Paladin Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
156
Total value ($000)
$185,018
Net value change ($000)
+13,076 (7.6%)
New positions
25
Sold out positions
3
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
RUNN 2,195 NEW
SPYM 1,408 9.2%
MSFT 902 34.9%
AVUS 792 32.2%
RTX 761 NEW
MRVL 600 NEW
MUB 581 21.2%
NVDA 535 11.7%
CRPT 464 92.6%
EXXONMOBIL HOLDINGS CORP 381 NEW
Top Reduces (Value $000, Stocks/ETFs)
IETC -2,274 -79.6%
PYPL -532 -100.0%
DMBS -413 -6.7%
LRCX -388 -24.3%
JMBS -313 -7.6%
LOW -306 -40.1%
URI -276 -24.2%
XTWY -269 -14.6%
PANW -269 -17.8%
GOOGL -252 -8.4%
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