Portfolio (Quarterly) Guide ↗

Palatine Hill Wealth Management, LLC

· CIK 0002107248

13F Portfolio $115M AUM 48 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 11 Added 22 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CBRE	CBRE GROUP INC CL A	Real Estate	1,909	$307K	0.25%	SOLD
2	TMO	THERMO FISHER SCIENTIFIC INC COM	Healthcare	442	$256K	0.21%	SOLD
3	FBTC	FIDELITY WISE ORIGIN BITCOIN FUND	Financial Services	2,704	$206K	0.17%	SOLD

Sector Allocation

Financial Services 54.2%

Technology 19.9%

Consumer Cyclical 11.8%

Communication Services 4.5%

Healthcare 3.3%

Energy 2.2%

Basic Materials 1.6%

Industrials 1.4%

Consumer Defensive 1.0%