Paladin Wealth, LLC
CIK 0002040377 · ARDEN HILLS, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$171.9M
2026 Q2
Positions
134
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
8.9%
DMBS
DOUBLELINE ETF TRUST
3.6%
AVDE
AMERICAN CENTY ETF TR
2.8%
NVDA
NVIDIA CORPORATION
2.7%
SPDW
SPDR INDEX SHS FDS
2.6%
JMBS
JANUS DETROIT STR TR
2.4%
RECS
COLUMBIA ETF TR I
2.3%
AVEM
AMERICAN CENTY ETF TR
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.