Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Paladin Wealth, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Paladin Wealth, LLC (CIK 2040377) reported $171.9M across 134 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($15.3M, 8.91%), DMBS ($6.2M, 3.58%), AVDE ($4.9M, 2.84%), NVDA ($4.6M, 2.67%), SPDW ($4.5M, 2.60%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPLGSPDR SERIES TRUST$15.3M8.91%174,264Added
2DMBSDOUBLELINE ETF TRUST$6.2M3.58%125,458Added
3AVDEAMERICAN CENTY ETF TR$4.9M2.84%54,834Added
4NVDANVIDIA CORPORATION$4.6M2.67%22,946Added
5SPDWSPDR INDEX SHS FDS$4.5M2.60%88,556Added
6JMBSJANUS DETROIT STR TR$4.1M2.40%91,858Added
7RECSCOLUMBIA ETF TR I$4.0M2.34%93,151Added
8AVEMAMERICAN CENTY ETF TR$3.9M2.28%40,542Trimmed
9XTENBONDBLOXX ETF TRUST$3.5M2.06%77,742Added
10AAPLAPPLE INC$3.5M2.05%12,155Added
11AMZNAMAZON COM INC$3.5M2.01%14,516Trimmed
12QQQMINVESCO EXCH TRADED FD TR II$3.2M1.88%10,670Added
13GOOGALPHABET INC$3.0M1.75%8,507Trimmed
14IETCISHARES U S ETF TR$2.9M1.66%26,617Added
15XSVNBONDBLOXX ETF TRUST$2.9M1.66%60,406Added
16MUBISHARES TR$2.7M1.59%25,409Added
17MSFTMICROSOFT CORP$2.6M1.50%6,931Trimmed
18AVUSAMERICAN CENTY ETF TR$2.5M1.43%19,234Added
19JAAAJANUS DETROIT STR TR$2.4M1.42%48,213Added
20SEPUAIM ETF PRODUCTS TRUST$2.4M1.38%76,110Added
21BBBSBONDBLOXX ETF TRUST$2.4M1.38%46,514Added
22DABSDOUBLELINE ETF TRUST$2.3M1.33%45,274Added
23XLFSELECT SECTOR SPDR TR$2.2M1.26%40,415Added
24METAMETA PLATFORMS INC$2.1M1.23%3,751Added
25AVGOBROADCOM INC$1.9M1.08%4,915Added

Source: SEC Form 13F filings · as of 2026-06-30