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CIK: 0002040377
Total reported value
$171.9M
$171.9M
111 檔
15.0%
In Q3 2025, Paladin Wealth, LLC's U.S. equity holdings reached a combined market value of $171.9M, distributed across 111 disclosed stock positions.
In Q3 2025, Paladin Wealth, LLC displayed an active expansion posture, initiating 18 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.76% | +0.74% | +9.34% | |
| 2 | DMBS | Doubleline Mortgage ETF | ETF-Other | 3.18% | -0.13% | +34.75% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.16% | +0.45% | -3.34% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.36% | -2.53% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | -0.17% | -2.41% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.61% | -0.12% | +1.06% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.54% | -0.06% | -3.92% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | -0.01% | -6.04% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 2.16% | -0.10% | +17.62% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | -0.19% | -1.59% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.05% | -0.06% | +6.59% | |
| 12 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.92% | +0.07% | +8.78% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.76% | -0.04% | +10.68% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.53% | -0.25% | +8.62% | |
| 15 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.51% | -1.17% | +13.45% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.42% | +0.21% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.15% | -5.15% | |
| 18 | DABS | Doubleline Asset-backed ETF | ETF-Other | 1.35% | -0.16% | +7.00% | |
| 19 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.32% | +0.04% | +7.59% | |
| 20 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 1.19% | +0.06% | — | |
| 21 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 1.17% | +0.01% | +13.28% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.11% | +0.01% | -5.72% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | — | -3.49% | |
| 24 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.07% | +0.32% | — | |
| 25 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.06% | — | +5.50% | |
| 26 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 1.05% | +0.42% | +13.55% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.97% | +0.04% | -4.20% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.95% | -0.07% | +23.31% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.22% | -1.48% | |
| 30 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-Other | 0.93% | -1.10% | EXIT | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.92% | +0.13% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | +0.03% | -2.09% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.19% | -1.03% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.29% | -2.64% | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.91% | -0.04% | +0.18% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.88% | -0.35% | -1.28% | |
| 37 | URI | United Rentals Inc | Stock-Industrials | 0.85% | +0.18% | -6.13% | |
| 38 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.83% | +1.10% | +60.32% | |
| 39 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.83% | -0.11% | -4.76% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.11% | +1.99% | |
| 41 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.82% | -0.11% | — | |
| 42 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 0.81% | -0.33% | +14.63% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.80% | -0.78% | EXIT | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.80% | +0.10% | +24.24% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.79% | -0.14% | -3.32% | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.79% | +0.15% | -3.99% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.78% | -0.13% | -2.99% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.77% | +0.04% | +10.73% | |
| 49 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.75% | -0.04% | +0.30% | |
| 50 | LRCX | Lam Research CORP | Stock-Tech | 0.73% | +0.40% | -3.53% |
According to official SEC Form 13F filings, Paladin Wealth, LLC reported a total U.S. public equity portfolio value of $171.9M across 111 disclosed positions in Q3 2025.
During Q3 2025, Paladin Wealth, LLC's top holdings by market value included SPYM (6.8%)、DMBS (3.2%)、NVDA (3.2%). The largest single position, SPYM, represented 6.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, DMBS, NVDA) accounted for 15.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQM
市值: $2.0M
Top Position Liquidated / Trimmed
QUAL
前期市值: $1.8M
In Q3 2025, Paladin Wealth, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 13 positions, trimming 8 holdings, and fully liquidating 11 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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