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 Wealth, LLC (CIK 2040377) reported $145.4M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($11.9M, 8.17%), DMBS ($5.4M, 3.71%), AVDE ($4.3M, 2.94%), SPDW ($3.9M, 2.66%), JMBS ($3.7M, 2.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $11.9M | 8.17% | 155,233 | Added |
| 2 | DMBS | DOUBLELINE ETF TRUST | $5.4M | 3.71% | 109,238 | Added |
| 3 | AVDE | AMERICAN CENTY ETF TR | $4.3M | 2.94% | 50,359 | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $3.9M | 2.66% | 84,788 | Added |
| 5 | JMBS | JANUS DETROIT STR TR | $3.7M | 2.52% | 81,029 | Added |
| 6 | AVEM | AMERICAN CENTY ETF TR | $3.4M | 2.32% | 41,808 | Added |
| 7 | RECS | COLUMBIA ETF TR I | $3.3M | 2.27% | 84,839 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $3.2M | 2.22% | 18,533 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $3.2M | 2.18% | 15,205 | Trimmed |
| 10 | AAPL | APPLE INC | $3.1M | 2.11% | 12,084 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $2.7M | 1.86% | 7,298 | Added |
| 12 | XFIV | BONDBLOXX ETF TRUST | $2.6M | 1.79% | 52,920 | Added |
| 13 | GOOG | ALPHABET INC | $2.6M | 1.76% | 8,908 | Trimmed |
| 14 | JAAA | JANUS DETROIT STR TR | $2.4M | 1.67% | 48,060 | Added |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $2.4M | 1.67% | 10,232 | Added |
| 16 | DABS | DOUBLELINE ETF TRUST | $2.2M | 1.49% | 42,705 | Added |
| 17 | MUB | ISHARES TR | $2.2M | 1.49% | 20,414 | Added |
| 18 | META | META PLATFORMS INC | $2.1M | 1.42% | 3,620 | Trimmed |
| 19 | BBBS | BONDBLOXX ETF TRUST | $2.0M | 1.37% | 39,068 | Added |
| 20 | IETC | ISHARES U S ETF TR | $1.9M | 1.34% | 22,002 | Added |
| 21 | SEPU | AIM ETF PRODUCTS TRUST | $1.9M | 1.32% | 68,646 | Added |
| 22 | GLDM | WORLD GOLD TR | $1.9M | 1.28% | 20,017 | Added |
| 23 | XSVN | BONDBLOXX ETF TRUST | $1.8M | 1.24% | 37,785 | Added |
| 24 | XLF | SELECT SECTOR SPDR TR | $1.6M | 1.13% | 33,291 | Added |
| 25 | XTRE | BONDBLOXX ETF TRUST | $1.6M | 1.10% | 32,421 | Added |
Source: SEC Form 13F filings · as of 2026-03-31