PARAGON FINANCIAL PARTNERS, INC.

All 13F Filings

Location
Woodland Hills, CA
Most recent 13F
Q2 2026
Holdings value ($000)
187,263
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/7/2026 79 187,263 13F-HR PARAGON FINANCIAL PARTNERS, INC.
Q1 2026 4/17/2026 77 176,585 13F-HR PARAGON FINANCIAL PARTNERS, INC.
Q4 2025 1/21/2026 75 162,501 13F-HR PARAGON FINANCIAL PARTNERS, INC.
Q3 2025 11/12/2025 72 158,374 13F-HR PARAGON FINANCIAL PARTNERS, INC.
Q2 2025 7/30/2025 70 146,402 13F-HR PARAGON FINANCIAL PARTNERS, INC.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 1.16 K (0.6% of total reported value) · QoQ Δ: +694
Type Value ($000) Share % Inflow Outflow Net
Stocks 79.69 K 42.8% 4.59 K 0 4.59 K
ETFs 106.4 K 57.2% 5.398 K 0 5.398 K
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
187,263
Holdings
79
QoQ value change ($000)
10,678 (6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.