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Portfolio (Quarterly) Guide ↗

Paragon Advisors, LLC

· CIK 0001799719
13F Portfolio $476M AUM 77 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 35 Added 28 Reduced 6 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FFIN FIRST FINL BANKSHARES INC Financial Services 12,249.0 $424K 0.09% $34.60 -2.6%
62 VTI VANGUARD INDEX FDS 1,109.0 $410K 0.09% +101.0 +10.0% $370.06 +2.2%
63 SPSM SPDR SERIES TRUST 6,849.0 $395K 0.08% +269.0 +4.1% $57.67 -1.1%
64 SHW SHERWIN WILLIAMS CO Basic Materials 1,113.0 $383K 0.08% $344.32 +1.8%
65 GLD SPDR GOLD TR Financial Services 972.0 $358K 0.07% +68.0 +7.5% $368.38 +16.2%
66 GLDM WORLD GOLD TR Financial Services 3,956.0 $314K 0.07% -77.0 -1.9% $79.42 +16.3%
67 VTEB VANGUARD MUN BD FDS 5,960.0 $301K 0.06% NEW $50.58 -2.0%
68 SGOL ETFS GOLD TR Financial Services 7,841.0 $300K 0.06% $38.23 +16.2%
69 AVMV AMERICAN CENTY ETF TR 3,716.0 $299K 0.06% $80.53 +2.1%
70 EDV VANGUARD WORLD FD 4,188.0 $273K 0.06% -5K -55.9% $65.08 -5.9%
71 VXUS VANGUARD STAR FDS 3,169.0 $271K 0.06% NEW $85.49 +3.1%
72 BNDX VANGUARD CHARLOTTE FDS 5,218.0 $253K 0.05% NEW $48.43 -1.1%
73 VUG VANGUARD INDEX FDS 2,905.0 $250K 0.05% +2K +344.9% $86.15 +1.4%
74 VT VANGUARD INTL EQUITY INDEX F 1,546.0 $243K 0.05% NEW $156.96 +2.6%
75 VEU VANGUARD INTL EQUITY INDEX F 2,882.0 $241K 0.05% -23.0 -0.8% $83.76 +2.8%
76 IVV ISHARES TR 308.0 $231K 0.05% NEW $748.70 +2.8%
77 AVDE AMERICAN CENTY ETF TR 2,330.0 $208K 0.04% NEW $89.21 +6.2%
Page 4 of 4  ·  77 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 58.0%
Financial Services 17.3%
Communication Services 7.0%
Consumer Cyclical 6.0%
Industrials 4.9%
Healthcare 3.8%
Energy 1.6%
Utilities 1.3%
Basic Materials 0.2%