Paladin Wealth, LLC

CIK

2040377

Location

ARDEN HILLS, MN

Portfolio Value

Small $168,992,507

Diversification

Diversified

Filing Date

Global Rank

#7,013 / 8,794 ▼ 170 · as of Jun 2026

Top Industry

Semiconductors 9.5%

Period ended 3 months ago

Filed Jul 9, 2026 · 3mo

8 quarters · since Sep 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

11.8%

+0.8 pts

Top 5

33.4%

−0.3 pts

Top 10

45.7%

−0.2 pts

HHI

340

Diversified+7

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.2%	$98,306,638	36
Technology	12.3%	$20,855,969	14
Financial Services	8.7%	$14,731,838	16
Consumer Cyclical	3.8%	$6,420,238	6
Healthcare	3.7%	$6,304,187	10
Communication Services	3.6%	$6,135,650	3
Industrials	3.1%	$5,204,842	7
Consumer Defensive	2.7%	$4,541,756	6
Energy	1.6%	$2,733,112	5
Basic Materials	0.8%	$1,388,011	2
Utilities	0.7%	$1,216,624	4
Real Estate	0.7%	$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
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+63,542	328,009	$20,018,743
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	+55,731	209,368	$9,317,916
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	+20,391	185,315	$9,208,600
JA	Janus Henderson AA-A CLO ETF	+10,982	140,071	$6,566,965
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+10,929	42,868	$1,079,201
ACSG	American Century Small Cap Growth Insights ETF	+8,870	114,610	$11,266,579
AAAC	Columbia AAA CLO ETF	+8,312	93,151	$4,031,575
STT	State Street Corp	+7,124	40,415	$2,166,648
BSX	Boston Scientific Corp	+6,912	13,099	$559,065
HODL	VanEck Bitcoin ETF	+6,009	17,540	$291,339
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	+5,980	51,559	$2,670,237
AFGR	First Trust Active Factor Large Cap Growth ETF	+5,321	44,064	$500,567
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+4,615	26,617	$2,857,334
NVDA	Nvidia Corp	+4,413	22,946	$4,591,265
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+4,118	24,754	$1,683,147
CWI	State Street SPDR MSCI ACWI ex-US ETF	+3,768	88,556	$4,462,336
LYG	Lloyds Banking Group plc	+3,370	23,982	$139,815
AFK	VanEck Africa Index ETF	+3,075	33,637	$1,307,133
CAAA	First Trust AAA CMBS ETF	+2,294	24,856	$1,484,648
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	+2,266	85,986	$2,770,655
NMR	Nomura Holdings Inc	+2,244	14,873	$130,584
BILZ	PIMCO Ultra Short Government Active ETF	+2,218	23,119	$1,187,091
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−30,103	27,448	$4,261,502
ABT	Abbott Laboratories	−4,090	3,592	$325,938
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−2,163	21,934	$508,436
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
AIPO	Defiance AI & Power Infrastructure ETF	−624	5,164	$0
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
DVVY	Invesco Diversified Dividend Opportunities ETF	−278	19,863	$996,129
AOHY	Angel Oak High Yield Opportunities ETF	−231	19,453	$992,200
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
—		−140	3,034	$501,762
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
AGGH	Simplify Aggregate Bond ETF	58,759	$1,610,632
CRWD	CrowdStrike Holdings, Inc.	1,135	$866,163
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	7,212	$615,255
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
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
ABUF	Aptus Laddered Buffer ETF	7,463	$203,217
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
VRTX	Vertex Pharmaceuticals Inc / Ma	1,074	$479,583
—		3,418	$412,244
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

111 tracked positions · $168,992,507 total · filing declares 134 positions · $171,942,015 · 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 111 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	328,009	+63,542	$20,018,743	+33.3%	11.85%
ACSG	American Century Small Cap Growth Insights ETF	Added	114,610	+8,870	$11,266,579	+23.1%	6.67%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Added	209,368	+55,731	$9,317,916	+25.8%	5.51%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Added	185,315	+20,391	$9,208,600	+11.8%	5.45%
JA	Janus Henderson AA-A CLO ETF	Added	140,071	+10,982	$6,566,965	+8.0%	3.89%
NVDA	Nvidia Corp Technology	Added	22,946	+4,413	$4,591,265	+42.0%	2.72%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	88,556	+3,768	$4,462,336	+15.3%	2.64%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	27,448	-30,103	$4,261,502	—	2.52%
AAAC	Columbia AAA CLO ETF	Added	93,151	+8,312	$4,031,575	+21.9%	2.39%
GOOGL	Alphabet Inc. Communication Services	Added	10,110	+143	$3,578,642	+25.1%	2.12%
AAPL	Apple Inc. Technology	Added	12,155	+71	$3,517,170	+14.7%	2.08%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,516	-689	$3,459,743	+9.3%	2.05%
IVZ	Invesco Ltd. Financial Services	Added	10,670	+438	$3,232,689	+33.0%	1.91%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Added	26,617	+4,615	$2,857,334	+46.9%	1.69%
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	Added	85,986	+2,266	$2,770,655	+10.1%	1.64%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Added	51,559	+5,980	$2,670,237	+18.3%	1.58%
MSFT	Microsoft Corp Technology	Reduced	6,931	-367	$2,585,401	−4.3%	1.53%
STT	State Street Corp Financial Services	Added	40,415	+7,124	$2,166,648	+31.8%	1.28%
META	Meta Platforms, Inc. Communication Services	Added	3,751	+131	$2,112,900	+2.0%	1.25%
APH	Amphenol Corp /De/ Technology	Added	5,665	+661	$1,997,705	+58.0%	1.18%
AVGO	Broadcom Inc. Technology	Added	4,915	+548	$1,856,641	+37.4%	1.10%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	24,754	+4,118	$1,683,147	+21.6%	1.00%
AGGH	Simplify Aggregate Bond ETF	NEW	58,759	NEW	$1,610,632	NEW	0.95%
GS	Goldman Sachs Group Inc Financial Services	Added	1,587	+2	$1,605,044	+19.7%	0.95%
GLDM	World Gold Trust	Added	20,138	+121	$1,599,359	−13.8%	0.95%
LRCX	Lam Research Corp Technology	Added	3,682	+109	$1,595,521	+109.0%	0.94%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,641	+293	$1,519,138	+18.8%	0.90%
PANW	Palo Alto Networks Inc Technology	Reduced	4,428	-10	$1,510,036	+112.2%	0.89%
CAAA	First Trust AAA CMBS ETF	Added	24,856	+2,294	$1,484,648	+10.1%	0.88%
MS	Morgan Stanley Financial Services	Reduced	7,079	-208	$1,479,794	+23.4%	0.88%
AFK	VanEck Africa Index ETF	Added	33,637	+3,075	$1,307,133	+21.5%	0.77%
BILZ	PIMCO Ultra Short Government Active ETF	Added	23,119	+2,218	$1,187,091	+12.1%	0.70%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,820	-223	$1,172,076	+42.3%	0.69%
V	Visa Inc. Financial Services	Added	3,398	+288	$1,165,819	+24.0%	0.69%
		Added	30,385	+1,528	$1,162,613	−2.3%	0.69%
URI	United Rentals, Inc. Industrials	Added	1,008	+58	$1,141,953	+65.0%	0.68%
ETN	Eaton Corp plc Industrials	Added	2,661	+124	$1,133,905	+25.0%	0.67%
CVX	Chevron Corp Energy	Added	6,732	+124	$1,115,896	−18.4%	0.66%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	42,868	+10,929	$1,079,201	+33.9%	0.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,228	-482	$1,045,163	−13.4%	0.62%
TGT	Target Corp Consumer Defensive	Reduced	7,989	-1,195	$1,043,443	−6.3%	0.62%
DVVY	Invesco Diversified Dividend Opportunities ETF	Reduced	19,863	-278	$996,129	−1.3%	0.59%
AOHY	Angel Oak High Yield Opportunities ETF	Reduced	19,453	-231	$992,200	−1.2%	0.59%
ANEW	ProShares MSCI Transformational Changes ETF	Added	16,464	+1,787	$975,821	—	0.58%
JNJ	Johnson & Johnson Healthcare	Added	3,828	+295	$972,197	+12.6%	0.58%
KO	Coca Cola Co Consumer Defensive	Reduced	11,449	-172	$930,460	+5.3%	0.55%
CSIO	Cohen & Steers Infrastructure Opportunities Active ETF	Added	26,939	+364	$899,627	−9.9%	0.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,754	-370	$877,684	−13.8%	0.52%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	1,135	NEW	$866,163	NEW	0.51%
MDT	Medtronic plc Healthcare	Added	10,485	+245	$820,241	−7.6%	0.49%

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.