Paladin Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$146,458
Net value change ($000)
+8,573 (6.2%)
New positions
13
Sold out positions
4
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPYM 2,199 23.6%
BTCO 1,233 NEW
AVDE 786 26.4%
SPDW 628 22.2%
MUB 611 55.7%
LLY 581 NEW
CTAS 549 NEW
TJX 547 NEW
ISRG 545 NEW
AVEM 520 21.4%
Top Reduces (Value $000, Stocks/ETFs)
HELO -1,145 -78.2%
UBER -598 -100.0%
NVDA -591 -13.5%
ZBH -583 -100.0%
MSFT -463 -11.6%
JHX -417 -100.0%
APH -337 -31.0%
META -305 -10.7%
URI -301 -25.7%
LRCX -273 -27.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type