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Paragon Private Wealth Management

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

Top 5 stock holdings are NVDA, AAPL, GOOGL, MSFT, SPY, and represent 19.93% of Paragon Private Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$9.2M), KLAC (+$6.4M), VUG, QQQ, SNOW, FTSM, VO, S&p Global, DXCM, GD.
Started 21 new stock positions in QCLN, VGT, FTSM, SNDK, CSX, VRT, S&p Global, PNC, CDNS, NYT. XBI, TT, SBUX, DELL, DAL, FTNT, SNOW, MRVL, DXCM, WDC, WELL.
Reduced shares in these 10 stocks: SPGI, TRGP, AXON, FTXL, MSFT, , CRM, NKE, AJG, VUSB.
Sold out of its positions in T, ADBE, ADSK, AJG, BUG, Honeywell International, MRSH, NKE, BITO, ROP. SPGI, NOW, TMUS.
Paragon Private Wealth Management was a net buyer of stock by $21M.
Paragon Private Wealth Management has $383M in assets under management (AUM), dropping by 19.87%.
Central Index Key (CIK): 0001922684

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Portfolio Holdings for Paragon Private Wealth Management

Paragon Private Wealth Management holds 226 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
NVIDIA Corporation (NVDA)	4.7	$18M		90k	200.08	View chart
Apple (AAPL)	4.5	$17M		60k	289.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.2	$16M		45k	357.37	View chart
Microsoft Corporation (MSFT)	3.5	$13M	-4%	36k	373.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.1	$12M	+366%	16k	746.76	View chart
Amazon (AMZN)	2.5	$9.6M		41k	238.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.5	$9.6M		87k	110.32	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	2.1	$8.0M	-7%	28k	284.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$8.0M	-2%	54k	148.31	View chart
Broadcom (AVGO)	2.0	$7.8M	-4%	21k	377.74	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	1.9	$7.4M		7.7k	964.91	View chart
Kla Corp Com New (KLAC)	1.8	$7.1M	+917%	23k	301.71	View chart
Meta Platforms Cl A (META)	1.6	$6.2M	-4%	11k	563.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.6	$6.1M	+10%	120k	50.57	View chart
Applied Materials (AMAT)	1.3	$4.9M		6.8k	725.99	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.2	$4.8M	-8%	96k	49.78	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.2	$4.6M	-5%	17k	264.72	View chart
Tesla Motors (TSLA)	1.1	$4.3M		10k	420.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$4.1M		8.1k	500.39	View chart
JPMorgan Chase & Co. (JPM)	1.0	$4.0M	+12%	12k	327.78	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	1.0	$3.7M	-7%	23k	165.38	View chart
Visa Com Cl A (V)	0.9	$3.6M	+4%	10k	343.07	View chart
Eli Lilly & Co. (LLY)	0.9	$3.5M		2.9k	1199.22	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.8	$3.2M	+4%	35k	93.63	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.8	$3.2M	-4%	50k	64.30	View chart
Corning Incorporated (GLW)	0.8	$3.2M		12k	255.43	View chart
Quanta Services (PWR)	0.8	$3.1M		4.3k	720.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$3.1M	+569%	36k	86.14	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$2.9M	+4%	47k	62.20	View chart
International Business Machines (IBM)	0.8	$2.9M	-11%	10k	280.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$2.9M	-5%	9.7k	300.45	View chart
Zacks Trust Earngs Constant (ZECP)	0.8	$2.9M	+2%	76k	37.74	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.7	$2.8M	-9%	14k	203.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$2.8M	-2%	30k	93.92	View chart
First Tr Exchange-traded SHS (QTEC)	0.7	$2.7M	-2%	8.1k	334.71	View chart
Abbvie (ABBV)	0.7	$2.7M		11k	251.65	View chart
Palo Alto Networks (PANW)	0.7	$2.6M	+11%	7.7k	341.02	View chart
United Rentals (URI)	0.7	$2.6M	+14%	2.3k	1132.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$2.6M	-2%	12k	217.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.5M	+133%	3.4k	736.48	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$2.5M	-14%	57k	43.28	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.6	$2.3M		11k	217.22	View chart
First Tr Exchange-traded Consumr Discre (FXD)	0.6	$2.3M	-3%	33k	69.17	View chart
Deere & Company (DE)	0.6	$2.3M	+4%	3.6k	634.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.2M		3.2k	686.88	View chart
Waste Management (WM)	0.6	$2.2M		9.8k	222.87	View chart
Blackrock (BLK)	0.5	$2.1M	+6%	2.2k	970.64	View chart
American Express Company (AXP)	0.5	$2.1M	+2%	6.1k	338.22	View chart
Johnson & Johnson (JNJ)	0.5	$2.0M	+3%	7.9k	253.96	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$2.0M	-7%	27k	74.96	View chart
Ge Aerospace Com New (GE)	0.5	$1.9M	+16%	5.1k	374.62	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.5	$1.9M	-6%	14k	134.56	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.5	$1.8M		20k	91.12	View chart
Netflix (NFLX)	0.5	$1.8M	-19%	25k	71.40	View chart
Micron Technology (MU)	0.5	$1.8M	+17%	1.5k	1154.29	View chart
General Dynamics Corporation (GD)	0.5	$1.7M	+60%	4.9k	357.57	View chart
Advanced Micro Devices (AMD)	0.4	$1.7M	+11%	3.0k	580.91	View chart
Analog Devices (ADI)	0.4	$1.7M	+5%	4.3k	397.18	View chart
Procter & Gamble Company (PG)	0.4	$1.7M	-4%	12k	146.65	View chart
Arista Networks Com Shs (ANET)	0.4	$1.7M	+4%	9.9k	169.88	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$1.6M	-13%	26k	60.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.6M	+9%	4.3k	368.38	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.4	$1.6M	-7%	41k	37.94	View chart
Illinois Tool Works (ITW)	0.4	$1.5M		5.7k	270.47	View chart
Costco Wholesale Corporation (COST)	0.4	$1.5M	+2%	1.6k	937.96	View chart
Cisco Systems (CSCO)	0.4	$1.5M	+3%	13k	117.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.4	$1.5M	+15%	53k	27.93	View chart
Oracle Corporation (ORCL)	0.4	$1.5M	+22%	9.9k	146.99	View chart
Zacks Trust Quality Intl Etf (QUIZ)	0.4	$1.4M	+2%	48k	29.22	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$1.4M		34k	40.68	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.4	$1.4M	-4%	12k	115.98	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.4M	-3%	18k	74.90	View chart
Wal-Mart Stores (WMT)	0.4	$1.3M		12k	113.11	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.4	$1.3M	-17%	12k	117.02	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.3M	+11%	14k	92.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.3M	+256%	16k	80.57	View chart
Lowe's Companies (LOW)	0.3	$1.3M		5.9k	220.48	View chart
Chevron Corporation (CVX)	0.3	$1.3M	+16%	7.5k	166.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.3M	-18%	37k	33.84	View chart
Caterpillar (CAT)	0.3	$1.2M	+2%	1.2k	1074.06	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$1.2M		32k	38.23	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.2M		8.8k	136.42	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.3	$1.2M	-2%	27k	44.62	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.2M		2.7k	433.32	View chart
Sherwin-Williams Company (SHW)	0.3	$1.2M	-3%	3.4k	344.31	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.3	$1.2M		12k	97.62	View chart
Digital Realty Trust (DLR)	0.3	$1.1M		6.4k	179.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$1.1M		22k	52.26	View chart
Snowflake Com Shs (SNOW)	0.3	$1.1M	NEW	4.5k	254.50	View chart
Intel Corporation (INTC)	0.3	$1.1M	+7%	8.0k	139.63	View chart
McDonald's Corporation (MCD)	0.3	$1.1M	-4%	4.1k	270.33	View chart
Amgen (AMGN)	0.3	$1.1M	+5%	3.1k	361.98	View chart
Qualcomm (QCOM)	0.3	$1.1M	-17%	5.7k	189.26	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.3	$1.1M		14k	75.77	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$1.1M	NEW	18k	59.73	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.1M	+26%	9.1k	117.67	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.3	$1.1M	+141%	36k	29.27	View chart
Capital One Financial (COF)	0.3	$1.1M		5.3k	200.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$1.0M	-2%	11k	94.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$1.0M	-11%	1.6k	640.95	View chart
Nextera Energy (NEE)	0.3	$1.0M		12k	87.77	View chart
Abbott Laboratories (ABT)	0.3	$1.0M	-18%	11k	90.67	View chart
Automatic Data Processing (ADP)	0.3	$987k	-21%	4.4k	223.96	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$976k	+4%	11k	89.85	View chart
Truist Financial Corp equities (TFC)	0.3	$967k	+11%	19k	49.84	View chart
Uber Technologies (UBER)	0.2	$927k	+28%	13k	72.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$900k	-2%	40k	22.78	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$895k		25k	36.53	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$879k		5.0k	176.64	View chart
Paychex (PAYX)	0.2	$871k		8.9k	98.33	View chart
Medtronic SHS (MDT)	0.2	$864k	-3%	11k	78.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$859k	+91%	15k	56.16	View chart
Targa Res Corp (TRGP)	0.2	$824k	-49%	3.1k	268.18	View chart
Mastercard Incorporated Cl A (MA)	0.2	$821k	+3%	1.6k	513.61	View chart
Rbc Cad (RY)	0.2	$818k	+10%	4.0k	206.97	View chart
Home Depot (HD)	0.2	$816k	-6%	2.3k	352.58	View chart
Constellation Energy (CEG)	0.2	$809k	+25%	3.3k	248.37	View chart
Southern Company (SO)	0.2	$777k	+23%	8.1k	95.71	View chart
S&p Global Com Shs	0.2	$772k	NEW	1.9k	407.28	View chart
Ge Vernova (GEV)	0.2	$764k	+40%	650.00	1175.31	View chart
Stryker Corporation (SYK)	0.2	$755k	-4%	2.4k	314.86	View chart
Pepsi (PEP)	0.2	$747k	-10%	5.5k	135.40	View chart
Doordash Cl A (DASH)	0.2	$741k	+68%	4.0k	184.53	View chart
Nrg Energy Com New (NRG)	0.2	$733k		5.0k	146.06	View chart
Public Service Enterprise (PEG)	0.2	$728k	+7%	9.0k	81.15	View chart
Dex (DXCM)	0.2	$712k	NEW	11k	67.35	View chart
Coca-Cola Company (KO)	0.2	$708k		8.7k	81.08	View chart
Bank of America Corporation (BAC)	0.2	$685k	+9%	12k	56.98	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$679k		3.8k	178.60	View chart
Ford Motor Company (F)	0.2	$671k	+45%	48k	13.90	View chart
ConocoPhillips (COP)	0.2	$668k		6.4k	103.97	View chart
Verizon Communications (VZ)	0.2	$661k	-9%	16k	42.34	View chart
Goldman Sachs (GS)	0.2	$634k		627.00	1011.63	View chart
Texas Instruments Incorporated (TXN)	0.2	$631k	+5%	2.1k	297.07	View chart
UnitedHealth (UNH)	0.2	$628k	+12%	1.5k	415.61	View chart
Wec Energy Group (WEC)	0.2	$599k		5.1k	116.77	View chart
Lockheed Martin Corporation (LMT)	0.2	$595k	+14%	1.2k	509.16	View chart
New York Times Co Mtn Be Cl A (NYT)	0.2	$588k	NEW	8.4k	69.98	View chart
Prologis (PLD)	0.1	$567k		4.2k	135.47	View chart
Amphenol Corp Cl A (APH)	0.1	$566k	-3%	3.2k	176.58	View chart
Kimco Realty Corporation (KIM)	0.1	$557k	+10%	22k	25.35	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$557k	-11%	3.5k	158.68	View chart
Cintas Corporation (CTAS)	0.1	$529k	-16%	3.1k	170.32	View chart
Omni (OMC)	0.1	$520k	+13%	7.1k	72.83	View chart
Morgan Stanley Com New (MS)	0.1	$512k		2.5k	209.09	View chart
Union Pacific Corporation (UNP)	0.1	$510k		1.9k	272.07	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$506k	-31%	10k	50.61	View chart
Philip Morris International (PM)	0.1	$503k	+3%	2.8k	180.91	View chart
Boston Scientific Corporation (BSX)	0.1	$500k	-24%	12k	42.68	View chart
Marvell Technology (MRVL)	0.1	$496k	NEW	1.7k	298.40	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$494k	-3%	6.1k	81.06	View chart
Eaton Corp SHS (ETN)	0.1	$487k	-6%	1.1k	426.12	View chart
Genuine Parts Company (GPC)	0.1	$480k	-11%	4.1k	118.00	View chart
Dell Technologies CL C (DELL)	0.1	$479k	NEW	1.1k	431.45	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$477k		2.8k	168.46	View chart
Merck & Co (MRK)	0.1	$455k		3.5k	128.39	View chart
Citigroup Com New (C)	0.1	$451k	+3%	3.2k	139.95	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$445k	-17%	583.00	763.14	View chart
McKesson Corporation (MCK)	0.1	$442k	-3%	585.00	755.62	View chart
TJX Companies (TJX)	0.1	$440k		2.9k	151.94	View chart
W.W. Grainger (GWW)	0.1	$435k		319.00	1362.04	View chart
Royal Caribbean Cruises (RCL)	0.1	$434k	-44%	1.4k	317.57	View chart
Linde SHS (LIN)	0.1	$425k	+5%	819.00	518.63	View chart
Parker-Hannifin Corporation (PH)	0.1	$419k		428.00	978.23	View chart
Thermo Fisher Scientific (TMO)	0.1	$414k	+8%	826.00	501.64	View chart
Palantir Technologies Cl A (PLTR)	0.1	$407k	-17%	3.5k	116.67	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$404k	-30%	8.2k	49.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$400k		1.1k	354.00	View chart
Intuitive Surgical Com New (ISRG)	0.1	$400k	-47%	1.0k	397.68	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$399k	-29%	836.00	477.57	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$399k		8.2k	48.66	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$397k	+2%	11k	36.26	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$397k	-21%	19k	20.80	View chart
Western Digital (WDC)	0.1	$395k	NEW	619.00	638.72	View chart
Equinix (EQIX)	0.1	$394k		378.00	1042.38	View chart
Air Products & Chemicals (APD)	0.1	$390k	-4%	1.3k	293.29	View chart
Walt Disney Company (DIS)	0.1	$389k	+2%	4.0k	96.26	View chart
American Tower Reit (AMT)	0.1	$385k	-8%	2.4k	163.59	View chart
Emerson Electric (EMR)	0.1	$379k		2.6k	143.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$356k	-6%	1.9k	190.17	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$341k	-9%	8.0k	42.66	View chart
DTE Energy Company (DTE)	0.1	$341k		2.2k	152.36	View chart
Howmet Aerospace (HWM)	0.1	$337k		1.3k	268.87	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$337k	-10%	1.8k	190.52	View chart
Ashland (ASH)	0.1	$336k	+10%	5.1k	65.89	View chart
Emcor (EME)	0.1	$330k	-2%	397.00	831.39	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$330k	+2%	3.6k	91.65	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$315k	-12%	4.1k	76.56	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.1	$312k	+8%	9.8k	31.78	View chart
SYSCO Corporation (SYY)	0.1	$311k	+21%	3.7k	83.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$307k		1.9k	158.00	View chart
salesforce (CRM)	0.1	$306k	-61%	2.0k	156.73	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$300k	NEW	896.00	335.15	View chart
MetLife (MET)	0.1	$290k	+14%	3.4k	84.61	View chart
Cardinal Health (CAH)	0.1	$288k		1.2k	237.74	View chart
Sandisk Corp (SNDK)	0.1	$282k	NEW	124.00	2273.73	View chart
Booking Holdings (BKNG)	0.1	$281k	+3120%	1.6k	178.24	View chart
Marriott Intl Cl A (MAR)	0.1	$275k		743.00	370.58	View chart
Fortinet (FTNT)	0.1	$275k	NEW	1.8k	153.62	View chart
CSX Corporation (CSX)	0.1	$271k	NEW	5.7k	47.53	View chart
Boeing Company (BA)	0.1	$256k	+8%	1.2k	216.47	View chart
Axon Enterprise (AXON)	0.1	$256k	-73%	456.00	560.67	View chart
Wells Fargo & Company (WFC)	0.1	$253k	-16%	3.1k	82.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$252k	NEW	2.1k	119.53	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$252k		1.7k	144.57	View chart
Gilead Sciences (GILD)	0.1	$252k		2.0k	126.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$250k		334.00	749.03	View chart
RBC Bearings Incorporated (RBC)	0.1	$247k	-2%	384.00	644.06	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$247k	+2%	2.3k	106.23	View chart
Delta Air Lines Com New (DAL)	0.1	$246k	NEW	2.6k	93.68	View chart
Us Bancorp Com New (USB)	0.1	$244k		4.0k	60.40	View chart
PNC Financial Services (PNC)	0.1	$237k	NEW	961.00	246.24	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$236k	NEW	1.5k	158.23	View chart
Trane Technologies SHS (TT)	0.1	$233k	NEW	474.00	491.16	View chart
Unilever Spon Adr New (UL)	0.1	$233k	-23%	3.9k	60.11	View chart
Cadence Design Systems (CDNS)	0.1	$232k	NEW	619.00	375.33	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$232k	-3%	467.00	496.73	View chart
Welltower Inc Com reit (WELL)	0.1	$222k	NEW	979.00	226.98	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$220k	NEW	3.6k	61.32	View chart
Starbucks Corporation (SBUX)	0.1	$215k	NEW	2.1k	102.17	View chart
Phillips 66 (PSX)	0.1	$215k	-9%	1.3k	169.05	View chart
Pfizer (PFE)	0.1	$210k	-3%	8.7k	24.10	View chart
American Electric Power Company (AEP)	0.1	$208k	-5%	1.5k	136.86	View chart
Ameriprise Financial (AMP)	0.1	$205k	-14%	447.00	458.55	View chart
Halliburton Company (HAL)	0.1	$202k	-20%	6.0k	33.95	View chart
Defi Technologies (DEFT)	0.0	$18k		34k	0.51	View chart

Past Filings by Paragon Private Wealth Management

SEC 13F filings are viewable for Paragon Private Wealth Management going back to 2022

Paragon Private Wealth Management 2026 Q2 filed July 28, 2026
Paragon Private Wealth Management 2026 Q1 filed May 19, 2026
Paragon Private Wealth Management 2025 Q4 filed Feb. 11, 2026
Paragon Private Wealth Management 2025 Q3 filed Nov. 3, 2025
Paragon Private Wealth Management 2025 Q2 filed Aug. 14, 2025
Paragon Private Wealth Management 2025 Q1 filed May 15, 2025
Paragon Private Wealth Management 2024 Q4 filed Feb. 7, 2025
Paragon Private Wealth Management 2024 Q3 filed Nov. 7, 2024
Paragon Private Wealth Management 2024 Q2 filed Aug. 12, 2024
Paragon Private Wealth Management 2024 Q1 filed May 13, 2024
Paragon Private Wealth Management 2023 Q4 filed Feb. 9, 2024
Paragon Private Wealth Management 2023 Q3 filed Nov. 13, 2023
Paragon Private Wealth Management 2023 Q2 filed Aug. 3, 2023
Paragon Private Wealth Management 2023 Q1 filed April 17, 2023
Paragon Private Wealth Management 2022 Q4 filed Feb. 13, 2023
Paragon Private Wealth Management 2022 Q3 filed Nov. 2, 2022

View all past filings

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