13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002040377
Total reported value
$171.9M
$171.9M
125 檔
16.9%
During the Q1 2026 filing period, Paladin Wealth, LLC (CIK: 0002040377) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $171.9M across 125 reported positions.
Paladin Wealth, LLC executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 6 holdings and trimming 58 positions.
| # | 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 | 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% | -0.36% | +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% | -0.25% | +8.69% | |
| 16 | DABS | Doubleline Asset-backed ETF | ETF-Other | 1.49% | -0.16% | +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% | -0.19% | -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% | -0.35% | +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% | -0.29% | -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% | -0.07% | +3.20% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | +0.01% | -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% | -0.04% | +2.59% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | — | -4.73% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.22% | -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% | -0.16% | -10.68% | |
| 42 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.74% | +0.02% | +12.67% | |
| 43 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.73% | -0.04% | +3.26% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.19% | -7.01% | |
| 45 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.69% | -0.11% | -17.23% | |
| 46 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.69% | -0.11% | -16.82% | |
| 47 | CSNR | C&s Nat Resources Active ETF | ETF-Other | 0.69% | -0.17% | +9.68% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.03% | -4.66% | |
| 49 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.64% | -0.05% | +3.06% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.62% | +0.04% | -10.92% |
According to official SEC Form 13F filings, Paladin Wealth, LLC reported a total U.S. public equity portfolio value of $171.9M across 125 disclosed positions in Q1 2026.
During Q1 2026, Paladin Wealth, LLC's top holdings by market value included SPYM (8.2%)、DMBS (3.7%)、AVDE (2.9%). The largest single position, SPYM, represented 8.2% 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, AVDE) accounted for 16.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $289.5K
Top Position Liquidated / Trimmed
XBJL
前期市值: $834.8K
In Q1 2026, Paladin Wealth, LLC made 130 total portfolio adjustments, initiating 11 new buys, adding to 55 positions, trimming 58 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.