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Paladin Wealth

Latest statistics and disclosures from Paladin Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, DMBS, NVDA, MSFT, AMZN, and represent 18.65% of Paladin Wealth's stock portfolio.
Added to shares of these 10 stocks: QQQM, SEPU, IETC, XLF, DMBS, UYLD, SPLG, MLM, PRIV, AVDE.
Started 14 new stock positions in QQQM, IETC, MLM, USB, NAUG, SEPU, JHX, ARKW, BLOK, Innovator Etfs Trust. PRIV, UYLD, XLF, CRPT.
Reduced shares in these 10 stocks: QUAL, BBUS, MBS, ULST, OCTW, AZEK, RSP, INTU, IGSB, BAPR.
Sold out of its positions in OCTW, MBS, AZEK, CAH, NAPR, BAPR, XBAP, INTU, RSP, QUAL. ORCL, PFE, ULST, SLB, WEN.
Paladin Wealth was a net buyer of stock by $2.7M.
Paladin Wealth has $138M in assets under management (AUM), dropping by 7.23%.
Central Index Key (CIK): 0002040377

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Portfolio Holdings for Paladin Wealth

Paladin Wealth holds 111 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	6.8	$9.3M	+9%	119k	78.34	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	3.2	$4.4M	+34%	88k	49.68	View chart
NVIDIA Corporation (NVDA)	3.2	$4.4M	-3%	23k	186.58	View chart
Microsoft Corporation (MSFT)	2.9	$4.0M	-2%	7.7k	517.98	View chart
Amazon (AMZN)	2.7	$3.7M	-2%	17k	219.57	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	2.6	$3.6M		79k	45.67	View chart
Apple (AAPL)	2.5	$3.5M	-3%	14k	254.63	View chart
Alphabet Cap Stk Cl C (GOOG)	2.3	$3.1M	-6%	13k	243.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.2	$3.0M	+17%	38k	78.90	View chart
Meta Platforms Cl A (META)	2.1	$2.9M		3.9k	734.38	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.1	$2.8M	+6%	66k	42.79	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.9	$2.6M	+8%	66k	40.35	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$2.4M	+10%	32k	75.11	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.5	$2.1M	+8%	42k	50.78	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	1.5	$2.1M	+13%	42k	49.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.4	$2.0M	NEW	7.9k	247.12	View chart
Broadcom (AVGO)	1.4	$1.9M	-5%	5.7k	329.91	View chart
Doubleline Etf Trust Asset Backed Sec (DABS)	1.4	$1.9M	+7%	37k	51.07	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.3	$1.8M	+7%	35k	52.30	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	1.2	$1.6M	NEW	58k	28.50	View chart
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)	1.2	$1.6M	+13%	31k	51.70	View chart
Goldman Sachs (GS)	1.1	$1.5M	-5%	1.9k	796.35	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.5M	-3%	4.8k	315.43	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	1.1	$1.5M	NEW	15k	101.93	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.1	$1.5M	+5%	23k	65.00	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	1.1	$1.4M	+13%	30k	48.19	View chart
Morgan Stanley Com New (MS)	1.0	$1.3M	-4%	8.4k	158.96	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$1.3M	+23%	22k	59.91	View chart
Wal-Mart Stores (WMT)	0.9	$1.3M		13k	103.06	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.9	$1.3M	+13%	26k	49.84	View chart
Select Sector Spdr Tr Financial (XLF)	0.9	$1.3M	NEW	24k	53.87	View chart
Visa Com Cl A (V)	0.9	$1.3M	-2%	3.7k	341.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.3M		2.5k	502.74	View chart
Chevron Corporation (CVX)	0.9	$1.3M	-2%	8.1k	155.29	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.9	$1.3M		43k	28.90	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.9	$1.2M		16k	76.45	View chart
United Rentals (URI)	0.8	$1.2M	-6%	1.2k	954.66	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.8	$1.1M	+60%	25k	46.63	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.8	$1.1M	-4%	23k	50.23	View chart
UnitedHealth (UNH)	0.8	$1.1M		3.3k	345.30	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.8	$1.1M	NEW	22k	51.15	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.8	$1.1M	+14%	22k	50.57	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$1.1M	+39%	20k	54.09	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$1.1M	+24%	10k	106.49	View chart
Lowe's Companies (LOW)	0.8	$1.1M	-3%	4.3k	251.31	View chart
Amphenol Corp Cl A (APH)	0.8	$1.1M	-3%	8.8k	123.75	View chart
Medtronic SHS (MDT)	0.8	$1.1M	-2%	11k	95.24	View chart
Eaton Corp SHS (ETN)	0.8	$1.1M	+10%	2.8k	374.25	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.8	$1.0M		20k	51.80	View chart
Lam Research Corp Com New (LRCX)	0.7	$1.0M	-3%	7.5k	133.90	View chart
Palo Alto Networks (PANW)	0.7	$999k		4.9k	203.62	View chart
Johnson & Johnson (JNJ)	0.7	$980k	-4%	5.3k	185.42	View chart
Abbott Laboratories (ABT)	0.7	$955k		7.1k	133.94	View chart
Netflix (NFLX)	0.7	$954k		796.00	1198.92	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.7	$898k		18k	49.72	View chart
McDonald's Corporation (MCD)	0.6	$891k	-3%	2.9k	303.89	View chart
Quanta Services (PWR)	0.6	$879k		2.1k	414.42	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.6	$864k	+5%	23k	37.45	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.6	$863k	+15%	32k	26.95	View chart
Coca-Cola Company (KO)	0.6	$840k		13k	66.32	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$832k	+33%	7.7k	108.70	View chart
Ecolab (ECL)	0.6	$819k		3.0k	273.86	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.6	$799k	-32%	22k	36.08	View chart
Martin Marietta Materials (MLM)	0.6	$779k	NEW	1.2k	630.28	View chart
Bank of America Corporation (BAC)	0.6	$777k	-3%	15k	51.59	View chart
Target Corporation (TGT)	0.6	$776k		8.6k	89.70	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$750k	-41%	14k	53.03	View chart
Nextera Energy (NEE)	0.5	$744k	-2%	9.9k	75.49	View chart
Servicenow (NOW)	0.5	$722k		784.00	920.28	View chart
Extra Space Storage (EXR)	0.5	$720k	-12%	5.1k	140.94	View chart
Procter & Gamble Company (PG)	0.5	$704k		4.6k	153.65	View chart
ConocoPhillips (COP)	0.5	$700k		7.4k	94.59	View chart
Baker Hughes Company Cl A (BKR)	0.5	$699k	-4%	14k	48.72	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.5	$697k		27k	25.85	View chart
Paypal Holdings (PYPL)	0.5	$688k		10k	67.06	View chart
Costco Wholesale Corporation (COST)	0.5	$680k		735.00	925.77	View chart
Starbucks Corporation (SBUX)	0.5	$668k	-13%	7.9k	84.60	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.5	$667k	-14%	23k	29.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$665k	+2%	993.00	669.30	View chart
Boston Scientific Corporation (BSX)	0.5	$662k		6.8k	97.63	View chart
Ssga Active Tr Spdr Ssga Ig Pub (PRIV)	0.5	$660k	NEW	26k	25.51	View chart
Waste Connections (WCN)	0.5	$659k		3.8k	175.80	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.5	$656k		13k	52.08	View chart
Synopsys (SNPS)	0.5	$626k	-4%	1.3k	493.39	View chart
Equinix (EQIX)	0.4	$605k	-4%	772.00	783.24	View chart
Uber Technologies (UBER)	0.4	$598k		6.1k	97.97	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.4	$598k	+6%	20k	29.29	View chart
Dex (DXCM)	0.4	$588k		8.7k	67.29	View chart
Zimmer Holdings (ZBH)	0.4	$583k	-2%	5.9k	98.50	View chart
Southwest Airlines (LUV)	0.4	$563k		18k	31.91	View chart
Insulet Corporation (PODD)	0.4	$551k		1.8k	308.73	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.4	$544k	+16%	19k	29.06	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.4	$528k	+28%	9.8k	54.12	View chart
Aim Etf Products Trust Us Lrgcp B10 Feb (FEBT)	0.4	$486k	+3%	13k	37.04	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.4	$485k		1.2k	391.64	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$455k	-2%	5.0k	91.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$454k	-17%	6.3k	72.44	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$447k	-76%	3.7k	120.66	View chart
James Hardie Inds Ord Shs (JHX)	0.3	$418k	NEW	22k	19.21	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$405k	+24%	7.9k	51.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$383k	-6%	15k	26.34	View chart
Innovator Etfs Trust Equity Dual Dirt	0.3	$360k	NEW	18k	20.47	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.2	$338k	NEW	12k	28.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$316k	+17%	527.00	600.37	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$298k	+23%	2.6k	113.86	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.2	$266k	NEW	12k	22.28	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.2	$246k	+3%	5.6k	43.87	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$234k	+5%	7.3k	31.87	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.2	$222k	NEW	1.3k	174.61	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.2	$221k	NEW	3.3k	67.04	View chart
Us Bancorp Del Com New (USB)	0.2	$210k	NEW	4.3k	48.33	View chart

Past Filings by Paladin Wealth

SEC 13F filings are viewable for Paladin Wealth going back to 2024

Paladin Wealth 2025 Q3 filed Oct. 14, 2025
Paladin Wealth 2025 Q2 filed July 8, 2025
Paladin Wealth 2025 Q1 filed April 9, 2025
Paladin Wealth 2024 Q4 filed Jan. 29, 2025
Paladin Wealth 2024 Q3 filed Oct. 11, 2024

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