Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Paladin Partners, LLC (CIK 2141570) reported $151.2M across 214 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWB ($21.4M, 14.17%), SPY ($17.2M, 11.39%), NVDA ($14.6M, 9.66%), IWD ($12.4M, 8.19%), VTI ($11.7M, 7.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES RUSSELL 1000 ETF | $21.4M | 14.17% | 52,335 | Trimmed |
| 2 | SPY | STATE STREET SPDR S&P 500 ETF | $17.2M | 11.39% | 23,064 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $14.6M | 9.66% | 73,032 | Added |
| 4 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $12.4M | 8.19% | 51,090 | Trimmed |
| 5 | VTI | VANGUARD MORNINGSTAR TOTAL COM MARKET ETF | $11.7M | 7.72% | 31,552 | Added |
| 6 | CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $9.5M | 6.30% | 88,414 | Trimmed |
| 7 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $7.4M | 4.87% | 152,162 | Added |
| 8 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $6.5M | 4.27% | 80,810 | Trimmed |
| 9 | EFA | ISHARES MSCI EAFE ETF | $6.3M | 4.17% | 60,655 | Added |
| 10 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $4.4M | 2.93% | 44,709 | Trimmed |
| 11 | AAPL | APPLE INC COM | $3.6M | 2.37% | 12,402 | Trimmed |
| 12 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $3.4M | 2.24% | 30,740 | Trimmed |
| 13 | IWR | ISHARES RUSSELL MIDCAP ETF | $2.4M | 1.59% | 21,740 | Hold |
| 14 | IWM | ISHARES RUSSELL 2000 ETF | $2.4M | 1.56% | 7,842 | Trimmed |
| 15 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $2.3M | 1.51% | 43,110 | Hold |
| 16 | BSV | VANGUARD SHORT-TERM BOND ETF | $2.2M | 1.43% | 27,797 | Added |
| 17 | BLK | BLACKROCK INC COM | $1.9M | 1.26% | 1,975 | Added |
| 18 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $1.8M | 1.22% | 26,895 | Trimmed |
| 19 | MUB | ISHARES NATIONAL MUNI BOND ETF | $1.5M | 0.97% | 13,664 | Added |
| 20 | MSFT | MICROSOFT CORP COM | $1.4M | 0.90% | 3,648 | Added |
| 21 | GSY | INVESCO ULTRA SHORT DURATION ETF | $1.1M | 0.75% | 22,717 | Hold |
| 22 | COST | COSTCO WHOLESALE CORPORATION COM | $1.1M | 0.71% | 1,151 | Added |
| 23 | GEFB | GREIF INC CL B | $1.0M | 0.69% | 11,216 | Hold |
| 24 | ABBV | ABBVIE INC COM | $966,549 | 0.64% | 3,841 | Hold |
| 25 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $967,073 | 0.64% | 10,226 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30