account_balance
Investment manager · 13F filer · SEC CIK 1910845
Paragon Financial Partners, Inc.
Reported value$186Mas of Jun 30, 2026
Positions77 2 new, 1 sold out
Top 10 weight66.1%SPY alone is 13%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYState STR SPDR S&P 500 ETF T
13.0%
NVDANvidia Corporation
10.9%
VYMVanguard Whitehall FDS
9.2%Trimmed −3%
ETVEaton Vance Tax-managed Buy-
7.7%Trimmed −2%
IWFiShares Tr
5.8%Added +288%
VHTVanguard World Fd
5.3%Trimmed −3%
AAPLApple Inc
4.2%Added +2%
ITAiShares Tr
4.0%Added +9%
XLUSelect Sector SPDR Tr
3.6%
GPIQGoldman Sachs ETF Tr
2.4%Added +10%
MSFTMicrosoft Corp
2.0%Added +6%
XLF1.9%
SPYState STR SPDR S&P 500 ETF T
13.0%
NVDANvidia Corporation
10.9%
VYM9.2%
ETV7.7%IWF5.8%
VHT5.3%
AAPL4.2%ITA4.0%
XLU3.6%
GPIQ2.4%
MSFTXLF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY State STR SPDR S&P 500 ETF T 13.0% HeldNVDA Nvidia Corporation 10.9% Held
VYM Vanguard Whitehall FDS 9.2% Trimmed −3%
ETV Eaton Vance Tax-managed Buy- 7.7% Trimmed −2%IWF iShares Tr 5.8% Added +288%
VHT Vanguard World Fd 5.3% Trimmed −3%
AAPL Apple Inc 4.2% Added +2%ITA iShares Tr 4.0% Added +9%
XLU Select Sector SPDR Tr 3.6% Held
GPIQ Goldman Sachs ETF Tr 2.4% Added +10%
MSFT Microsoft Corp 2.0% Added +6%XLF Select Sector SPDR Tr 1.9% Trimmed −3%
What changed