account_balance

Investment manager · 13F filer · SEC CIK 2040377

Paladin Wealth, LLC

Reported value$185Mas of Sep 30, 2026
Positions156 25 new, 3 sold out
Top 10 weight30.5%SPYM alone is 9%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPYM SPDR Series Trust 9.0% Added +7%
DMBS Doubleline ETF Trust 3.1% Held
NVDA NVIDIA Corp 2.8% Trimmed −2%
AVDE American Centy ETF Tr 2.8% Added +3%
SPDW SPDR Index SHS FDS 2.4% Held
RECS Columbia ETF Tr I 2.3% Added +2%
AVEM American Centy ETF Tr 2.1% Added +2%
JMBS Janus Detroit STR Tr 2.1% Held
AAPL Apple Inc. 2.0% Trimmed −7%AMZN Amazon.com Inc 1.9% Trimmed −3%MSFT Microsoft Corp 1.9% Held
QQQM Invesco Exch Traded Fd Tr II 1.8% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • PYPL $532K
  • JANB $203K
  • NJUN $203K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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