Paladin Wealth, LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$137.9B

Holdings

111

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (111 positions)

#StockSharesValue% PortfolioType
1
SPYMSPDR SERIES TRUST
119,035$9.3B6.76%
2
DMBSDOUBLELINE ETF TRUST
88,262$4.4B3.18%
3
NVDANVIDIA CORPORATION
23,382$4.4B3.16%
4
MSFTMICROSOFT CORP
7,677$4.0B2.88%
5
AMZNAMAZON COM INC
16,685$3.7B2.66%
6
JMBSJANUS DETROIT STR TR
78,719$3.6B2.61%
7
AAPLAPPLE INC
13,758$3.5B2.54%
8
GOOGALPHABET INC
12,911$3.1B2.28%
9
AVDEAMERICAN CENTY ETF TR
37,703$3.0B2.16%
10
METAMETA PLATFORMS INC
3,899$2.9B2.08%
11
SPDWSPDR INDEX SHS FDS
66,108$2.8B2.05%
12
RECSCOLUMBIA ETF TR I
65,561$2.6B1.92%
13
AVEMAMERICAN CENTY ETF TR
32,318$2.4B1.76%
14
JAAAJANUS DETROIT STR TR
41,525$2.1B1.53%
15
XFIVBONDBLOXX ETF TRUST
42,151$2.1B1.51%
16
QQQMINVESCO EXCH TRADED FD TR II
7,904$2.0B1.42%
17
AVGOBROADCOM INC
5,668$1.9B1.36%
18
DABSDOUBLELINE ETF TRUST
36,570$1.9B1.35%
19
SPYINEOS ETF TRUST
34,686$1.8B1.32%
20
SEPUAIM ETF PRODUCTS TRUST
57,720$1.6B1.19%
21
BBBSBONDBLOXX ETF TRUST
31,076$1.6B1.17%
22
GSGOLDMAN SACHS GROUP INC
1,928$1.5B1.11%
23
JPMJPMORGAN CHASE & CO.
4,835$1.5B1.11%
24
IETCISHARES U S ETF TR
14,513$1.5B1.07%
25
HELOJ P MORGAN EXCHANGE TRADED F
22,533$1.5B1.06%
26
XSVNBONDBLOXX ETF TRUST
30,059$1.4B1.05%
27
DWDMORGAN STANLEY
8,393$1.3B0.97%
28
FTSMFIRST TR EXCHANGE-TRADED FD
21,819$1.3B0.95%
29
WMTWALMART INC
12,597$1.3B0.94%
30
XTREBONDBLOXX ETF TRUST
25,651$1.3B0.93%
31
XLFSELECT SECTOR SPDR TR
23,610$1.3B0.92%
32
VVISA INC
3,703$1.3B0.92%
33
BRK/BBERKSHIRE HATHAWAY INC DEL
2,500$1.3B0.91%
34
CVXCHEVRON CORP NEW
8,075$1.3B0.91%
35
SPTISPDR SERIES TRUST
43,312$1.3B0.91%
36
GLDMWORLD GOLD TR
15,921$1.2B0.88%
37
URIUNITED RENTALS INC
1,224$1.2B0.85%
38
XTENBONDBLOXX ETF TRUST
24,516$1.1B0.83%
39
GSYINVESCO ACTIVELY MANAGED EXC
22,695$1.1B0.83%
40
UNHUNITEDHEALTH GROUP INC
3,281$1.1B0.82%
41
UYLDANGEL OAK FUNDS TRUST
22,047$1.1B0.82%
42
PCMMBONDBLOXX ETF TRUST
22,175$1.1B0.81%
43
IGIBISHARES TR
20,285$1.1B0.80%
44
MUBISHARES TR
10,296$1.1B0.80%
45
LOWLOWES COS INC
4,345$1.1B0.79%
46
APHAMPHENOL CORP NEW
8,781$1.1B0.79%
47
MDTMEDTRONIC PLC
11,229$1.1B0.78%
48
ETNEATON CORP PLC
2,837$1.1B0.77%
49
PRFDPIMCO ETF TR
20,072$1.0B0.75%
50
LRCXLAM RESEARCH CORP
7,508$1.0B0.73%
51
PANWPALO ALTO NETWORKS INC
4,908$999.4M0.72%
52
JNJJOHNSON & JOHNSON
5,285$979.9M0.71%
53
ABTABBOTT LABS
7,126$954.5M0.69%
54
NFLXNETFLIX INC
796$954.3M0.69%
55
CSHINEOS ETF TRUST
18,050$897.5M0.65%
56
MCDMCDONALDS CORP
2,931$890.7M0.65%
57
PWRQUANTA SVCS INC
2,120$878.6M0.64%
58
XBJLINNOVATOR ETFS TRUST
23,083$864.4M0.63%
59
SPTLSPDR SERIES TRUST
32,009$862.6M0.63%
60
KOCOCA COLA CO
12,661$839.7M0.61%
61
AVUSAMERICAN CENTY ETF TR
7,650$831.6M0.60%
62
ECLECOLAB INC
2,992$819.4M0.59%
63
SMOTVANECK ETF TRUST
22,156$799.4M0.58%
64
MLMMARTIN MARIETTA MATLS INC
1,236$779.0M0.56%
65
BACBANK AMERICA CORP
15,068$777.4M0.56%
66
DYHTARGET CORP
8,647$775.6M0.56%
67
IGSBISHARES TR
14,140$749.8M0.54%
68
NEENEXTERA ENERGY INC
9,857$744.1M0.54%
69
NOWSERVICENOW INC
784$721.5M0.52%
70
EXREXTRA SPACE STORAGE INC
5,106$719.6M0.52%
71
PGPROCTER AND GAMBLE CO
4,579$703.6M0.51%
72
COPCONOCOPHILLIPS
7,405$700.4M0.51%
73
BKRBAKER HUGHES COMPANY
14,354$699.3M0.51%
74
SPABSPDR SERIES TRUST
26,952$696.7M0.51%
75
PYPLPAYPAL HLDGS INC
10,265$688.4M0.50%
76
COSTCOSTCO WHSL CORP NEW
735$680.4M0.49%
77
SBUXSTARBUCKS CORP
7,894$667.8M0.48%
78
SPTSSPDR SERIES TRUST
22,745$666.9M0.48%
79
IVVISHARES TR
993$664.6M0.48%
80
BSXBOSTON SCIENTIFIC CORP
6,783$662.2M0.48%
81
PRIVSSGA ACTIVE TR
25,852$659.5M0.48%
82
WCNWASTE CONNECTIONS INC
3,751$659.4M0.48%
83
DCREDOUBLELINE ETF TRUST
12,596$656.0M0.48%
84
SNPSSYNOPSYS INC
1,268$625.6M0.45%
85
EQIXEQUINIX INC
772$604.7M0.44%
86
UBERUBER TECHNOLOGIES INC
6,106$598.2M0.43%
87
TJULINNOVATOR ETFS TRUST
20,414$597.8M0.43%
88
DC4DEXCOM INC
8,740$588.1M0.43%
89
ZBHZIMMER BIOMET HOLDINGS INC
5,920$583.1M0.42%
90
LUVSOUTHWEST AIRLS CO
17,635$562.7M0.41%
91
PODDINSULET CORP
1,783$550.5M0.40%
92
CSNRCOHEN & STEERS ETF TRUST
18,722$544.0M0.39%
93
AGQPROSHARES TR
9,750$527.6M0.38%
94
FEBTAIM ETF PRODUCTS TRUST
13,125$486.2M0.35%
95
VRTXVERTEX PHARMACEUTICALS INC
1,237$484.5M0.35%
96
BILSPDR SERIES TRUST
4,954$454.5M0.33%
97
DFUSDIMENSIONAL ETF TRUST
6,268$454.1M0.33%
98
BBUSJ P MORGAN EXCHANGE TRADED F
3,705$447.0M0.32%
99
JHXJAMES HARDIE INDS PLC
21,732$417.5M0.30%
100
JMSTJ P MORGAN EXCHANGE TRADED F
7,943$405.4M0.29%
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