Paladin Wealth, LLC
CIK: 0002040377Latest portfolio: $146.5M · Q4 2025
Holdings
120
Total Value
$146.5M
New Positions
13
Closed Positions
4
Top Holdings
View All 120 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 143,654 | $11.5M | 7.87% | +25K | |
| 2 | DMBSDOUBLELINE ETF TRUST | 98,068 | $4.9M | 3.32% | +10K | |
| 3 | NVDANVIDIA CORPORATION | 20,226 | $3.8M | 2.58% | -3,156 | |
| 4 | AVDEAMERICAN CENTY ETF TR | 45,688 | $3.8M | 2.57% | +8K | |
| 5 | AMZNAMAZON COM INC | 15,862 | $3.7M | 2.50% | -823 | |
| 6 | JMBSJANUS DETROIT STR TR | 78,867 | $3.6M | 2.46% | +148 | |
| 7 | MSFTMICROSOFT CORP | 7,267 | $3.5M | 2.40% | -410 | |
| 8 | AAPLAPPLE INC | 12,928 | $3.5M | 2.40% | -830 | |
| 9 | SPDWSPDR INDEX SHS FDS | 77,833 | $3.5M | 2.36% | +12K | |
| 10 | RECSCOLUMBIA ETF TR I | 76,558 | $3.1M | 2.13% | +11K | |
| 11 | GOOGALPHABET INC | 9,949 | $3.1M | 2.13% | -2,962 | |
| 12 | AVEMAMERICAN CENTY ETF TR | 38,269 | $2.9M | 2.01% | +6K | |
| 13 | METAMETA PLATFORMS INC | 3,875 | $2.6M | 1.75% | -24 | |
| 14 | QQQMINVESCO EXCH TRADED FD TR II | 9,228 | $2.3M | 1.59% | +1K | |
| 15 | XFIVBONDBLOXX ETF TRUST | 46,990 | $2.3M | 1.59% | +5K | |
| 16 | JAAAJANUS DETROIT STR TR | 44,217 | $2.2M | 1.53% | +3K | |
| 17 | SPYINEOS ETF TRUST | 39,246 | $2.1M | 1.41% | +5K | |
| 18 | DABSDOUBLELINE ETF TRUST | 39,195 | $2.0M | 1.36% | +3K | |
| 19 | IETCISHARES U S ETF TR | 18,648 | $1.9M | 1.29% | +4K | |
| 20 | SEPUAIM ETF PRODUCTS TRUST | 64,952 | $1.9M | 1.28% | +7K | |
| 21 | BBBSBONDBLOXX ETF TRUST | 34,703 | $1.8M | 1.22% | +4K | |
| 22 | MUBISHARES TR | 15,934 | $1.7M | 1.16% | +6K | |
| 23 | XSVNBONDBLOXX ETF TRUST | 33,519 | $1.6M | 1.10% | +3K | |
| 24 | AVGOBROADCOM INC | 4,623 | $1.6M | 1.09% | -1,045 | |
| 25 | XLFSELECT SECTOR SPDR TR | 29,154 | $1.6M | 1.09% | +6K |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($1.1523486937613603e+204T)
Unknown0.0% ($1.880136312421148e+31T)
Technology0.0% ($3.7723514351416003e+28T)
Healthcare0.0% ($1.0309969648295817e+21T)
Consumer Cyclical0.0% ($3661980.8T)
Industrials0.0% ($907867.7T)
Communication Services0.0% ($31212.6T)
Consumer Defensive0.0% ($1207.9T)
Energy0.0% ($1.2T)
Basic Materials0.0% ($790.7M)
Real Estate0.0% ($612.5M)
Utilities0.0% ($559K)
Filing History
Fund Information
Paladin Wealth, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $146.5M across 120 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 7.9% of the portfolio. Compared to the previous quarter, the fund opened 13 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.