Paladin Wealth, LLC Top Holdings and 13F Report (2026) About Paladin Wealth, LLCInvestment ActivityPaladin Wealth, LLC has $185.02 million in total holdings as of September 30, 2026.Paladin Wealth, LLC owns shares of 156 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 11.82% of the portfolio was purchased this quarter.About 4.46% of the portfolio was sold this quarter.This quarter, Paladin Wealth, LLC has purchased 134 new stocks and bought additional shares in 73 stocks.Paladin Wealth, LLC sold shares of 56 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $16,721,648DoubleLine Mortgage ETF $5,746,437NVIDIA $5,125,800Avantis International Equity ETF $5,112,442SPDR Portfolio Developed World ex-US ETF $4,382,036 Largest New Holdings this Quarter 48817R870 - Running Oak Efficient Growth ETF $2,195,496 Holding75513E101 - RTX $761,228 Holding573874104 - Marvell Technology $600,113 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $381,482 Holding031162100 - Amgen $370,617 Holding Largest Purchases this Quarter Running Oak Efficient Growth ETF 67,554 shares (about $2.20M)SPDR Portfolio S&P 500 ETF 12,029 shares (about $1.08M)CrowdStrike 3,218 shares (about $851.96K)Avantis U.S. Equity ETF 6,175 shares (about $790.97K)RTX 4,100 shares (about $761.23K) Largest Sales this Quarter iShares U.S. Tech Independence Focused ETF 21,513 shares (about $2.46M)Meta Platforms 1,117 shares (about $810.05K)Palo Alto Networks 1,305 shares (about $518.47K)Apple 818 shares (about $272.41K)DexCom 2,933 shares (about $253.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPaladin Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$16,721,648$1,079,722 ▲6.9%186,2939.0%ETFDMBSDoubleLine Mortgage ETF$5,746,437$63,537 ▼-1.1%124,0863.1%ETFNVDANVIDIA$5,125,800$114,648 ▼-2.2%22,4442.8%TechnologyAVDEAvantis International Equity ETF$5,112,442$171,388 ▲3.5%56,7362.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,382,036$64,369 ▼-1.4%87,2742.4%ETFRECSColumbia Research Enhanced Core ETF$4,288,558$88,376 ▲2.1%95,1112.3%ETFAVEMAvantis Emerging Markets Equity ETF$3,889,295$77,566 ▲2.0%41,3672.1%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$3,820,052$61,869 ▼-1.6%90,3942.1%ETFAAPLApple$3,775,455$272,411 ▼-6.7%11,3372.0%TechnologyAMZNAmazon.com$3,517,175$99,409 ▼-2.7%14,1171.9%Consumer DiscretionaryMSFTMicrosoft$3,486,529$68,212 ▼-1.9%6,7981.9%TechnologyQQQMInvesco NASDAQ 100 ETF$3,418,228$167,850 ▲5.2%11,2211.8%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$3,316,810$22,122 ▲0.7%78,2641.8%ETFMUBiShares National Muni Bond ETF$3,315,762$746,923 ▲29.1%32,7971.8%ETFAVUSAvantis U.S. Equity ETF$3,254,678$790,965 ▲32.1%25,4091.8%ETFGOOGAlphabet$2,754,192$144,473 ▼-5.0%8,0831.5%Communication ServicesXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$2,745,118$48,613 ▲1.8%61,4951.5%ETFAIM ETF PRODUCTS TRUST$2,452,487$40,002 ▲1.7%77,3721.3%ALLIANZIM US EQUJAAAJanus Henderson AAA CLO ETF$2,385,658$47,644 ▼-2.0%47,2691.3%ETFBONDBLOXX ETF TRUST$2,296,832$22,337 ▼-1.0%46,0661.2%BBB RATED 1 5 YEXLFFinancial Select Sector SPDR Fund$2,209,142$50,997 ▲2.4%41,3701.2%ETFRUNNRunning Oak Efficient Growth ETF$2,195,496$2,195,496 ▲New Holding67,5541.2%ETFDOUBLELINE ETF TRUST$2,174,205$79,188 ▼-3.5%43,6831.2%ASSE BA SECS ETFAVGOBroadcom$2,044,607$318,526 ▲18.5%5,8221.1%TechnologyMETAMeta Platforms$1,910,182$810,051 ▼-29.8%2,6341.0%Communication ServicesSPYINEOS S&P 500 High Income ETF$1,766,801$111,977 ▲6.8%33,2291.0%ETFGLDMSPDR Gold MiniShares Trust$1,713,498$58,593 ▲3.5%20,8510.9%ETFSIMPLIFY EXCHANGE TRADED FUN$1,692,365$510,619 ▲43.2%63,3370.9%CURRE STRAT ETFXTWYBondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF$1,575,600$47,336 ▼-2.9%47,7310.9%ETFJPMJPMorgan Chase & Co.$1,510,859$24,481 ▼-1.6%4,5670.8%FinanceIVViShares Core S&P 500 ETF$1,470,559$91,144 ▼-5.8%1,9200.8%ETFGSThe Goldman Sachs Group$1,436,286$7,204 ▲0.5%1,5950.8%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$1,389,733$89,443 ▼-6.0%23,3530.8%ETFMSMorgan Stanley$1,386,427$54,923 ▲4.1%7,3710.7%FinanceCVXChevron$1,340,608$34,102 ▼-2.5%6,5650.7%EnergySPTISPDR Portfolio Intermediate Term Treasury ETF$1,328,415$51,204 ▼-3.7%48,6960.7%ETFSMOTVanEck Morningstar SMID Moat ETF$1,306,912$46,357 ▲3.7%34,8740.7%ETFETNEaton$1,297,962$154,673 ▲13.5%3,0210.7%IndustrialsJ P MORGAN EXCHANGE TRADED F$1,270,438$272,927 ▲27.4%25,1270.7%ULTRA SHT MUNCPLPANWPalo Alto Networks$1,240,750$518,469 ▼-29.5%3,1230.7%TechnologyLAM RESEARCH CORP$1,207,366$2,300 ▼-0.2%3,6750.7%COM NEWTGTTarget$1,180,381$71,453 ▼-5.7%7,5330.6%Consumer StaplesSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,171,406$58,814 ▼-4.8%36,2890.6%ETFCRWDCrowdStrike$1,152,455$851,964 ▲283.5%4,3530.6%TechnologyANGEL OAK FUNDS TRUST$1,135,524$148,643 ▲15.1%22,3830.6%OAK ULTRASHORTGSYInvesco Ultra Short Duration ETF$1,118,100$126,325 ▲12.7%22,3930.6%ETFPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$1,108,555$23,804 ▼-2.1%22,6330.6%ETFUNHUnitedHealth Group$1,105,352$70,117 ▲6.8%3,0110.6%HealthcareVVisa$1,072,512$148,391 ▼-12.2%2,9850.6%FinanceBONDBLOXX ETF TRUST$1,059,519$8,705 ▼-0.8%21,1780.6%PRIVA CR CLO ETFKOCocaCola$1,039,026$53,458 ▲5.4%12,0700.6%Consumer StaplesXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$1,036,568$7,466 ▲0.7%22,2150.6%ETFCOHEN & STEERS ETF TRUST$1,034,008$61,446 ▲6.3%28,6410.6%NATURAL RES ACTISSGA ACTIVE TR$1,027,109$3,751 ▼-0.4%42,7120.6%STATE STREET IGWALMART INC$1,018,420$59,442 ▲6.2%9,8000.6%COMCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$987,551$28,335 ▼-2.8%19,8660.5%ETFAPHAmphenol$971,516$493,977 ▲103.4%11,5250.5%TechnologyMDTMedtronic$968,581$63,853 ▲7.1%11,2250.5%HealthcareTOLZDJ Brookfield Global Infrastructure ETF$967,670$71,270 ▲8.0%17,7730.5%ETFCRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF$964,882$278,367 ▲40.5%61,9310.5%ETFBOXXAlpha Architect 1-3 Month Box ETF$940,131$197,829 ▲26.7%7,9410.5%ETFSPTLSPDR Portfolio Long Term Treasury ETF$904,141$3,291 ▼-0.4%37,9090.5%ETFPGProcter & Gamble$885,368$171,437 ▲24.0%6,0940.5%Consumer StaplesBACBank of America$870,723$103,527 ▲13.5%15,9970.5%FinanceURIUnited Rentals$865,582$143,096 ▼-14.2%8650.5%IndustrialsBRK.BBerkshire Hathaway$852,425$20,912 ▼-2.4%1,7120.5%FinanceLLYEli Lilly and Company$841,810$58,973 ▲7.5%7280.5%HealthcarePWRQuanta Services$837,005$114,341 ▲15.8%1,3030.5%IndustrialsJNJJohnson & Johnson$836,324$177,113 ▼-17.5%3,1590.5%HealthcareMCDMcDonald's$773,543$195,348 ▲33.8%3,3500.4%Consumer DiscretionaryRTXRTX$761,228$761,228 ▲New Holding4,1000.4%IndustrialsQQQInvesco QQQ$726,928$159,732 ▲28.2%9830.4%ETFDCMBDoubleline Commercial Real Estate ETF$725,552$18,469 ▼-2.5%14,2210.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$724,303$18,148 ▼-2.4%25,2630.4%ETFCOPConocoPhillips$694,725$163,825 ▼-19.1%5,5510.4%EnergyBBUSJPMorgan BetaBuilders U.S. Equity ETF$691,843$550 ▲0.1%5,0290.4%ETFNOWServiceNow$690,829$191,100 ▼-21.7%5,1550.4%TechnologySBUXStarbucks$675,681$24,524 ▼-3.5%7,1910.4%Consumer DiscretionaryGOOGLAlphabet$630,496$78,812 ▲14.3%1,8320.3%Communication ServicesNEENextEra Energy$625,964$61,498 ▲10.9%8,2650.3%UtilitiesCOSTCostco Wholesale$615,967$42,763 ▲7.5%6770.3%Consumer StaplesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$602,528$143,540 ▲31.3%9,5580.3%ETFMRVLMarvell Technology$600,113$600,113 ▲New Holding2,2710.3%TechnologyECLEcolab$592,905$44,214 ▼-6.9%2,1590.3%MaterialsCTASCintas$589,947$41,359 ▼-6.6%3,0240.3%IndustrialsIETCiShares U.S. Tech Independence Focused ETF$582,659$2,455,867 ▼-80.8%5,1040.3%ETFSNPSSynopsys$577,810$107,034 ▲22.7%1,3280.3%TechnologyMLMMartin Marietta Materials$569,052$47,981 ▼-7.8%1,1860.3%MaterialsBLOKAmplify Transformational Data Sharing ETF$557,769$63,988 ▼-10.3%9,1090.3%ETFDXCMDexCom$552,708$253,098 ▼-31.4%6,4050.3%HealthcareLUVSouthwest Airlines$544,793$33,022 ▼-5.7%13,0830.3%IndustrialsISRGIntuitive Surgical$544,038$45,946 ▲9.2%1,3380.3%HealthcareBILSPDR Bloomberg 1-3 Month T-Bill ETF$541,354$129,954 ▲31.6%5,9070.3%ETFEQIXEquinix$536,575$43,533 ▼-7.5%5300.3%Real EstateSPABSPDR Portfolio Aggregate Bond ETF$526,717$46,016 ▲9.6%21,6220.3%ETFBSXBoston Scientific$504,082$67,703 ▼-11.8%11,5480.3%HealthcareBKRBaker Hughes$502,998$12,627 ▲2.6%9,1620.3%EnergyNFLXNetflix$497,212$64,430 ▲14.9%7,1460.3%Communication ServicesTJXTJX Companies$496,942$36,649 ▲8.0%3,7560.3%Consumer DiscretionaryWCNWaste Connections$489,145$35,247 ▼-6.7%3,1780.3%IndustrialsShowing largest 100 holdings. 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