Paladin Wealth, LLC

CIK

2040377

Location

ARDEN HILLS, MN

Portfolio Value

Micro $55,415,433

Diversification

Diversified

Filing Date

Global Rank

#6,350 / 8,232 ▲ 155

Top Industry

Semiconductors 8.8%

3Y Alpha vs SPY

-4.4%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.7%

SPY

+27.3%

Annualised alpha

-4.4%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

68 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.8%

−0.5 pts

Top 5

25.7%

−3.0 pts

Top 10

38.7%

−2.7 pts

HHI

249

Diversified−30

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.5%	$13,603,624	10
Financial Services	13.4%	$7,451,224	11
Healthcare	11.4%	$6,289,658	11
Consumer Cyclical	10.9%	$6,065,126	5
Consumer Defensive	8.0%	$4,437,796	5
Industrials	7.3%	$4,058,936	7
Unclassified	6.4%	$3,530,863	4
Energy	5.9%	$3,280,037	5
Communication Services	5.7%	$3,168,585	3
Basic Materials	2.9%	$1,609,945	3
Real Estate	2.0%	$1,134,000	2
Utilities	1.4%	$785,639	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
BTCO	Invesco Galaxy Bitcoin ETF	+2,394	16,537	$1,115,751
KEY	Keycorp /New/	+1,757	11,688	$234,344
GLDM	World Gold Trust	+1,729	20,017	$1,855,375
PYPL	PayPal Holdings, Inc.	+624	10,329	$467,180
NOW	ServiceNow, Inc.	+391	4,470	$467,338
GOOGL	Alphabet Inc.	+233	1,059	$304,526
BSX	Boston Scientific Corp	+149	6,187	$388,234
MSFT	Microsoft Corp	+31	7,298	$2,701,500
UNH	Unitedhealth Group Inc	+24	3,043	$823,405
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKR	Baker Hughes Co	−2,001	10,500	$641,025
LUV	Southwest Airlines Co	−1,807	11,956	$449,186
NVDA	Nvidia Corp	−1,693	18,533	$3,232,155
WMT	Walmart Inc.	−1,129	9,710	$1,206,758
TGT	Target Corp	−1,098	9,184	$1,113,100
KO	Coca Cola Co	−1,072	11,621	$883,777
CVX	Chevron Corp	−1,026	6,608	$1,367,195
COP	Conocophillips	−908	6,352	$838,464
SBUX	Starbucks Corp	−889	7,996	$716,361
AAPL	Apple Inc.	−844	12,084	$3,066,798
DXCM	Dexcom Inc	−790	7,952	$499,385
NEE	Nextera Energy Inc	−756	6,210	$576,784
LRCX	Lam Research Corp	−704	3,573	$763,407
AMZN	Amazon Com Inc	−657	15,205	$3,166,745
APH	Amphenol Corp /De/	−544	5,004	$632,255
MDT	Medtronic plc	−490	10,240	$887,296
JNJ	Johnson & Johnson	−477	3,533	$863,606
EXR	Extra Space Storage Inc.	−473	4,230	$554,679
LOW	Lowes Companies Inc	−472	3,595	$849,426
PG	PROCTER & GAMBLE Co	−455	4,495	$649,257
MS	Morgan Stanley	−394	7,287	$1,199,221
BAC	Bank Of America Corp /De/	−366	13,834	$674,407
ETN	Eaton Corp plc	−311	2,537	$907,408
ECL	Ecolab Inc.	−303	2,708	$720,382
CTAS	Cintas Corp	−265	2,655	$449,066
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	1,468	$289,518
LYB	LyondellBasell Industries N.V.	3,143	$253,200
ASML	Asml Holding NV	189	$249,636
ROK	Rockwell Automation, Inc	651	$233,630
HODL	VanEck Bitcoin ETF	11,531	$220,933
EOG	Eog Resources Inc	1,513	$218,734
XOM	Exxon Mobil Corp	1,265	$214,619
EIX	Edison International	2,854	$208,855
LYG	Lloyds Banking Group plc	20,612	$103,678
NMR	Nomura Holdings Inc	12,629	$99,642
MFG	Mizuho Financial Group Inc	11,973	$95,065
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
JEF	Jefferies Financial Group Inc.	3,241	$200,844
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 positions · $55,415,433 total · as of Mar 31, 2026

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

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MFG	Mizuho Financial Group Inc Financial Services	NEW	11,973	NEW	$95,065	NEW	0.17%
NMR	Nomura Holdings Inc Financial Services	NEW	12,629	NEW	$99,642	NEW	0.18%
LYG	Lloyds Banking Group plc Financial Services	NEW	20,612	NEW	$103,678	NEW	0.19%
EIX	Edison International Utilities	NEW	2,854	NEW	$208,855	NEW	0.38%
XOM	Exxon Mobil Corp Energy	NEW	1,265	NEW	$214,619	NEW	0.39%
EOG	Eog Resources Inc Energy	NEW	1,513	NEW	$218,734	NEW	0.39%
HODL	VanEck Bitcoin ETF	NEW	11,531	NEW	$220,933	NEW	0.40%
ROK	Rockwell Automation, Inc Industrials	NEW	651	NEW	$233,630	NEW	0.42%
KEY	Keycorp /New/ Financial Services	Added	11,688	+1,757	$234,344	+14.3%	0.42%
ASML	Asml Holding NV Technology	NEW	189	NEW	$249,636	NEW	0.45%
LYB	LyondellBasell Industries N.V. Basic Materials	NEW	3,143	NEW	$253,200	NEW	0.46%
AZN	Astrazeneca PLC Healthcare	NEW	1,468	NEW	$289,518	NEW	0.52%
GOOGL	Alphabet Inc. Communication Services	Added	1,059	+233	$304,526	+17.8%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	587	-14	$338,804	−8.2%	0.61%
BSX	Boston Scientific Corp Healthcare	Added	6,187	+149	$388,234	−32.6%	0.70%
PODD	Insulet Corp Healthcare	Reduced	1,861	-27	$390,512	−27.2%	0.70%
SNPS	Synopsys Inc Technology	Reduced	1,078	-45	$427,405	−19.0%	0.77%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	932	-30	$429,642	−21.1%	0.78%
CTAS	Cintas Corp Industrials	Reduced	2,655	-265	$449,066	−18.2%	0.81%
LUV	Southwest Airlines Co Industrials	Reduced	11,956	-1,807	$449,186	−21.0%	0.81%
LLY	ELI LILLY & Co Healthcare	Reduced	489	-52	$449,767	−22.6%	0.81%
PYPL	PayPal Holdings, Inc. Financial Services	Added	10,329	+624	$467,180	−17.5%	0.84%
NOW	ServiceNow, Inc. Technology	Added	4,470	+391	$467,338	−25.2%	0.84%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	1,074	-101	$479,583	−10.0%	0.87%
DXCM	Dexcom Inc Healthcare	Reduced	7,952	-790	$499,385	−13.9%	0.90%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	3,304	-259	$527,648	−3.6%	0.95%
EXR	Extra Space Storage Inc. Real Estate	Reduced	4,230	-473	$554,679	−9.4%	1.00%
NEE	Nextera Energy Inc Utilities	Reduced	6,210	-756	$576,784	+3.1%	1.04%
EQIX	Equinix Inc Real Estate	Reduced	591	-113	$579,321	+7.4%	1.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	587	-98	$584,904	−1.0%	1.06%
WCN	Waste Connections, Inc. Industrials	Reduced	3,738	-227	$607,200	−12.7%	1.10%
APH	Amphenol Corp /De/ Technology	Reduced	5,004	-544	$632,255	−15.7%	1.14%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	1,081	-115	$636,363	−14.5%	1.15%
BKR	Baker Hughes Co Energy	Reduced	10,500	-2,001	$641,025	+12.6%	1.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,495	-455	$649,257	−8.5%	1.17%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	13,834	-366	$674,407	−13.6%	1.22%
URI	United Rentals, Inc. Industrials	Reduced	950	-122	$692,132	−20.2%	1.25%
PANW	Palo Alto Networks Inc Technology	Reduced	4,438	-138	$711,500	−15.6%	1.28%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	7,996	-889	$716,361	−4.3%	1.29%
PWR	Quanta Services, Inc. Industrials	Reduced	1,312	-222	$720,314	+11.3%	1.30%
ECL	Ecolab Inc. Basic Materials	Reduced	2,708	-303	$720,382	−8.9%	1.30%
LRCX	Lam Research Corp Technology	Reduced	3,573	-704	$763,407	+4.3%	1.38%
ABT	Abbott Laboratories Healthcare	Reduced	7,682	-14	$788,710	−18.2%	1.42%
NFLX	Netflix Inc Communication Services	Reduced	8,247	-199	$792,949	+0.1%	1.43%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,590	-156	$804,946	−4.1%	1.45%
UNH	Unitedhealth Group Inc Healthcare	Added	3,043	+24	$823,405	−17.4%	1.49%
COP	Conocophillips Energy	Reduced	6,352	-908	$838,464	+23.4%	1.51%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,595	-472	$849,426	−13.4%	1.53%
JNJ	Johnson & Johnson Healthcare	Reduced	3,533	-477	$863,606	+4.1%	1.56%
KO	Coca Cola Co Consumer Defensive	Reduced	11,621	-1,072	$883,777	−0.4%	1.59%