Paladin Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$171,942
Net value change ($000)
+26,561 (18.3%)
New positions
21
Sold out positions
12
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 3,432 28.9%
XTEN 2,144 153.3%
XTWY 1,845 NEW
NVDA 1,359 42.0%
FOXY 1,318 NEW
SPIB 1,275 NEW
XSVN 1,052 58.3%
AVUS 954 63.2%
IETC 912 46.9%
CRWD 866 NEW
Top Reduces (Value $000, Stocks/ETFs)
XTRE -1,605 -100.0%
XFIV -1,528 -58.7%
IGIB -1,138 -100.0%
BTCO -1,116 -100.0%
IGSB -735 -100.0%
VRTX -480 -100.0%
ABT -463 -58.7%
ARKW -412 -100.0%
PODD -391 -100.0%
NFLX -349 -44.0%
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