Paladin Wealth, LLC
All 13F Filings
- Location
- Arden Hills, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 146,458
- 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 |
|---|---|---|---|---|---|
| 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 | 127.9 K | 87.3% | 5.285 K | 0 | 5.285 K |
| ETFs | 17.33 K | 11.8% | 3.167 K | 0 | 3.167 K |
| Debt | 1.243 K | 0.8% | 122 | 0 | 122 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
146,458
Holdings
120
QoQ value change ($000)
8,573
(6.2%)
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.