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CIK: 0002141570
Total reported value
$162.5M
$162.5M
214 檔
47.6%
The Q2 2026 SEC filing reveals that Paladin Partners, LLC held a total portfolio value of $162.5M, covering 214 public equity positions.
Paladin Partners, LLC executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 10 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including IWB, SPY, NVDA) accounted for 47.6% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 14.17% | -0.08% | -0.93% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.39% | -0.52% | +3.04% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 9.66% | +1.73% | +8.50% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 8.19% | -0.39% | -1.98% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.72% | -0.59% | +1.87% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 6.30% | -0.65% | -2.16% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.87% | -0.19% | +2.61% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.27% | -0.43% | -1.77% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.17% | -0.18% | +2.23% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.93% | -0.33% | -0.25% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.17% | -18.28% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.24% | -0.15% | -2.26% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.59% | -0.04% | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.56% | -0.17% | -1.63% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.51% | -1.22% | — | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.43% | -0.04% | +7.71% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.26% | +0.03% | +39400.00% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.22% | -0.05% | -0.21% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.97% | — | +4.43% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | +0.35% | +3.75% | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.75% | — | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.08% | +2.22% | |
| 23 | GEF-B | Greif Inc-cl B | Stock-Other | 0.69% | +0.02% | — | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.64% | -0.08% | -1.53% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.02% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | -0.03% | +300.00% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | +0.03% | — | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.44% | -0.04% | — | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.39% | +0.03% | +0.39% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.37% | -0.01% | — | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.36% | -0.01% | +8.96% | |
| 32 | BCS | Barclays Plc-spons Adr | Stock-Financials | 0.35% | -0.06% | +0.90% | |
| 33 | BR | Broadridge Financial Solutio | Stock-Tech | 0.28% | +0.03% | +0.98% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.26% | -0.03% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | -0.02% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | -0.05% | — | |
| 37 | PFG | Principal Financial Group | Stock-Financials | 0.18% | -0.01% | — | |
| 38 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.16% | +0.02% | — | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | -0.05% | — | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.14% | -0.02% | -10.42% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.14% | -0.01% | — | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.14% | -0.02% | — | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.13% | -0.13% | EXIT | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.12% | -0.01% | — | |
| 45 | WDC | Western Digital CORP | Stock-Tech | 0.11% | -0.07% | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.09% | -0.04% | -0.87% | |
| 47 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.09% | +0.34% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | — | |
| 49 | PSF | Cohen & Steers Select Prefer | Stock-Other | 0.08% | -0.01% | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.08% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.3% | +39400.00% | Add |
| 2 | NVDA | Nvidia CORP | +1.2% | +8.50% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +3.04% | Add |
| 4 | IWB | Ishares Russell 1000 ETF | +0.6% | -0.93% | Trim |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +1.87% | Add |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | +0.3% | -2.16% | Trim |
| 7 | IWD | Ishares Russell 1000 Value E | +0.2% | -1.98% | Trim |
| 8 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.63% | Trim |
| 9 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 10 | EEM | Ishares Msci Emerging Market | +0.1% | -0.21% | Trim |
| 11 | VTHR | Vanguard Russell 3000 | +0.1% | NEW | New buy |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.1% | — | Unchanged |
| 13 | BCS | Barclays Plc-spons Adr | +0.1% | +0.90% | Add |
| 14 | WDC | Western Digital CORP | +0.1% | — | Unchanged |
| 15 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 17 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 18 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 19 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 20 | SOXX | Ishares Semiconductor ETF | 0% | NEW | New buy |
| 21 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 22 | KLAC | Kla CORP | 0% | +900.00% | Add |
| 23 | IWS | Ishares Russell Mid-cap Valu | 0% | — | Unchanged |
| 24 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 25 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 26 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 27 | IGV | Ishares Expanded Tech-softwa | 0% | NEW | New buy |
| 28 | ✓ | 0% | NEW | New buy | |
| 29 | EFA | Ishares Msci Eafe ETF | 0% | +2.23% | Add |
| 30 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +8.96% | Add |
| 32 | INTC | Intel CORP | 0% | NEW | New buy |
| 33 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 34 | MS | Morgan Stanley | 0% | — | Unchanged |
| 35 | F | Ford Motor Co | 0% | — | Unchanged |
| 36 | FIW | First Trust Water ETF | 0% | NEW | New buy |
| 37 | CRWV | Coreweave Inc-cl A | 0% | NEW | New buy |
| 38 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 39 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 40 | GE | General Electric | 0% | — | Unchanged |
| 41 | CRSP | CRISPR Therapeutics AG | 0% | NEW | New buy |
| 42 | HWM | Howmet Aerospace Inc | 0% | — | Unchanged |
| 43 | GLUE | Monte Rosa Therapeutics Inc | 0% | — | Unchanged |
| 44 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 45 | KSS | Kohls CORP | 0% | — | Unchanged |
| 46 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 47 | TMFC | Motley Fool 100 Index ETF | 0% | — | Unchanged |
| 48 | Q | Qnity Electronics Inc | 0% | — | Unchanged |
| 49 | VKTX | Viking Therapeutics Inc | 0% | — | Unchanged |
| 50 | ADP | Automatic Data Processing | — | +0.39% | Add |
According to official SEC Form 13F filings, Paladin Partners, LLC reported a total U.S. public equity portfolio value of $162.5M across 214 disclosed positions in Q2 2026.
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Top New Position Initiated
ASML
市值: $195.0K
Top Position Liquidated / Trimmed
XOM
前期市值: $35.6K
During Q2 2026, Paladin Partners, LLC's top holdings by market value included IWB (14.2%)、SPY (11.4%)、NVDA (9.7%). The largest single position, IWB, represented 14.2% of total portfolio value.
In Q2 2026, Paladin Partners, LLC made 63 total portfolio adjustments, initiating 13 new buys, adding to 20 positions, trimming 20 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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