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Charles Dabrowski

Palatine Hill Wealth Management, Llc

Assets Managed
$114.872M
Holdings
48
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
-7.37%(2Q avg: -3.68%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Palatine Hill Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Palatine Hill Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 114.872M in assets, with a quarterly growth rate of -7.37% and a 2-quarter average growth rate of -3.68%. The portfolio is managed by Charles Dabrowski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.71%
33.37%
$38.329M
58,678 shares@ $653.21 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -22.91%
11.54%
$13.255M
290,359 shares@ $45.66 avg price
XRSFX
Rivernorth Capital & Income
Recent Activity
Increased 0.03%
8.53%
$9.796M
673,256 shares@ $14.56 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 2.93%
5.36%
$6.155M
131,213 shares@ $46.92 avg price
ARKB
Ark 21shares Bitcoin Etf
Recent Activity
Increased 5.44%
4.36%
$5.001M
222,352 shares@ $22.49 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.33%
3.41%
$3.912M
51,105 shares@ $76.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -7.3%
3.22%
$3.689M
14,539 shares@ $253.76 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -17.63%
2.82%
$3.238M
50,533 shares@ $64.09 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 660.74%
2.49%
$2.859M
4,785 shares@ $597.56 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -0.54%
2.06%
$2.364M
6,360 shares@ $371.72 avg price

1-10 of 48