Paladin Wealth, LLC — Q1 2026 13F Holdings

Name: Paladin Wealth, LLC — 13F Holdings, Q1 2026
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	8.17%	+0.74%	+8.06%
2	DMBS	Doubleline Mortgage ETF	ETF-Other	3.71%	-0.13%	+11.39%
3	AVDE	Avantis International Equity	ETF-Other	2.94%	-0.10%	+10.22%
4	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	2.66%	-0.06%	+8.94%
5	JMBS	Janus Henderson Mortg Backed	ETF-Other	2.52%	-0.12%	+2.74%
6	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	2.32%	-0.04%	+9.25%
7	RECS	Columbia Resear Enh Cor ETF	ETF-Other	2.27%	+0.07%	+10.82%
8	NVDA	Nvidia CORP	Stock-Tech	2.22%	+0.45%	-8.37%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	2.18%	-0.17%	-4.14%
10	AAPL	Apple INC	Stock-Tech	2.11%	-0.06%	-6.53%
11	MSFT	Microsoft CORP	Stock-Tech	1.86%	—	+0.43%
12	XFIV	Bondbloxx Bbg 5 Yr US Treas	ETF-Other	1.79%	-1.17%	+12.62%
13	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.76%	-0.01%	-10.46%
14	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	1.67%	+0.21%	+10.88%
15	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	1.67%	—	+8.69%
16	DABS	Doubleline Asset-backed ETF	ETF-Other	1.49%	—	+8.96%
17	MUB	Ishares National Muni Bond E	ETF-Other	1.49%	+0.10%	+28.12%
18	META	Meta Platforms Inc-class A	Stock-Comm Services	1.42%	—	-6.58%
19	BBBS	Bblx Bbb 1-5y CORP Bond ETF	ETF-Corp Bonds	1.37%	+0.01%	+12.58%
20	IETC	Ishares U.s. Tech Independen	ETF-Tech	1.34%	+0.32%	+17.99%
21	SEPU	Allianzim US Bf15 Uncap Sep	ETF-Other	1.32%	+0.06%	+5.69%
22	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	1.28%	—	+9.45%
23	XSVN	Bondbloxx Bbg 7 Yr US Treas	ETF-Other	1.24%	+0.42%	+12.73%
24	XLF	Ss Financial Select Sector	ETF-Other	1.13%	+0.13%	+14.19%
25	XTRE	Bondbloxx Bbg 3y US Tsy ETF	ETF-Other	1.10%	-1.10%	EXIT
26	AVUS	Avantis U.s. Equity ETF	ETF-Other	1.04%	+0.39%	+18.44%
27	XTEN	Bondbloxx Bbg 10y US Tsy ETF	ETF-Other	0.96%	+1.10%	+12.07%
28	PCMM	Bblx Private Credit Clo ETF	ETF-Other	0.95%	-0.33%	+13.43%
29	CVX	Chevron CORP	Stock-Energy	0.94%	—	-13.44%
30	AVGO	Broadcom INC	Stock-Tech	0.93%	+0.15%	-5.54%
31	FTSM	First Trust Enh Short Mat Fd	ETF-Other	0.93%	—	+3.20%
32	GS	Goldman Sachs Group INC	Stock-Financials	0.92%	—	-7.47%
33	SPYI	Neos S&p 500 High Income ETF	ETF-Large Cap & Growth	0.92%	+0.04%	-31.25%
34	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-Other	0.88%	—	+2.59%
35	JPM	Jpmorgan Chase & Co	Stock-Financials	0.88%	—	-4.73%
36	WMT	Walmart INC	Stock-Consumer Staples	0.83%	—	-10.42%
37	MS	Morgan Stanley	Stock-Financials	0.82%	+0.04%	-5.13%
38	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.80%	+0.09%	+73.51%
39	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.78%	-0.78%	EXIT
40	BTCO	Invsco Glxy Btcn ETF	ETF-Other	0.77%	-0.77%	EXIT
41	TGT	Target CORP	Stock-Consumer Disc	0.77%	—	-10.68%
42	SMOT	Vaneck Morningstar Smid Moat	ETF-Other	0.74%	—	+12.67%
43	PRFD	Pimco Pref And Cap Sec Act	ETF-Other	0.73%	—	+3.26%
44	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.70%	—	-7.01%
45	GSY	Invesco Ultra Short Duration	ETF-Other	0.69%	—	-17.23%
46	UYLD	Angel Oak Ultrashort Income	ETF-Other	0.69%	—	-16.82%
47	CSNR	C&s Nat Resources Active ETF	ETF-Other	0.69%	—	+9.68%
48	V	Visa Inc-class A Shares	Stock-Financials	0.65%	—	-4.66%
49	CSHI	Neos Enhanced Income 1-3 Mon	ETF-Other	0.64%	—	+3.06%
50	ETN	Eaton Corporation plc	Stock-Industrials	0.62%	—	-10.92%

1–50 of 125

Holding changes this quarter

Position changes disclosed by Paladin Wealth, LLC for the quarter ending Q1 2026, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DMBS	Doubleline Mortgage ETF	+0.4%	+11.39%	Add
2	AVDE	Avantis International Equity	+0.4%	+10.22%	Add
3	MUB	Ishares National Muni Bond E	+0.3%	+28.12%	Add
4	IVV	Ishares Core S&p 500 ETF	+0.3%	+73.51%	Add
5	AVEM	Avantis Emerging Markets Eq	+0.3%	+9.25%	Add
6	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.3%	+8.94%	Add
7	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.3%	+8.06%	Add
8	GLDM	Spdr Gold Minishares Trust	+0.2%	+9.45%	Add
9	XFIV	Bondbloxx Bbg 5 Yr US Treas	+0.2%	+12.62%	Add
10	CSNR	C&s Nat Resources Active ETF	+0.2%	+9.68%	Add
11	AVUS	Avantis U.s. Equity ETF	+0.2%	+18.44%	Add
12	BBBS	Bblx Bbb 1-5y CORP Bond ETF	+0.2%	+12.58%	Add
13	CVX	Chevron CORP	+0.2%	-13.44%	Trim
14	XSVN	Bondbloxx Bbg 7 Yr US Treas	+0.1%	+12.73%	Add
15	JAAA	Janus Henderson Aaa Clo ETF	+0.1%	+8.69%	Add
16	RECS	Columbia Resear Enh Cor ETF	+0.1%	+10.82%	Add
17	TOLZ	Proshares Glb Infrastructure	+0.1%	+13.91%	Add
18	JMST	JPM Ultra-short Muni Income	+0.1%	+29.18%	Add
19	DABS	Doubleline Asset-backed ETF	+0.1%	+8.96%	Add
20	XTRE	Bondbloxx Bbg 3y US Tsy ETF	+0.1%	+12.97%	Add
21	URI	United Rentals INC	-0.1%	-11.38%	Trim
22	UNH	Unitedhealth Group INC	-0.1%	+0.80%	Add
23	JPM	Jpmorgan Chase & Co	-0.1%	-4.73%	Trim
24	BSX	Boston Scientific CORP	-0.1%	+2.47%	Add
25	ABT	Abbott Laboratories	-0.1%	-0.18%	Trim
26	V	Visa Inc-class A Shares	-0.1%	-4.66%	Trim
27	GSY	Invesco Ultra Short Duration	-0.1%	-17.23%	Trim
28	UYLD	Angel Oak Ultrashort Income	-0.1%	-16.82%	Trim
29	AVGO	Broadcom INC	-0.2%	-5.54%	Trim
30	AAPL	Apple INC	-0.3%	-6.53%	Trim
31	AMZN	Amazon.com INC	-0.3%	-4.14%	Trim
32	META	Meta Platforms Inc-class A	-0.3%	-6.58%	Trim
33	NVDA	Nvidia CORP	-0.4%	-8.37%	Trim
34	GOOG	Alphabet Inc-cl C	-0.4%	-10.46%	Trim
35	SPYI	Neos S&p 500 High Income ETF	-0.5%	-31.25%	Trim
36	MSFT	Microsoft CORP	-0.5%	+0.43%	Add
37	XBJL	Inn US Eq Acc 9 Buff July	—	EXIT	Sold out
38	TJUL	Innovator Equity Defined Pro	—	EXIT	Sold out
39	HELO	Jpmorgan Hedged Equity ETF	—	EXIT	Sold out
40	AZN	AstraZeneca PLC	—	NEW	New buy
41	LYB	LyondellBasell Industries N.V.	—	NEW	New buy
42	ASML	ASML Holding N.V.	—	NEW	New buy
43	ROK	Rockwell Automation INC	—	NEW	New buy
44	ISEP	Innovator Intl Dev Eq Power	—	EXIT	Sold out
45	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
46	HODL	Vaneck Bitcoin ETF	—	NEW	New buy
47	EOG	Eog Resources INC	—	NEW	New buy
48	XOM	Exxon Mobil CORP	—	NEW	New buy
49	EIX	Edison International	—	NEW	New buy
50	JEF	Jefferies Financial Group In	—	EXIT	Sold out