Paladin Wealth, LLC

13F filer · CIK 0002040377

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$172MU.S. long equity reported on 13F

Positions8314 new · 5 closed

Net flow last quarter+$4MBuys minus sells

Top 10 positions weight15.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202683 positions
NVDANvidia Corp	$4.59M	2.67%	0.00%	+23.8%	Q3 2024
AAPLApple Inc.	$3.52M	2.05%	0.00%	+0.6%	Q3 2024
AMZNAmazon Com Inc	$3.46M	2.01%	0.00%	-4.5%	Q3 2024
GOOGAlphabet Inc.	$3.01M	1.75%	Not reported	-4.5%	Q3 2024
MSFTMicrosoft Corp	$2.59M	1.50%	0.00%	-5.0%	Q3 2024
METAMeta Platforms, Inc.	$2.11M	1.23%	Not reported	+3.6%	Q3 2024
AVGOBroadcom Inc.	$1.86M	1.08%	0.00%	+12.6%	Q3 2024
GSGoldman Sachs Group Inc	$1.61M	0.93%	0.00%	+0.1%	Q3 2024
GLDMWorld Gold Trust	$1.6M	0.93%	0.01%	+0.6%	Q3 2024
LRCXLam Research Corp	$1.6M	0.93%	0.00%	+3.1%	Q3 2024
JPMJPMorgan Chase & Co	$1.52M	0.88%	0.00%	+6.7%	Q3 2024
PANWPalo Alto Networks Inc	$1.51M	0.88%	0.00%	-0.2%	Q3 2024
MSMorgan Stanley	$1.48M	0.86%	0.00%	-2.9%	Q3 2024
UNHUnitedhealth Group Inc	$1.17M	0.68%	0.00%	-7.3%	Q3 2024
VVisa Inc.	$1.17M	0.68%	0.00%	+9.3%	Q3 2024
URIUnited Rentals, Inc.	$1.14M	0.66%	0.00%	+6.1%	Q3 2024
ETNEaton Corp plc	$1.13M	0.66%	0.00%	+4.9%	Q3 2024
CVXChevron Corp	$1.12M	0.65%	0.00%	+1.9%	Q3 2024
WMTWalmart Inc.	$1.05M	0.61%	0.00%	-5.0%	Q3 2024
TGTTarget Corp	$1.04M	0.61%	0.00%	-13.0%	Q3 2024
APHAmphenol Corp	$999K	0.58%	0.00%	+13.2%	Q4 2024
JNJJohnson & Johnson	$972K	0.57%	0.00%	+8.4%	Q3 2024
KOCoca Cola Co	$930K	0.54%	0.00%	-1.5%	Q3 2024
BRK.BBerkshire Hathaway Inc	$878K	0.51%	Not reported	-17.4%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$866K	0.50%	0.00%	New	Q2 2026
MDTMedtronic plc	$820K	0.48%	0.00%	+2.4%	Q3 2024
LLYELI LILLY & Co	$812K	0.47%	0.00%	+38.5%	Q4 2025
PWRQuanta Services, Inc.	$810K	0.47%	0.00%	-14.3%	Q3 2024
BACBank of America Corp	$803K	0.47%	0.00%	+1.9%	Q3 2024
LOWLowes Companies Inc	$764K	0.44%	0.00%	-3.6%	Q3 2024
SBUXStarbucks Corp	$762K	0.44%	0.00%	-6.8%	Q3 2024
SPTSSports Media Inc	$751K	0.44%	Not reported	+11.2%	Q1 2025
MLMMartin Marietta Materials Inc	$742K	0.43%	0.00%	+19.0%	Q3 2025
PGPROCTER & GAMBLE Co	$721K	0.42%	0.00%	+9.3%	Q3 2024
LUVSouthwest Airlines Co	$714K	0.41%	0.00%	+16.1%	Q3 2024
COPConocophillips	$713K	0.41%	0.00%	+8.0%	Q3 2024
MCDMcdonalds Corp	$677K	0.39%	0.00%	-3.3%	Q3 2024
NEENextera Energy Inc	$654K	0.38%	0.00%	+20.0%	Q3 2024
NOWServiceNow, Inc.	$653K	0.38%	0.00%	+47.2%	Q3 2024
ECLEcolab Inc.	$646K	0.38%	0.00%	-14.3%	Q3 2024
DXCMDexcom Inc	$629K	0.37%	0.00%	+17.4%	Q3 2024
AISAntares Pharma, Inc.	$615K	0.36%	Not reported	New	Q2 2026
EQIXEquinix Inc	$597K	0.35%	0.00%	-3.1%	Q3 2024
COSTCostco Wholesale Corp	$589K	0.34%	0.00%	+7.3%	Q3 2024
GOOGLAlphabet Inc.	$573K	0.33%	0.00%	+51.4%	Q4 2025
WCNWaste Connections, Inc.	$568K	0.33%	0.00%	-8.9%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$565K	0.33%	Not reported	+30.7%	Q2 2025
BSXBoston Scientific Corp	$559K	0.33%	0.00%	+111.7%	Q3 2024
EXRExtra Space Storage Inc.	$556K	0.32%	0.00%	-9.5%	Q3 2024
CTASCintas Corp	$550K	0.32%	0.00%	+21.9%	Q4 2025

Q1 2026Reported Apr 16, 202674 positions
NVDANvidia Corp	$3.23M	2.22%	0.00%	-8.4%	Q3 2024
AMZNAmazon Com Inc	$3.17M	2.18%	0.00%	-4.1%	Q3 2024
AAPLApple Inc.	$3.07M	2.11%	0.00%	-6.5%	Q3 2024
MSFTMicrosoft Corp	$2.7M	1.86%	0.00%	+0.4%	Q3 2024
GOOGAlphabet Inc.	$2.56M	1.76%	Not reported	-10.5%	Q3 2024
METAMeta Platforms, Inc.	$2.07M	1.42%	Not reported	-6.6%	Q3 2024
GLDMWorld Gold Trust	$1.86M	1.28%	0.01%	+9.5%	Q3 2024
CVXChevron Corp	$1.37M	0.94%	0.00%	-13.4%	Q3 2024
AVGOBroadcom Inc.	$1.35M	0.93%	0.00%	-5.5%	Q3 2024
GSGoldman Sachs Group Inc	$1.34M	0.92%	0.00%	-7.5%	Q3 2024
JPMJPMorgan Chase & Co	$1.28M	0.88%	0.00%	-4.7%	Q3 2024
WMTWalmart Inc.	$1.21M	0.83%	0.00%	-10.4%	Q3 2024
MSMorgan Stanley	$1.2M	0.82%	0.00%	-5.1%	Q3 2024
BTCOInvesco Galaxy Bitcoin ETF	$1.12M	0.77%	0.25%	+16.9%	Q4 2025
TGTTarget Corp	$1.11M	0.77%	0.00%	-10.7%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.02M	0.70%	Not reported	-7.0%	Q3 2024
VVisa Inc.	$940K	0.65%	0.00%	-4.7%	Q3 2024
ETNEaton Corp plc	$907K	0.62%	0.00%	-10.9%	Q3 2024
MDTMedtronic plc	$887K	0.61%	0.00%	-4.6%	Q3 2024
KOCoca Cola Co	$884K	0.61%	0.00%	-8.5%	Q3 2024
JNJJohnson & Johnson	$864K	0.59%	0.00%	-11.9%	Q3 2024
LOWLowes Companies Inc	$849K	0.58%	0.00%	-11.6%	Q3 2024
COPConocophillips	$838K	0.58%	0.00%	-12.5%	Q3 2024
UNHUnitedhealth Group Inc	$823K	0.57%	0.00%	+0.8%	Q3 2024
MCDMcdonalds Corp	$805K	0.55%	0.00%	-5.7%	Q3 2024
NFLXNetflix Inc	$793K	0.55%	0.00%	-2.4%	Q3 2024
ABTAbbott Laboratories	$789K	0.54%	0.00%	-0.2%	Q3 2024
LRCXLam Research Corp	$763K	0.53%	0.00%	-16.5%	Q3 2024
ECLEcolab Inc.	$720K	0.50%	0.00%	-10.1%	Q3 2024
PWRQuanta Services, Inc.	$720K	0.50%	0.00%	-14.5%	Q3 2024
SBUXStarbucks Corp	$716K	0.49%	0.00%	-10.0%	Q3 2024
PANWPalo Alto Networks Inc	$712K	0.49%	0.00%	-3.0%	Q3 2024
URIUnited Rentals, Inc.	$692K	0.48%	0.00%	-11.4%	Q3 2024
SPABASTROTECH Corp	$685K	0.47%	Not reported	-3.1%	Q3 2024
SPTSSports Media Inc	$680K	0.47%	Not reported	+2.9%	Q1 2025
BACBank of America Corp	$674K	0.46%	0.00%	-2.6%	Q3 2024
PGPROCTER & GAMBLE Co	$649K	0.45%	0.00%	-9.2%	Q3 2024
BKRBaker Hughes Co	$641K	0.44%	0.00%	-16.0%	Q4 2024
MLMMartin Marietta Materials Inc	$636K	0.44%	0.00%	-9.6%	Q3 2025
APHAmphenol Corp	$632K	0.43%	0.00%	-9.8%	Q4 2024
WCNWaste Connections, Inc.	$607K	0.42%	0.00%	-5.7%	Q3 2024
COSTCostco Wholesale Corp	$585K	0.40%	0.00%	-14.3%	Q3 2024
EQIXEquinix Inc	$579K	0.40%	0.00%	-16.1%	Q3 2024
NEENextera Energy Inc	$577K	0.40%	0.00%	-10.9%	Q3 2024
EXRExtra Space Storage Inc.	$555K	0.38%	0.00%	-10.1%	Q3 2024
TJXTJX Companies Inc	$528K	0.36%	0.00%	-7.3%	Q4 2025
DXCMDexcom Inc	$499K	0.34%	0.00%	-9.0%	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$480K	0.33%	0.00%	-8.6%	Q2 2025
NOWServiceNow, Inc.	$467K	0.32%	0.00%	+9.6%	Q3 2024
PYPLPayPal Holdings, Inc.	$467K	0.32%	0.00%	+6.4%	Q3 2024

Q4 2025Reported Jan 15, 202665 positions
NVDANvidia Corp	$3.77M	2.58%	0.00%	-13.5%	Q3 2024
AMZNAmazon Com Inc	$3.66M	2.50%	0.00%	-4.9%	Q3 2024
AAPLApple Inc.	$3.51M	2.40%	0.00%	-6.0%	Q3 2024
MSFTMicrosoft Corp	$3.51M	2.40%	0.00%	-5.3%	Q3 2024
GOOGAlphabet Inc.	$3.12M	2.13%	Not reported	-22.9%	Q3 2024
METAMeta Platforms, Inc.	$2.56M	1.75%	Not reported	-0.6%	Q3 2024
AVGOBroadcom Inc.	$1.6M	1.09%	0.00%	-18.4%	Q3 2024
GLDMWorld Gold Trust	$1.56M	1.07%	0.01%	+14.9%	Q3 2024
GSGoldman Sachs Group Inc	$1.51M	1.03%	0.00%	-11.2%	Q3 2024
JPMJPMorgan Chase & Co	$1.47M	1.00%	0.00%	-5.6%	Q3 2024
MSMorgan Stanley	$1.36M	0.93%	0.00%	-8.5%	Q3 2024
BTCOInvesco Galaxy Bitcoin ETF	$1.23M	0.84%	0.23%	New	Q4 2025
WMTWalmart Inc.	$1.21M	0.82%	0.00%	-14.0%	Q3 2024
CVXChevron Corp	$1.16M	0.79%	0.00%	-5.5%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.15M	0.78%	Not reported	-8.6%	Q3 2024
VVisa Inc.	$1.14M	0.78%	0.00%	-11.9%	Q3 2024
MDTMedtronic plc	$1.03M	0.70%	0.00%	-4.4%	Q3 2024
TGTTarget Corp	$1.01M	0.69%	0.00%	+18.9%	Q3 2024
UNHUnitedhealth Group Inc	$997K	0.68%	0.00%	-8.0%	Q3 2024
LOWLowes Companies Inc	$981K	0.67%	0.00%	-6.4%	Q3 2024
ABTAbbott Laboratories	$964K	0.66%	0.00%	+8.0%	Q3 2024
ETNEaton Corp plc	$907K	0.62%	0.00%	+0.4%	Q3 2024
KOCoca Cola Co	$887K	0.61%	0.00%	+0.3%	Q3 2024
URIUnited Rentals, Inc.	$868K	0.59%	0.00%	-12.4%	Q3 2024
PANWPalo Alto Networks Inc	$843K	0.58%	0.00%	-6.8%	Q3 2024
MCDMcdonalds Corp	$839K	0.57%	0.00%	-6.3%	Q3 2024
JNJJohnson & Johnson	$830K	0.57%	0.00%	-24.1%	Q3 2024
NFLXNetflix Inc	$792K	0.54%	0.00%	+6.1%	Q3 2024
ECLEcolab Inc.	$790K	0.54%	0.00%	+0.6%	Q3 2024
BACBank of America Corp	$781K	0.53%	0.00%	-5.8%	Q3 2024
APHAmphenol Corp	$750K	0.51%	0.00%	-36.8%	Q4 2024
SBUXStarbucks Corp	$748K	0.51%	0.00%	+12.6%	Q3 2024
MLMMartin Marietta Materials Inc	$745K	0.51%	0.00%	-3.2%	Q3 2025
LRCXLam Research Corp	$732K	0.50%	0.00%	-43.0%	Q3 2024
SPABASTROTECH Corp	$710K	0.48%	Not reported	+2.4%	Q3 2024
PGPROCTER & GAMBLE Co	$709K	0.48%	0.00%	+8.1%	Q3 2024
WCNWaste Connections, Inc.	$695K	0.47%	0.00%	+5.7%	Q3 2024
COPConocophillips	$680K	0.46%	0.00%	-2.0%	Q3 2024
SPTSSports Media Inc	$663K	0.45%	Not reported	-0.5%	Q1 2025
PWRQuanta Services, Inc.	$647K	0.44%	0.00%	-27.6%	Q3 2024
NOWServiceNow, Inc.	$625K	0.43%	0.00%	+4.1%	Q3 2024
EXRExtra Space Storage Inc.	$612K	0.42%	0.00%	-7.9%	Q3 2024
COSTCostco Wholesale Corp	$591K	0.40%	0.00%	-6.8%	Q3 2024
LLYELI LILLY & Co	$581K	0.40%	0.00%	New	Q4 2025
DXCMDexcom Inc	$580K	0.40%	0.00%	0.0%	Q3 2024
BSXBoston Scientific Corp	$576K	0.39%	0.00%	-11.0%	Q3 2024
BKRBaker Hughes Co	$569K	0.39%	0.00%	-12.9%	Q4 2024
LUVSouthwest Airlines Co	$569K	0.39%	0.00%	-22.0%	Q3 2024
PYPLPayPal Holdings, Inc.	$567K	0.39%	0.00%	-5.5%	Q3 2024
NEENextera Energy Inc	$559K	0.38%	0.00%	-29.3%	Q3 2024

Q3 2025Reported Oct 14, 202558 positions
NVDANvidia Corp	$4.36M	3.16%	0.00%	-3.3%	Q3 2024
MSFTMicrosoft Corp	$3.98M	2.88%	0.00%	-2.5%	Q3 2024
AMZNAmazon Com Inc	$3.66M	2.66%	0.00%	-2.4%	Q3 2024
AAPLApple Inc.	$3.5M	2.54%	0.00%	-3.9%	Q3 2024
GOOGAlphabet Inc.	$3.14M	2.28%	Not reported	-6.0%	Q3 2024
METAMeta Platforms, Inc.	$2.86M	2.08%	Not reported	-1.6%	Q3 2024
AVGOBroadcom Inc.	$1.87M	1.36%	0.00%	-5.2%	Q3 2024
GSGoldman Sachs Group Inc	$1.54M	1.11%	0.00%	-5.7%	Q3 2024
JPMJPMorgan Chase & Co	$1.53M	1.11%	0.00%	-3.5%	Q3 2024
MSMorgan Stanley	$1.33M	0.97%	0.00%	-4.2%	Q3 2024
WMTWalmart Inc.	$1.3M	0.94%	0.00%	-1.5%	Q3 2024
VVisa Inc.	$1.26M	0.92%	0.00%	-2.1%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.26M	0.91%	Not reported	-1.0%	Q3 2024
CVXChevron Corp	$1.25M	0.91%	0.00%	-2.6%	Q3 2024
GLDMWorld Gold Trust	$1.22M	0.88%	0.01%	-1.3%	Q3 2024
URIUnited Rentals, Inc.	$1.17M	0.85%	0.00%	-6.1%	Q3 2024
UNHUnitedhealth Group Inc	$1.13M	0.82%	0.00%	+2.0%	Q3 2024
LOWLowes Companies Inc	$1.09M	0.79%	0.00%	-3.3%	Q3 2024
APHAmphenol Corp	$1.09M	0.79%	0.00%	-4.0%	Q4 2024
MDTMedtronic plc	$1.07M	0.78%	0.00%	-3.0%	Q3 2024
ETNEaton Corp plc	$1.06M	0.77%	0.00%	+10.7%	Q3 2024
LRCXLam Research Corp	$1.01M	0.73%	0.00%	-3.5%	Q3 2024
PANWPalo Alto Networks Inc	$999K	0.72%	0.00%	+0.8%	Q3 2024
JNJJohnson & Johnson	$980K	0.71%	0.00%	-4.2%	Q3 2024
ABTAbbott Laboratories	$954K	0.69%	0.00%	-0.8%	Q3 2024
NFLXNetflix Inc	$954K	0.69%	0.00%	+0.9%	Q3 2024
MCDMcdonalds Corp	$891K	0.65%	0.00%	-3.1%	Q3 2024
PWRQuanta Services, Inc.	$879K	0.64%	0.00%	-1.9%	Q3 2024
KOCoca Cola Co	$840K	0.61%	0.00%	-1.2%	Q3 2024
ECLEcolab Inc.	$819K	0.59%	0.00%	-1.3%	Q3 2024
MLMMartin Marietta Materials Inc	$779K	0.56%	0.00%	New	Q3 2025
BACBank of America Corp	$777K	0.56%	0.00%	-3.2%	Q3 2024
TGTTarget Corp	$776K	0.56%	0.00%	-1.0%	Q3 2024
NEENextera Energy Inc	$744K	0.54%	0.00%	-2.1%	Q3 2024
NOWServiceNow, Inc.	$722K	0.52%	0.00%	+0.9%	Q3 2024
EXRExtra Space Storage Inc.	$720K	0.52%	0.00%	-12.7%	Q3 2024
PGPROCTER & GAMBLE Co	$704K	0.51%	0.00%	-1.5%	Q3 2024
COPConocophillips	$700K	0.51%	0.00%	-1.9%	Q3 2024
BKRBaker Hughes Co	$699K	0.51%	0.00%	-4.4%	Q4 2024
SPABASTROTECH Corp	$697K	0.51%	Not reported	+0.8%	Q3 2024
PYPLPayPal Holdings, Inc.	$688K	0.50%	0.00%	-0.2%	Q3 2024
COSTCostco Wholesale Corp	$680K	0.49%	0.00%	-1.3%	Q3 2024
SBUXStarbucks Corp	$668K	0.48%	0.00%	-13.0%	Q3 2024
SPTSSports Media Inc	$667K	0.48%	Not reported	-14.6%	Q1 2025
BSXBoston Scientific Corp	$662K	0.48%	0.00%	-0.9%	Q3 2024
WCNWaste Connections, Inc.	$659K	0.48%	0.00%	-0.1%	Q3 2024
SNPSSynopsys Inc	$626K	0.45%	0.00%	-4.8%	Q4 2024
EQIXEquinix Inc	$605K	0.44%	0.00%	-4.5%	Q3 2024
UBERUber Technologies, Inc	$598K	0.43%	0.00%	-1.3%	Q2 2025
DXCMDexcom Inc	$588K	0.43%	0.00%	+1.6%	Q3 2024

Premium opens every quarter this fund has filed