Paladin Wealth, LLC
CIK: 0002040377SEC EDGAR →
Portfolio Value
$146.5M
Holdings
120
As of
Q4 2025
New Positions
14
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 143,654 | $11.5M | 7.87% |
| 2 | DOUBLELINE ETF TRUST | 98,068 | $4.9M | 3.32% |
| 3 | NVIDIA CORPORATION | 20,226 | $3.8M | 2.58% |
| 4 | AMERICAN CENTY ETF TR | 45,688 | $3.8M | 2.57% |
| 5 | AMAZON COM INC | 15,862 | $3.7M | 2.50% |
| 6 | JANUS DETROIT STR TR | 78,867 | $3.6M | 2.46% |
| 7 | MICROSOFT CORP | 7,267 | $3.5M | 2.40% |
| 8 | APPLE INC | 12,928 | $3.5M | 2.40% |
| 9 | SPDR INDEX SHS FDS | 77,833 | $3.5M | 2.36% |
| 10 | COLUMBIA ETF TR I | 76,558 | $3.1M | 2.13% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $85.8M | 58.6% |
| Technology | 11 | $18.1M | 12.4% |
| Unknown | 12 | $9.4M | 6.4% |
| Healthcare | 10 | $6.8M | 4.7% |
| Consumer Cyclical | 5 | $6.8M | 4.6% |
| Communication Services | 4 | $6.7M | 4.6% |
| Industrials | 5 | $3.7M | 2.5% |
| Consumer Defensive | 4 | $3.4M | 2.3% |
| Energy | 3 | $2.4M | 1.6% |
| Basic Materials | 2 | $1.5M | 1.0% |
| Real Estate | 2 | $1.2M | 0.8% |
| Utilities | 1 | $559K | 0.4% |