Long-term investor
Palatine Hill Wealth Management, LLC @palatinehillwealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107248).
Record
- Tracked since 2025-12-31 (261 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.1%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 37.7% · long · since 2025-12-31
- SPDW · 12.7% · long · since 2025-12-31
- SPEM · 5.8% · long · since 2025-12-31
- SPYM · 3.6% · long · since 2025-12-31
- ARKB · 3.5% · long · since 2025-12-31
- AAPL · 3.4% · long · since 2025-12-31
- VEA · 3.0% · long · since 2025-12-31
- VOO · 2.7% · long · since 2025-12-31
- SPYG · 2.2% · long · since 2025-12-31
- TSLA · 2.0% · long · since 2025-12-31
- PMO · 1.9% · long · since 2026-03-31
- AMZN · 1.8% · long · since 2025-12-31