Paladin Partners, LLC

Est. AUM

$138.7M

13F long equity, this entity only

Positions

212

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES	RUSSELL 1000 ETF	$18.8M	52825	13.58%	SOLE
2	STATE STREET	SPDR S&P 500 ETF	$14.6M	22384	10.50%	SOLE
3	NVIDIA CORPORATION	COM	$11.7M	67311	8.46%	SOLE
4	ISHARES	RUSSELL 1000 VALUE ETF	$11.1M	52120	8.03%	SOLE
5	VANGUARD	TOTAL STOCK MARKET ETF	$9.9M	30974	7.16%	SOLE
6	STATE STREET	SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	$8.3M	90367	5.96%	SOLE
7	VANGUARD	TOTAL INTERNATIONAL BOND ETF	$7.1M	148293	5.14%	SOLE
8	ISHARES	IBOXX $ HIGH YIELD CORPORATE BOND ETF	$6.5M	82270	4.72%	SOLE
9	ISHARES	MSCI EAFE ETF	$5.8M	59332	4.16%	SOLE
10	ISHARES	CORE U.S. AGGREGATE BOND ETF	$4.4M	44820	3.21%	SOLE
11	APPLE INC	COM	$3.9M	15177	2.78%	SOLE
12	ISHARES	TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	$3.5M	31450	2.50%	SOLE
13	BERKSHIRE HATHAWAY INC	DEL CL B NEW	$3.3M	6881	2.38%	SOLE
14	STATE STREET	ENERGY SELECT SECTOR SPDR ETF	$2.6M	43110	1.90%	SOLE
15	ISHARES	RUSSELL MIDCAP ETF	$2.1M	21740	1.52%	SOLE
16	VANGUARD	SHORT-TERM BOND ETF	$2.0M	25807	1.46%	SOLE
17	ISHARES	RUSSELL 2000 ETF	$2.0M	7972	1.43%	SOLE
18	ISHARES	MSCI EMERGING MARKETS ETF	$1.5M	26951	1.10%	SOLE
19	ISHARES	NATIONAL MUNI BOND ETF	$1.4M	13084	1.00%	SOLE
20	MICROSOFT CORP	COM	$1.3M	3516	0.94%	SOLE
21	INVESCO	ULTRA SHORT DURATION ETF	$1.1M	22717	0.82%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1126	0.81%	SOLE
23	ISHARES	7-10 YEAR TREASURY BOND ETF	$991K	10385	0.71%	SOLE
24	GREIF INC	CL B	$982K	11216	0.71%	SOLE
25	META PLATFORMS INC	CL A	$946K	1654	0.68%	SOLE
26	ABBVIE INC	COM	$835K	3841	0.60%	SOLE
27	ISHARES	RUSSELL 1000 GROWTH ETF	$798K	1871	0.58%	SOLE
28	INTUITIVE SURGICAL INC	COM NEW	$656K	1422	0.47%	SOLE
29	AMGEN INC	COM	$654K	1860	0.47%	SOLE
30	ISHARES	RUSSELL MID-CAP VALUE ETF	$587K	4030	0.42%	SOLE
31	AUTOMATIC DATA PROCESSING INC	COM	$526K	2590	0.38%	SOLE
32	BROADRIDGE FINL SOLUTIONS INC	COM	$496K	3050	0.36%	SOLE
33	JANUS HENDERSON	AAA CLO ETF	$492K	9761	0.35%	SOLE
34	BARCLAYS PLC	ADR	$408K	19270	0.29%	SOLE
35	ISHARES	RUSSELL MID-CAP GROWTH ETF	$348K	2720	0.25%	SOLE
36	ELI LILLY & CO	COM	$283K	308	0.20%	SOLE
37	ULTA BEAUTY INC	COM	$277K	530	0.20%	SOLE
38	BROADCOM INC	COM	$274K	886	0.20%	SOLE
39	ISHARES	10-20 YEAR TREASURY BOND ETF	$243K	2409	0.18%	SOLE
40	PRINCIPAL FINANCIAL GROUP INC	COM	$224K	2490	0.16%	SOLE
41	VANGUARD	SHORT-TERM CORPORATE BOND ETF	$215K	2709	0.16%	SOLE
42	ISHARES	SHORT-TERM NATIONAL MUNI BOND ETF	$206K	1935	0.15%	SOLE
43	CHUBB LTD SWITZ	COM	$176K	540	0.13%	SOLE
44	CATERPILLAR INC	COM	$147K	207	0.11%	SOLE
45	VANGUARD	REAL ESTATE ETF	$133K	1494	0.10%	SOLE
46	WELLS FARGO & CO	COM	$123K	1540	0.09%	SOLE
47	RTX CORPORATION	COM	$121K	628	0.09%	SOLE
48	VISA INC	COM CL A	$121K	399	0.09%	SOLE
49	COHEN & STEERS	SELECT PFT & IN COM	$115K	5930	0.08%	SOLE
50	JPMORGAN CHASE & CO	COM	$113K	385	0.08%	SOLE

1–50 of 212

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