Paladin Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$145,381
Net value change ($000)
-1,077 (-0.7%)
New positions
11
Sold out positions
6
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DMBS 524 10.8%
AVDE 511 13.6%
MUB 460 26.9%
IVV 458 65.3%
AVEM 422 14.3%
SPDW 414 12.0%
SPYM 358 3.1%
GLDM 294 18.8%
AZN 290 NEW
XFIV 277 11.9%
Top Reduces (Value $000, Stocks/ETFs)
XBJL -835 -100.0%
MSFT -812 -23.1%
SPYI -730 -35.4%
TJUL -582 -100.0%
GOOGL -567 -18.2%
NVDA -540 -14.3%
AMZN -494 -13.5%
META -487 -19.0%
AAPL -448 -12.7%
HELO -320 -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