Paladin Wealth, LLC

Q3 2025 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
111
Total value ($000)
$137,885
Net value change ($000)
+9,293 (7.2%)
New positions
14
Sold out positions
15
Turnover %
15.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQM 1,953 NEW
SEPU 1,645 NEW
IETC 1,479 NEW
SPYM 1,411 17.8%
XLF 1,272 NEW
DMBS 1,171 36.4%
UYLD 1,128 NEW
MLM 779 NEW
GOOGL 706 29.0%
PRIV 659 NEW
Top Reduces (Value $000, Stocks/ETFs)
QUAL -2,011 -100.0%
MBS -1,396 -100.0%
BBUS -1,350 -75.1%
ULST -1,187 -100.0%
OCTW -988 -100.0%
AZEK -860 -100.0%
RSP -788 -100.0%
INTU -734 -100.0%
IGSB -531 -41.5%
BAPR -442 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type