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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 11 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BA BOEING CO Industrials 1,183.0 $256K 0.07% +93.0 +8.5% $216.47 -3.7%
202 AXON AXON ENTERPRISE INC Industrials 456.0 $256K 0.07% -1K -73.2% $560.61 +8.1%
203 WFC WELLS FARGO & CO Financial Services 3,062.0 $253K 0.07% -601.0 -16.4% $82.66 +4.4%
204 VGT VANGUARD WORLD FD 2,112.0 $252K 0.07% NEW $119.53 +0.8%
205 BK BANK OF NY MELLON CORP Financial Services 1,746.0 $252K 0.07% +15.0 +0.9% $144.57 -1.8%
206 GILD GILEAD SCIENCES INC Healthcare 1,981.0 $250K 0.07% +16.0 +0.8% $126.39 +15.2%
207 IVV ISHARES TR 334.0 $250K 0.07% $749.03 +3.2%
208 RBC RBC BEARINGS INC Industrials 384.0 $247K 0.07% -9.0 -2.3% $644.06 -22.3%
209 VONV VANGUARD SCOTTSDALE FDS 2,323.0 $247K 0.06% +48.0 +2.1% $106.34 +6.5%
210 DAL DELTA AIR LINES INC Industrials 2,627.0 $246K 0.06% NEW $93.68 -14.5%
211 USB US BANCORP Financial Services 4,044.0 $244K 0.06% -32.0 -0.8% $60.40 +3.3%
212 PNC PNC FINL SVCS GROUP INC Financial Services 961.0 $237K 0.06% NEW $246.30 -1.4%
213 XBI SPDR SERIES TRUST 1,493.0 $236K 0.06% NEW $158.23 +3.0%
214 TT TRANE TECHNOLOGIES PLC Industrials 474.0 $233K 0.06% NEW $491.16 -8.7%
215 UNILEVER PLC 3,869.0 $233K 0.06% -1K -23.4% $60.11
216 CDNS CADENCE DESIGN SYSTEM INC Technology 619.0 $232K 0.06% NEW $375.32 -9.5%
217 VRTX VERTEX PHARMACEUTICALS INC Healthcare 467.0 $232K 0.06% -19.0 -3.9% $496.73 +9.2%
218 WELL WELLTOWER INC Real Estate 979.0 $222K 0.06% NEW $227.06 +5.6%
219 QCLN FIRST TR EXCHANGE-TRADED FD 3,581.0 $220K 0.06% NEW $61.32 -20.4%
220 SBUX STARBUCKS CORP Consumer Cyclical 2,108.0 $215K 0.06% NEW $102.16 +5.8%
Page 11 of 12  ·  226 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%