PARAGON FINANCIAL PARTNERS, INC.

All 13F Filings

Location
Woodland Hills, CA
Most recent 13F
Q2 2026
Holdings value ($000)
187,263
Description
Website
Founded
Chairman
CEO
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.