Paladin Wealth, LLC Top Holdings and 13F Report (2025)

About Paladin Wealth, LLC

Investment Activity

Paladin Wealth, LLC has $137.88 million in total holdings as of September 30, 2025.
Paladin Wealth, LLC owns shares of 111 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 12.76% of the portfolio was purchased this quarter.
About 10.80% of the portfolio was sold this quarter.
This quarter, Paladin Wealth, LLC has purchased 112 new stocks and bought additional shares in 43 stocks.
Paladin Wealth, LLC sold shares of 54 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $9,325,233
DoubleLine Mortgage ETF: $4,384,856
NVIDIA: $4,362,614
Microsoft: $3,976,516
Amazon.com: $3,663,525

Largest New Holdings this Quarter

46138G649 - Invesco NASDAQ 100 ETF: $1,953,236 Holding
00888H554 - AIM ETF PRODUCTS TRUST: $1,645,020 Holding
46431W648 - iShares U.S. Tech Independence Focused ETF: $1,479,310 Holding
81369Y605 - Financial Select Sector SPDR Fund: $1,271,871 Holding
03463K752 - ANGEL OAK FUNDS TRUST: $1,127,594 Holding

Largest Purchases this Quarter

Invesco NASDAQ 100 ETF: 7,904 shares (about $1.95M)
AIM ETF PRODUCTS TRUST: 57,720 shares (about $1.65M)
iShares U.S. Tech Independence Focused ETF: 14,513 shares (about $1.48M)
Financial Select Sector SPDR Fund: 23,610 shares (about $1.27M)
DoubleLine Mortgage ETF: 22,761 shares (about $1.13M)

Largest Sales this Quarter

JPMorgan BetaBuilders U.S. Equity ETF: 12,353 shares (about $1.49M)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 10,131 shares (about $537.25K)
VanEck Morningstar SMID Moat ETF: 10,781 shares (about $388.98K)
Alphabet: 830 shares (about $202.15K)
NVIDIA: 807 shares (about $150.57K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$9,325,233	$796,407 ▲	9.3%	119,035	6.8%	ETF
DMBS DoubleLine Mortgage ETF	$4,384,856	$1,130,766 ▲	34.7%	88,262	3.2%	ETF
NVDA NVIDIA	$4,362,614	$150,570 ▼	-3.3%	23,382	3.2%	Computer and Technology
MSFT Microsoft	$3,976,516	$103,078 ▼	-2.5%	7,677	2.9%	Computer and Technology
AMZN Amazon.com	$3,663,525	$90,463 ▼	-2.4%	16,685	2.7%	Retail/Wholesale
JMBS Janus Henderson Mortgage-Backed Securities ETF	$3,595,097	$37,632 ▲	1.1%	78,719	2.6%	ETF
AAPL Apple	$3,503,200	$143,102 ▼	-3.9%	13,758	2.5%	Computer and Technology
GOOG Alphabet	$3,144,474	$202,146 ▼	-6.0%	12,911	2.3%	Computer and Technology
AVDE Avantis International Equity ETF	$2,974,767	$445,706 ▲	17.6%	37,703	2.2%	ETF
META Meta Platforms	$2,863,348	$46,266 ▼	-1.6%	3,899	2.1%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$2,828,761	$175,011 ▲	6.6%	66,108	2.1%	ETF
RECS Columbia Research Enhanced Core ETF	$2,645,386	$213,532 ▲	8.8%	65,561	1.9%	ETF
AVEM Avantis Emerging Markets Equity ETF	$2,427,405	$234,193 ▲	10.7%	32,318	1.8%	ETF
JAAA Janus Henderson AAA CLO ETF	$2,108,640	$167,422 ▲	8.6%	41,525	1.5%	ETF
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF	$2,087,739	$247,551 ▲	13.5%	42,151	1.5%	ETF
QQQM Invesco NASDAQ 100 ETF	$1,953,236	$1,953,236 ▲	New Holding	7,904	1.4%	ETF
AVGO Broadcom	$1,869,930	$101,612 ▼	-5.2%	5,668	1.4%	Computer and Technology
DOUBLELINE ETF TRUST	$1,867,656	$122,212 ▲	7.0%	36,570	1.4%	ASSET BACKED SEC
SPYI NEOS S&P 500 High Income ETF	$1,814,078	$128,030 ▲	7.6%	34,686	1.3%	ETF
AIM ETF PRODUCTS TRUST	$1,645,020	$1,645,020 ▲	New Holding	57,720	1.2%	ALLIANZIM US EQU
BONDBLOXX ETF TRUST	$1,606,785	$188,310 ▲	13.3%	31,076	1.2%	BBB RATED 1 5 YE
GS The Goldman Sachs Group	$1,535,363	$93,173 ▼	-5.7%	1,928	1.1%	Finance
JPM JPMorgan Chase & Co.	$1,525,104	$55,200 ▼	-3.5%	4,835	1.1%	Finance
IETC iShares U.S. Tech Independence Focused ETF	$1,479,310	$1,479,310 ▲	New Holding	14,513	1.1%	ETF
J P MORGAN EXCHANGE TRADED F	$1,464,645	$76,375 ▲	5.5%	22,533	1.1%	HEDGED EQUITY LA
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF	$1,448,453	$172,895 ▲	13.6%	30,059	1.1%	ETF
MS Morgan Stanley	$1,334,151	$58,497 ▼	-4.2%	8,393	1.0%	Finance
FTSM First Trust Enhanced Short Maturity ETF	$1,307,176	$247,069 ▲	23.3%	21,819	0.9%	Manufacturing
WMT Walmart	$1,298,247	$19,478 ▼	-1.5%	12,597	0.9%	Retail/Wholesale
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF	$1,278,410	$151,709 ▲	13.5%	25,651	0.9%	ETF
XLF Financial Select Sector SPDR Fund	$1,271,871	$1,271,871 ▲	New Holding	23,610	0.9%	ETF
V Visa	$1,264,130	$26,969 ▼	-2.1%	3,703	0.9%	Business Services
BRK.B Berkshire Hathaway	$1,256,850	$13,071 ▼	-1.0%	2,500	0.9%	Finance
CVX Chevron	$1,253,967	$34,009 ▼	-2.6%	8,075	0.9%	Energy
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$1,251,717	$2,312 ▲	0.2%	43,312	0.9%	ETF
GLDM SPDR Gold MiniShares Trust	$1,217,160	$15,825 ▼	-1.3%	15,921	0.9%	Finance
URI United Rentals	$1,168,504	$76,373 ▼	-6.1%	1,224	0.8%	Construction
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$1,143,181	$430,115 ▲	60.3%	24,516	0.8%	ETF
GSY Invesco Ultra Short Duration ETF	$1,140,063	$57,016 ▼	-4.8%	22,695	0.8%	ETF
UNH UnitedHealth Group	$1,132,929	$22,099 ▲	2.0%	3,281	0.8%	Medical
ANGEL OAK FUNDS TRUST	$1,127,594	$1,127,594 ▲	New Holding	22,047	0.8%	OAK ULTRASHORT
BONDBLOXX ETF TRUST	$1,121,390	$143,113 ▲	14.6%	22,175	0.8%	BONDBLOXX PRIVAT
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,097,216	$313,127 ▲	39.9%	20,285	0.8%	Manufacturing
MUB iShares National Muni Bond ETF	$1,096,421	$213,938 ▲	24.2%	10,296	0.8%	ETF
LOW Lowe's Companies	$1,091,942	$37,445 ▼	-3.3%	4,345	0.8%	Retail/Wholesale
APH Amphenol	$1,086,649	$45,169 ▼	-4.0%	8,781	0.8%	Computer and Technology
MDT Medtronic	$1,069,450	$32,953 ▼	-3.0%	11,229	0.8%	Medical
ETN Eaton	$1,061,747	$102,919 ▲	10.7%	2,837	0.8%	Industrials
PRFD PIMCO Preferred and Capital Securities Active Exchange-Traded Fund	$1,039,730	$3,160 ▲	0.3%	20,072	0.8%	ETF
LAM RESEARCH CORP	$1,005,321	$36,822 ▼	-3.5%	7,508	0.7%	COM NEW
PANW Palo Alto Networks	$999,367	$7,941 ▲	0.8%	4,908	0.7%	Computer and Technology
JNJ Johnson & Johnson	$979,945	$42,647 ▼	-4.2%	5,285	0.7%	Medical
ABT Abbott Laboratories	$954,456	$7,769 ▼	-0.8%	7,126	0.7%	Medical
NFLX Netflix	$954,340	$8,392 ▲	0.9%	796	0.7%	Consumer Discretionary
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF	$897,500	$11,138 ▲	1.3%	18,050	0.7%	ETF
MCD McDonald's	$890,702	$28,566 ▼	-3.1%	2,931	0.6%	Retail/Wholesale
PWR Quanta Services	$878,570	$16,577 ▼	-1.9%	2,120	0.6%	Construction
XBJL Innovator U.S. Equity Accelerated 9 Buffer ETF - July	$864,361	$41,789 ▲	5.1%	23,083	0.6%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$862,643	$114,457 ▲	15.3%	32,009	0.6%	ETF
KO CocaCola	$839,678	$10,346 ▼	-1.2%	12,661	0.6%	Consumer Staples
AVUS Avantis U.S. Equity ETF	$831,555	$206,856 ▲	33.1%	7,650	0.6%	ETF
ECL Ecolab	$819,389	$10,954 ▼	-1.3%	2,992	0.6%	Basic Materials
SMOT VanEck Morningstar SMID Moat ETF	$799,388	$388,978 ▼	-32.7%	22,156	0.6%	ETF
MLM Martin Marietta Materials	$779,026	$779,026 ▲	New Holding	1,236	0.6%	Construction
BAC Bank of America	$777,358	$25,279 ▼	-3.1%	15,068	0.6%	Finance
TGT Target	$775,636	$7,804 ▼	-1.0%	8,647	0.6%	Retail/Wholesale
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$749,844	$537,247 ▼	-41.7%	14,140	0.5%	Manufacturing
NEE NextEra Energy	$744,105	$16,079 ▼	-2.1%	9,857	0.5%	Utilities
NOW ServiceNow	$721,500	$6,442 ▲	0.9%	784	0.5%	Computer and Technology
EXR Extra Space Storage	$719,640	$104,718 ▼	-12.7%	5,106	0.5%	Finance
PG Procter & Gamble	$703,563	$10,909 ▼	-1.5%	4,579	0.5%	Consumer Staples
COP ConocoPhillips	$700,439	$13,621 ▼	-1.9%	7,405	0.5%	Energy
BKR Baker Hughes	$699,327	$32,496 ▼	-4.4%	14,354	0.5%	Energy
SPAB SPDR Portfolio Aggregate Bond ETF	$696,709	$5,661 ▲	0.8%	26,952	0.5%	ETF
PYPL PayPal	$688,371	$1,408 ▼	-0.2%	10,265	0.5%	Business Services
COST Costco Wholesale	$680,442	$9,258 ▼	-1.3%	735	0.5%	Retail/Wholesale
SBUX Starbucks	$667,832	$99,997 ▼	-13.0%	7,894	0.5%	Retail/Wholesale
SPTS SPDR Portfolio Short Term Treasury ETF	$666,883	$113,820 ▼	-14.6%	22,745	0.5%	ETF
IVV iShares Core S&P 500 ETF	$664,615	$14,055 ▲	2.2%	993	0.5%	ETF
BSX Boston Scientific	$662,224	$5,955 ▼	-0.9%	6,783	0.5%	Medical
SSGA ACTIVE TR	$659,485	$659,485 ▲	New Holding	25,852	0.5%	SPDR SSGA IG PUB
WCN Waste Connections	$659,426	$352 ▼	-0.1%	3,751	0.5%	Business Services
DCMB Doubleline Commercial Real Estate ETF	$656,000	$5,364 ▼	-0.8%	12,596	0.5%	ETF
SNPS Synopsys	$625,619	$31,577 ▼	-4.8%	1,268	0.5%	Computer and Technology
EQIX Equinix	$604,661	$28,197 ▼	-4.5%	772	0.4%	Finance
UBER Uber Technologies	$598,205	$7,642 ▼	-1.3%	6,106	0.4%	Computer and Technology
INNOVATOR ETFS TRUST	$597,824	$38,480 ▲	6.9%	20,414	0.4%	EQUITY DEF PROTN
DXCM DexCom	$588,115	$9,151 ▲	1.6%	8,740	0.4%	Medical
ZBH Zimmer Biomet	$583,120	$14,677 ▼	-2.5%	5,920	0.4%	Medical
LUV Southwest Airlines	$562,733	$7,914 ▼	-1.4%	17,635	0.4%	Transportation
PODD Insulet	$550,466	$5,866 ▼	-1.1%	1,783	0.4%	Medical
COHEN & STEERS ETF TRUST	$544,046	$75,467 ▲	16.1%	18,722	0.4%	NATURAL RES ACTI
TOLZ DJ Brookfield Global Infrastructure ETF	$527,625	$117,106 ▲	28.5%	9,750	0.4%	ETF
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF	$486,174	$16,113 ▲	3.4%	13,125	0.4%	ETF
VRTX Vertex Pharmaceuticals	$484,459	$1,175 ▼	-0.2%	1,237	0.4%	Medical
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$454,530	$9,817 ▼	-2.1%	4,954	0.3%	ETF
DFUS Dimensional U.S. Equity ETF	$454,054	$98,011 ▼	-17.8%	6,268	0.3%	ETF
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$447,045	$1,490,512 ▼	-76.9%	3,705	0.3%	ETF
JAMES HARDIE INDS PLC	$417,472	$417,472 ▲	New Holding	21,732	0.3%	ORD SHS
JMST JPMorgan Ultra-Short Municipal ETF	$405,411	$79,010 ▲	24.2%	7,943	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Paladin Wealth, LLC Top Holdings and 13F Report (2025)

About Paladin Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Paladin Wealth, LLC Top Holdings and 13F Report (2025)

About Paladin Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPaladin Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools