Terminal · Institutions

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

PARAGON FINANCIAL PARTNERS, INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

PARAGON FINANCIAL PARTNERS, INC. (CIK 1910845) reported $176.6M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($22.6M, 12.81%), NVDA ($19.9M, 11.25%), VYM ($16.8M, 9.49%), ETV ($14.5M, 8.20%), IWF ($10.8M, 6.10%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$22.6M12.81%32,573Added
2NVDANVIDIA CORPORATION$19.9M11.25%101,105Added
3VYMVANGUARD WHITEHALL FDS$16.8M9.49%109,477Added
4ETVEATON VANCE TAX-MANAGED BUY-$14.5M8.20%994,107Added
5IWFISHARES TR$10.8M6.10%23,383Added
6VHTVANGUARD WORLD FD$9.3M5.25%33,343Added
7XLUSELECT SECTOR SPDR TR$7.1M4.00%152,173Added
8ITAISHARES TR$6.7M3.82%28,622Added
9AAPLAPPLE INC$6.4M3.65%24,910Added
10GPIQGOLDMAN SACHS ETF TR$3.8M2.16%72,501Added
11XLFSELECT SECTOR SPDR TR$3.4M1.92%65,593Added
12MSFTMICROSOFT CORP$3.0M1.71%7,680Added
13IWPISHARES TR$2.7M1.55%20,359Added
14COSTCOSTCO WHOLESALE CORPORATION$2.6M1.48%2,688Hold
15METAMETA PLATFORMS INC$2.6M1.46%3,878Added
16IGVISHARES TR$2.4M1.39%30,777Added
17XLKSELECT SECTOR SPDR TR$2.3M1.30%15,466Added
18ORLYOREILLY AUTOMOTIVE INC$1.8M1.03%19,500Hold
19NFLXNETFLIX INC.$1.7M0.99%16,453Trimmed
20IWDISHARES TR$1.7M0.98%7,707Added
21BACBANK AMERICA CORP$1.6M0.92%30,311Added
22PMPHILIP MORRIS INTL INC$1.5M0.84%9,282Added
23VYMIVANGUARD WHITEHALL FDS$1.4M0.78%13,829Added
24AMZNAMAZON COM INC$1.3M0.72%5,090Hold
25GOOGLALPHABET INC$1.3M0.71%3,775Added

Source: SEC Form 13F filings · as of 2026-03-31