Paladin Wealth, LLC — Q4 2025 13F Holdings

Name: Paladin Wealth, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002040377

Total reported value

$171.9M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%	—	-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%	—	-0.62%
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%	—	+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%	—	+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%	—	+14.87%
27	GS	Goldman Sachs Group INC	Stock-Financials	1.03%	—	-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%	—	+0.20%
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%	—	+0.57%
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%	—	+7.22%
38	UYLD	Angel Oak Ultrashort Income	ETF-Other	0.83%	—	+7.34%
39	WMT	Walmart INC	Stock-Consumer Staples	0.82%	—	-13.96%
40	CVX	Chevron CORP	Stock-Energy	0.79%	—	-5.46%
41	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.78%	—	-8.64%
42	V	Visa Inc-class A Shares	Stock-Financials	0.78%	—	-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%	—	+0.84%
45	MDT	Medtronic plc	Stock-Healthcare	0.70%	—	-4.44%
46	TGT	Target CORP	Stock-Consumer Disc	0.69%	—	+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%	—	+22.43%
49	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.67%	—	-6.40%
50	ABT	Abbott Laboratories	Stock-Healthcare	0.66%	-0.35%	+8.00%

1–50 of 120

Holding changes this quarter

Position changes disclosed by Paladin Wealth, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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