Paladin Wealth, LLC

Est. AUM

$145.4M

13F long equity, this entity only

Positions

125

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$11.9M	155233	8.17%	SOLE
2	DOUBLELINE ETF TRUST	MORTGAGE ETF	$5.4M	109238	3.71%	SOLE
3	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.3M	50359	2.94%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$3.9M	84788	2.66%	SOLE
5	JANUS DETROIT STR TR	HENDERSON MTG	$3.7M	81029	2.52%	SOLE
6	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.4M	41808	2.32%	SOLE
7	COLUMBIA ETF TR I	RESH ENHNC COR	$3.3M	84839	2.27%	SOLE
8	NVIDIA CORPORATION	COM	$3.2M	18533	2.22%	SOLE
9	AMAZON COM INC	COM	$3.2M	15205	2.18%	SOLE
10	APPLE INC	COM	$3.1M	12084	2.11%	SOLE
11	MICROSOFT CORP	COM	$2.7M	7298	1.86%	SOLE
12	BONDBLOXX ETF TRUST	BLOOMBERG FVE YR	$2.6M	52920	1.79%	SOLE
13	ALPHABET INC	CAP STK CL C	$2.6M	8908	1.76%	SOLE
14	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.4M	10232	1.67%	SOLE
15	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.4M	48060	1.67%	SOLE
16	DOUBLELINE ETF TRUST	ASSET BACKED SEC	$2.2M	42705	1.49%	SOLE
17	ISHARES TR	NATIONAL MUN ETF	$2.2M	20414	1.49%	SOLE
18	META PLATFORMS INC	CL A	$2.1M	3620	1.42%	SOLE
19	BONDBLOXX ETF TRUST	BBB RATED 1 5 YE	$2.0M	39068	1.37%	SOLE
20	ISHARES U S ETF TR	U.S. TECH INDEPD	$1.9M	22002	1.34%	SOLE
21	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.9M	68646	1.32%	SOLE
22	WORLD GOLD TR	SPDR GLD MINIS	$1.9M	20017	1.28%	SOLE
23	BONDBLOXX ETF TRUST	BLOOMBERG SEVEN	$1.8M	37785	1.24%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.6M	33291	1.13%	SOLE
25	BONDBLOXX ETF TRUST	BLOOMBERG THREE	$1.6M	32421	1.10%	SOLE
26	AMERICAN CENTY ETF TR	US EQT ETF	$1.5M	13573	1.04%	SOLE
27	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.4M	30511	0.96%	SOLE
28	BONDBLOXX ETF TRUST	BONDBLOXX PRIVAT	$1.4M	28127	0.95%	SOLE
29	CHEVRON CORPORATION	COM	$1.4M	6608	0.94%	SOLE
30	BROADCOM INC	COM	$1.4M	4367	0.93%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.3M	22562	0.93%	SOLE
32	GOLDMAN SACHS GROUP INC	COM	$1.3M	1585	0.92%	SOLE
33	NEOS ETF TRUST	NEOS S&P 500 HI	$1.3M	26983	0.92%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	44689	0.88%	SOLE
35	JPMORGAN CHASE & CO	COM	$1.3M	4348	0.88%	SOLE
36	WALMART INC	COM	$1.2M	9710	0.83%	SOLE
37	MORGAN STANLEY	COM NEW	$1.2M	7287	0.82%	SOLE
38	ISHARES TR	CORE S&P500 ETF	$1.2M	1775	0.80%	SOLE
39	ISHARES TR	ISHS 5-10YR INVT	$1.1M	21377	0.78%	SOLE
40	INVESCO GALAXY BITCOIN ETF	COM SHS BEN INT	$1.1M	16537	0.77%	SOLE
41	TARGET CORP	COM	$1.1M	9184	0.77%	SOLE
42	VANECK ETF TRUST	MORNINGSTAR SMID	$1.1M	30562	0.74%	SOLE
43	PIMCO ETF TR	PREFERRED AND CP	$1.1M	20901	0.73%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	2124	0.70%	SOLE
45	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$1.0M	20141	0.69%	SOLE
46	ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$1.0M	19684	0.69%	SOLE
47	COHEN & STEERS ETF TRUST	NATURAL RES ACTI	$999K	26575	0.69%	SOLE
48	VISA INC	COM CL A	$940K	3110	0.65%	SOLE
49	NEOS ETF TRUST	NEOS ENH INC 1-3	$926K	18596	0.64%	SOLE
50	EATON CORP PLC	SHS	$907K	2537	0.62%	SOLE

1–50 of 125

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.