Paladin Partners, LLC Top Holdings and 13F Report (2026) About Paladin Partners, LLCInvestment ActivityPaladin Partners, LLC has $151.24 million in total holdings as of June 30, 2026.Paladin Partners, LLC owns shares of 214 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.90% of the portfolio was purchased this quarter.About 2.05% of the portfolio was sold this quarter.This quarter, Paladin Partners, LLC has purchased 212 new stocks and bought additional shares in 20 stocks.Paladin Partners, LLC sold shares of 20 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $21,431,183SPDR S&P 500 ETF Trust $17,223,503NVIDIA $14,613,164iShares Russell 1000 Value ETF $12,385,749Vanguard Total Stock Market ETF $11,675,660 Largest New Holdings this Quarter N07059210 - ASML $194,965 Holding92206C599 - Vanguard Russell 3000 ETF $138,536 Holding57636Q104 - Mastercard $77,040 Holding874039100 - Taiwan Semiconductor Manufacturing $71,636 Holding464287523 - iShares Semiconductor ETF $54,465 Holding Largest Purchases this Quarter BLACKROCK INC COM 1,970 shares (about $1.89M)NVIDIA 5,721 shares (about $1.14M)iShares Russell 1000 Growth ETF 5,613 shares (about $696.97K)SPDR S&P 500 ETF Trust 680 shares (about $507.80K)Vanguard Total Stock Market ETF 578 shares (about $213.89K) Largest Sales this Quarter Meta Platforms 1,590 shares (about $895.64K)Apple 2,775 shares (about $803.02K)iShares Russell 1000 Value ETF 1,030 shares (about $249.70K)SPDR Bloomberg Convertible Securities ETF 1,953 shares (about $210.57K)iShares Russell 1000 ETF 490 shares (about $200.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPaladin Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$21,431,183$200,655 â–¼-0.9%52,33514.2%ETFSPYSPDR S&P 500 ETF Trust$17,223,503$507,804 â–²3.0%23,06411.4%ETFNVDANVIDIA$14,613,164$1,144,730 â–²8.5%73,0329.7%TechnologyIWDiShares Russell 1000 Value ETF$12,385,749$249,703 â–¼-2.0%51,0908.2%ETFVTIVanguard Total Stock Market ETF$11,675,660$213,886 â–²1.9%31,5527.7%ETFCWBSPDR Bloomberg Convertible Securities ETF$9,532,900$210,575 â–¼-2.2%88,4146.3%ETFBNDXVanguard Total International Bond ETF$7,369,206$187,376 â–²2.6%152,1624.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,462,376$116,756 â–¼-1.8%80,8104.3%ETFEFAiShares MSCI EAFE ETF$6,300,904$137,435 â–²2.2%60,6554.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,425,297$10,987 â–¼-0.2%44,7092.9%ETFAAPLApple$3,588,858$803,022 â–¼-18.3%12,4022.4%TechnologySHViShares Short Treasury Bond ETF$3,392,159$78,349 â–¼-2.3%30,7402.2%ETFIWRiShares Russell Mid-Cap ETF$2,398,3570.0%21,7401.6%ETFIWMiShares Russell 2000 ETF$2,356,129$39,059 â–¼-1.6%7,8421.6%ETFXLEEnergy Select Sector SPDR Fund$2,289,5720.0%43,1101.5%ETFBSVVanguard Short-Term Bond ETF$2,165,664$155,041 â–²7.7%27,7971.4%ETFBLACKROCK INC COM$1,899,081$1,894,273 â–²39,400.0%1,9751.3%COMEEMiShares MSCI Emerging Markets ETF$1,839,887$3,831 â–¼-0.2%26,8951.2%ETFMUBiShares National Muni Bond ETF$1,470,535$62,420 â–²4.4%13,6641.0%ETFMSFTMicrosoft$1,360,777$49,239 â–²3.8%3,6480.9%TechnologyGSYInvesco Ultra Short Duration ETF$1,139,2580.0%22,7170.8%ETFCOSTCostco Wholesale$1,076,726$23,387 â–²2.2%1,1510.7%Consumer StaplesGEF.BGreif Bros.$1,049,1450.0%11,2160.7%MaterialsIEFiShares 7-10 Year Treasury Bond ETF$967,073$15,037 â–¼-1.5%10,2260.6%ETFABBVAbbVie$966,5490.0%3,8410.6%HealthcareIWFiShares Russell 1000 Growth ETF$929,288$696,966 â–²300.0%7,4840.6%ETFAMGNAmgen$673,5430.0%1,8600.4%HealthcareIWSiShares Russell Mid-Cap Value ETF$663,3380.0%4,0300.4%ETFADPAutomatic Data Processing$582,270$2,240 â–²0.4%2,6000.4%IndustrialsISRGIntuitive Surgical$565,5010.0%1,4220.4%HealthcareJAAAJanus Henderson AAA CLO ETF$537,012$44,179 â–²9.0%10,6360.4%ETFBCSBarclays$522,247$4,647 â–²0.9%19,4430.3%FinanceBRBroadridge Financial Solutions$421,806$4,109 â–²1.0%3,0800.3%IndustrialsIWPiShares Russell Mid-Cap Growth ETF$398,2350.0%2,7200.3%ETFLLYEli Lilly and Company$369,4240.0%3080.2%HealthcareAVGOBroadcom$334,6870.0%8860.2%TechnologyPRINCIPAL FINANCIAL GROUP INC COM$268,3720.0%2,4900.2%COMULTAUlta Beauty$239,0190.0%5300.2%Consumer DiscretionaryCATCaterpillar$220,4340.0%2070.1%IndustrialsTLHiShares 10-20 Year Treasury Bond ETF$216,555$25,188 â–¼-10.4%2,1580.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$214,0920.0%2,7090.1%ETFSUBiShares Short-Term National Muni Bond ETF$206,0190.0%1,9350.1%ETFASMLASML$194,965$194,965 â–²New Holding980.1%TechnologyCBChubb$184,0000.0%5400.1%FinanceWDCWestern Digital$159,6800.0%2500.1%TechnologyVNQVanguard Real Estate ETF$142,813$1,254 â–¼-0.9%1,4810.1%ETFVTHRVanguard Russell 3000 ETF$138,536$138,536 â–²New Holding4180.1%ETFJPMJPMorgan Chase & Co.$126,0220.0%3850.1%FinancePSFCohen & Steers Select Preferred and Income Fund$119,3710.0%5,9300.1%FinanceRTXRTX$119,1500.0%6280.1%IndustrialsKLACKLA$99,564$89,608 â–²900.0%3300.1%TechnologyFS SPECIALTY LENDING FD COM SH BEN INT$94,8080.0%8,5030.1%CEFVGITVanguard Intermediate-Term Treasury ETF$86,7010.0%1,4700.1%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$86,308$2,922 â–²3.5%5,4350.1%ETFFCNCAFirst Citizens BancShares$79,0700.0%380.1%FinanceAMZNAmazon.com$78,6520.0%3300.1%Consumer DiscretionaryMAMastercard$77,040$77,040 â–²New Holding1500.1%FinanceCRWDCrowdStrike$76,3140.0%1000.1%TechnologyFISERV INC COM$73,5750.0%1,5000.0%COMTSMTaiwan Semiconductor Manufacturing$71,636$71,636 â–²New Holding1500.0%TechnologyFFord Motor$69,5000.0%5,0000.0%Consumer DiscretionaryCHDNChurchill Downs$64,8100.0%7230.0%Consumer DiscretionaryMSMorgan Stanley$60,4130.0%2890.0%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$59,4430.0%5450.0%ETFGSThe Goldman Sachs Group$57,6480.0%570.0%FinanceHWMHowmet Aerospace$56,1920.0%2090.0%IndustrialsMCKMcKesson$55,1590.0%730.0%HealthcareSOXXiShares Semiconductor ETF$54,465$54,465 â–²New Holding850.0%ETFWALMART INC COM$52,6660.0%4650.0%COMBANK OF NY MELLON CORP COM$52,6380.0%3640.0%COMWFCWells Fargo & Company$44,626$82,641 â–¼-64.9%5400.0%FinanceABTAbbott Laboratories$44,4630.0%4900.0%HealthcareRYRoyal Bank Of Canada$43,2570.0%2090.0%FinanceVVisa$42,543$94,349 â–¼-68.9%1240.0%FinanceMOAltria Group$42,406$576 â–²1.4%5890.0%Consumer StaplesAXPAmerican Express$42,2810.0%1250.0%FinanceJNJJohnson & Johnson$41,3970.0%1630.0%HealthcarePAASPan American Silver$40,3110.0%9000.0%MaterialsREAVES UTIL INCOME FD COM SH BEN INT$39,4580.0%9690.0%CEFFASTFastenal$38,9040.0%8100.0%IndustrialsGEGE Aerospace$38,4940.0%1030.0%IndustrialsPNCThe PNC Financial Services Group$37,6720.0%1530.0%FinanceATOAtmos Energy$36,6940.0%2130.0%UtilitiesMETAMeta Platforms$36,051$895,642 â–¼-96.1%640.0%Communication ServicesIGViShares Expanded Tech-Software Sector ETF$34,700$34,700 â–²New Holding3830.0%ETFAEPAmerican Electric Power$34,4760.0%2520.0%UtilitiesWECWEC Energy Group$33,9800.0%2910.0%UtilitiesCVXChevron$30,3340.0%1830.0%EnergyPFOFlaherty & Crumrine Preferred and Income Fund$30,2240.0%3,2710.0%FinanceGDGeneral Dynamics$29,7560.0%840.0%IndustrialsPGProcter & Gamble$29,3280.0%2000.0%Consumer StaplesEXXONMOBIL HOLDINGS CORP COM SHS$28,711$28,711 â–²New Holding2100.0%COMPCARPACCAR$27,0270.0%2250.0%IndustrialsCCitigroup$26,732$27,992 â–¼-51.2%1910.0%FinanceLAM RESEARCH CORP COM NEW$26,0000.0%600.0%COMTMUST-Mobile US$25,3270.0%1510.0%Communication ServicesKOCocaCola$25,1940.0%3100.0%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$25,0610.0%3250.0%ETFGOOGLAlphabet$25,0160.0%700.0%Communication ServicesKSSKohl's$24,8080.0%1,4000.0%Consumer DiscretionaryShowing largest 100 holdings. 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