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.
Paragon Private Wealth Management, LLC (CIK 1922684) reported $319.5M across 218 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($15.4M, 4.81%), AAPL ($15.3M, 4.78%), MSFT ($13.8M, 4.31%), GOOGL ($13.1M, 4.09%), AMZN ($8.4M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.4M | 4.81% | 88,050 | Added |
| 2 | AAPL | APPLE INC | $15.3M | 4.78% | 60,128 | Added |
| 3 | MSFT | MICROSOFT CORP | $13.8M | 4.31% | 37,236 | Added |
| 4 | GOOGL | ALPHABET INC | $13.1M | 4.09% | 45,421 | Added |
| 5 | AMZN | AMAZON COM INC | $8.4M | 2.64% | 40,465 | Added |
| 6 | IWR | ISHARES TR | $8.4M | 2.64% | 86,799 | Added |
| 7 | IJR | ISHARES TR | $6.9M | 2.15% | 55,242 | Added |
| 8 | AVGO | BROADCOM INC | $6.7M | 2.09% | 21,613 | Added |
| 9 | META | META PLATFORMS INC | $6.6M | 2.05% | 11,451 | Trimmed |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $5.5M | 1.71% | 107,959 | Added |
| 11 | VUSB | VANGUARD BD INDEX FDS | $5.2M | 1.62% | 104,030 | Added |
| 12 | FTXL | FIRST TR EXCHANGE TRADED FD | $4.5M | 1.41% | 30,540 | Trimmed |
| 13 | FDN | FIRST TR EXCHANGE-TRADED FD | $4.3M | 1.35% | 18,456 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.9M | 1.22% | 8,161 | Trimmed |
| 15 | TSLA | TESLA INC | $3.8M | 1.18% | 10,183 | Added |
| 16 | KLAC | KLA CORP | $3.4M | 1.06% | 2,302 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $3.2M | 0.99% | 10,739 | Added |
| 18 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.0M | 0.94% | 7,678 | Added |
| 19 | V | VISA INC | $3.0M | 0.94% | 9,941 | Trimmed |
| 20 | MAGS | LISTED FDS TR | $3.0M | 0.94% | 51,912 | Added |
| 21 | NFLX | NETFLIX INC. | $2.9M | 0.92% | 30,536 | Added |
| 22 | BBH | VANECK ETF TRUST | $2.9M | 0.90% | 15,368 | Added |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $2.9M | 0.89% | 11,781 | Added |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.8M | 0.89% | 30,693 | Trimmed |
| 25 | COWZ | PACER FDS TR | $2.8M | 0.88% | 45,141 | Added |
Source: SEC Form 13F filings · as of 2026-03-31