Paladin Partners, LLC

Q4 2025 13F-HR Holdings

Location
Hartland, WI
Holdings as of
12/31/2025
Date filed
6/25/2026
Form type
13F-HR
Num holdings
216
Total value ($000)
$134,208
Net value change ($000)
—
New positions
201
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 6/25/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
IWB 18,009 —
SPY 15,210 —
NVDA 12,553 —
VTI 10,977 —
IWD 8,870 —
EFA 5,629 —
AAPL 5,348 —
BRK-B 3,459 —
IWR 2,046 —
IWM 1,655 —
Top Reduces (Value $000, Stocks/ETFs)
—
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