Paladin Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Paladin Wealth, Llc disclosed 133 stock positions valued at approximately $171.94M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, DOUBLELINE ETF TRUST, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 133
- Portfolio Value
- $171.94M
Holdings by Sector
Paladin Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 8.91% | 174,264 | +19,031 | +12.26% | $15,314,355 |
| DOUBLELINE ETF TRUST | DMBS | Other | 3.58% | 125,458 | +16,220 | +14.85% | $6,158,671 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.84% | 54,834 | +4,475 | +8.89% | $4,891,193 |
| NVIDIA CORPORATION | NVDA | Technology | 2.67% | 22,946 | +4,413 | +23.81% | $4,591,265 |
| SPDR INDEX SHS FDS | SPDW | Other | 2.60% | 88,556 | +3,768 | +4.44% | $4,462,337 |
| JANUS DETROIT STR TR | JMBS | Other | 2.40% | 91,858 | +10,829 | +13.36% | $4,132,691 |
| COLUMBIA ETF TR I | RECS | Other | 2.34% | 93,151 | +8,312 | +9.80% | $4,031,575 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.28% | 40,542 | -1,266 | -3.03% | $3,911,898 |
| BONDBLOXX ETF TRUST | XTEN | Other | 2.06% | 77,742 | +47,231 | +154.80% | $3,543,480 |
| APPLE INC | AAPL | Technology | 2.05% | 12,155 | +71 | +0.59% | $3,517,081 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.01% | 14,516 | -689 | -4.53% | $3,459,672 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.88% | 10,670 | +438 | +4.28% | $3,232,690 |
| ALPHABET INC | GOOG | Communication Services | 1.75% | 8,507 | -401 | -4.50% | $3,005,732 |
| ISHARES U S ETF TR | IETC | Other | 1.66% | 26,617 | +4,615 | +20.98% | $2,857,335 |
| BONDBLOXX ETF TRUST | XSVN | Other | 1.66% | 60,406 | +22,621 | +59.87% | $2,855,392 |
| ISHARES TR | MUB | Other | 1.59% | 25,409 | +4,995 | +24.47% | $2,734,517 |
| MICROSOFT CORP | MSFT | Technology | 1.50% | 6,931 | -367 | -5.03% | $2,585,267 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.43% | 19,234 | +5,661 | +41.71% | $2,463,491 |
| JANUS DETROIT STR TR | JAAA | Other | 1.42% | 48,213 | +153 | +0.32% | $2,434,274 |
| BONDBLOXX ETF TRUST | BBBS | Other | 1.38% | 46,514 | +7,446 | +19.06% | $2,374,308 |
| AIM ETF PRODUCTS TRUST | SEPU | Other | 1.38% | 76,110 | +7,464 | +10.87% | $2,364,359 |
| DOUBLELINE ETF TRUST | DABS | Other | 1.33% | 45,274 | +2,569 | +6.02% | $2,294,405 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.26% | 40,415 | +7,124 | +21.40% | $2,166,648 |
| META PLATFORMS INC | META | Communication Services | 1.23% | 3,751 | +131 | +3.62% | $2,113,070 |
| BROADCOM INC | AVGO | Technology | 1.08% | 4,915 | +548 | +12.55% | $1,856,641 |
| BONDBLOXX ETF TRUST | XTWY | Other | 1.07% | 49,165 | +49,165 | +100.00% | $1,845,409 |
| NEOS ETF TRUST | SPYI | Other | 0.96% | 31,123 | +4,140 | +15.34% | $1,652,320 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.93% | 1,587 | +2 | +0.13% | $1,605,044 |
| WORLD GOLD TR | GLDM | Other | 0.93% | 20,138 | +121 | +0.60% | $1,599,360 |
| LAM RESEARCH CORP | LRCX | Other | 0.93% | 3,682 | +109 | +3.05% | $1,595,387 |
Showing 30 of 133 holdings in the latest reporting period.