Paladin Wealth

Paladin Wealth as of Sept. 30, 2025

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