Paladin Wealth, LLC

All 13F Filings

Location
Arden Hills, MN
Most recent 13F
Q2 2026
Holdings value ($000)
171,942
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 7/9/2026 134 171,942 13F-HR Paladin Wealth, LLC
Q1 2026 4/16/2026 125 145,381 13F-HR Paladin Wealth, LLC
Q4 2025 1/15/2026 120 146,458 13F-HR Paladin Wealth, LLC
Q3 2025 10/14/2025 111 137,885 13F-HR Paladin Wealth, LLC
Q2 2025 7/8/2025 112 128,592 13F-HR Paladin Wealth, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 76.65 K 44.6% 10.67 K 0 10.67 K
ETFs 95.29 K 55.4% 17.27 K 0 17.27 K
Debt 0 0.0% 0 1.383 K -1.383 K
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Fund Snapshot

Q2 2026
Latest filed
7/9/2026
Total value ($000)
171,942
Holdings
134
QoQ value change ($000)
26,561 (18.3%)
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.