Paladin Wealth
Latest statistics and disclosures from Paladin Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, DMBS, AVDE, SPDW, JMBS, and represent 20.00% of Paladin Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPYM, DMBS, IVV, MUB, AVDE, RECS, SPDW, IETC, XFIV, AZN.
- Started 11 new stock positions in LYB, ASML, AZN, LYG, NMR, EOG, MFG, ROK, HODL, XOM. EIX.
- Reduced shares in these 10 stocks: XBJL, SPYI, TJUL, HELO, GOOG, NVDA, ISEP, AstraZeneca, AAPL, CVX.
- Sold out of its positions in AstraZeneca, ISEP, TJUL, XBJL, HELO, JEF.
- Paladin Wealth was a net buyer of stock by $3.0M.
- Paladin Wealth has $145M in assets under management (AUM), dropping by -0.74%.
- Central Index Key (CIK): 0002040377
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Portfolio Holdings for Paladin Wealth
Paladin Wealth holds 125 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 8.2 | $12M | +8% | 155k | 76.54 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 3.7 | $5.4M | +11% | 109k | 49.38 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.9 | $4.3M | +10% | 50k | 84.84 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 2.7 | $3.9M | +8% | 85k | 45.65 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.5 | $3.7M | +2% | 81k | 45.18 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.3 | $3.4M | +9% | 42k | 80.58 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 2.3 | $3.3M | +10% | 85k | 38.98 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $3.2M | -8% | 19k | 174.40 |
|
| Amazon (AMZN) | 2.2 | $3.2M | -4% | 15k | 208.27 |
|
| Apple (AAPL) | 2.1 | $3.1M | -6% | 12k | 253.79 |
|
| Microsoft Corporation (MSFT) | 1.9 | $2.7M | 7.3k | 370.17 |
|
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 1.8 | $2.6M | +12% | 53k | 49.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.6M | -10% | 8.9k | 286.86 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.7 | $2.4M | +10% | 10k | 237.62 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.7 | $2.4M | +8% | 48k | 50.37 |
|
| Doubleline Etf Trust Asset Backed Sec (DABS) | 1.5 | $2.2M | +8% | 43k | 50.79 |
|
| Ishares Tr National Mun Etf (MUB) | 1.5 | $2.2M | +28% | 20k | 106.15 |
|
| Meta Platforms Cl A (META) | 1.4 | $2.1M | -6% | 3.6k | 572.13 |
|
| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 1.4 | $2.0M | +12% | 39k | 51.15 |
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 1.3 | $1.9M | +17% | 22k | 88.38 |
|
| Aim Etf Products Trust Allianzim Us Equ (SEPU) | 1.3 | $1.9M | +5% | 69k | 28.00 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.3 | $1.9M | +9% | 20k | 92.69 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 1.2 | $1.8M | +12% | 38k | 47.72 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.1 | $1.6M | +14% | 33k | 49.37 |
|
| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 1.1 | $1.6M | +12% | 32k | 49.51 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.0 | $1.5M | +18% | 14k | 111.18 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.0 | $1.4M | +12% | 31k | 45.86 |
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 1.0 | $1.4M | +13% | 28k | 49.17 |
|
| Chevron Corporation (CVX) | 0.9 | $1.4M | -13% | 6.6k | 206.90 |
|
| Broadcom (AVGO) | 0.9 | $1.4M | -5% | 4.4k | 309.51 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.9 | $1.3M | +3% | 23k | 59.78 |
|
| Goldman Sachs (GS) | 0.9 | $1.3M | -7% | 1.6k | 845.99 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.9 | $1.3M | -31% | 27k | 49.37 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.9 | $1.3M | +2% | 45k | 28.66 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.3M | -4% | 4.3k | 294.16 |
|
| Wal-Mart Stores (WMT) | 0.8 | $1.2M | -10% | 9.7k | 124.28 |
|
| Morgan Stanley Com New (MS) | 0.8 | $1.2M | -5% | 7.3k | 164.57 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.2M | +73% | 1.8k | 653.21 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.8 | $1.1M | +3% | 21k | 53.22 |
|
| Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO) | 0.8 | $1.1M | +16% | 17k | 67.47 |
|
| Target Corporation (TGT) | 0.8 | $1.1M | -10% | 9.2k | 121.20 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.7 | $1.1M | +12% | 31k | 35.19 |
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 0.7 | $1.1M | +3% | 21k | 50.67 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.0M | -7% | 2.1k | 479.20 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.7 | $1.0M | -17% | 20k | 50.12 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.7 | $1.0M | -16% | 20k | 51.03 |
|
| Cohen & Steers Etf Trust Natural Res Acti (CSNR) | 0.7 | $999k | +9% | 27k | 37.58 |
|
| Visa Com Cl A (V) | 0.6 | $940k | -4% | 3.1k | 302.24 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.6 | $926k | +3% | 19k | 49.78 |
|
| Eaton Corp SHS (ETN) | 0.6 | $907k | -10% | 2.5k | 357.67 |
|
| Medtronic SHS (MDT) | 0.6 | $887k | -4% | 10k | 86.65 |
|
| Coca-Cola Company (KO) | 0.6 | $884k | -8% | 12k | 76.05 |
|
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.6 | $880k | +13% | 15k | 59.98 |
|
| Johnson & Johnson (JNJ) | 0.6 | $864k | -11% | 3.5k | 244.44 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.6 | $858k | +2% | 33k | 26.30 |
|
| Lowe's Companies (LOW) | 0.6 | $849k | -11% | 3.6k | 236.28 |
|
| ConocoPhillips (COP) | 0.6 | $839k | -12% | 6.4k | 132.00 |
|
| UnitedHealth (UNH) | 0.6 | $823k | 3.0k | 270.59 |
|
|
| Ssga Active Tr State Street Ig (PRIV) | 0.6 | $806k | +11% | 32k | 25.23 |
|
| McDonald's Corporation (MCD) | 0.6 | $805k | -5% | 2.6k | 310.79 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.5 | $797k | +29% | 16k | 50.98 |
|
| Netflix (NFLX) | 0.5 | $793k | -2% | 8.2k | 96.15 |
|
| Abbott Laboratories (ABT) | 0.5 | $789k | 7.7k | 102.67 |
|
|
| Lam Research Corp Com New (LRCX) | 0.5 | $763k | -16% | 3.6k | 213.66 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $735k | 14k | 52.56 |
|
|
| Ecolab (ECL) | 0.5 | $720k | -10% | 2.7k | 266.02 |
|
| Quanta Services (PWR) | 0.5 | $720k | -14% | 1.3k | 549.02 |
|
| Starbucks Corporation (SBUX) | 0.5 | $716k | -10% | 8.0k | 89.59 |
|
| Palo Alto Networks (PANW) | 0.5 | $712k | -3% | 4.4k | 160.32 |
|
| United Rentals (URI) | 0.5 | $692k | -11% | 950.00 | 728.56 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.5 | $685k | -3% | 27k | 25.62 |
|
| Spdr Series Trust State Street Spd (SPTS) | 0.5 | $680k | +2% | 23k | 29.18 |
|
| Doubleline Etf Trust Commercial Real (DCRE) | 0.5 | $675k | +3% | 13k | 51.96 |
|
| Bank of America Corporation (BAC) | 0.5 | $674k | -2% | 14k | 48.75 |
|
| Procter & Gamble Company (PG) | 0.4 | $649k | -9% | 4.5k | 144.44 |
|
| Baker Hughes Company Cl A (BKR) | 0.4 | $641k | -16% | 11k | 61.05 |
|
| Martin Marietta Materials (MLM) | 0.4 | $636k | -9% | 1.1k | 588.68 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $632k | -9% | 5.0k | 126.35 |
|
| Waste Connections (WCN) | 0.4 | $607k | -5% | 3.7k | 162.44 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.4 | $590k | +28% | 5.1k | 116.29 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.4 | $587k | +29% | 5.0k | 117.18 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $585k | -14% | 587.00 | 996.43 |
|
| Equinix (EQIX) | 0.4 | $579k | -16% | 591.00 | 980.24 |
|
| Nextera Energy (NEE) | 0.4 | $577k | -10% | 6.2k | 92.88 |
|
| Extra Space Storage (EXR) | 0.4 | $555k | -10% | 4.2k | 131.13 |
|
| TJX Companies (TJX) | 0.4 | $528k | -7% | 3.3k | 159.70 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.4 | $510k | +8% | 5.6k | 91.64 |
|
| Dex (DXCM) | 0.3 | $499k | -9% | 8.0k | 62.80 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $480k | -8% | 1.1k | 446.54 |
|
| Servicenow (NOW) | 0.3 | $467k | +9% | 4.5k | 104.55 |
|
| Paypal Holdings (PYPL) | 0.3 | $467k | +6% | 10k | 45.23 |
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.3 | $451k | +50% | 39k | 11.64 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $450k | -9% | 489.00 | 919.77 |
|
| Southwest Airlines (LUV) | 0.3 | $449k | -13% | 12k | 37.57 |
|
| Cintas Corporation (CTAS) | 0.3 | $449k | -9% | 2.7k | 169.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $430k | -3% | 932.00 | 460.99 |
|
| Synopsys (SNPS) | 0.3 | $427k | -4% | 1.1k | 396.48 |
|
| Amplify Etf Tr Blockchain Techn (BLOK) | 0.3 | $422k | +36% | 8.5k | 49.81 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.3 | $412k | +40% | 3.4k | 120.61 |
|
| Aim Etf Products Trust Allianzim Us Eqt (FEBT) | 0.3 | $394k | -15% | 11k | 37.46 |
|
| Insulet Corporation (PODD) | 0.3 | $391k | 1.9k | 209.84 |
|
|
| Boston Scientific Corporation (BSX) | 0.3 | $388k | +2% | 6.2k | 62.75 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $373k | 15k | 25.64 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $368k | -17% | 5.2k | 70.91 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.2 | $358k | +28% | 5.8k | 61.85 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.2 | $341k | +27% | 3.2k | 107.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $339k | -2% | 587.00 | 577.18 |
|
| Innovator Etfs Trust Innovator Deepw (LOUP) | 0.2 | $320k | +29% | 4.7k | 68.84 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.2 | $307k | +15% | 5.2k | 59.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $305k | +28% | 1.1k | 287.56 |
|
| Innovator Etfs Trust Equity Dual Dirt (DDTL) | 0.2 | $300k | -13% | 15k | 20.68 |
|
| Astrazeneca Ord (AZN) | 0.2 | $290k | NEW | 1.5k | 197.22 |
|
| Innovator Etfs Trust Growth 100 Pwr B (NAUG) | 0.2 | $278k | -13% | 9.6k | 28.95 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $253k | NEW | 3.1k | 80.56 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $250k | NEW | 189.00 | 1320.83 |
|
| Key (KEY) | 0.2 | $234k | +17% | 12k | 20.05 |
|
| Rockwell Automation (ROK) | 0.2 | $234k | NEW | 651.00 | 358.88 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.2 | $221k | NEW | 12k | 19.16 |
|
| EOG Resources (EOG) | 0.2 | $219k | NEW | 1.5k | 144.57 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $215k | NEW | 1.3k | 169.66 |
|
| Edison International (EIX) | 0.1 | $209k | NEW | 2.9k | 73.18 |
|
| Aim Etf Products Trust Allianzim Us Eq (JULT) | 0.1 | $200k | -14% | 4.6k | 43.96 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $104k | NEW | 21k | 5.03 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $100k | NEW | 13k | 7.89 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $95k | NEW | 12k | 7.94 |
|
Past Filings by Paladin Wealth
SEC 13F filings are viewable for Paladin Wealth going back to 2024
- Paladin Wealth 2026 Q1 filed April 16, 2026
- 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