account_balance

Investment manager · 13F filer · SEC CIK 2141570

Paladin Partners, LLC

Reported value$162Mas of Sep 30, 2026
Positions201 4 new, 17 sold out
Top 10 weight72.0%IWB alone is 14%
FiledOct 66 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
IWB iShares Russell 1000 ETF 14.1% Added +5%
NVDA NVIDIA Corp 11.4% Added +11%SPY SPDR S&P 500 ETF Trust 10.9% Held
IWD iShares Russell 1000 Value ETF 7.8% Held
VTI Vanguard Morningstar Total Stock Market ETF 7.1% Held
CWB State Street SPDR Bloomberg Convertible Securities ETF 5.6% Added +3%
BNDX Vanguard Total International Bond ETF 4.7% Added +7%
EFA iShares MSCI EAFE ETF 4.0% Added +3%
HYG iShares Iboxx $ High Yield Corporate Bond ETF 3.8% Held
AGG iShares Core U.S. Aggregate Bond ETF 2.6% Held
AAPL Apple Inc. 2.5% HeldBRK-B Berkshire Hathaway Inc 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 6, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
  • VTHR +393%
  • MUB +14%
  • NVDA +11%
  • IWR +9%
arrow_downwardTrimmed
  • XLE −82%
  • COST −2%
remove_circleSold out
  • ASML $195K
  • TSM $71.6K
  • SOXX $54.5K
  • IGV $34.7K

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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