Paladin Wealth
Latest statistics and disclosures from Paladin Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, DMBS, AVDE, NVDA, SPDW, and represent 20.60% of Paladin Wealth's stock portfolio.
- Added to shares of these 10 stocks: XTEN, XTWY, SPYM, FOXY, SPIB, XSVN, NVDA, CRWD, DMBS, AVUS.
- Started 21 new stock positions in NJUN, FOXY, C, MO, JANB, KMI, AGGH, XTWY, USB, Innovator Etfs Trust. CRWD, ALL, MHO, CSCO, TXN, KLAC, AIS, ABBV, SPIB, SBS, AEP.
- Reduced shares in these 10 stocks: XTRE, XFIV, IGIB, BTCO, IGSB, , ARKW, , ABT, PCMM.
- Sold out of its positions in ARKW, JULT, XTRE, XOM, NAUG, DDTL, PODD, BTCO, IGIB, IGSB. VRTX, LYB.
- Paladin Wealth was a net buyer of stock by $15M.
- Paladin Wealth has $172M in assets under management (AUM), dropping by 18.27%.
- Central Index Key (CIK): 0002040377
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Portfolio Holdings for Paladin Wealth
Paladin Wealth holds 134 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 8.9 | $15M | +12% | 174k | 87.88 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 3.6 | $6.2M | +14% | 126k | 49.09 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.8 | $4.9M | +8% | 55k | 89.20 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $4.6M | +23% | 23k | 200.09 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 2.6 | $4.5M | +4% | 89k | 50.39 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.4 | $4.1M | +13% | 92k | 44.99 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 2.3 | $4.0M | +9% | 93k | 43.28 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.3 | $3.9M | -3% | 41k | 96.49 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 2.1 | $3.5M | +154% | 78k | 45.58 |
|
| Apple (AAPL) | 2.0 | $3.5M | 12k | 289.35 |
|
|
| Amazon (AMZN) | 2.0 | $3.5M | -4% | 15k | 238.34 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.9 | $3.2M | +4% | 11k | 302.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.0M | -4% | 8.5k | 353.32 |
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 1.7 | $2.9M | +20% | 27k | 107.35 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 1.7 | $2.9M | +59% | 60k | 47.27 |
|
| Ishares Tr National Mun Etf (MUB) | 1.6 | $2.7M | +24% | 25k | 107.62 |
|
| Microsoft Corporation (MSFT) | 1.5 | $2.6M | -5% | 6.9k | 373.00 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.4 | $2.5M | +41% | 19k | 128.08 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.4 | $2.4M | 48k | 50.49 |
|
|
| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 1.4 | $2.4M | +19% | 47k | 51.05 |
|
| Aim Etf Products Trust Allianzim Us Equ (SEPU) | 1.4 | $2.4M | +10% | 76k | 31.07 |
|
| Doubleline Etf Trust Asse Ba Secs Etf (DABS) | 1.3 | $2.3M | +6% | 45k | 50.68 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.3 | $2.2M | +21% | 40k | 53.61 |
|
| Meta Platforms Cl A (META) | 1.2 | $2.1M | +3% | 3.8k | 563.34 |
|
| Broadcom (AVGO) | 1.1 | $1.9M | +12% | 4.9k | 377.75 |
|
| Bondbloxx Etf Trust Bloo Twen Us Etf (XTWY) | 1.1 | $1.8M | NEW | 49k | 37.53 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 1.0 | $1.7M | +15% | 31k | 53.09 |
|
| Goldman Sachs (GS) | 0.9 | $1.6M | 1.6k | 1011.37 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $1.6M | 20k | 79.42 |
|
|
| Lam Research Corp Com New (LRCX) | 0.9 | $1.6M | +3% | 3.7k | 433.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.5M | +14% | 2.0k | 748.89 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.5M | +6% | 4.6k | 327.33 |
|
| Palo Alto Networks (PANW) | 0.9 | $1.5M | 4.4k | 341.02 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.9 | $1.5M | +10% | 25k | 59.73 |
|
| Morgan Stanley Com New (MS) | 0.9 | $1.5M | -2% | 7.1k | 209.04 |
|
| Spdr Series Trust St Inter Etf (SPTI) | 0.8 | $1.4M | +13% | 51k | 28.39 |
|
| Simplify Exchange Traded Fun Curre Strat Etf (FOXY) | 0.8 | $1.3M | NEW | 44k | 29.79 |
|
| Vaneck Etf Trust Morn Smid Mo Etf (SMOT) | 0.8 | $1.3M | +10% | 34k | 38.86 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.7 | $1.3M | NEW | 38k | 33.46 |
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 0.7 | $1.2M | +10% | 23k | 51.35 |
|
| UnitedHealth (UNH) | 0.7 | $1.2M | -7% | 2.8k | 415.63 |
|
| Visa Com Cl A (V) | 0.7 | $1.2M | +9% | 3.4k | 343.12 |
|
| United Rentals (URI) | 0.7 | $1.1M | +6% | 1.0k | 1132.89 |
|
| Eaton Corp SHS (ETN) | 0.7 | $1.1M | +4% | 2.7k | 426.10 |
|
| Chevron Corporation (CVX) | 0.6 | $1.1M | 6.7k | 165.76 |
|
|
| Ssga Active Tr State Street Ig (PRIV) | 0.6 | $1.1M | +34% | 43k | 25.18 |
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 0.6 | $1.1M | -58% | 22k | 48.68 |
|
| Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) | 0.6 | $1.1M | -24% | 21k | 49.88 |
|
| Wal-Mart Stores (WMT) | 0.6 | $1.0M | -4% | 9.2k | 113.26 |
|
| Target Corporation (TGT) | 0.6 | $1.0M | -13% | 8.0k | 130.61 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.6 | $1.0M | +9% | 20k | 49.81 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $1.0M | +26% | 20k | 51.00 |
|
| Amphenol Corp Cl A (APH) | 0.6 | $999k | +13% | 5.7k | 176.32 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.6 | $998k | +16% | 38k | 26.23 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.6 | $996k | 20k | 50.15 |
|
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.6 | $992k | 20k | 51.01 |
|
|
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.6 | $976k | +12% | 17k | 59.27 |
|
| Johnson & Johnson (JNJ) | 0.6 | $972k | +8% | 3.8k | 253.97 |
|
| Coca-Cola Company (KO) | 0.5 | $931k | 11k | 81.27 |
|
|
| Cohen & Steers Etf Trust Natural Res Acti (CSNR) | 0.5 | $900k | 27k | 33.40 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $878k | -17% | 1.8k | 500.39 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $866k | NEW | 1.1k | 763.14 |
|
| Medtronic SHS (MDT) | 0.5 | $820k | +2% | 11k | 78.23 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $812k | +38% | 677.00 | 1199.43 |
|
| Quanta Services (PWR) | 0.5 | $810k | -14% | 1.1k | 720.04 |
|
| Bank of America Corporation (BAC) | 0.5 | $803k | 14k | 56.98 |
|
|
| Lowe's Companies (LOW) | 0.4 | $764k | -3% | 3.5k | 220.48 |
|
| Starbucks Corporation (SBUX) | 0.4 | $762k | -6% | 7.5k | 102.19 |
|
| Doubleline Etf Trust Commercial Real (DCRE) | 0.4 | $756k | +12% | 15k | 51.80 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.4 | $751k | +11% | 26k | 29.01 |
|
| Martin Marietta Materials (MLM) | 0.4 | $742k | +18% | 1.3k | 576.70 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.4 | $734k | +23% | 6.3k | 117.09 |
|
| Procter & Gamble Company (PG) | 0.4 | $721k | +9% | 4.9k | 146.64 |
|
| Southwest Airlines (LUV) | 0.4 | $714k | +16% | 14k | 51.42 |
|
| ConocoPhillips (COP) | 0.4 | $713k | +7% | 6.9k | 103.96 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.4 | $677k | 5.0k | 134.72 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $677k | -3% | 2.5k | 270.31 |
|
| Nextera Energy (NEE) | 0.4 | $654k | +20% | 7.5k | 87.77 |
|
| Servicenow (NOW) | 0.4 | $653k | +47% | 6.6k | 99.28 |
|
| Ecolab (ECL) | 0.4 | $646k | -14% | 2.3k | 278.61 |
|
| Amplify Etf Tr Block Techn Etf (BLOK) | 0.4 | $636k | +19% | 10k | 62.63 |
|
| Dex (DXCM) | 0.4 | $629k | +17% | 9.3k | 67.35 |
|
| Tidal Trust Iii Vist Arti In Etf (AIS) | 0.4 | $615k | NEW | 7.2k | 85.31 |
|
| Equinix (EQIX) | 0.3 | $597k | -3% | 573.00 | 1042.39 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $589k | +7% | 630.00 | 935.47 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $573k | +51% | 1.6k | 357.37 |
|
| Waste Connections (WCN) | 0.3 | $568k | -8% | 3.4k | 166.69 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $565k | +30% | 767.00 | 736.40 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $559k | +111% | 13k | 42.68 |
|
| Extra Space Storage (EXR) | 0.3 | $556k | -9% | 3.8k | 145.30 |
|
| Cintas Corporation (CTAS) | 0.3 | $550k | +21% | 3.2k | 170.07 |
|
| Paypal Holdings (PYPL) | 0.3 | $532k | +19% | 12k | 43.18 |
|
| TJX Companies (TJX) | 0.3 | $527k | +5% | 3.5k | 151.50 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.3 | $510k | -10% | 5.2k | 98.68 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.3 | $504k | -26% | 20k | 25.52 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.3 | $502k | -4% | 3.0k | 165.38 |
|
| First Tr Exchng Traded Fd Vi Skyb Cry Ind Etf (CRPT) | 0.3 | $501k | +13% | 44k | 11.36 |
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $496k | -14% | 8.9k | 55.50 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.3 | $492k | +40% | 7.3k | 67.56 |
|
| Innovator Etfs Trust Innovator Deepw (LOUP) | 0.3 | $488k | +6% | 4.9k | 98.56 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $487k | +31% | 1.2k | 397.68 |
|
| Synopsys (SNPS) | 0.3 | $483k | 1.1k | 445.91 |
|
|
| Netflix (NFLX) | 0.3 | $444k | -24% | 6.2k | 71.40 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $428k | 15k | 29.43 |
|
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.2 | $426k | 5.2k | 81.94 |
|
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $411k | -19% | 4.5k | 91.64 |
|
| Aim Etf Products Trust Allianzim Us Eqt (FEBT) | 0.2 | $406k | -6% | 9.9k | 41.14 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $392k | +4% | 197.00 | 1989.44 |
|
| Abbott Laboratories (ABT) | 0.2 | $326k | -53% | 3.6k | 90.74 |
|
| Astrazeneca Ord (AZN) | 0.2 | $314k | +12% | 1.7k | 189.60 |
|
| Innovator Etfs Trust Eqty Dul Dirct15 | 0.2 | $306k | NEW | 16k | 19.39 |
|
| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 0.2 | $293k | NEW | 15k | 20.17 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.2 | $291k | +52% | 18k | 16.61 |
|
| Key (KEY) | 0.2 | $288k | +6% | 13k | 23.05 |
|
| Rockwell Automation (ROK) | 0.2 | $287k | -10% | 580.00 | 495.08 |
|
| Kla Corp Com New (KLAC) | 0.2 | $283k | NEW | 937.00 | 301.71 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $264k | NEW | 886.00 | 298.07 |
|
| Cisco Systems (CSCO) | 0.2 | $261k | NEW | 2.2k | 117.46 |
|
| Citigroup Com New (C) | 0.1 | $242k | NEW | 1.7k | 139.96 |
|
| M/I Homes (MHO) | 0.1 | $231k | NEW | 1.4k | 160.79 |
|
| Edison International (EIX) | 0.1 | $226k | +6% | 3.0k | 74.45 |
|
| Altria (MO) | 0.1 | $213k | NEW | 3.0k | 71.95 |
|
| Abbvie (ABBV) | 0.1 | $212k | NEW | 844.00 | 251.64 |
|
| Us Bancorp Com New (USB) | 0.1 | $210k | NEW | 3.5k | 60.40 |
|
| EOG Resources (EOG) | 0.1 | $207k | +5% | 1.6k | 129.73 |
|
| Allstate Corporation (ALL) | 0.1 | $206k | NEW | 866.00 | 237.94 |
|
| American Electric Power Company (AEP) | 0.1 | $203k | NEW | 1.5k | 136.81 |
|
| Etf Ser Solutions Aptus Jan Buffer (JANB) | 0.1 | $203k | NEW | 7.5k | 27.23 |
|
| Innovator Etfs Trust Innovator Gw 100 (NJUN) | 0.1 | $203k | NEW | 6.2k | 32.86 |
|
| Kinder Morgan (KMI) | 0.1 | $202k | NEW | 6.3k | 31.97 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $140k | +16% | 24k | 5.83 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $134k | +17% | 14k | 9.58 |
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $133k | NEW | 23k | 5.78 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $131k | +17% | 15k | 8.78 |
|
Past Filings by Paladin Wealth
SEC 13F filings are viewable for Paladin Wealth going back to 2024
- Paladin Wealth 2026 Q2 filed July 9, 2026
- 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