Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Paladin Wealth

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

Top 5 stock holdings are SPYM, DMBS, NVDA, AVDE, AMZN, and represent 18.84% of Paladin Wealth's stock portfolio.
Added to shares of these 10 stocks: SPYM, BTCO, NFLX, AVDE, MUB, LLY, CTAS, TJX, ISRG, SPDW.
Started 13 new stock positions in LLY, BTCO, ISRG, CHAT, TJX, JEF, SPMD, LOUP, GOOGL, CTAS. KEY, AstraZeneca, QTUM.
Reduced shares in these 10 stocks: HELO, GOOG, UBER, NVDA, ZBH, LRCX, APH, JHX, AVGO, JNJ.
Sold out of its positions in USB, UBER, ZBH, JHX.
Paladin Wealth was a net buyer of stock by $8.0M.
Paladin Wealth has $147M in assets under management (AUM), dropping by 6.22%.
Central Index Key (CIK): 0002040377

Tip: Access up to 7 years of quarterly data

Positions held by Paladin Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Paladin Wealth

Paladin Wealth holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	7.9	$12M	+20%	144k	80.22	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	3.3	$4.9M	+11%	98k	49.66	View chart
NVIDIA Corporation (NVDA)	2.6	$3.8M	-13%	20k	186.50	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.6	$3.8M	+21%	46k	82.32	View chart
Amazon (AMZN)	2.5	$3.7M	-4%	16k	230.82	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	2.5	$3.6M		79k	45.69	View chart
Apple (AAPL)	2.4	$3.5M	-6%	13k	271.86	View chart
Microsoft Corporation (MSFT)	2.4	$3.5M	-5%	7.3k	483.62	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.4	$3.5M	+17%	78k	44.41	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	2.1	$3.1M	+16%	77k	40.84	View chart
Alphabet Cap Stk Cl C (GOOG)	2.1	$3.1M	-22%	9.9k	313.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.0	$2.9M	+18%	38k	77.02	View chart
Meta Platforms Cl A (META)	1.7	$2.6M		3.9k	660.09	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.6	$2.3M	+16%	9.2k	252.92	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	1.6	$2.3M	+11%	47k	49.48	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.5	$2.2M	+6%	44k	50.58	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.4	$2.1M	+13%	39k	52.53	View chart
Doubleline Etf Trust Asset Backed Sec (DABS)	1.4	$2.0M	+7%	39k	50.91	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	1.3	$1.9M	+28%	19k	101.59	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	1.3	$1.9M	+12%	65k	28.95	View chart
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)	1.2	$1.8M	+11%	35k	51.48	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$1.7M	+54%	16k	107.11	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	1.1	$1.6M	+11%	34k	48.04	View chart
Broadcom (AVGO)	1.1	$1.6M	-18%	4.6k	346.10	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.1	$1.6M	+23%	29k	54.77	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$1.6M	+14%	18k	85.37	View chart
Goldman Sachs (GS)	1.0	$1.5M	-11%	1.7k	879.00	View chart
JPMorgan Chase & Co. (JPM)	1.0	$1.5M	-5%	4.6k	322.22	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	1.0	$1.4M	+11%	29k	49.76	View chart
Morgan Stanley Com New (MS)	0.9	$1.4M	-8%	7.7k	177.53	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$1.3M		22k	59.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$1.3M	+49%	12k	111.78	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.9	$1.3M	+11%	27k	46.22	View chart
Spdr Series Trust State Street Spd (SPTI)	0.9	$1.3M		44k	28.84	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.8	$1.2M	+11%	25k	50.12	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.8	$1.2M	NEW	14k	87.17	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.8	$1.2M	+7%	24k	50.25	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.8	$1.2M	+7%	24k	51.14	View chart
Wal-Mart Stores (WMT)	0.8	$1.2M	-13%	11k	111.41	View chart
Chevron Corporation (CVX)	0.8	$1.2M	-5%	7.6k	152.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.1M	-8%	2.3k	502.65	View chart
Visa Com Cl A (V)	0.8	$1.1M	-11%	3.3k	350.71	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$1.1M		21k	53.88	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.7	$1.0M		20k	51.51	View chart
Medtronic SHS (MDT)	0.7	$1.0M	-4%	11k	96.06	View chart
Target Corporation (TGT)	0.7	$1.0M	+18%	10k	97.75	View chart
UnitedHealth (UNH)	0.7	$997k	-7%	3.0k	330.11	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.7	$982k	+22%	27k	36.20	View chart
Lowe's Companies (LOW)	0.7	$981k	-6%	4.1k	241.16	View chart
Abbott Laboratories (ABT)	0.7	$964k	+7%	7.7k	125.29	View chart
Eaton Corp SHS (ETN)	0.6	$907k		2.8k	318.51	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.6	$897k		18k	49.73	View chart
Coca-Cola Company (KO)	0.6	$887k		13k	69.91	View chart
United Rentals (URI)	0.6	$868k	-12%	1.1k	809.32	View chart
Palo Alto Networks (PANW)	0.6	$843k	-6%	4.6k	184.20	View chart
Spdr Series Trust State Street Spd (SPTL)	0.6	$842k		32k	26.47	View chart
McDonald's Corporation (MCD)	0.6	$839k	-6%	2.7k	305.63	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.6	$835k	-5%	22k	38.26	View chart
Johnson & Johnson (JNJ)	0.6	$830k	-24%	4.0k	206.95	View chart
Netflix (NFLX)	0.5	$792k	+961%	8.4k	93.76	View chart
Ecolab (ECL)	0.5	$790k		3.0k	262.52	View chart
Bank of America Corporation (BAC)	0.5	$781k	-5%	14k	55.00	View chart
Amphenol Corp Cl A (APH)	0.5	$750k	-36%	5.5k	135.14	View chart
Starbucks Corporation (SBUX)	0.5	$748k	+12%	8.9k	84.21	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.5	$748k	+29%	24k	30.87	View chart
Martin Marietta Materials (MLM)	0.5	$745k	-3%	1.2k	622.66	View chart
Lam Research Corp Com New (LRCX)	0.5	$732k	-43%	4.3k	171.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$731k	-2%	14k	52.88	View chart
Ssga Active Tr Spdr Ssga Ig Pub (PRIV)	0.5	$726k	+10%	29k	25.41	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$710k	+2%	28k	25.75	View chart
Procter & Gamble Company (PG)	0.5	$709k	+8%	5.0k	143.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$701k	+3%	1.0k	684.94	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.5	$698k	+32%	13k	54.15	View chart
Waste Connections (WCN)	0.5	$695k	+5%	4.0k	175.36	View chart
ConocoPhillips (COP)	0.5	$680k		7.3k	93.61	View chart
Spdr Series Trust State Street Spd (SPTS)	0.5	$663k		23k	29.28	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.4	$653k		13k	51.90	View chart
Quanta Services (PWR)	0.4	$647k	-27%	1.5k	422.06	View chart
Servicenow (NOW)	0.4	$625k	+420%	4.1k	153.19	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$616k	+52%	12k	50.94	View chart
Extra Space Storage (EXR)	0.4	$612k	-7%	4.7k	130.22	View chart
Costco Wholesale Corporation (COST)	0.4	$591k	-6%	685.00	862.34	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.4	$582k	-3%	20k	29.59	View chart
Eli Lilly & Co. (LLY)	0.4	$581k	NEW	541.00	1074.68	View chart
Dex (DXCM)	0.4	$580k		8.7k	66.37	View chart
Boston Scientific Corporation (BSX)	0.4	$576k	-10%	6.0k	95.35	View chart
Baker Hughes Company Cl A (BKR)	0.4	$569k	-12%	13k	45.54	View chart
Southwest Airlines (LUV)	0.4	$569k	-21%	14k	41.33	View chart
Paypal Holdings (PYPL)	0.4	$567k	-5%	9.7k	58.38	View chart
Nextera Energy (NEE)	0.4	$559k	-29%	7.0k	80.28	View chart
Cintas Corporation (CTAS)	0.4	$549k	NEW	2.9k	188.07	View chart
TJX Companies (TJX)	0.4	$547k	NEW	3.6k	153.61	View chart
Intuitive Surgical Com New (ISRG)	0.4	$545k	NEW	962.00	566.36	View chart
Equinix (EQIX)	0.4	$539k	-8%	704.00	766.16	View chart
Insulet Corporation (PODD)	0.4	$537k	+5%	1.9k	284.24	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.4	$533k	-5%	1.2k	453.36	View chart
Synopsys (SNPS)	0.4	$528k	-11%	1.1k	469.72	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$478k	+4%	3.9k	123.31	View chart
Aim Etf Products Trust Us Lrgcp B10 Feb (FEBT)	0.3	$476k	-4%	13k	38.10	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$469k	+3%	5.1k	91.38	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$465k		6.3k	74.17	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$456k	+51%	4.0k	115.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$391k		15k	26.91	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.3	$387k	+116%	26k	15.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$369k	+14%	601.00	614.31	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.2	$359k	+91%	2.4k	147.73	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.2	$354k	+88%	6.2k	56.89	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.2	$350k	-4%	17k	20.93	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.2	$329k	-4%	11k	29.57	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$320k	-78%	4.8k	66.43	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	0.2	$274k	NEW	3.6k	76.41	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$272k	NEW	2.5k	109.66	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.2	$266k	NEW	4.5k	58.96	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$260k	NEW	4.5k	57.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$259k	NEW	826.00	313.00	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.2	$239k	-5%	5.3k	44.88	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$228k	-4%	7.0k	32.59	View chart
Astrazeneca Sponsored Adr	0.2	$222k	NEW	2.4k	91.93	View chart
Key (KEY)	0.1	$205k	NEW	9.9k	20.64	View chart
Jefferies Finl Group (JEF)	0.1	$201k	NEW	3.2k	61.97	View chart

Past Filings by Paladin Wealth

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

Paladin Wealth 2025 Q4 filed Jan. 15, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z