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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  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WM WASTE MGMT INC DEL Industrials 9,798.0 $2.2M 0.57% -125.0 -1.3% $222.87 -2.3%
22 JHMM JOHN HANCOCK EXCHANGE TRADED 26,724.0 $2.0M 0.52% -2K -7.6% $74.96 +1.2%
23 SKYY FIRST TR EXCHANGE-TRADED FD 14,063.0 $1.9M 0.49% -934.0 -6.2% $134.56 +23.8%
24 FXR FIRST TR EXCHANGE-TRADED FD 20,002.0 $1.8M 0.48% -331.0 -1.6% $91.12 -2.9%
25 NFLX NETFLIX INC. Communication Services 24,700.0 $1.8M 0.46% -6K -19.1% $71.40 +11.8%
26 PG PROCTER & GAMBLE CO Consumer Defensive 11,505.0 $1.7M 0.44% -539.0 -4.5% $146.64 -2.4%
27 FDVV FIDELITY COVINGTON TRUST 26,349.0 $1.6M 0.41% -4K -13.2% $60.29 +5.0%
28 BOTZ GLOBAL X FDS 41,156.0 $1.6M 0.41% -3K -7.2% $37.94 -4.7%
29 DES WISDOMTREE TR 34,306.0 $1.4M 0.36% -515.0 -1.5% $40.68 -0.3%
30 NLR VANECK ETF TRUST 11,782.0 $1.4M 0.36% -600.0 -4.8% $115.98 +7.8%
31 SPLV INVESCO EXCH TRADED FD TR II 18,066.0 $1.4M 0.35% -708.0 -3.8% $74.90 +0.3%
32 ILCG ISHARES TR 11,469.0 $1.3M 0.35% -2K -17.3% $117.02 -0.5%
33 LOW LOWES COS INC Consumer Cyclical 5,890.0 $1.3M 0.34% -59.0 -1.0% $220.52 -6.2%
34 SCHG SCHWAB STRATEGIC TR 36,991.0 $1.3M 0.33% -9K -18.7% $33.84 +6.0%
35 SGOL ETFS GOLD TR Financial Services 31,537.0 $1.2M 0.32% -426.0 -1.3% $38.23 +14.8%
36 SMIZ ZACKS TRUST 26,596.0 $1.2M 0.31% -640.0 -2.4% $44.62 -4.5%
37 SHW SHERWIN WILLIAMS CO Basic Materials 3,418.0 $1.2M 0.31% -138.0 -3.9% $344.31 +0.3%
38 DLR DIGITAL RLTY TR INC Real Estate 6,373.0 $1.1M 0.30% -123.0 -1.9% $179.59 +7.0%
39 MCD MCDONALDS CORP Consumer Cyclical 4,132.0 $1.1M 0.29% -209.0 -4.8% $270.37 -3.8%
40 QCOM QUALCOMM INC Technology 5,723.0 $1.1M 0.28% -1K -17.9% $184.80 -10.8%
Page 2 of 5  ·  94 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%