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CIK: 0002040377
Total reported value
$171.9M
$171.9M
120 檔
16.0%
At the close of Q4 2025, Paladin Wealth, LLC disclosed equity holdings valued at approximately $171.9M, spread across 120 reported holdings.
In Q4 2025, Paladin Wealth, LLC displayed an active expansion posture, initiating 13 new positions and adding to 23 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 | 7.87% | +0.74% | +20.68% | |
| 2 | DMBS | Doubleline Mortgage ETF | ETF-Other | 3.32% | -0.13% | +11.11% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.45% | -13.50% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 2.57% | -0.10% | +21.18% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | -0.17% | -4.93% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.46% | -0.12% | +0.19% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.40% | -0.06% | -6.03% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.36% | -5.34% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.36% | -0.06% | +17.74% | |
| 10 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 2.13% | +0.07% | +16.77% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.13% | -0.01% | -22.94% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.01% | -0.04% | +18.41% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.19% | -0.62% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.59% | +0.21% | +16.75% | |
| 15 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.59% | -1.17% | +11.48% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.53% | -0.25% | +6.48% | |
| 17 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.41% | +0.04% | +13.15% | |
| 18 | DABS | Doubleline Asset-backed ETF | ETF-Other | 1.36% | -0.16% | +7.18% | |
| 19 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.29% | +0.32% | +28.49% | |
| 20 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 1.28% | +0.06% | +12.53% | |
| 21 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 1.22% | +0.01% | +11.67% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.17% | +0.10% | +54.76% | |
| 23 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 1.10% | +0.42% | +11.51% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.15% | -18.44% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 1.09% | +0.13% | +23.48% | |
| 26 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.07% | -0.35% | +14.87% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.03% | +0.01% | -11.15% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | — | -5.61% | |
| 29 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-Other | 0.98% | -1.10% | EXIT | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.93% | +0.04% | -8.48% | |
| 31 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.89% | -0.07% | +0.20% | |
| 32 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.87% | +0.39% | +49.80% | |
| 33 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.86% | +1.10% | +11.05% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.86% | -0.04% | +0.57% | |
| 35 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 0.85% | -0.33% | +11.82% | |
| 36 | BTCO | Invsco Glxy Btcn ETF | ETF-Other | 0.84% | -0.77% | EXIT | |
| 37 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.83% | -0.11% | +7.22% | |
| 38 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.83% | -0.11% | +7.34% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.22% | -13.96% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.29% | -5.46% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.19% | -8.64% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.03% | -11.91% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.76% | -0.78% | EXIT | |
| 44 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.71% | -0.04% | +0.84% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.70% | -0.13% | -4.44% | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.69% | -0.16% | +18.91% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.11% | -7.99% | |
| 48 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.67% | +0.02% | +22.43% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | -0.14% | -6.40% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.35% | +8.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.1% | +20.68% | Add |
| 2 | AVDE | Avantis International Equity | +0.4% | +21.18% | Add |
| 3 | MUB | Ishares National Muni Bond E | +0.4% | +54.76% | Add |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +17.74% | Add |
| 5 | AVUS | Avantis U.s. Equity ETF | +0.3% | +49.80% | Add |
| 6 | AVEM | Avantis Emerging Markets Eq | +0.3% | +18.41% | Add |
| 7 | IETC | Ishares U.s. Tech Independen | +0.2% | +28.49% | Add |
| 8 | RECS | Columbia Resear Enh Cor ETF | +0.2% | +16.77% | Add |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.2% | +14.87% | Add |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +16.75% | Add |
| 11 | XLF | Ss Financial Select Sector | +0.2% | +23.48% | Add |
| 12 | DMBS | Doubleline Mortgage ETF | +0.1% | +11.11% | Add |
| 13 | TGT | Target CORP | +0.1% | +18.91% | Add |
| 14 | JMST | JPM Ultra-short Muni Income | +0.1% | +52.30% | Add |
| 15 | CSNR | C&s Nat Resources Active ETF | +0.1% | +29.41% | Add |
| 16 | TOLZ | Proshares Glb Infrastructure | +0.1% | +32.15% | Add |
| 17 | SPYI | Neos S&p 500 High Income ETF | +0.1% | +13.15% | Add |
| 18 | SEPU | Allianzim US Bf15 Uncap Sep | +0.1% | +12.53% | Add |
| 19 | SMOT | Vaneck Morningstar Smid Moat | +0.1% | +22.43% | Add |
| 20 | XFIV | Bondbloxx Bbg 5 Yr US Treas | +0.1% | +11.48% | Add |
| 21 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | +0.1% | +11.67% | Add |
| 22 | XSVN | Bondbloxx Bbg 7 Yr US Treas | +0.1% | +11.51% | Add |
| 23 | NFLX | Netflix Inc | -0.2% | +961.06% | Add |
| 24 | NEE | Nextera Energy Inc | -0.2% | -29.33% | Trim |
| 25 | PWR | Quanta Services Inc | -0.2% | -27.64% | Trim |
| 26 | LRCX | Lam Research CORP | -0.2% | -43.03% | Trim |
| 27 | URI | United Rentals Inc | -0.3% | -12.42% | Trim |
| 28 | AVGO | Broadcom Inc | -0.3% | -18.44% | Trim |
| 29 | APH | Amphenol Corp-cl A | -0.3% | -36.82% | Trim |
| 30 | META | Meta Platforms Inc-class A | -0.3% | -0.62% | Trim |
| 31 | MSFT | Microsoft CORP | -0.5% | -5.34% | Trim |
| 32 | NVDA | Nvidia CORP | -0.6% | -13.50% | Trim |
| 33 | HELO | Jpmorgan Hedged Equity ETF | -0.8% | -78.62% | Trim |
| 34 | BTCO | Invsco Glxy Btcn ETF | — | NEW | New buy |
| 35 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 36 | ZBH | Zimmer Biomet Holdings Inc | — | EXIT | Sold out |
| 37 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 38 | CTAS | Cintas CORP | — | NEW | New buy |
| 39 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 40 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 41 | JHX | James Hardie Industries plc | — | EXIT | Sold out |
| 42 | LOUP | Innovator Deepwater Frontier | — | NEW | New buy |
| 43 | QTUM | Defiance Quantum ETF | — | NEW | New buy |
| 44 | CHAT | Roundhill Gen Ai & Tech ETF | — | NEW | New buy |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | New buy |
| 46 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 47 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 48 | USB | US Bancorp | — | EXIT | Sold out |
| 49 | KEY | Keycorp | — | NEW | New buy |
| 50 | JEF | Jefferies Financial Group In | — | NEW | New buy |
According to official SEC Form 13F filings, Paladin Wealth, LLC reported a total U.S. public equity portfolio value of $171.9M across 120 disclosed positions in Q4 2025.
During Q4 2025, Paladin Wealth, LLC's top holdings by market value included SPYM (7.9%)、DMBS (3.3%)、NVDA (2.6%). The largest single position, SPYM, represented 7.9% 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 16.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
BTCO
市值: $1.2M
Top Position Liquidated / Trimmed
UBER
前期市值: $598.2K
In Q4 2025, Paladin Wealth, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 23 positions, trimming 10 holdings, and fully liquidating 4 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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