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Portfolio (Quarterly) Guide ↗

Paladin Wealth, LLC

· CIK 0002040377
13F Portfolio $172M AUM 134 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 75 Added 31 Reduced 12 Exited
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVEM AMERICAN CENTY ETF TR 40,542.0 $3.9M 2.27% -1K -3.0% $96.49 -1.8%
2 AMZN AMAZON COM INC Consumer Cyclical 14,516.0 $3.5M 2.01% -689.0 -4.5% $238.34 +11.8%
3 GOOG ALPHABET INC 8,507.0 $3.0M 1.75% -401.0 -4.5% $353.32
4 MSFT MICROSOFT CORP Technology 6,931.0 $2.6M 1.50% -367.0 -5.0% $373.00 +37.7%
5 MS MORGAN STANLEY Financial Services 7,079.0 $1.5M 0.86% -208.0 -2.9% $209.04 +2.7%
6 UNH UNITEDHEALTH GROUP INC Healthcare 2,820.0 $1.2M 0.68% -223.0 -7.3% $415.63 -5.5%
7 XFIV BONDBLOXX ETF TRUST 22,055.0 $1.1M 0.62% -31K -58.3% $48.68 -1.4%
8 BONDBLOXX ETF TRUST 21,352.0 $1.1M 0.62% -7K -24.1% $49.88
9 WMT WALMART INC Consumer Defensive 9,228.0 $1.0M 0.61% -482.0 -5.0% $113.26 -9.0%
10 TGT TARGET CORP Consumer Defensive 7,989.0 $1.0M 0.61% -1K -13.0% $130.61 +24.9%
11 GSY INVESCO ACTIVELY MANAGED EXC 19,863.0 $996K 0.58% -278.0 -1.4% $50.15 -0.0%
12 UYLD ANGEL OAK FUNDS TRUST 19,453.0 $992K 0.58% -231.0 -1.2% $51.01 +0.2%
13 KO COCA COLA CO Consumer Defensive 11,449.0 $930K 0.54% -172.0 -1.5% $81.27 +10.3%
14 BERKSHIRE HATHAWAY INC DEL 1,754.0 $878K 0.51% -370.0 -17.4% $500.39
15 PWR QUANTA SVCS INC Industrials 1,125.0 $810K 0.47% -187.0 -14.2% $720.04 -16.3%
16 LOW LOWES COS INC Consumer Cyclical 3,465.0 $764K 0.44% -130.0 -3.6% $220.48 -5.6%
17 SBUX STARBUCKS CORP Consumer Cyclical 7,452.0 $762K 0.44% -544.0 -6.8% $102.19 +5.5%
18 MCD MCDONALDS CORP Consumer Cyclical 2,504.0 $677K 0.39% -86.0 -3.3% $270.31 -2.0%
19 ECL ECOLAB INC Basic Materials 2,320.0 $646K 0.38% -388.0 -14.3% $278.61 +2.9%
20 EQIX EQUINIX INC Real Estate 573.0 $597K 0.35% -18.0 -3.0% $1042.39 +0.2%
Page 1 of 2  ·  31 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 31.7%
Financial Services 17.0%
Consumer Cyclical 10.3%
Healthcare 10.1%
Industrials 8.3%
Consumer Defensive 7.3%
Communication Services 5.0%
Energy 4.4%
Basic Materials 2.2%
Utilities 1.9%