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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 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE AEROSPACE Industrials 5,091.0 $1.9M 0.50% +711.0 +16.2% $373.79 -8.2%
22 MU MICRON TECHNOLOGY INC Technology 1,526.0 $1.8M 0.46% +224.0 +17.2% $1154.46 -19.2%
23 GD GENERAL DYNAMICS CORP Industrials 4,862.0 $1.7M 0.45% +2K +60.2% $354.22 +6.9%
24 AMD ADVANCED MICRO DEVICES INC Technology 2,964.0 $1.7M 0.45% +302.0 +11.3% $580.91 -19.1%
25 ADI ANALOG DEVICES INC Technology 4,293.0 $1.7M 0.45% +206.0 +5.0% $397.18 -9.2%
26 ANET ARISTA NETWORKS INC Technology 9,885.0 $1.7M 0.44% +419.0 +4.4% $169.88 +15.3%
27 GLD SPDR GOLD TR Financial Services 4,262.0 $1.6M 0.41% +363.0 +9.3% $368.38 +10.9%
28 ITW ILLINOIS TOOL WKS INC Industrials 5,670.0 $1.5M 0.40% +96.0 +1.7% $270.47 +3.4%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,614.0 $1.5M 0.39% +41.0 +2.6% $935.66 +1.1%
30 CSCO CISCO SYS INC Technology 12,690.0 $1.5M 0.39% +441.0 +3.6% $117.46 -6.2%
31 BUFZ FIRST TR EXCHNG TRADED FD VI 53,247.0 $1.5M 0.39% +7K +15.7% $27.93 +1.9%
32 ORCL ORACLE CORP Technology 9,878.0 $1.4M 0.38% +2K +22.4% $146.57 +2.8%
33 QUIZ ZACKS TRUST 47,938.0 $1.4M 0.37% +1K +2.3% $29.22 +1.1%
34 SCHW SCHWAB CHARLES CORP Financial Services 14,356.0 $1.3M 0.35% +1K +11.0% $92.28 +20.1%
35 VO VANGUARD INDEX FDS 16,185.0 $1.3M 0.34% +12K +256.5% $80.57 +2.4%
36 CVX CHEVRON CORPORATION Energy 7,534.0 $1.2M 0.33% +1K +16.3% $165.77 +21.7%
37 CAT CATERPILLAR INC Industrials 1,163.0 $1.2M 0.32% +25.0 +2.2% $1065.79 -24.8%
38 LRCX LAM RESEARCH CORP Technology 2,719.0 $1.2M 0.31% +35.0 +1.3% $433.39 -29.7%
39 INTC INTEL CORP Technology 8,023.0 $1.1M 0.29% +535.0 +7.1% $139.63 -35.9%
40 AMGN AMGEN INC Healthcare 3,050.0 $1.1M 0.29% +156.0 +5.4% $362.03 +19.0%
Page 2 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%