Q3 2026 13F · SEC CIK 2040377

Paladin Wealth, LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $185.0M
Reported positions: 156
Holdings vs S&P 500, 3 yrs: —
Assets under management: $216.9M

Paladin Wealth, LLC is a wealth manager that reported 156 positions worth $185.0M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Spdr Series Trust (SPLG, 9.0%), Doubleline ETF Trust (DMBS, 3.1%), Nvidia Corporation (NVDA, 2.8%).

Paladin Wealth, LLC holdings largest 50 of 156 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Paladin Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	9.0%	8.9%	186,293	+6.9%	$16.7M
DMBSDoubleline ETF Trust	3.1%	3.6%	124,086	-1.1%	$5.7M
NVDANvidia Corporation	2.8%	2.7%	22,444	-2.2%	$5.1M
AVDEAvantis International Equity ETF	2.8%	2.8%	56,736	+3.5%	$5.1M
SPDWSpdr Index Shs Fds	2.4%	2.6%	87,274	-1.4%	$4.4M
RECSColumbia ETF Tr I	2.3%	2.3%	95,111	+2.1%	$4.3M
AVEMAmerican Centy ETF Tr	2.1%	2.3%	41,367	+2.0%	$3.9M
JMBSJanus Detroit Str Tr	2.1%	2.4%	90,394	-1.6%	$3.8M
AAPLApple Inc	2.0%	2.0%	11,337	-6.7%	$3.8M
AMZNAmazon Com Inc	1.9%	2.0%	14,117	-2.7%	$3.5M
MSFTMicrosoft Corp	1.9%	1.5%	6,798	-1.9%	$3.5M
QQQMInvesco Exch Traded Fd Tr II	1.8%	1.9%	11,221	+5.2%	$3.4M
XTENBondbloxx ETF Trust	1.8%	2.1%	78,264	+0.7%	$3.3M
MUBIshares Tr	1.8%	1.6%	32,797	+29.1%	$3.3M
AVUSAvantis U.S. Equity ETF	1.8%	1.4%	25,409	+32.1%	$3.3M
GOOGAlphabet Inc	1.5%	1.7%	8,083	-5.0%	$2.8M
XSVNBondbloxx ETF Trust	1.5%	1.7%	61,495	+1.8%	$2.7M
SEPUAim ETF Products Trust	1.3%	1.4%	77,372	+1.7%	$2.5M
JAAAJanus Detroit Str Tr	1.3%	1.4%	47,269	-2.0%	$2.4M
BBBSBondbloxx ETF Trust	1.2%	1.4%	46,066	-1.0%	$2.3M
XLFSelect Sector Spdr Tr	1.2%	1.3%	41,370	+2.4%	$2.2M
RUNNStrategic Trust	1.2%	—	67,554	—	$2.2M
DABSDoubleline ETF Trust	1.2%	1.3%	43,683	-3.5%	$2.2M
AVGOBroadcom Inc	1.1%	1.1%	5,822	+18.5%	$2.0M
METAMeta Platforms Inc	1.0%	1.2%	2,634	-29.8%	$1.9M
SPYINeos ETF Trust	1.0%	1.0%	33,229	+6.8%	$1.8M
GLDMWorld Gold Tr	0.9%	0.9%	20,851	+3.5%	$1.7M
FOXYSimplify Exchange Traded Fun	0.9%	0.8%	63,337	+43.2%	$1.7M
XTWYBondbloxx ETF Trust	0.9%	1.1%	47,731	-2.9%	$1.6M
JPMJpmorgan Chase & Co	0.8%	0.9%	4,567	-1.6%	$1.5M
IVVIshares Tr	0.8%	0.9%	1,920	-5.8%	$1.5M
GSGoldman Sachs Group Inc	0.8%	0.9%	1,595	+0.5%	$1.4M
FTSMFirst Tr Exchange-Traded Fd	0.8%	0.9%	23,353	-6.0%	$1.4M
MSMorgan Stanley	0.7%	0.9%	7,371	+4.1%	$1.4M
CVXChevron Corporation	0.7%	0.6%	6,565	-2.5%	$1.3M
SPTISpdr Series Trust	0.7%	0.8%	48,696	-3.7%	$1.3M
SMOTVaneck ETF Trust	0.7%	0.8%	34,874	+3.7%	$1.3M
ETNEaton Corp PLC	0.7%	0.7%	3,021	+13.5%	$1.3M
JMSTJ P Morgan Exchange Traded F	0.7%	—	25,127	—	$1.3M
PANWPalo Alto Networks Inc	0.7%	0.9%	3,123	-29.5%	$1.2M
LRCXLam Research Corp	0.7%	0.9%	3,675	-0.2%	$1.2M
TGTTarget Corp	0.6%	0.6%	7,533	-5.7%	$1.2M
SPIBSpdr Series Trust	0.6%	0.7%	36,289	-4.8%	$1.2M
CRWDCrowdstrike Hldgs Inc	0.6%	—	4,353	—	$1.2M
UYLDAngel Oak Funds Trust	0.6%	—	22,383	—	$1.1M
GSYInvesco Actively Managed Exc	0.6%	—	22,393	—	$1.1M
PRFDPimco ETF Tr	0.6%	0.7%	22,633	-2.1%	$1.1M
UNHUnitedhealth Group Inc	0.6%	0.7%	3,011	+6.8%	$1.1M
VVisa Inc	0.6%	0.7%	2,985	-12.2%	$1.1M
PCMMBondbloxx ETF Trust	0.6%	0.6%	21,178	-0.8%	$1.1M

What Paladin Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

FOXY Simplify Exchange Traded Fun+43.2% shares
AVUS Avantis U.S. Equity ETF+32.1% shares
MUB Ishares Tr+29.1% shares
AVGO Broadcom Inc+18.5% shares
ETN Eaton Corp PLC+13.5% shares
SPLG Spdr Series Trust+6.9% shares
UNH Unitedhealth Group Inc+6.8% shares
SPYI Neos ETF Trust+6.8% shares

Reduced

META Meta Platforms Inc-29.8% shares
PANW Palo Alto Networks Inc-29.5% shares
V Visa Inc-12.2% shares
AAPL Apple Inc-6.7% shares
FTSM First Tr Exchange-Traded Fd-6.0% shares
IVV Ishares Tr-5.8% shares
TGT Target Corp-5.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$185.0M	156
Q2 2026	$171.9M	134
Q1 2026	$145.4M	125
Q4 2025	$146.5M	120
Q3 2025	$137.9M	111
Q2 2025	$128.6M	112
Q1 2025	$111.3M	95
Q4 2024	$115.7M	95
Q3 2024	$114.5M	214

Questions about Paladin Wealth, LLC's portfolio

What stocks does Paladin Wealth, LLC own?

Paladin Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 156 positions worth $185.0M. The largest are Spdr Series Trust (SPLG) at 9.0%, Doubleline ETF Trust (DMBS) at 3.1%, Nvidia Corporation (NVDA) at 2.8%, Avantis International Equity ETF (AVDE) at 2.8% and Spdr Index Shs Fds (SPDW) at 2.4%.

What did Paladin Wealth, LLC buy last quarter?

In Q3 2026, Paladin Wealth, LLC added Simplify Exchange Traded Fun (FOXY) (+43.2% shares), Avantis U.S. Equity ETF (AVUS) (+32.1% shares) and Ishares Tr (MUB) (+29.1% shares), compared with its Q2 2026 filing.

What did Paladin Wealth, LLC sell last quarter?

In Q3 2026, Paladin Wealth, LLC cut from its top 50 Ishares U S ETF Tr (IETC), cut from its top 50 United Rentals Inc (URI), cut from its top 50 Ssga Active Tr (PRIV), cut from its top 50 Bondbloxx ETF Trust (XFIV), cut from its top 50 Walmart Inc (WMT), Meta Platforms Inc (META) (-29.8% shares), Palo Alto Networks Inc (PANW) (-29.5% shares) and Visa Inc (V) (-12.2% shares), compared with its Q2 2026 filing.

When is Paladin Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Paladin Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Paladin Wealth, LLC manage?

Paladin Wealth, LLC reported $216.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $185.0M.