Paladin Wealth, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 24.5% | $13,603,624 |
| Financial Services | 13.4% | $7,451,224 |
| Healthcare | 11.4% | $6,289,658 |
| Consumer Cyclical | 10.9% | $6,065,126 |
| Consumer Defensive | 8.0% | $4,437,796 |
| Industrials | 7.3% | $4,058,936 |
| Unclassified | 6.4% | $3,530,863 |
| Energy | 5.9% | $3,280,037 |
| Communication Services | 5.7% | $3,168,585 |
| Basic Materials | 2.9% | $1,609,945 |
| Real Estate | 2.0% | $1,134,000 |
| Utilities | 1.4% | $785,639 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
10 positions ·
$13,603,624 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 18,533 | $3,232,155 | 23.76% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 12,084 | $3,066,798 | 22.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,298 | $2,701,500 | 19.86% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 4,367 | $1,351,630 | 9.94% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 3,573 | $763,407 | 5.61% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 4,438 | $711,500 | 5.23% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 5,004 | $632,255 | 4.65% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 4,470 | $467,338 | 3.44% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 1,078 | $427,405 | 3.14% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 189 | $249,636 | 1.84% |