0 $1.6M 1.32% -196.0 -4.3% $373.00 +29.0%
3 BITB BITWISE BITCOIN ETF TRUST Financial Services 41,717.0 $1.3M 1.07% -3K -7.0% $31.86 +23.8%
4 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 104,700.0 $1.2M 1.00% -1K -1.4% $11.89 +47.6%
5 IWB ISHARES RUSSELL 1000 ETF 2,247.0 $920K 0.74% -135.0 -5.7% $409.50 +2.1%
6 RSF RIVERNORTH CAP AND INCM FD INC COM Financial Services 38,668.0 $565K 0.46% -635K -94.3% $14.62 -0.8%
7 TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF 9,506.0 $483K 0.39% -570.0 -5.7% $50.84 -2.0%
8 JNJ JOHNSON & JOHNSON COM Healthcare 932.0 $237K 0.19% -31.0 -3.2% $253.92 +5.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%