Paladin Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Paladin Wealth, LLC held in its portfolio 114 assets valued at $146,458,062 (i.e. $146.46M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($15.72M), DOUBLELINE ETF TRUST ($4.87M), and NVIDIA CORPORATION ($3.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Paladin Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 278848 | 15723811 | STATE STREET SPD |
| DOUBLELINE ETF TRUST | 98068 | 4869567 | MORTGAGE ETF |
| NVIDIA CORPORATION | 20226 | 3772149 | COM |
| AMERICAN CENTY ETF TR | 45688 | 3761036 | INTL EQT ETF |
| AMAZON COM INC | 15862 | 3661267 | COM |
| JANUS DETROIT STR TR | 78867 | 3603433 | HENDERSON MTG |
| APPLE INC | 12928 | 3514606 | COM |
| MICROSOFT CORP | 7267 | 3514467 | COM |
| SPDR INDEX SHS FDS | 77833 | 3456564 | PORTFOLIO DEVLPD |
| COLUMBIA ETF TR I | 76558 | 3126629 | RESH ENHNC COR |
| ALPHABET INC | 9949 | 3121996 | CAP STK CL C |
| AMERICAN CENTY ETF TR | 38269 | 2947478 | AVANTIS EMGMKT |
| META PLATFORMS INC | 3875 | 2557849 | CL A |
| INVESCO EXCH TRADED FD TR II | 9228 | 2333946 | NASDAQ 100 ETF |
| BONDBLOXX ETF TRUST | 46990 | 2325009 | BLOOMBERG FVE YR |
| JANUS DETROIT STR TR | 44217 | 2236496 | HENDRSON AAA CL |
| NEOS ETF TRUST | 39246 | 2061592 | NEOS S&P 500 HI |
| DOUBLELINE ETF TRUST | 39195 | 1995417 | ASSET BACKED SEC |
| ISHARES U S ETF TR | 18648 | 1894450 | U.S. TECH INDEPD |
| AIM ETF PRODUCTS TRUST | 64952 | 1880042 | ALLIANZIM US EQU |
| BONDBLOXX ETF TRUST | 34703 | 1786510 | BBB RATED 1 5 YE |
| ISHARES TR | 15934 | 1706691 | NATIONAL MUN ETF |
| BONDBLOXX ETF TRUST | 33519 | 1610383 | BLOOMBERG SEVEN |
| BROADCOM INC | 4623 | 1600020 | COM |
| SELECT SECTOR SPDR TR | 29154 | 1596765 | STATE STREET FIN |
| WORLD GOLD TR | 18288 | 1561247 | SPDR GLD MINIS |
| GOLDMAN SACHS GROUP INC | 1713 | 1505727 | COM |
| JPMORGAN CHASE & CO. | 4564 | 1470612 | COM |
| BONDBLOXX ETF TRUST | 28699 | 1428114 | BLOOMBERG THREE |
| MORGAN STANLEY | 7681 | 1363608 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 21863 | 1310250 | FIRST TR ENH NEW |
| AMERICAN CENTY ETF TR | 11460 | 1280999 | US EQT ETF |
| BONDBLOXX ETF TRUST | 27225 | 1258340 | BLOOMBERG TEN YR |
| BONDBLOXX ETF TRUST | 24796 | 1242776 | BONDBLOXX PRIVAT |
| INVESCO GALAXY BITCOIN ETF | 14143 | 1232845 | COM SHS BEN INT |
| INVESCO ACTIVELY MANAGED EXC | 24333 | 1222733 | ULTRA SHRT DUR |
| ANGEL OAK FUNDS TRUST | 23665 | 1210342 | OAK ULTRASHORT |
| WALMART INC | 10839 | 1207573 | COM |
| CHEVRON CORP NEW | 7634 | 1163498 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2284 | 1148053 | CL B NEW |
| VISA INC | 3262 | 1144016 | COM CL A |
| ISHARES TR | 20634 | 1111760 | ISHS 5-10YR INVT |
| PIMCO ETF TR | 20241 | 1042614 | PREFERRED AND CP |
| MEDTRONIC PLC | 10730 | 1030724 | SHS |
| TARGET CORP | 10282 | 1005066 | COM |
| UNITEDHEALTH GROUP INC | 3019 | 996602 | COM |
| VANECK ETF TRUST | 27125 | 981925 | MORNINGSTAR SMID |
| LOWES COS INC | 4067 | 980798 | COM |
| ABBOTT LABS | 7696 | 964232 | COM |
| EATON CORP PLC | 2848 | 907116 | SHS |
| NEOS ETF TRUST | 18044 | 897328 | NEOS ENH INC 1-3 |
| COCA COLA CO | 12693 | 887368 | COM |
| UNITED RENTALS INC | 1072 | 867591 | COM |
| PALO ALTO NETWORKS INC | 4576 | 842899 | COM |
| MCDONALDS CORP | 2746 | 839260 | COM |
| INNOVATOR ETFS TRUST | 21821 | 834769 | US EQT ACLRTD 9 |
| JOHNSON & JOHNSON | 4010 | 829870 | COM |
| NETFLIX INC | 8446 | 791897 | COM |
| ECOLAB INC | 3011 | 790448 | COM |
| BANK AMERICA CORP | 14200 | 781000 | COM |
| AMPHENOL CORP NEW | 5548 | 749757 | CL A |
| STARBUCKS CORP | 8885 | 748206 | COM |
| COHEN & STEERS ETF TRUST | 24229 | 748017 | NATURAL RES ACTI |
| MARTIN MARIETTA MATLS INC | 1196 | 744701 | COM |
| LAM RESEARCH CORP | 4277 | 732137 | COM NEW |
| ISHARES TR | 13832 | 731436 | ISHS 1-5YR INVS |
| SSGA ACTIVE TR | 28556 | 725748 | SPDR SSGA IG PUB |
| PROCTER AND GAMBLE CO | 4950 | 709385 | COM |
| ISHARES TR | 1023 | 700694 | CORE S&P500 ETF |
| PROSHARES TR | 12885 | 697723 | DJ BRKFLD GLB |
| WASTE CONNECTIONS INC | 3965 | 695302 | COM |
| CONOCOPHILLIPS | 7260 | 679609 | COM |
| DOUBLELINE ETF TRUST | 12576 | 652694 | COMMERCIAL REAL |
| QUANTA SVCS INC | 1534 | 647440 | COM |
| SERVICENOW INC | 4079 | 624862 | COM |
| J P MORGAN EXCHANGE TRADED F | 12097 | 616221 | ULTRA SHT MUNCPL |
| EXTRA SPACE STORAGE INC | 4703 | 612425 | COM |
| COSTCO WHSL CORP NEW | 685 | 590703 | COM |
| INNOVATOR ETFS TRUST | 19656 | 581621 | EQUITY DEF PROTN |
| ELI LILLY & CO | 541 | 581402 | COM |
| DEXCOM INC | 8742 | 580207 | COM |
| BOSTON SCIENTIFIC CORP | 6038 | 575723 | COM |
| BAKER HUGHES COMPANY | 12501 | 569296 | CL A |
| SOUTHWEST AIRLS CO | 13763 | 568825 | COM |
| PAYPAL HLDGS INC | 9705 | 566578 | COM |
| NEXTERA ENERGY INC | 6966 | 559230 | COM |
| CINTAS CORP | 2920 | 549164 | COM |
| TJX COS INC NEW | 3563 | 547312 | COM |
| INTUITIVE SURGICAL INC | 962 | 544838 | COM NEW |
| EQUINIX INC | 704 | 539377 | COM |
| INSULET CORP | 1888 | 536645 | COM |
| VERTEX PHARMACEUTICALS INC | 1175 | 532698 | COM |
| SYNOPSYS INC | 1123 | 527496 | COM |
| J P MORGAN EXCHANGE TRADED F | 3874 | 477703 | BETABUILDRS US |
| AIM ETF PRODUCTS TRUST | 12492 | 475945 | US LRGCP B10 FEB |
| DIMENSIONAL ETF TRUST | 6268 | 464898 | US EQUITY MARKET |
| EA SERIES TRUST | 3962 | 456026 | ALPHA ARCH 1-3 |
| SCHWAB STRATEGIC TR | 14544 | 391379 | US LRG CAP ETF |
| FIRST TR EXCHNG TRADED FD VI | 25798 | 387228 | SKYBRIDGE CRYPTO |
| INVESCO QQQ TR | 601 | 369200 | UNIT SER 1 |
| ARK ETF TR | 2433 | 359427 | NEXT GNRTN INTER |
| AMPLIFY ETF TR | 6220 | 353856 | BLOCKCHAIN TECHN |
| INNOVATOR ETFS TRUST | 16734 | 350231 | EQUITY DUAL DIRT |
| INNOVATOR ETFS TRUST | 11112 | 328582 | GROWTH 100 PWR B |
| J P MORGAN EXCHANGE TRADED F | 4818 | 320060 | HEDGED EQUITY LA |
| INNOVATOR ETFS TRUST | 3583 | 273777 | INNOVATOR DEEPW |
| ETF SER SOLUTIONS | 2481 | 272066 | DEFIANCE QUANTUM |
| TIDAL TRUST II | 4504 | 265556 | ROUNDHILL GENER |
| ALPHABET INC | 826 | 258538 | CAP STK CL A |
| AIM ETF PRODUCTS TRUST | 5319 | 238700 | US LRGCP B10 JUL |
| INNOVATOR ETFS TRUST | 6994 | 227965 | INNOVATOR INTER |
| ASTRAZENECA PLC | 2409 | 221459 | SPONSORED ADR |
| KEYCORP | 9931 | 204976 | COM |
| JEFFERIES FINL GROUP INC | 3241 | 200845 | COM |
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