Paladin Wealth, LLC

CIK

2040377

Location

ARDEN HILLS, MN

Portfolio Value

Micro $63,087,794

Diversification

Diversified

Filing Date

Global Rank

#6,664 / 8,517 ▲ 410

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

+6.4%

Period ended 46 days ago

Filed Jul 9, 2026 · 37d

8 quarters · since Sep 2024

Clone Performance

Nov 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+42.7%

SPY

+30.8%

Annualised alpha

+5.9%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 8 quarters. Past performance does not predict future results.

Portfolio Concentration

76 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

+1.7 pts

Top 5

25.8%

−0.2 pts

Top 10

38.7%

−1.0 pts

HHI

252

Diversified−1

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.4%	$19,207,493	14
Financial Services	14.8%	$9,332,501	14
Consumer Cyclical	10.2%	$6,420,238	6
Healthcare	10.0%	$6,304,187	10
Industrials	8.3%	$5,204,842	7
Consumer Defensive	7.2%	$4,541,756	6
Communication Services	5.0%	$3,129,872	3
Energy	4.3%	$2,733,112	5
Unclassified	3.9%	$2,455,516	3
Basic Materials	2.2%	$1,388,011	2
Utilities	1.9%	$1,216,624	4
Real Estate	1.8%	$1,153,642	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSX	Boston Scientific Corp	+6,912	13,099	$559,065
HODL	VanEck Bitcoin ETF	+6,009	17,540	$291,339
NVDA	Nvidia Corp	+4,413	22,946	$4,591,265
LYG	Lloyds Banking Group plc	+3,370	23,982	$139,815
NMR	Nomura Holdings Inc	+2,244	14,873	$130,584
NOW	ServiceNow, Inc.	+2,111	6,581	$653,361
MFG	Mizuho Financial Group Inc	+2,057	14,030	$134,407
PYPL	PayPal Holdings, Inc.	+1,980	12,309	$531,502
LUV	Southwest Airlines Co	+1,920	13,876	$713,503
DXCM	Dexcom Inc	+1,386	9,338	$628,914
NEE	Nextera Energy Inc	+1,243	7,453	$654,149
KEY	Keycorp /New/	+813	12,501	$288,148
APH	Amphenol Corp /De/	+661	5,665	$998,852
CTAS	Cintas Corp	+581	3,236	$550,378
AVGO	Broadcom Inc.	+548	4,915	$1,856,641
COP	Conocophillips	+508	6,860	$713,165
PG	PROCTER & GAMBLE Co	+419	4,914	$720,588
JNJ	Johnson & Johnson	+295	3,828	$972,197
ISRG	Intuitive Surgical Inc	+293	1,225	$487,158
JPM	Jpmorgan Chase & Co	+293	4,641	$1,519,138
V	Visa Inc.	+288	3,398	$1,165,819
BAC	Bank Of America Corp /De/	+261	14,095	$803,133
MDT	Medtronic plc	+245	10,485	$820,241
MLM	Martin Marietta Materials Inc	+205	1,286	$741,636
AZN	Astrazeneca PLC	+189	1,657	$314,200
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−8,364	1,603	$572,864
ABT	Abbott Laboratories	−4,090	3,592	$325,938
NFLX	Netflix Inc	−2,027	6,220	$444,108
BKR	Baker Hughes Co	−1,568	8,932	$495,726
TGT	Target Corp	−1,195	7,989	$1,043,443
AMZN	Amazon Com Inc	−689	14,516	$3,459,743
SBUX	Starbucks Corp	−544	7,452	$761,519
WMT	Walmart Inc.	−482	9,228	$1,045,163
EXR	Extra Space Storage Inc.	−401	3,829	$556,353
ECL	Ecolab Inc.	−388	2,320	$646,375
BRK-B	Berkshire Hathaway Inc	−370	1,754	$877,684
MSFT	Microsoft Corp	−367	6,931	$2,585,401
WCN	Waste Connections, Inc.	−331	3,407	$567,912
UNH	Unitedhealth Group Inc	−223	2,820	$1,172,076
MS	Morgan Stanley	−208	7,079	$1,479,794
PWR	Quanta Services, Inc.	−187	1,125	$810,045
KO	Coca Cola Co	−172	11,449	$930,460
LOW	Lowes Companies Inc	−130	3,465	$763,997
MCD	Mcdonalds Corp	−86	2,504	$676,856
ROK	Rockwell Automation, Inc	−71	580	$287,146
EQIX	Equinix Inc	−18	573	$597,289
PANW	Palo Alto Networks Inc	−10	4,428	$1,510,036
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	937	$282,702
TXN	Texas Instruments Inc	886	$264,090
CSCO	Cisco Systems, Inc.	2,225	$261,348
C	Citigroup Inc	1,728	$241,850
MHO	M/I Homes, Inc.	1,437	$231,055
CRWD	CrowdStrike Holdings, Inc.	1,135	$216,540
MO	Altria Group, Inc.	2,957	$212,756
ABBV	AbbVie Inc.	844	$212,384
USB	US Bancorp De	3,469	$209,527
ALL	Allstate Corp	866	$206,056
AEP	American Electric Power Co Inc	1,487	$203,436
KMI	Kinder Morgan, Inc.	6,308	$201,666
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	23,025	$133,084
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BTCO	Invesco Galaxy Bitcoin ETF	16,537	$1,115,751
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	5,565	$509,976
VRTX	Vertex Pharmaceuticals Inc / Ma	1,074	$479,583
PODD	Insulet Corp	1,861	$390,512
LYB	LyondellBasell Industries N.V.	3,143	$253,200
XOM	ExxonMobil Holdings Corp	1,265	$214,619
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $63,087,794 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	22,946	+4,413	$4,591,265	+42.0%	7.28%
AAPL	Apple Inc. Technology	Added	12,155	+71	$3,517,170	+14.7%	5.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,516	-689	$3,459,743	+9.3%	5.48%
MSFT	Microsoft Corp Technology	Reduced	6,931	-367	$2,585,401	−4.3%	4.10%
META	Meta Platforms, Inc. Communication Services	Added	3,751	+131	$2,112,900	+2.0%	3.35%
AVGO	Broadcom Inc. Technology	Added	4,915	+548	$1,856,641	+37.4%	2.94%
GS	Goldman Sachs Group Inc Financial Services	Added	1,587	+2	$1,605,044	+19.7%	2.54%
GLDM	World Gold Trust	Added	20,138	+121	$1,599,359	−13.8%	2.54%
LRCX	Lam Research Corp Technology	Added	3,682	+109	$1,595,521	+109.0%	2.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,641	+293	$1,519,138	+18.8%	2.41%
PANW	Palo Alto Networks Inc Technology	Reduced	4,428	-10	$1,510,036	+112.2%	2.39%
MS	Morgan Stanley Financial Services	Reduced	7,079	-208	$1,479,794	+23.4%	2.35%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,820	-223	$1,172,076	+42.3%	1.86%
V	Visa Inc. Financial Services	Added	3,398	+288	$1,165,819	+24.0%	1.85%
URI	United Rentals, Inc. Industrials	Added	1,008	+58	$1,141,953	+65.0%	1.81%
ETN	Eaton Corp plc Industrials	Added	2,661	+124	$1,133,905	+25.0%	1.80%
CVX	Chevron Corp Energy	Added	6,732	+124	$1,115,896	−18.4%	1.77%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,228	-482	$1,045,163	−13.4%	1.66%
TGT	Target Corp Consumer Defensive	Reduced	7,989	-1,195	$1,043,443	−6.3%	1.65%
APH	Amphenol Corp /De/ Technology	Added	5,665	+661	$998,852	—	1.58%
JNJ	Johnson & Johnson Healthcare	Added	3,828	+295	$972,197	+12.6%	1.54%
KO	Coca Cola Co Consumer Defensive	Reduced	11,449	-172	$930,460	+5.3%	1.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,754	-370	$877,684	−13.8%	1.39%
MDT	Medtronic plc Healthcare	Added	10,485	+245	$820,241	−7.6%	1.30%
LLY	ELI LILLY & Co Healthcare	Added	677	+188	$812,014	+80.5%	1.29%
PWR	Quanta Services, Inc. Industrials	Reduced	1,125	-187	$810,045	+12.5%	1.28%
BAC	Bank Of America Corp /De/ Financial Services	Added	14,095	+261	$803,133	+19.1%	1.27%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,465	-130	$763,997	−10.1%	1.21%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	7,452	-544	$761,519	+6.3%	1.21%
MLM	Martin Marietta Materials Inc Basic Materials	Added	1,286	+205	$741,636	+16.5%	1.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,914	+419	$720,588	+11.0%	1.14%
LUV	Southwest Airlines Co Industrials	Added	13,876	+1,920	$713,503	+58.8%	1.13%
COP	Conocophillips Energy	Added	6,860	+508	$713,165	−14.9%	1.13%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,504	-86	$676,856	−15.9%	1.07%
NEE	Nextera Energy Inc Utilities	Added	7,453	+1,243	$654,149	+13.4%	1.04%
NOW	ServiceNow, Inc. Technology	Added	6,581	+2,111	$653,361	+39.8%	1.04%
ECL	Ecolab Inc. Basic Materials	Reduced	2,320	-388	$646,375	−10.3%	1.02%
DXCM	Dexcom Inc Healthcare	Added	9,338	+1,386	$628,914	+25.9%	1.00%
EQIX	Equinix Inc Real Estate	Reduced	573	-18	$597,289	+3.1%	0.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	630	+43	$589,346	+0.8%	0.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,603	-8,364	$572,864	−80.0%	0.91%
WCN	Waste Connections, Inc. Industrials	Reduced	3,407	-331	$567,912	−6.5%	0.90%
QQQ	Invesco Qqq Trust, Series 1	Added	767	+180	$564,818	+66.7%	0.90%
BSX	Boston Scientific Corp Healthcare	Added	13,099	+6,912	$559,065	+44.0%	0.89%
EXR	Extra Space Storage Inc. Real Estate	Reduced	3,829	-401	$556,353	+0.3%	0.88%
CTAS	Cintas Corp Industrials	Added	3,236	+581	$550,378	+22.6%	0.87%
PYPL	PayPal Holdings, Inc. Financial Services	Added	12,309	+1,980	$531,502	+13.8%	0.84%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,479	+175	$527,068	−0.1%	0.84%
BKR	Baker Hughes Co Energy	Reduced	8,932	-1,568	$495,726	−22.7%	0.79%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,225	+293	$487,158	+13.4%	0.77%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.