Paladin Wealth, LLC
Sector Allocation
- Other57.1%$105.7M
- Technology15.2%$28.0M
- Financials9.0%$16.6M
- Consumer Discretionary3.9%$7.2M
- Healthcare3.7%$6.9M
- Industrials3.3%$6.0M
- Consumer Staples3.1%$5.8M
- Energy1.9%$3.6M
- Utilities1.0%$1.9M
- Materials0.8%$1.5M
AUM History
13fpro.ai/research/fund/paladin-wealth-llc-2040377
Conviction and streaks
Diversifying · top 10 = 30.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$16.7M
- DOUBLELINE$5.7M
NVDA
$5.1M- AMERICAN$5.1M
- SPDR$4.4M
- COLUMBIA$4.3M
- AMERICAN$3.9M
- JANUS$3.8M
AAPL
$3.8MAMZN
$3.5MMSFT
$3.5MIVZ
$3.4M- BONDBLOXX$3.3M
- ISHARES$3.3M
- AMERICAN$3.3M
GOOG
$2.8M- BONDBLOXX$2.7M
- AIM$2.5M
- JANUS$2.4M
- BONDBLOXX$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/paladin-wealth-llc-2040377
Paladin Wealth, LLC 13F holdings — Q3 2026
$185.0M portfolio (+7.6% QoQ) · 156 holdings · Q3 2026 13F · top 10 are 31% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500ETF
$16.7M
9.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DOUBLELINE ETF TRUST - MORTGAGE ETF
$5.7M
3.1% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $5.1M
2.8% of stocks
-2%This quarter+2.4%Since filed8+ qtrsHeld- 4
AMERICAN CENTY ETF TR - INTL EQT ETF
$5.1M
2.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR INDEX SHS FDS - ST STR PO EX ETF
$4.4M
2.4% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
COLUMBIA ETF TR I - RESH ENHNC COR
$4.3M
2.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$3.9M
2.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
JANUS DETROIT STR TR - HENDERSON MTG
$3.8M
2.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $3.8M
2.0% of stocks
-7%This quarter-1.1%Since filed8+ qtrsHeld$3.5M
1.9% of stocks
-3%This quarter+0.4%Since filed8+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500ETF | $16.7M | 9.0% | +7% | — | — | — | — | |
| 2 | DOUBLELINE ETF TRUST - MORTGAGE ETF | $5.7M | 3.1% | -1% | — | — | — | — | |
| 3 | $5.1M | 2.8% | -2% | +2.4% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | AMERICAN CENTY ETF TR - INTL EQT ETF | $5.1M | 2.8% | +3% | — | — | — | — | |
| 5 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $4.4M | 2.4% | -1% | — | — | — | — | |
| 6 | COLUMBIA ETF TR I - RESH ENHNC COR | $4.3M | 2.3% | +2% | — | — | — | — | |
| 7 | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $3.9M | 2.1% | +2% | — | — | — | — | |
| 8 | JANUS DETROIT STR TR - HENDERSON MTG | $3.8M | 2.1% | -2% | — | — | — | — | |
| 9 | $3.8M | 2.0% | -7% | -1.1% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $3.5M | 1.9% | -3% | +0.4% | 8+ qtrsTrimmed 5 qtrs in a row | 67.5#363 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Paladin Wealth, LLC (Q3 2026)
156 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $3.5M | 1.9% | 6,798 | -2% | 8+ qtrsTrimmed 2 qtrs in a row | 79.8 | 13F | |
| 12 | Invesco Ltd.etf/fund | Financials | $3.4M | 1.9% | 11K | +5% | 8+ qtrs | — | 13F | |
| 13 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YRetf/fund | — | $3.3M | 1.8% | 78K | +0.7% | — | — | 13F |
| 14 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $3.3M | 1.8% | 33K | +29% | — | — | 13F |
| 15 | — | AMERICAN CENTY ETF TR - US EQT ETFetf/fund | — | $3.3M | 1.8% | 25K | +32% | — | — | 13F |
| 16 | Alphabet Inc. | Technology | $2.8M | 1.5% | 8,083 | -5% | 8+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | BONDBLOXX ETF TRUST - BLOOMBERG SEVENetf/fund | — | $2.7M | 1.5% | 61K | +2% | — | — | 13F |
| 18 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQUetf/fund | — | $2.5M | 1.3% | 77K | +2% | — | — | 13F |
| 19 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $2.4M | 1.3% | 47K | -2% | — | — | 13F |
| 20 | — | BONDBLOXX ETF TRUST - BBB RATED 1 5 YEetf/fund | — | $2.3M | 1.2% | 46K | -1.0% | — | — | 13F |
| 21 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $2.2M | 1.2% | 41K | +2% | — | — | 13F |
| 22 | — | STRATEGIC TRUST - RUNNING GWTH ETFetf/fund | — | $2.2M | 1.2% | 68K | New | — | — | 13F |
| 23 | — | DOUBLELINE ETF TRUST - ASSE BA SECS ETFetf/fund | — | $2.2M | 1.2% | 44K | -4% | — | — | 13F |
| 24 | Broadcom Inc. | Technology | $2.0M | 1.1% | 5,822 | +18% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Meta Platforms, Inc. | Technology | $1.9M | 1.0% | 2,634 | -30% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $1.8M | 0.9% | 33K | +7% | |||
| 27 | $GLDM | World Gold Trust | Financials | $1.7M | 0.9% | 21K | +4% | |||
| 28 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF | — | $1.7M | 0.9% | 63K | +43% | |||
| 29 | — | BONDBLOXX ETF TRUST - BLOO TWEN US ETF | — | $1.6M | 0.8% | 48K | -3% | |||
| 30 | $JPM | JPMORGAN CHASE & CO | Financials | $1.5M | 0.8% | 4,567 | -2% | |||
| 31 | — | ISHARES TR - CORE S&P500 ETF | — | $1.5M | 0.8% | 1,920 | -6% | |||
| 32 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.4M | 0.8% | 1,595 | +0.5% | |||
| 33 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $1.4M | 0.8% | 23K | -6% | |||
| 34 | $MS | MORGAN STANLEY | Financials | $1.4M | 0.8% | 7,371 | +4% | |||
| 35 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.7% | 6,565 | -2% | |||
| 36 | — | SPDR SERIES TRUST - ST INTER ETF | — | $1.3M | 0.7% | 49K | -4% | |||
| 37 | — | VANECK ETF TRUST - MORN SMID MO ETF | — | $1.3M | 0.7% | 35K | +4% | |||
| 38 | $ETN | Eaton Corp plc | Industrials | $1.3M | 0.7% | 3,021 | +14% | |||
| 39 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $1.3M | 0.7% | 25K | +27% | |||
| 40 | $PANW | Palo Alto Networks Inc | Technology | $1.2M | 0.7% | 3,123 | -29% | |||
| 41 | $LRCX | LAM RESEARCH CORP | Technology | $1.2M | 0.7% | 3,675 | -0.2% | |||
| 42 | $TGT | TARGET CORP | Consumer Staples | $1.2M | 0.6% | 7,533 | -6% | |||
| 43 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $1.2M | 0.6% | 36K | -5% | |||
| 44 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.2M | 0.6% | 4,353 | +284% | |||
| 45 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | — | $1.1M | 0.6% | 22K | +15% | |||
| 46 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.6% | 22K | +13% | |||
| 47 | — | PIMCO ETF TR - PREFERRED AND CP | — | $1.1M | 0.6% | 23K | -2% | |||
| 48 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.6% | 3,011 | +7% | |||
| 49 | $V | VISA INC. | Financials | $1.1M | 0.6% | 2,985 | -12% | |||
| 50 | — | BONDBLOXX ETF TRUST - PRIVA CR CLO ETF | — | $1.1M | 0.6% | 21K | -0.8% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $1.0M | 0.6% | 12K | +5% | |||
| 52 | — | BONDBLOXX ETF TRUST - BLOOMBERG FVE YR | — | $1.0M | 0.6% | 22K | +0.7% | |||
| 53 | — | COHEN & STEERS ETF TRUST - NATURAL RES ACTI | — | $1.0M | 0.6% | 29K | +6% | |||
| 54 | — | SSGA ACTIVE TR - STATE STREET IG | — | $1.0M | 0.6% | 43K | -0.4% | |||
| 55 | $WMT | Walmart Inc. | Consumer Staples | $1.0M | 0.6% | 9,800 | +6% | |||
| 56 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | — | $988K | 0.5% | 20K | -3% | |||
| 57 | $APH | AMPHENOL CORP /DE/ | Technology | $972K | 0.5% | 12K | +103% | |||
| 58 | $MDT | Medtronic plc | Healthcare | $969K | 0.5% | 11K | +7% | |||
| 59 | — | PROSHARES TR - DJ BRKFLD GLB | — | $968K | 0.5% | 18K | +8% | |||
| 60 | — | FIRST TR EXCHNG TRADED FD VI - SKYB CRY IND ETF | — | $965K | 0.5% | 62K | +41% | |||
| 61 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $940K | 0.5% | 7,941 | +27% | |||
| 62 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $904K | 0.5% | 38K | -0.4% | |||
| 63 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $885K | 0.5% | 6,094 | +24% | |||
| 64 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $871K | 0.5% | 16K | +13% | |||
| 65 | $URI | UNITED RENTALS, INC. | Industrials | $866K | 0.5% | 865 | -14% | |||
| 66 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $852K | 0.5% | 1,712 | -2% | |||
| 67 | $LLY | ELI LILLY & Co | Healthcare | $842K | 0.5% | 728 | +8% | |||
| 68 | $PWR | QUANTA SERVICES, INC. | Industrials | $837K | 0.5% | 1,303 | +16% | |||
| 69 | $JNJ | JOHNSON & JOHNSON | Healthcare | $836K | 0.5% | 3,159 | -17% | |||
| 70 | $MCD | MCDONALDS CORP | Consumer Discretionary | $774K | 0.4% | 3,350 | +34% | |||
| 71 | $RTX | RTX Corp | Industrials | $761K | 0.4% | 4,100 | New | |||
| 72 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $727K | 0.4% | 983 | +28% | |||
| 73 | — | DOUBLELINE ETF TRUST - COMMERCIAL REAL | — | $726K | 0.4% | 14K | -2% | |||
| 74 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | — | $724K | 0.4% | 25K | -2% | |||
| 75 | $COP | CONOCOPHILLIPS | Energy | $695K | 0.4% | 5,551 | -19% | |||
| 76 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | — | $692K | 0.4% | 5,029 | +0.1% | |||
| 77 | $NOW | ServiceNow, Inc. | Technology | $691K | 0.4% | 5,155 | -22% | |||
| 78 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $676K | 0.4% | 7,191 | -4% | |||
| 79 | $GOOGL | Alphabet Inc. | Technology | $630K | 0.3% | 1,832 | +14% | |||
| 80 | $NEE | NEXTERA ENERGY INC | Utilities | $626K | 0.3% | 8,265 | +11% | |||
| 81 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $616K | 0.3% | 677 | +7% | |||
| 82 | — | SPDR SERIES TRUST - ST STR P400MID | — | $603K | 0.3% | 9,558 | +31% | |||
| 83 | $MRVL | Marvell Technology, Inc. | Technology | $600K | 0.3% | 2,271 | New | |||
| 84 | $ECL | ECOLAB INC. | Materials | $593K | 0.3% | 2,159 | -7% | |||
| 85 | $CTAS | CINTAS CORP | Consumer Discretionary | $590K | 0.3% | 3,024 | -7% | |||
| 86 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | — | $583K | 0.3% | 5,104 | -81% | |||
| 87 | $SNPS | SYNOPSYS INC | Technology | $578K | 0.3% | 1,328 | +23% | |||
| 88 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $569K | 0.3% | 1,186 | -8% | |||
| 89 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | — | $558K | 0.3% | 9,109 | -10% | |||
| 90 | $DXCM | DEXCOM INC | Healthcare | $553K | 0.3% | 6,405 | -31% | |||
| 91 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $545K | 0.3% | 13K | -6% | |||
| 92 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $544K | 0.3% | 1,338 | +9% | |||
| 93 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $541K | 0.3% | 5,907 | +32% | |||
| 94 | $EQIX | EQUINIX INC | Real Estate | $537K | 0.3% | 530 | -8% | |||
| 95 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $527K | 0.3% | 22K | +10% | |||
| 96 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $504K | 0.3% | 12K | -12% | |||
| 97 | $BKR | Baker Hughes Co | Energy | $503K | 0.3% | 9,162 | +3% | |||
| 98 | $NFLX | NETFLIX INC | Communication Services | $497K | 0.3% | 7,146 | +15% | |||
| 99 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $497K | 0.3% | 3,756 | +8% | |||
| 100 | $WCN | Waste Connections, Inc. | Utilities | $489K | 0.3% | 3,178 | -7% | |||
| 101 | $EXR | Extra Space Storage Inc. | Real Estate | $479K | 0.3% | 3,641 | -5% | |||
| 102 | — | TIDAL TRUST III - VIST ARTI IN ETF | — | $477K | 0.3% | 6,380 | -12% | |||
| 103 | $AZN | ASTRAZENECA PLC | Healthcare | $471K | 0.3% | 2,916 | +76% | |||
| 104 | $ASML | ASML HOLDING NV | Technology | $470K | 0.3% | 259 | +31% | |||
| 105 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $458K | 0.3% | 2,483 | -28% | |||
| 106 | — | TIDAL TRUST II - ROUNDHILL GENER | — | $450K | 0.2% | 4,897 | -5% | |||
| 107 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $448K | 0.2% | 2,955 | -3% | |||
| 108 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $436K | 0.2% | 15K | — | |||
| 109 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $431K | 0.2% | 5,194 | — | |||
| 110 | — | INNOVATOR ETFS TRUST - INNOVATOR DEEPW | — | $430K | 0.2% | 4,841 | -2% | |||
| 111 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $395K | 0.2% | 908 | +57% | |||
| 112 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $394K | 0.2% | 9,361 | -5% | |||
| 113 | $KEY | KEYCORP /NEW/ | Financials | $391K | 0.2% | 19K | +56% | |||
| 114 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $381K | 0.2% | 2,344 | New | |||
| 115 | $ABBV | AbbVie Inc. | Healthcare | $380K | 0.2% | 1,452 | +72% | |||
| 116 | $AMGN | AMGEN INC | Healthcare | $371K | 0.2% | 879 | New | |||
| 117 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $370K | 0.2% | 5,496 | +86% | |||
| 118 | $HODL | VanEck Bitcoin ETF | Financials | $364K | 0.2% | 15K | -12% | |||
| 119 | $SJM | J M SMUCKER Co | Consumer Staples | $359K | 0.2% | 3,018 | New | |||
| 120 | $KLAC | KLA CORP | Technology | $358K | 0.2% | 1,838 | +96% | |||
| 121 | $TXN | TEXAS INSTRUMENTS INC | Technology | $356K | 0.2% | 1,272 | +44% | |||
| 122 | $C | CITIGROUP INC | Financials | $356K | 0.2% | 2,749 | +59% | |||
| 123 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $347K | 0.2% | 1,579 | New | |||
| 124 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $347K | 0.2% | 3,056 | New | |||
| 125 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $347K | 0.2% | 11K | New | |||
| 126 | $ABT | ABBOTT LABORATORIES | Healthcare | $344K | 0.2% | 3,480 | -3% | |||
| 127 | $CSCO | CISCO SYSTEMS, INC. | Technology | $342K | 0.2% | 3,180 | +43% | |||
| 128 | $KMI | KINDER MORGAN, INC. | Energy | $340K | 0.2% | 11K | +79% | |||
| 129 | — | ISHARES TR - IBONDS 26 TRM TS | — | $339K | 0.2% | 15K | New | |||
| 130 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $338K | 0.2% | 4,220 | New | |||
| 131 | $EOG | EOG RESOURCES INC | Energy | $336K | 0.2% | 2,440 | +53% | |||
| 132 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $335K | 0.2% | 1,303 | New | |||
| 133 | — | ISHARES TR - IBONDS 27 TRM TS | — | $335K | 0.2% | 15K | New | |||
| 134 | $USB | US BANCORP DE | Financials | $335K | 0.2% | 5,798 | +67% | |||
| 135 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $335K | 0.2% | 1,254 | New | |||
| 136 | $MHO | M/I HOMES, INC. | Industrials | $334K | 0.2% | 2,474 | +72% | |||
| 137 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $333K | 0.2% | 2,803 | +89% | |||
| 138 | $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Real Estate | $329K | 0.2% | 6,940 | New | |||
| 139 | $LYB | LyondellBasell Industries N.V. | Materials | $328K | 0.2% | 5,713 | New | |||
| 140 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | — | $324K | 0.2% | 17K | +18% | |||
| 141 | $ALL | ALLSTATE CORP | Financials | $316K | 0.2% | 1,425 | +65% | |||
| 142 | $JEF | Jefferies Financial Group Inc. | Financials | $314K | 0.2% | 6,875 | New | |||
| 143 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $314K | 0.2% | 3,361 | New | |||
| 144 | $KHC | Kraft Heinz Co | Consumer Staples | $314K | 0.2% | 14K | New | |||
| 145 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $306K | 0.2% | 1,077 | New | |||
| 146 | — | INNOVATOR ETFS TRUST - EQTY DUL DIRCT15 | — | $296K | 0.2% | 15K | -5% | |||
| 147 | $EIX | EDISON INTERNATIONAL | Utilities | $286K | 0.1% | 5,327 | +76% | |||
| 148 | — | SSGA ACTIVE TR - STATE STREET MY | — | $261K | 0.1% | 10K | New | |||
| 149 | — | SSGA ACTIVE TR - STATE STREET MY | — | $258K | 0.1% | 10K | New | |||
| 150 | — | ISHARES TR - IBONDS 28 TRM TS | — | $245K | 0.1% | 11K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 25 new, 73 added to, 56 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
- STRATEGIC TRUST - RUNNING GWTH ETF$2.2M
first bought this quarter
$RTXRTX Corp$761K
first bought this quarter
$MRVLMarvell Technology, Inc.$600K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$381K
first bought this quarter
$AMGNAMGEN INC$371K
first bought this quarter
$SJMJ M SMUCKER Co$359K
first bought this quarter
+19 more in the Excel export
Added to (73)
- SPDR SERIES TRUST - ST STR P500ETF+7%
now $16.7M
$CRWDCrowdStrike Holdings, Inc.+284%
now $1.2M · held 2 qtrs
- AMERICAN CENTY ETF TR - US EQT ETF+32%
now $3.3M
- ISHARES TR - NATIONAL MUN ETF+29%
now $3.3M
- SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF+43%
now $1.7M
$APHAMPHENOL CORP /DE/+103%
now $972K · held 8+ qtrs, 2 adds in a row
+67 more in the Excel export
Trimmed (56)
- ISHARES U S ETF TR - U.S. TECH INDEPD-81%
now $583K
$METAMeta Platforms, Inc.-30%
now $1.9M · held 8+ qtrs
$PANWPalo Alto Networks Inc-29%
now $1.2M · held 8+ qtrs
now $3.8M · held 8+ qtrs
$DXCMDEXCOM INC-31%
now $553K · held 8+ qtrs
$NOWServiceNow, Inc.-22%
now $691K · held 8+ qtrs
+50 more in the Excel export
Sold out (3)
$PYPLPayPal Holdings, Inc.was $532K
held 7+ qtrs
- ETF SER SOLUTIONS - APTUS JAN BUFFERwas $203K
- INNOVATOR ETFS TRUST - INNOVATOR GW 100was $203K
Holdings by quarter
Every 13F Paladin Wealth, LLC has filed, 8 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Paladin Wealth's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 24% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Paladin Wealth, LLC disclosed 156 positions worth $185.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 25 new positions and exited 3 and a full exit from $PYPL. The portfolio is most concentrated in Other (57.1% of disclosed assets). All figures are sourced directly from Paladin Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2040377.
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AI-Powered Hedge Fund Analysis: Paladin Wealth, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Paladin Wealth, LLC (SEC CIK: 2040377), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Paladin Wealth, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.