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Portfolio (Quarterly) Guide ↗

Paragon Private Wealth Management, LLC

· CIK 0001922684
13F Portfolio $383M AUM 373 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 83 Added 94 Reduced 13 Exited
Page 1 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 89,548.0 $17.9M 4.68% +1K +1.7% $200.09 +13.9%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,749.0 $11.8M 3.07% +12K +366.9% $746.76 +3.3%
3 KLAC KLA CORP Technology 23,428.0 $7.1M 1.84% +21K +917.7% $301.71 -39.1%
4 J P MORGAN EXCHANGE TRADED F 119,802.0 $6.1M 1.58% +12K +11.0% $50.57
5 AMAT APPLIED MATLS INC Technology 6,801.0 $4.9M 1.28% +95.0 +1.4% $723.06 -33.3%
6 TSLA TESLA INC Consumer Cyclical 10,247.0 $4.3M 1.12% +64.0 +0.6% $420.60 -15.6%
7 JPM JPMORGAN CHASE & CO Financial Services 12,117.0 $4.0M 1.04% +1K +12.8% $327.34 +8.2%
8 V VISA INC Financial Services 10,358.0 $3.6M 0.93% +417.0 +4.2% $343.09 +10.7%
9 XSMO INVESCO EXCHANGE TRADED FD T 34,553.0 $3.2M 0.84% +1K +4.4% $93.63 -8.5%
10 VUG VANGUARD INDEX FDS 35,610.0 $3.1M 0.80% +30K +569.9% $86.14 +3.2%
11 COWZ PACER FDS TR 46,948.0 $2.9M 0.76% +2K +4.0% $62.20 +15.9%
12 ZECP ZACKS TRUST 76,200.0 $2.9M 0.75% +2K +2.2% $37.74 +1.2%
13 ABBV ABBVIE INC Healthcare 10,654.0 $2.7M 0.70% +55.0 +0.5% $251.66 +2.5%
14 PANW PALO ALTO NETWORKS INC Technology 7,730.0 $2.6M 0.69% +805.0 +11.6% $341.02 +12.3%
15 URI UNITED RENTALS INC Industrials 2,301.0 $2.6M 0.68% +293.0 +14.6% $1133.05 -8.4%
16 QQQ INVESCO QQQ TR Financial Services 3,374.0 $2.5M 0.65% +2K +133.7% $736.48 -2.1%
17 DE DEERE & CO Industrials 3,580.0 $2.3M 0.59% +164.0 +4.8% $634.33 -1.8%
18 BLK BLACKROCK INC Financial Services 2,168.0 $2.1M 0.54% +135.0 +6.6% $961.59 +21.4%
19 AXP AMERICAN EXPRESS CO Financial Services 6,111.0 $2.1M 0.54% +137.0 +2.3% $338.25 -1.2%
20 JNJ JOHNSON & JOHNSON Healthcare 7,940.0 $2.0M 0.53% +285.0 +3.7% $253.95 +4.7%
Page 1 of 5  ·  83 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 41.1%
Financial Services 15.2%
Communication Services 10.6%
Industrials 9.7%
Consumer Cyclical 7.9%
Healthcare 6.6%
Consumer Defensive 2.7%
Utilities 2.4%
Energy 1.7%
Real Estate 1.3%