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
$185.0M
$185.0M
134 檔
19.1%
As reported in its official Q2 2026 Form 13F filing, Paladin Wealth, LLC's tracked investment portfolio stood at $185.0M with 134 total positions.
In Q2 2026, Paladin Wealth, LLC displayed an active expansion posture, initiating 21 new positions and adding to 80 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 | 8.91% | +0.13% | +12.26% | |
| 2 | DMBS | Doubleline Mortgage ETF | ETF-Other | 3.58% | -0.47% | +14.85% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 2.84% | -0.08% | +8.89% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | +0.10% | +23.81% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.60% | -0.23% | +4.44% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.40% | -0.34% | +13.36% | |
| 7 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 2.34% | -0.02% | +9.80% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.28% | -0.18% | -3.03% | |
| 9 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 2.06% | -0.27% | +154.80% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.05% | -0.01% | +0.59% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | -0.11% | -4.53% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.88% | -0.03% | +4.28% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.75% | -0.26% | -4.50% | |
| 14 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.66% | -1.35% | +20.98% | |
| 15 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 1.66% | -0.18% | +59.87% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.59% | +0.20% | +24.47% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.38% | -5.03% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.43% | +0.33% | +41.71% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.42% | -0.13% | +0.32% | |
| 20 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 1.38% | -0.14% | +19.06% | |
| 21 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 1.38% | -0.05% | +10.87% | |
| 22 | DABS | Doubleline Asset-backed ETF | ETF-Other | 1.33% | -0.15% | +6.02% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 1.26% | -0.07% | +21.40% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.20% | +3.62% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.03% | +12.55% | |
| 26 | XTWY | Bondbloxx Bbg 20y US Tsy ETF | ETF-Other | 1.07% | -0.22% | — | |
| 27 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.96% | -0.01% | +15.34% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.93% | -0.15% | +0.13% | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.93% | — | +0.60% | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 0.93% | -0.28% | +3.05% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.10% | +14.87% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.06% | +6.74% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | -0.21% | -0.23% | |
| 34 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.86% | -0.11% | +10.17% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.86% | -0.11% | -2.85% | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.84% | -0.12% | +13.17% | |
| 37 | FOXY | Simplify Currency Strtgy ETF | ETF-Other | 0.77% | +0.14% | — | |
| 38 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.76% | -0.05% | +10.06% | |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.74% | -0.11% | — | |
| 40 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.69% | -0.09% | +10.61% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | -0.08% | -7.33% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.10% | +9.26% | |
| 43 | URI | United Rentals Inc | Stock-Industrials | 0.66% | -0.19% | +6.11% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.66% | +0.04% | +4.89% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.65% | +0.07% | +1.88% | |
| 46 | PRIV | Ss Ig Publ Priv Cred Etf-usd | ETF-Other | 0.63% | -0.07% | +34.22% | |
| 47 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.62% | -0.06% | -58.32% | |
| 48 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 0.62% | -0.05% | -24.09% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.06% | -4.96% | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.61% | +0.03% | -13.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +1.1% | +154.80% | Add |
| 2 | XTWY | Bondbloxx Bbg 20y US Tsy ETF | +1.1% | NEW | New buy |
| 3 | FOXY | Simplify Currency Strtgy ETF | +0.8% | NEW | New buy |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | +12.26% | Add |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | +0.7% | NEW | New buy |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.5% | +23.81% | Add |
| 8 | XSVN | Bondbloxx Bbg 7 Yr US Treas | +0.4% | +59.87% | Add |
| 9 | LRCX | Lam Research CORP | +0.4% | +3.05% | Add |
| 10 | AVUS | Avantis U.s. Equity ETF | +0.4% | +41.71% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.4% | -0.23% | Trim |
| 12 | AIS | Vistashares Ais ETF | +0.4% | NEW | New buy |
| 13 | IETC | Ishares U.s. Tech Independen | +0.3% | +20.98% | Add |
| 14 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +4.28% | Add |
| 15 | URI | United Rentals Inc | +0.2% | +6.11% | Add |
| 16 | ✓ | +0.2% | NEW | New buy | |
| 17 | AGGH | Simplify Aggregate Bond ETF | +0.2% | NEW | New buy |
| 18 | LLY | Eli Lilly & Co | +0.2% | +38.45% | Add |
| 19 | KLAC | Kla CORP | +0.2% | NEW | New buy |
| 20 | AVGO | Broadcom Inc | +0.2% | +12.55% | Add |
| 21 | APH | Amphenol Corp-cl A | +0.2% | +13.21% | Add |
| 22 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | +0.2% | NEW | New buy |
| 24 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 25 | XLF | Ss Financial Select Sector | +0.1% | +21.40% | Add |
| 26 | MHO | M/i Homes Inc | +0.1% | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +51.37% | Add |
| 28 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 29 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 30 | USB | US Bancorp | +0.1% | NEW | New buy |
| 31 | ALL | Allstate CORP | +0.1% | NEW | New buy |
| 32 | AEP | American Electric Power | +0.1% | NEW | New buy |
| 33 | JANB | Aptus January Buffer ETF | +0.1% | NEW | New buy |
| 34 | NJUN | Innovator G-100 P B ETF - Ju | +0.1% | NEW | New buy |
| 35 | KMI | Kinder Morgan, Inc. | +0.1% | NEW | New buy |
| 36 | UNH | Unitedhealth Group Inc | +0.1% | -7.33% | Trim |
| 37 | LUV | Southwest Airlines Co | +0.1% | +16.06% | Add |
| 38 | MUB | Ishares National Muni Bond E | +0.1% | +24.47% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +30.66% | Add |
| 40 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.87% | Add |
| 41 | PRIV | Ss Ig Publ Priv Cred Etf-usd | +0.1% | +34.22% | Add |
| 42 | BLOK | Amplify Blockchain Tech ETF | +0.1% | +19.87% | Add |
| 43 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +40.32% | Add |
| 44 | SBS | Cia Saneamento Basico De-adr | +0.1% | NEW | New buy |
| 45 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +9.80% | Add |
| 46 | SEPU | Allianzim US Bf15 Uncap Sep | +0.1% | +10.87% | Add |
| 47 | NOW | Servicenow Inc | +0.1% | +47.23% | Add |
| 48 | BSX | Boston Scientific CORP | +0.1% | +111.72% | Add |
| 49 | LOUP | Innovator Deepwater Frontier | +0.1% | +6.37% | Add |
| 50 | QTUM | Defiance Quantum ETF | +0.1% | -4.41% | Trim |
According to official SEC Form 13F filings, Paladin Wealth, LLC reported a total U.S. public equity portfolio value of $185.0M across 134 disclosed positions in Q2 2026.
During Q2 2026, Paladin Wealth, LLC's top holdings by market value included SPYM (8.9%)、DMBS (3.6%)、AVDE (2.8%). The largest single position, SPYM, represented 8.9% 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, AVDE) accounted for 19.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
XTWY
市值: $1.8M
Top Position Liquidated / Trimmed
XTRE
前期市值: $1.6M
In Q2 2026, Paladin Wealth, LLC made 145 total portfolio adjustments, initiating 21 new buys, adding to 80 positions, trimming 32 holdings, and fully liquidating 12 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.