account_balance
Investment manager · 13F filer · SEC CIK 1922684
Paragon Private Wealth Management, LLC
Reported value$326Mas of Sep 30, 2026
Positions192 9 new, 43 sold out
Top 10 weight31.0%NVDA alone is 4%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
4.4%Trimmed −29%
AAPLApple Inc.
4.4%Trimmed −28%
SPYSPDR S&P 500 ETF Trust
4.3%Added +17%
GOOGLAlphabet Inc.
3.6%Trimmed −24%
IWRiShares Tr
2.7%Trimmed −7%
MSFTMicrosoft Corp
2.6%Trimmed −54%
STXSeagate Technology Holdings PLC
2.3%Added +8%
IJRiShares Tr
2.3%
AMZNAmazon.com Inc
2.3%Trimmed −27%
FTXLFirst Tr Exchange Traded Fd
2.2%
METAMeta Platforms, Inc.
2.0%−19%
AVGOBroadcom Inc.
1.9%Trimmed −15%
NVDANVIDIA Corp
4.4%Trimmed −29%
AAPLApple Inc.
4.4%Trimmed −28%
SPYSPDR S&P 500 ETF Trust
4.3%Added +17%
GOOGLAlphabet Inc.
3.6%Trimmed −24%
IWRiShares Tr
2.7%−7%
MSFTMicrosoft Corp
2.6%
STXSeagate Technology Holdings PLC
2.3%
IJRiShares Tr
2.3%
AMZNAmazon.com Inc
2.3%
FTXL2.2%
META2.0%AVGO1.9%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
NVDA NVIDIA Corp 4.4% Trimmed −29%AAPL Apple Inc. 4.4% Trimmed −28%SPY SPDR S&P 500 ETF Trust 4.3% Added +17%GOOGL Alphabet Inc. 3.6% Trimmed −24%
IWR iShares Tr 2.7% Trimmed −7%
MSFT Microsoft Corp 2.6% Trimmed −54%STX Seagate Technology Holdings PLC 2.3% Added +8%IJR iShares Tr 2.3% Held
AMZN Amazon.com Inc 2.3% Trimmed −27%FTXL First Tr Exchange Traded Fd 2.2% Held
META Meta Platforms, Inc. 2.0% Trimmed −19%AVGO Broadcom Inc. 1.9% Trimmed −15%What changed
Biggest moves since Jun 30, 2026
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