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Portfolio (Quarterly) Guide ↗

PARAGON FINANCIAL PARTNERS, INC.

· CIK 0001910845
13F Portfolio $187M AUM 79 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 23 Added 10 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 32,376.0 $24.2M 12.91% -197.0 -0.6% $747.03 +3.0%
2 VYM VANGUARD WHITEHALL FDS 106,217.0 $17.2M 9.19% -3K -3.0% $161.96 +1.4%
3 EATON VANCE TAX-MANAGED BUY- 973,129.0 $14.3M 7.62% -21K -2.1% $14.66
4 VHT VANGUARD WORLD FD 32,467.0 $9.9M 5.29% -876.0 -2.6% $304.81 +5.3%
5 XLF SELECT SECTOR SPDR TR 63,612.0 $3.6M 1.93% -2K -3.0% $56.94 +2.0%
6 IGV ISHARES TR 29,606.0 $2.8M 1.50% -1K -3.8% $94.58 +15.8%
7 IWP ISHARES TR 19,492.0 $2.7M 1.43% -867.0 -4.3% $137.04 +2.8%
8 IWD ISHARES TR 7,298.0 $1.8M 0.98% -409.0 -5.3% $251.82 +2.6%
9 IHI ISHARES TR 14,723.0 $773K 0.41% -2K -12.9% $52.51 +5.1%
10 SPTM SPDR SERIES TRUST 3,393.0 $308K 0.16% -69.0 -2.0% $90.74 +2.8%

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 41.1%
Financial Services 32.4%
Consumer Cyclical 8.6%
Consumer Defensive 6.5%
Communication Services 5.4%
Healthcare 2.1%
Basic Materials 1.5%
Utilities 1.4%
Industrials 0.7%
Energy 0.4%