Paladin Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$145.4M
Q ending 2026-03-31
Prior quarter
$146.5M
Q ending 2025-12-31
Change
-0.7% QoQ · +30.6% YoY
Positions
125
reported holdings
Largest positions
Top 100 of 125 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $11.9M | 155K |
| Doubleline Etf Trust | DMBS | Shares | $5.4M | 109K |
| American Centy Etf Tr | AVDE | Shares | $4.3M | 50K |
| Spdr Index Shs Fds | SPDW | Shares | $3.9M | 85K |
| Janus Detroit Str Tr | JMBS | Shares | $3.7M | 81K |
| American Centy Etf Tr | AVEM | Shares | $3.4M | 42K |
| Columbia Etf Tr I | RECS | Shares | $3.3M | 85K |
| Nvidia Corporation | NVDA | Shares | $3.2M | 19K |
| Amazon Com Inc | AMZN | Shares | $3.2M | 15K |
| Apple Inc | AAPL | Shares | $3.1M | 12K |
| Microsoft Corp | MSFT | Shares | $2.7M | 7K |
| Bondbloxx Etf Trust | XFIV | Shares | $2.6M | 53K |
| Alphabet Inc | GOOG | Shares | $2.6M | 9K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $2.4M | 10K |
| Janus Detroit Str Tr | JAAA | Shares | $2.4M | 48K |
| Doubleline Etf Trust | DABS | Shares | $2.2M | 43K |
| Ishares Tr | MUB | Shares | $2.2M | 20K |
| Meta Platforms Inc | META | Shares | $2.1M | 4K |
| Bondbloxx Etf Trust | BBBS | Shares | $2.0M | 39K |
| Ishares U S Etf Tr | IETC | Shares | $1.9M | 22K |
| Aim Etf Products Trust | SEPU | Shares | $1.9M | 69K |
| World Gold Tr | GLDM | Shares | $1.9M | 20K |
| Bondbloxx Etf Trust | XSVN | Shares | $1.8M | 38K |
| Select Sector Spdr Tr | XLF | Shares | $1.6M | 33K |
| Bondbloxx Etf Trust | XTRE | Shares | $1.6M | 32K |
| American Centy Etf Tr | AVUS | Shares | $1.5M | 14K |
| Bondbloxx Etf Trust | XTEN | Shares | $1.4M | 31K |
| Bondbloxx Etf Trust | PCMM | Shares | $1.4M | 28K |
| Chevron Corporation | CVX | Shares | $1.4M | 7K |
| Broadcom Inc | AVGO | Shares | $1.4M | 4K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $1.3M | 23K |
| Goldman Sachs Group Inc | GS | Shares | $1.3M | 2K |
| Neos Etf Trust | SPYI | Shares | $1.3M | 27K |
| Spdr Series Trust | SPTI | Shares | $1.3M | 45K |
| Jpmorgan Chase & Co | JPM | Shares | $1.3M | 4K |
| Walmart Inc | WMT | Shares | $1.2M | 10K |
| Morgan Stanley | MS | Shares | $1.2M | 7K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| Ishares Tr | IGIB | Shares | $1.1M | 21K |
| Invesco Galaxy Bitcoin Etf | BTCO | Shares | $1.1M | 17K |
| Target Corp | TGT | Shares | $1.1M | 9K |
| Vaneck Etf Trust | SMOT | Shares | $1.1M | 31K |
| Pimco Etf Tr | PRFD | Shares | $1.1M | 21K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.0M | 2K |
| Invesco Actively Managed Exc | GSY | Shares | $1.0M | 20K |
| Angel Oak Funds Trust | UYLD | Shares | $1.0M | 20K |
| Cohen & Steers Etf Trust | CSNR | Shares | $999K | 27K |
| Visa Inc | V | Shares | $940K | 3K |
| Neos Etf Trust | CSHI | Shares | $926K | 19K |
| Eaton Corp Plc | Shares | $907K | 3K | |
| Medtronic Plc | Shares | $887K | 10K | |
| Coca Cola Co | KO | Shares | $884K | 12K |
| Proshares Tr | TOLZ | Shares | $880K | 15K |
| Johnson & Johnson | JNJ | Shares | $864K | 4K |
| Spdr Series Trust | SPTL | Shares | $858K | 33K |
| Lowes Cos Inc | LOW | Shares | $849K | 4K |
| Conocophillips | COP | Shares | $838K | 6K |
| Unitedhealth Group Inc | UNH | Shares | $823K | 3K |
| Ssga Active Tr | PRIV | Shares | $806K | 32K |
| Mcdonalds Corp | MCD | Shares | $805K | 3K |
| J P Morgan Exchange Traded F | JMST | Shares | $797K | 16K |
| Netflix Inc. | NFLX | Shares | $793K | 8K |
| Abbott Laboratories | ABT | Shares | $789K | 8K |
| Lam Research Corp | LRCX | Shares | $763K | 4K |
| Ishares Tr | IGSB | Shares | $735K | 14K |
| Ecolab Inc | ECL | Shares | $720K | 3K |
| Quanta Svcs Inc | PWR | Shares | $720K | 1K |
| Starbucks Corp | SBUX | Shares | $716K | 8K |
| Palo Alto Networks Inc | PANW | Shares | $712K | 4K |
| United Rentals Inc | URI | Shares | $692K | 950 |
| Spdr Series Trust | SPAB | Shares | $685K | 27K |
| Spdr Series Trust | SPTS | Shares | $680K | 23K |
| Doubleline Etf Trust | DCRE | Shares | $674K | 13K |
| Bank America Corp | BAC | Shares | $674K | 14K |
| Procter & Gamble Co | PG | Shares | $649K | 4K |
| Baker Hughes Company | BKR | Shares | $641K | 11K |
| Martin Marietta Matls Inc | MLM | Shares | $636K | 1K |
| Amphenol Corp | APH | Shares | $632K | 5K |
| Waste Connections Inc | WCN | Shares | $607K | 4K |
| Ea Series Trust | BOXX | Shares | $590K | 5K |
| J P Morgan Exchange Traded F | BBUS | Shares | $587K | 5K |
| Costco Wholesale Corporation | COST | Shares | $585K | 587 |
| Equinix Inc | EQIX | Shares | $579K | 591 |
| Nextera Energy Inc | NEE | Shares | $577K | 6K |
| Extra Space Storage Inc | EXR | Shares | $555K | 4K |
| Tjx Cos Inc New | TJX | Shares | $528K | 3K |
| Spdr Series Trust | BIL | Shares | $510K | 6K |
| Dexcom Inc | DXCM | Shares | $499K | 8K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $480K | 1K |
| Servicenow Inc | NOW | Shares | $467K | 4K |
| Paypal Hldgs Inc | PYPL | Shares | $467K | 10K |
| First Tr Exchng Traded Fd Vi | CRPT | Shares | $451K | 39K |
| Eli Lilly & Co | LLY | Shares | $450K | 489 |
| Southwest Airls Co | LUV | Shares | $449K | 12K |
| Cintas Corp | CTAS | Shares | $449K | 3K |
| Intuitive Surgical Inc | ISRG | Shares | $430K | 932 |
| Synopsys Inc | SNPS | Shares | $427K | 1K |
| Amplify Etf Tr | BLOK | Shares | $422K | 8K |
| Ark Etf Tr | ARKW | Shares | $412K | 3K |
| Aim Etf Products Trust | FEBT | Shares | $394K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.