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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
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION COM Technology 1,438.0 $250K 0.22% +279.0 +24.1% $174.20 +27.6%
42 JPMORGAN ULTRA-SHORT INCOME ETF 4,755.0 $241K 0.21% -3K -36.2% $50.61
43 WEAV WEAVE COMMUNICATIONS INC COM Technology 52,001.0 $240K 0.21% $4.62 +17.7%
44 VUG VANGUARD GROWTH ETF 543.0 $237K 0.21% -27.0 -4.7% $436.79 -80.2%
45 JNJ JOHNSON & JOHNSON COM Healthcare 963.0 $235K 0.20% NEW $244.40 -6.3%
46 ABBV ABBVIE INC COM Healthcare 1,049.0 $228K 0.20% $217.49 -1.7%
47 EMR EMERSON ELEC CO COM Industrials 1,623.0 $213K 0.18% $131.02 +0.9%
48 IBM INTERNATIONAL BUSINESS MACHS COM Technology 866.0 $210K 0.18% -10.0 -1.1% $242.39 -8.1%
Page 3 of 3  ·  48 positions

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 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%