Paladin Wealth, LLC Top Holdings and 13F Report (2026) About Paladin Wealth, LLCInvestment ActivityPaladin Wealth, LLC has $171.94 million in total holdings as of June 30, 2026.Paladin Wealth, LLC owns shares of 134 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 15.23% of the portfolio was purchased this quarter.About 6.75% of the portfolio was sold this quarter.This quarter, Paladin Wealth, LLC has purchased 125 new stocks and bought additional shares in 80 stocks.Paladin Wealth, LLC sold shares of 32 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $15,314,355DoubleLine Mortgage ETF $6,158,671Avantis International Equity ETF $4,891,193NVIDIA $4,591,265SPDR Portfolio Developed World ex-US ETF $4,462,337 Largest New Holdings this Quarter 09789C796 - BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF $1,845,409 Holding82889N368 - SIMPLIFY EXCHANGE TRADED FUN $1,317,522 Holding78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF $1,275,194 Holding22788C105 - CrowdStrike $866,164 Holding45259A845 - TIDAL TRUST III $615,256 Holding Largest Purchases this Quarter BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 47,231 shares (about $2.15M)BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF 49,165 shares (about $1.85M)SPDR Portfolio S&P 500 ETF 19,031 shares (about $1.67M)SIMPLIFY EXCHANGE TRADED FUN 44,227 shares (about $1.32M)SPDR Portfolio Intermediate Term Corporate Bond ETF 38,111 shares (about $1.28M) Largest Sales this Quarter BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 30,865 shares (about $1.50M)Abbott Laboratories 4,090 shares (about $371.13K)BONDBLOXX ETF TRUST 6,775 shares (about $337.90K)Berkshire Hathaway 370 shares (about $185.14K)SPDR Portfolio Aggregate Bond ETF 7,006 shares (about $178.79K) 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$15,314,355$1,672,448 â–²12.3%174,2648.9%ETFDMBSDoubleLine Mortgage ETF$6,158,671$796,232 â–²14.8%125,4583.6%ETFAVDEAvantis International Equity ETF$4,891,193$399,170 â–²8.9%54,8342.8%ETFNVDANVIDIA$4,591,265$882,997 â–²23.8%22,9462.7%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$4,462,337$189,870 â–²4.4%88,5562.6%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$4,132,691$487,197 â–²13.4%91,8582.4%ETFRECSColumbia Research Enhanced Core ETF$4,031,575$359,743 â–²9.8%93,1512.3%ETFAVEMAvantis Emerging Markets Equity ETF$3,911,898$122,156 â–¼-3.0%40,5422.3%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$3,543,480$2,152,789 â–²154.8%77,7422.1%ETFAAPLApple$3,517,081$20,544 â–²0.6%12,1552.0%Computer and TechnologyAMZNAmazon.com$3,459,672$164,213 â–¼-4.5%14,5162.0%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$3,232,690$132,701 â–²4.3%10,6701.9%ETFGOOGAlphabet$3,005,732$141,683 â–¼-4.5%8,5071.7%Computer and TechnologyIETCiShares U.S. Tech Independence Focused ETF$2,857,335$495,420 â–²21.0%26,6171.7%ETFXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$2,855,392$1,069,295 â–²59.9%60,4061.7%ETFMUBiShares National Muni Bond ETF$2,734,517$537,562 â–²24.5%25,4091.6%ETFMSFTMicrosoft$2,585,267$136,891 â–¼-5.0%6,9311.5%Computer and TechnologyAVUSAvantis U.S. Equity ETF$2,463,491$725,061 â–²41.7%19,2341.4%ETFJAAAJanus Henderson AAA CLO ETF$2,434,274$7,725 â–²0.3%48,2131.4%ETFBONDBLOXX ETF TRUST$2,374,308$380,081 â–²19.1%46,5141.4%BBB RATED 1 5 YEAIM ETF PRODUCTS TRUST$2,364,359$231,869 â–²10.9%76,1101.4%ALLIANZIM US EQUDOUBLELINE ETF TRUST$2,294,405$130,192 â–²6.0%45,2741.3%ASSE BA SECS ETFXLFFinancial Select Sector SPDR Fund$2,166,648$381,918 â–²21.4%40,4151.3%ETFMETAMeta Platforms$2,113,070$73,797 â–²3.6%3,7511.2%Computer and TechnologyAVGOBroadcom$1,856,641$207,007 â–²12.5%4,9151.1%Computer and TechnologyXTWYBondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF$1,845,409$1,845,409 â–²New Holding49,1651.1%ETFSPYINEOS S&P 500 High Income ETF$1,652,320$219,793 â–²15.3%31,1231.0%ETFGSThe Goldman Sachs Group$1,605,044$2,023 â–²0.1%1,5870.9%FinanceGLDMSPDR Gold MiniShares Trust$1,599,360$9,610 â–²0.6%20,1380.9%FinanceLAM RESEARCH CORP$1,595,387$47,229 â–²3.1%3,6820.9%COM NEWIVViShares Core S&P 500 ETF$1,526,987$197,707 â–²14.9%2,0390.9%ETFJPMJPMorgan Chase & Co.$1,519,139$95,908 â–²6.7%4,6410.9%FinancePANWPalo Alto Networks$1,510,037$3,410 â–¼-0.2%4,4280.9%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$1,484,649$137,021 â–²10.2%24,8560.9%ManufacturingMSMorgan Stanley$1,479,794$43,480 â–¼-2.9%7,0790.9%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$1,435,767$167,047 â–²13.2%50,5730.8%ETFSIMPLIFY EXCHANGE TRADED FUN$1,317,522$1,317,522 â–²New Holding44,2270.8%CURRE STRAT ETFSMOTVanEck Morningstar SMID Moat ETF$1,307,134$119,495 â–²10.1%33,6370.8%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,275,194$1,275,194 â–²New Holding38,1110.7%ETFPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$1,187,084$113,887 â–²10.6%23,1190.7%ETFUNHUnitedHealth Group$1,172,077$92,686 â–¼-7.3%2,8200.7%MedicalVVisa$1,165,906$98,817 â–²9.3%3,3980.7%Business ServicesURIUnited Rentals$1,141,953$65,708 â–²6.1%1,0080.7%ConstructionETNEaton$1,133,858$52,837 â–²4.9%2,6610.7%IndustrialsCVXChevron$1,115,896$20,554 â–²1.9%6,7320.6%EnergySSGA ACTIVE TR$1,079,202$275,138 â–²34.2%42,8680.6%STATE STREET IGXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$1,073,637$1,502,508 â–¼-58.3%22,0550.6%ETFBONDBLOXX ETF TRUST$1,064,932$337,903 â–¼-24.1%21,3520.6%PRIVA CR CLO ETFWALMART INC$1,045,163$54,591 â–¼-5.0%9,2280.6%COMTGTTarget$1,043,443$156,079 â–¼-13.0%7,9890.6%Retail/WholesaleCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$1,017,917$91,650 â–²9.9%20,4360.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,006,179$209,202 â–²26.2%19,7290.6%ETFAPHAmphenol$998,853$116,548 â–²13.2%5,6650.6%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$997,973$142,429 â–²16.6%38,0470.6%ETFGSYInvesco Ultra Short Duration ETF$996,129$13,942 â–¼-1.4%19,8630.6%ETFANGEL OAK FUNDS TRUST$992,200$11,782 â–¼-1.2%19,4530.6%OAK ULTRASHORTTOLZDJ Brookfield Global Infrastructure ETF$975,821$105,915 â–²12.2%16,4640.6%ETFJNJJohnson & Johnson$972,197$74,921 â–²8.3%3,8280.6%MedicalKOCocaCola$930,460$13,978 â–¼-1.5%11,4490.5%Consumer StaplesCOHEN & STEERS ETF TRUST$899,629$12,156 â–²1.4%26,9390.5%NATURAL RES ACTIBRK.BBerkshire Hathaway$877,684$185,144 â–¼-17.4%1,7540.5%FinanceCRWDCrowdStrike$866,164$866,164 â–²New Holding1,1350.5%Computer and TechnologyMDTMedtronic$820,242$19,166 â–²2.4%10,4850.5%MedicalLLYEli Lilly and Company$812,014$225,493 â–²38.4%6770.5%MedicalPWRQuanta Services$810,045$134,647 â–¼-14.3%1,1250.5%ConstructionBACBank of America$803,133$14,872 â–²1.9%14,0950.5%FinanceLOWLowe's Companies$763,963$28,662 â–¼-3.6%3,4650.4%Retail/WholesaleSBUXStarbucks$761,554$55,594 â–¼-6.8%7,4520.4%Retail/WholesaleDCMBDoubleline Commercial Real Estate ETF$755,473$82,992 â–²12.3%14,5830.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$751,243$75,542 â–²11.2%25,8960.4%ETFMLMMartin Marietta Materials$741,636$118,223 â–²19.0%1,2860.4%ConstructionBOXXAlpha Architect 1-3 Month Box ETF$734,154$140,157 â–²23.6%6,2700.4%ETFPGProcter & Gamble$720,589$61,442 â–²9.3%4,9140.4%Consumer StaplesLUVSouthwest Airlines$713,504$98,726 â–²16.1%13,8760.4%TransportationCOPConocoPhillips$713,166$52,812 â–²8.0%6,8600.4%EnergyBBUSJPMorgan BetaBuilders U.S. Equity ETF$676,968$2,156 â–²0.3%5,0250.4%ETFMCDMcDonald's$676,856$23,247 â–¼-3.3%2,5040.4%Retail/WholesaleNEENextEra Energy$654,150$109,098 â–²20.0%7,4530.4%UtilitiesNOWServiceNow$653,362$209,580 â–²47.2%6,5810.4%Computer and TechnologyECLEcolab$646,375$108,101 â–¼-14.3%2,3200.4%Basic MaterialsBLOKAmplify Transformational Data Sharing ETF$635,945$105,406 â–²19.9%10,1540.4%ETFDXCMDexCom$628,914$93,347 â–²17.4%9,3380.4%MedicalTIDAL TRUST III$615,256$615,256 â–²New Holding7,2120.4%VIST ARTI IN ETFEQIXEquinix$597,289$18,763 â–¼-3.0%5730.3%FinanceCOSTCostco Wholesale$589,346$40,225 â–²7.3%6300.3%Retail/WholesaleGOOGLAlphabet$572,864$194,409 â–²51.4%1,6030.3%Computer and TechnologyWCNWaste Connections$567,913$55,174 â–¼-8.9%3,4070.3%Business ServicesQQQInvesco QQQ$564,819$132,552 â–²30.7%7670.3%FinanceBSXBoston Scientific$559,082$295,013 â–²111.7%13,0990.3%MedicalEXRExtra Space Storage$556,354$58,265 â–¼-9.5%3,8290.3%FinanceCTASCintas$550,345$98,810 â–²21.9%3,2360.3%Business ServicesPYPLPayPal$531,503$85,496 â–²19.2%12,3090.3%Business ServicesTJXTJX Companies$527,069$26,513 â–²5.3%3,4790.3%Retail/WholesaleCHATRoundhill Generative AI & Technology ETF$509,584$61,576 â–¼-10.8%5,1640.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$503,586$178,793 â–¼-26.2%19,7330.3%ETFETF SER SOLUTIONS$501,763$23,153 â–¼-4.4%3,0340.3%DEFIA QUANT ETFCRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF$500,567$60,447 â–²13.7%44,0640.3%ETFBKRBaker Hughes$495,726$87,024 â–¼-14.9%8,9320.3%EnergySPMDSPDR Portfolio S&P 400 Mid Cap ETF$491,904$141,335 â–²40.3%7,2810.3%ETFLOUPInnovator Deepwater Frontier Tech ETF$487,478$29,174 â–²6.4%4,9460.3%ETFShowing largest 100 holdings. 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