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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 12  ·  226 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 AAPL APPLE INC Technology 59,987.0 $17.4M 4.53% $289.36 +8.7%
3 GOOGL ALPHABET INC Communication Services 44,951.0 $16.1M 4.19% -470.0 -1.0% $357.37 -4.7%
4 MSFT MICROSOFT CORP Technology 35,511.0 $13.2M 3.46% -2K -4.6% $373.02 +35.4%
5 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%
6 AMZN AMAZON COM INC Consumer Cyclical 40,458.0 $9.6M 2.52% $238.34 +7.5%
7 IWR ISHARES TR 86,740.0 $9.6M 2.50% $110.32 +2.7%
8 FTXL FIRST TR EXCHANGE TRADED FD 28,128.0 $8.0M 2.09% -2K -7.9% $284.95 -19.9%
9 IJR ISHARES TR 53,822.0 $8.0M 2.08% -1K -2.6% $148.31 -1.0%
10 AVGO BROADCOM INC Technology 20,711.0 $7.8M 2.04% -902.0 -4.2% $377.73 -1.6%
11 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,668.0 $7.4M 1.93% $964.91 -12.2%
12 KLAC KLA CORP Technology 23,428.0 $7.1M 1.84% +21K +917.7% $301.71 -39.1%
13 META META PLATFORMS INC Communication Services 10,990.0 $6.2M 1.62% -461.0 -4.0% $563.27 +1.4%
14 J P MORGAN EXCHANGE TRADED F 119,802.0 $6.1M 1.58% +12K +11.0% $50.57
15 AMAT APPLIED MATLS INC Technology 6,801.0 $4.9M 1.28% +95.0 +1.4% $723.06 -33.3%
16 VUSB VANGUARD BD INDEX FDS 95,489.0 $4.8M 1.24% -9K -8.2% $49.78 -0.0%
17 FDN FIRST TR EXCHANGE-TRADED FD 17,414.0 $4.6M 1.20% -1K -5.7% $264.72 +11.0%
18 TSLA TESLA INC Consumer Cyclical 10,247.0 $4.3M 1.12% +64.0 +0.6% $420.60 -15.6%
19 BERKSHIRE HATHAWAY INC DEL 8,129.0 $4.1M 1.06% $500.39
20 JPM JPMORGAN CHASE & CO Financial Services 12,117.0 $4.0M 1.04% +1K +12.8% $327.34 +8.2%
Page 1 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%