Paladin Wealth, LLC Top Holdings and 13F Report (2026) About Paladin Wealth, LLCInvestment ActivityPaladin Wealth, LLC has $145.38 million in total holdings as of March 31, 2026.Paladin Wealth, LLC owns shares of 125 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 7.55% of the portfolio was purchased this quarter.About 5.48% of the portfolio was sold this quarter.This quarter, Paladin Wealth, LLC has purchased 120 new stocks and bought additional shares in 55 stocks.Paladin Wealth, LLC sold shares of 58 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $11,881,564DoubleLine Mortgage ETF $5,394,172Avantis International Equity ETF $4,272,458SPDR Portfolio Developed World ex-US ETF $3,870,572Janus Henderson Mortgage-Backed Securities ETF $3,660,890 Largest New Holdings this Quarter G0593M107 - AstraZeneca $289,519 HoldingN53745100 - LyondellBasell Industries $253,200 HoldingN07059210 - ASML $249,637 Holding773903109 - Rockwell Automation $233,631 Holding92189K105 - VANECK BITCOIN ETF $220,934 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 11,579 shares (about $886.26K)DoubleLine Mortgage ETF 11,170 shares (about $551.57K)iShares Core S&P 500 ETF 752 shares (about $491.21K)iShares National Muni Bond ETF 4,480 shares (about $475.55K)Avantis International Equity ETF 4,671 shares (about $396.29K) Largest Sales this Quarter NEOS S&P 500 High Income ETF 12,263 shares (about $605.42K)Alphabet 1,041 shares (about $298.62K)NVIDIA 1,693 shares (about $295.26K)Apple 844 shares (about $214.20K)Chevron 1,026 shares (about $212.28K) 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$11,881,564$886,259 â–²8.1%155,2338.2%ETFDMBSDoubleLine Mortgage ETF$5,394,172$551,575 â–²11.4%109,2383.7%ETFAVDEAvantis International Equity ETF$4,272,458$396,288 â–²10.2%50,3592.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,870,572$317,496 â–²8.9%84,7882.7%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$3,660,890$97,679 â–²2.7%81,0292.5%ETFAVEMAvantis Emerging Markets Equity ETF$3,368,889$285,173 â–²9.2%41,8082.3%ETFRECSColumbia Research Enhanced Core ETF$3,307,024$322,793 â–²10.8%84,8392.3%ETFNVDANVIDIA$3,232,155$295,259 â–¼-8.4%18,5332.2%Computer and TechnologyAMZNAmazon.com$3,166,745$136,833 â–¼-4.1%15,2052.2%Retail/WholesaleAAPLApple$3,066,798$214,199 â–¼-6.5%12,0842.1%Computer and TechnologyMSFTMicrosoft$2,701,501$11,475 â–²0.4%7,2981.9%Computer and TechnologyXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$2,601,547$291,519 â–²12.6%52,9201.8%ETFGOOGAlphabet$2,555,349$298,621 â–¼-10.5%8,9081.8%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$2,431,328$238,570 â–²10.9%10,2321.7%ETFJAAAJanus Henderson AAA CLO ETF$2,420,782$193,572 â–²8.7%48,0601.7%ETFDOUBLELINE ETF TRUST$2,168,902$178,266 â–²9.0%42,7051.5%ASSET BACKED SECMUBiShares National Muni Bond ETF$2,166,946$475,552 â–²28.1%20,4141.5%ETFMETAMeta Platforms$2,071,111$145,893 â–¼-6.6%3,6201.4%Computer and TechnologyBONDBLOXX ETF TRUST$1,998,133$223,248 â–²12.6%39,0681.4%BBB RATED 1 5 YEIETCiShares U.S. Tech Independence Focused ETF$1,944,537$296,427 â–²18.0%22,0021.3%ETFAIM ETF PRODUCTS TRUST$1,922,088$103,432 â–²5.7%68,6461.3%ALLIANZIM US EQUGLDMSPDR Gold MiniShares Trust$1,855,376$160,261 â–²9.5%20,0171.3%FinanceXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$1,803,100$203,573 â–²12.7%37,7851.2%ETFXLFFinancial Select Sector SPDR Fund$1,643,577$204,244 â–²14.2%33,2911.1%ETFXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$1,605,164$184,276 â–²13.0%32,4211.1%ETFAVUSAvantis U.S. Equity ETF$1,509,046$234,923 â–²18.4%13,5731.0%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,399,234$150,696 â–²12.1%30,5111.0%ETFBONDBLOXX ETF TRUST$1,383,005$163,785 â–²13.4%28,1271.0%BONDBLOXX PRIVATCVXChevron$1,367,195$212,279 â–¼-13.4%6,6080.9%EnergyAVGOBroadcom$1,351,630$79,235 â–¼-5.5%4,3670.9%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$1,348,756$41,786 â–²3.2%22,5620.9%ManufacturingGSThe Goldman Sachs Group$1,340,894$108,287 â–¼-7.5%1,5850.9%FinanceSPYINEOS S&P 500 High Income ETF$1,332,151$605,424 â–¼-31.2%26,9830.9%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,280,787$32,357 â–²2.6%44,6890.9%ETFJPMJPMorgan Chase & Co.$1,279,008$63,539 â–¼-4.7%4,3480.9%FinanceWALMART INC$1,206,759$140,312 â–¼-10.4%9,7100.8%COMMSMorgan Stanley$1,199,222$64,841 â–¼-5.1%7,2870.8%FinanceIVViShares Core S&P 500 ETF$1,159,448$491,214 â–²73.5%1,7750.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,137,684$39,542 â–²3.6%21,3770.8%ManufacturingINVESCO GALAXY BITCOIN ETF$1,115,751$161,523 â–²16.9%16,5370.8%COM SHS BEN INTTGTTarget$1,113,101$133,078 â–¼-10.7%9,1840.8%Retail/WholesaleSMOTVanEck Morningstar SMID Moat ETF$1,075,477$120,948 â–²12.7%30,5620.7%ETFPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$1,059,054$33,442 â–²3.3%20,9010.7%ETFBRK.BBerkshire Hathaway$1,017,821$76,672 â–¼-7.0%2,1240.7%FinanceGSYInvesco Ultra Short Duration ETF$1,009,467$210,103 â–¼-17.2%20,1410.7%ETFANGEL OAK FUNDS TRUST$1,004,573$203,170 â–¼-16.8%19,6840.7%OAK ULTRASHORTCOHEN & STEERS ETF TRUST$998,689$88,163 â–²9.7%26,5750.7%NATURAL RES ACTIVVisa$939,966$45,940 â–¼-4.7%3,1100.6%Business ServicesCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$925,709$27,479 â–²3.1%18,5960.6%ETFETNEaton$907,409$111,235 â–¼-10.9%2,5370.6%IndustrialsMDTMedtronic$887,296$42,459 â–¼-4.6%10,2400.6%MedicalKOCocaCola$883,777$81,526 â–¼-8.4%11,6210.6%Consumer StaplesTOLZDJ Brookfield Global Infrastructure ETF$880,326$107,484 â–²13.9%14,6770.6%ETFJNJJohnson & Johnson$863,607$116,598 â–¼-11.9%3,5330.6%MedicalSPTLSPDR Portfolio Long Term Treasury ETF$857,827$21,619 â–²2.6%32,6170.6%ETFLOWLowe's Companies$849,427$111,524 â–¼-11.6%3,5950.6%Retail/WholesaleCOPConocoPhillips$838,464$119,856 â–¼-12.5%6,3520.6%EnergyUNHUnitedHealth Group$823,405$6,494 â–²0.8%3,0430.6%MedicalSSGA ACTIVE TR$805,687$85,339 â–²11.8%31,9390.6%STATE STREET IGMCDMcDonald's$804,946$48,483 â–¼-5.7%2,5900.6%Retail/WholesaleJMSTJPMorgan Ultra-Short Municipal ETF$796,664$179,959 â–²29.2%15,6270.5%ETFNFLXNetflix$792,949$19,134 â–¼-2.4%8,2470.5%Consumer DiscretionaryABTAbbott Laboratories$788,711$1,437 â–¼-0.2%7,6820.5%MedicalLAM RESEARCH CORP$763,407$150,417 â–¼-16.5%3,5730.5%COM NEWIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$735,052$8,042 â–²1.1%13,9850.5%ManufacturingECLEcolab$720,382$80,604 â–¼-10.1%2,7080.5%Basic MaterialsPWRQuanta Services$720,314$121,882 â–¼-14.5%1,3120.5%ConstructionSBUXStarbucks$716,362$79,646 â–¼-10.0%7,9960.5%Retail/WholesalePANWPalo Alto Networks$711,500$22,124 â–¼-3.0%4,4380.5%Computer and TechnologyURIUnited Rentals$692,132$88,884 â–¼-11.4%9500.5%ConstructionSPABSPDR Portfolio Aggregate Bond ETF$685,053$21,675 â–¼-3.1%26,7390.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$679,661$19,171 â–²2.9%23,2920.5%ETFDCMBDoubleline Commercial Real Estate ETF$674,493$21,044 â–²3.2%12,9810.5%ETFBACBank of America$674,408$17,843 â–¼-2.6%13,8340.5%FinancePGProcter & Gamble$649,258$65,720 â–¼-9.2%4,4950.4%Consumer StaplesBKRBaker Hughes$641,025$122,161 â–¼-16.0%10,5000.4%EnergyMLMMartin Marietta Materials$636,363$67,698 â–¼-9.6%1,0810.4%ConstructionAPHAmphenol$632,255$68,734 â–¼-9.8%5,0040.4%Computer and TechnologyWCNWaste Connections$607,201$36,874 â–¼-5.7%3,7380.4%Business ServicesBOXXAlpha Architect 1-3 Month Box ETF$589,939$129,198 â–²28.0%5,0730.4%ETFBBUSJPMorgan BetaBuilders U.S. Equity ETF$586,955$132,999 â–²29.3%5,0090.4%ETFCOSTCostco Wholesale$584,904$97,650 â–¼-14.3%5870.4%Retail/WholesaleEQIXEquinix$579,322$110,767 â–¼-16.1%5910.4%FinanceNEENextEra Energy$576,785$70,217 â–¼-10.9%6,2100.4%UtilitiesEXRExtra Space Storage$554,680$62,025 â–¼-10.1%4,2300.4%FinanceTJXTJX Companies$527,649$41,362 â–¼-7.3%3,3040.4%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$509,977$39,405 â–²8.4%5,5650.4%ETFDXCMDexCom$499,386$49,612 â–¼-9.0%7,9520.3%MedicalVRTXVertex Pharmaceuticals$479,584$45,101 â–¼-8.6%1,0740.3%MedicalNOWServiceNow$467,339$40,879 â–²9.6%4,4700.3%Computer and TechnologyPYPLPayPal$467,181$28,224 â–²6.4%10,3290.3%Business ServicesCRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF$450,969$150,680 â–²50.2%38,7430.3%ETFLLYEli Lilly and Company$449,768$47,828 â–¼-9.6%4890.3%MedicalLUVSouthwest Airlines$449,187$67,889 â–¼-13.1%11,9560.3%TransportationCTASCintas$449,067$44,822 â–¼-9.1%2,6550.3%Business ServicesISRGIntuitive Surgical$429,643$13,830 â–¼-3.1%9320.3%MedicalSNPSSynopsys$427,405$17,842 â–¼-4.0%1,0780.3%Computer and TechnologyBLOKAmplify Transformational Data Sharing ETF$421,941$112,122 â–²36.2%8,4710.3%ETFARK ETF TR$412,245$118,801 â–²40.5%3,4180.3%NEXT GNRTN INTERFEBTAllianzIM U.S. Large Cap Buffer10 Feb ETF$393,888$74,013 â–¼-15.8%10,5160.3%ETFShowing largest 100 holdings. 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