Paladin Wealth, LLC
All 13F Filings
- Location
- Arden Hills, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 145,381
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 65.98 K | 45.4% | 0 | 61.91 K | -61.91 K |
| ETFs | 78.02 K | 53.7% | 60.69 K | 0 | 60.69 K |
| Debt | 1.383 K | 1.0% | 140 | 0 | 140 |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
145,381
Holdings
125
QoQ value change ($000)
-1,077
(-0.7%)
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.