Investor
Paladin Wealth, LLC
CIK 0002040377 · filed 2026-04-16 · SEC filing
13F book
$145.4M
Positions
125
11 new · 6 sold
Largest name
8.2%
Spdr Series Trust
Est. mark
−$4.14M
Price effect on 114 names still held. Flow $3.07M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 155.2K | $11.9M | 8.2% | −$528.7K | Added$357.6K |
| Doubleline Etf Trust | — | 109.2K | $5.39M | 3.7% | −$27K | Added$524.6K |
| American Centy Etf Tr | — | 50.4K | $4.27M | 2.9% | $115.1K | Added$511.4K |
| Spdr Index Shs Fds | — | 84.8K | $3.87M | 2.7% | $96.5K | Added$414K |
| Janus Detroit Str Tr | — | 81K | $3.66M | 2.5% | −$40.2K | Added$57.5K |
| American Centy Etf Tr | — | 41.8K | $3.37M | 2.3% | $136.2K | Added$421.4K |
| Columbia Etf Tr I | — | 84.8K | $3.31M | 2.3% | −$142.4K | Added$180.4K |
| Nvidia Corp | NVDA | 18.5K | $3.23M | 2.2% | −$224.2K | Cut−$540K |
| Amazon Com Inc | AMZN | 15.2K | $3.17M | 2.2% | −$342.9K | Cut−$494.5K |
| Apple Inc. | AAPL | 12.1K | $3.07M | 2.1% | −$218.4K | Cut−$447.8K |
| Microsoft Corp | MSFT | 7.3K | $2.7M | 1.9% | −$824.4K | Added−$813K |
| Bondbloxx Etf Trust | — | 52.9K | $2.6M | 1.8% | −$15K | Added$276.5K |
| Alphabet Inc | — | 8.91K | $2.56M | 1.8% | −$240K | Cut−$566.6K |
| Invesco Exch Traded Fd Tr Ii | — | 10.2K | $2.43M | 1.7% | −$141.2K | Added$97.4K |
| Janus Detroit Str Tr | — | 48.1K | $2.42M | 1.7% | −$9.29K | Added$184.3K |
| Doubleline Etf Trust | — | 42.7K | $2.17M | 1.5% | −$4.78K | Added$173.5K |
| Ishares Tr | — | 20.4K | $2.17M | 1.5% | −$15.3K | Added$460.3K |
| Meta Platforms, Inc. | META | 3.62K | $2.07M | 1.4% | −$318.4K | Cut−$486.7K |
| Bondbloxx Etf Trust | — | 39.1K | $2M | 1.4% | −$11.6K | Added$211.6K |
| Ishares U S Etf Tr | — | 22K | $1.94M | 1.3% | −$246.3K | Added$50.1K |
| Aim Etf Products Trust | — | 68.6K | $1.92M | 1.3% | −$61.4K | Added$42K |
| World Gold Tr | — | 20K | $1.86M | 1.3% | $133.9K | Added$294.1K |
| Bondbloxx Etf Trust | — | 37.8K | $1.8M | 1.2% | −$10.9K | Added$192.7K |
| Select Sector Spdr Tr | — | 33.3K | $1.64M | 1.1% | −$157.4K | Added$46.8K |
| Bondbloxx Etf Trust | — | 32.4K | $1.61M | 1.1% | −$7.23K | Added$177.1K |
| American Centy Etf Tr | — | 13.6K | $1.51M | 1.0% | −$6.88K | Added$228K |
| Bondbloxx Etf Trust | — | 30.5K | $1.4M | 1.0% | −$9.8K | Added$140.9K |
| Bondbloxx Etf Trust | — | 28.1K | $1.38M | 1.0% | −$23.6K | Added$140.2K |
| Chevron Corp New | CVX | 6.61K | $1.37M | 0.9% | $360.1K | Cut$203.7K |
| Broadcom Inc. | AVGO | 4.37K | $1.35M | 0.9% | −$159.8K | Cut−$248.4K |
| First Tr Exchange-Traded Fd | — | 22.6K | $1.35M | 0.9% | −$3.28K | Added$38.5K |
| Goldman Sachs Group Inc | — | 1.58K | $1.34M | 0.9% | −$52.3K | Cut−$164.8K |
| Neos Etf Trust | — | 27K | $1.33M | 0.9% | −$85.3K | Cut−$729.4K |
| Spdr Series Trust | — | 44.7K | $1.28M | 0.9% | −$7.84K | Added$24.5K |
| Jpmorgan Chase & Co. | — | 4.35K | $1.28M | 0.9% | −$122K | Cut−$191.6K |
| Walmart Inc. | WMT | 9.71K | $1.21M | 0.8% | $125K | Cut−$814 |
| Morgan Stanley | — | 7.29K | $1.2M | 0.8% | −$94.4K | Cut−$164.4K |
| Ishares Tr | — | 1.77K | $1.16M | 0.8% | −$32.5K | Added$458.8K |
| Ishares Tr | — | 21.4K | $1.14M | 0.8% | −$13.6K | Added$25.9K |
| Invesco Galaxy Bitcoin Etf | BTCO | 16.5K | $1.12M | 0.8% | −$278.6K | Added−$117.1K |
| Target Corp | TGT | 9.18K | $1.11M | 0.8% | $215.4K | Cut$108K |
| Vaneck Etf Trust | — | 30.6K | $1.08M | 0.7% | −$27.4K | Added$93.6K |
| Pimco Etf Tr | — | 20.9K | $1.06M | 0.7% | −$17K | Added$16.4K |
| Berkshire Hathaway Inc Del | — | 2.12K | $1.02M | 0.7% | −$49.8K | Cut−$130.2K |
| Invesco Actively Managed Exc | — | 20.1K | $1.01M | 0.7% | −$2.62K | Cut−$213.3K |
| Angel Oak Funds Trust | — | 19.7K | $1M | 0.7% | −$2.16K | Cut−$205.8K |
| Cohen & Steers Etf Trust | — | 26.6K | $998.7K | 0.7% | $162.5K | Added$250.7K |
| Visa Inc. | V | 3.11K | $940K | 0.6% | −$150.7K | Cut−$204.1K |
| Neos Etf Trust | — | 18.6K | $925.7K | 0.6% | $902 | Added$28.4K |
| Eaton Corp Plc | ETN | 2.54K | $907.4K | 0.6% | $99.3K | Cut$293 |
| Medtronic Plc | MDT | 10.2K | $887.3K | 0.6% | −$96.4K | Cut−$143.4K |
| Coca Cola Co | KO | 11.6K | $883.8K | 0.6% | $71.4K | Cut−$3.59K |
| Proshares Tr | — | 14.7K | $880.3K | 0.6% | $75.1K | Added$182.6K |
| Johnson & Johnson | JNJ | 3.53K | $863.6K | 0.6% | $132.5K | Cut$33.7K |
| Spdr Series Trust | — | 32.6K | $857.8K | 0.6% | −$5.41K | Added$16.2K |
| Lowes Cos Inc | — | 3.6K | $849.4K | 0.6% | −$17.5K | Cut−$131.4K |
| Conocophillips | COP | 6.35K | $838.5K | 0.6% | $243.9K | Cut$158.9K |
| Unitedhealth Group Inc | UNH | 3.04K | $823.4K | 0.6% | −$179.7K | Added−$173.2K |
| Ssga Active Tr | — | 31.9K | $805.7K | 0.6% | −$5.4K | Added$79.9K |
| Mcdonalds Corp | MCD | 2.59K | $804.9K | 0.6% | $13.4K | Cut−$34.3K |
| J P Morgan Exchange Traded F | — | 15.6K | $796.7K | 0.5% | $484 | Added$180.4K |
| Netflix Inc | NFLX | 8.25K | $792.9K | 0.5% | $19.7K | Cut$1.05K |
| Abbott Labs | ABT | 7.68K | $788.7K | 0.5% | −$173.8K | Cut−$175.5K |
| Lam Research Corp | LRCX | 3.57K | $763.4K | 0.5% | $151.8K | Cut$31.3K |
| Ishares Tr | — | 14K | $735.1K | 0.5% | −$4.43K | Added$3.62K |
| Ecolab Inc. | ECL | 2.71K | $720.4K | 0.5% | $9.48K | Cut−$70.1K |
| Quanta Svcs Inc | — | 1.31K | $720.3K | 0.5% | $166.6K | Cut$72.9K |
| Starbucks Corp | SBUX | 8K | $716.4K | 0.5% | $43K | Cut−$31.8K |
| Palo Alto Networks Inc | PANW | 4.44K | $711.5K | 0.5% | −$106K | Cut−$131.4K |
| United Rentals, Inc. | URI | 950 | $692.1K | 0.5% | −$76.7K | Cut−$175.5K |
| Spdr Series Trust | — | 26.7K | $685.1K | 0.5% | −$3.48K | Cut−$25.3K |
| Spdr Series Trust | — | 23.3K | $679.7K | 0.5% | −$2.26K | Added$16.9K |
| Doubleline Etf Trust | — | 13K | $674.5K | 0.5% | $755 | Added$21.8K |
| Bank America Corp | — | 13.8K | $674.4K | 0.5% | −$86.5K | Cut−$106.6K |
| Procter And Gamble Co | PG | 4.5K | $649.3K | 0.4% | $5.08K | Cut−$60.1K |
| Baker Hughes Company | — | 10.5K | $641K | 0.4% | $162.9K | Cut$71.7K |
| Martin Marietta Matls Inc | — | 1.08K | $636.4K | 0.4% | −$36.7K | Cut−$108.3K |
| Amphenol Corp New | — | 5K | $632.3K | 0.4% | −$44K | Cut−$117.5K |
| Waste Connections, Inc. | WCN | 3.74K | $607.2K | 0.4% | −$48.3K | Cut−$88.1K |
| Ea Series Trust | — | 5.07K | $589.9K | 0.4% | $4.71K | Added$133.9K |
| J P Morgan Exchange Traded F | — | 5.01K | $587K | 0.4% | −$23.7K | Added$109.3K |
| Costco Whsl Corp New | — | 587 | $584.9K | 0.4% | $78.7K | Cut−$5.8K |
| Equinix Inc | EQIX | 591 | $579.3K | 0.4% | $126.5K | Cut$39.9K |
| Nextera Energy Inc | — | 6.21K | $576.8K | 0.4% | $78.2K | Cut$17.6K |
| Extra Space Storage Inc. | EXR | 4.23K | $554.7K | 0.4% | $3.85K | Cut−$57.7K |
| Tjx Cos Inc New | — | 3.3K | $527.6K | 0.4% | $20.1K | Cut−$19.7K |
| Spdr Series Trust | — | 5.57K | $510K | 0.4% | $1.34K | Added$40.7K |
| Dexcom Inc | DXCM | 7.95K | $499.4K | 0.3% | −$28.4K | Cut−$80.8K |
| Vertex Pharmaceuticals Inc | — | 1.07K | $479.6K | 0.3% | −$7.32K | Cut−$53.1K |
| ServiceNow, Inc. | NOW | 4.47K | $467.3K | 0.3% | −$198.4K | Added−$157.5K |
| Paypal Hldgs Inc | — | 10.3K | $467.2K | 0.3% | −$127.6K | Added−$99.4K |
| First Tr Exchng Traded Fd Vi | — | 38.7K | $451K | 0.3% | −$86.9K | Added$63.7K |
| Eli Lilly & Co | LLY | 489 | $449.8K | 0.3% | −$75.8K | Cut−$131.6K |
| Southwest Airls Co | — | 12K | $449.2K | 0.3% | −$45K | Cut−$119.6K |
| Cintas Corp | CTAS | 2.65K | $449.1K | 0.3% | −$50.3K | Cut−$100.1K |
| Intuitive Surgical Inc | ISRG | 932 | $429.6K | 0.3% | −$98.2K | Cut−$115.2K |
| Synopsys Inc | SNPS | 1.08K | $427.4K | 0.3% | −$79K | Cut−$100.1K |
| Amplify Etf Tr | — | 8.47K | $421.9K | 0.3% | −$44K | Added$68.1K |
| Ark Etf Tr | — | 3.42K | $412.2K | 0.3% | −$66K | Added$52.8K |
| Aim Etf Products Trust | — | 10.5K | $393.9K | 0.3% | −$6.77K | Cut−$82.1K |
| Insulet Corp | PODD | 1.86K | $390.5K | 0.3% | −$138.5K | Cut−$146.1K |
| Boston Scientific Corp | BSX | 6.19K | $388.2K | 0.3% | −$196.8K | Added−$187.5K |
| Schwab Strategic Tr | — | 14.5K | $372.9K | 0.3% | −$18.5K | Held |
| Dimensional Etf Trust | — | 5.19K | $367.9K | 0.3% | −$16.9K | Cut−$97K |
| Tidal Trust Ii | — | 5.79K | $358K | 0.2% | $13K | Added$92.4K |
| Etf Ser Solutions | — | 3.17K | $340.6K | 0.2% | −$5.85K | Added$68.5K |
| Invesco Qqq Tr | — | 587 | $338.8K | 0.2% | −$21.8K | Cut−$30.4K |
| Innovator Etfs Trust | — | 4.65K | $320.1K | 0.2% | −$27.1K | Added$46.4K |
| Spdr Series Trust | — | 5.19K | $307.3K | 0.2% | $5.87K | Added$47.6K |
| Alphabet Inc | — | 1.06K | $304.5K | 0.2% | −$21K | Added$46K |
| Innovator Etfs Trust | — | 14.5K | $299.7K | 0.2% | −$3.61K | Cut−$50.6K |
| Astrazeneca Plc Ord | AZN | 1.47K | $289.5K | 0.2% | — | New |
| Innovator Etfs Trust | — | 9.61K | $278.1K | 0.2% | −$5.98K | Cut−$50.5K |
| Lyondellbasell Industries N | — | 3.14K | $253.2K | 0.2% | — | New |
| Asml Holding N V | — | 189 | $249.6K | 0.2% | — | New |
| Keycorp | — | 11.7K | $234.3K | 0.2% | −$5.86K | Added$29.4K |
| Rockwell Automation, Inc | ROK | 651 | $233.6K | 0.2% | — | New |
| Vaneck Bitcoin Etf | HODL | 11.5K | $220.9K | 0.2% | — | New |
| Eog Res Inc | — | 1.51K | $218.7K | 0.1% | — | New |
| Exxon Mobil Corp | — | 1.26K | $214.6K | 0.1% | — | New |
| Edison Intl | — | 2.85K | $208.9K | 0.1% | — | New |
| Aim Etf Products Trust | — | 4.56K | $200.4K | 0.1% | −$4.18K | Cut−$38.3K |
| Lloyds Banking Group Plc | — | 20.6K | $103.7K | 0.1% | — | New |
| Nomura Hldgs Inc | — | 12.6K | $99.6K | 0.1% | — | New |
| Mizuho Financial Group Inc | — | 12K | $95.1K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.