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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 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 2,820.0 $1.2M 0.68% -223.0 -7.3% $415.63 -5.5%
42 V VISA INC Financial Services 3,398.0 $1.2M 0.68% +288.0 +9.3% $343.12 +11.2%
43 URI UNITED RENTALS INC Industrials 1,008.0 $1.1M 0.66% +58.0 +6.1% $1132.89 -9.1%
44 ETN EATON CORP PLC Industrials 2,661.0 $1.1M 0.66% +124.0 +4.9% $426.10 -5.5%
45 CVX CHEVRON CORPORATION Energy 6,732.0 $1.1M 0.65% +124.0 +1.9% $165.76 +21.8%
46 PRIV SSGA ACTIVE TR 42,868.0 $1.1M 0.63% +11K +34.2% $25.18 -1.3%
47 XFIV BONDBLOXX ETF TRUST 22,055.0 $1.1M 0.62% -31K -58.3% $48.68 -1.4%
48 BONDBLOXX ETF TRUST 21,352.0 $1.1M 0.62% -7K -24.1% $49.88
49 WMT WALMART INC Consumer Defensive 9,228.0 $1.0M 0.61% -482.0 -5.0% $113.26 -9.0%
50 TGT TARGET CORP Consumer Defensive 7,989.0 $1.0M 0.61% -1K -13.0% $130.61 +24.9%
51 CSHI NEOS ETF TRUST 20,436.0 $1.0M 0.59% +2K +9.9% $49.81 -0.1%
52 JMST J P MORGAN EXCHANGE TRADED F 19,729.0 $1.0M 0.58% +4K +26.2% $51.00 -0.1%
53 APH AMPHENOL CORP Technology 5,665.0 $999K 0.58% +661.0 +13.2% $176.32 -10.5%
54 SPTL SPDR SERIES TRUST 38,047.0 $998K 0.58% +5K +16.6% $26.23 -3.6%
55 GSY INVESCO ACTIVELY MANAGED EXC 19,863.0 $996K 0.58% -278.0 -1.4% $50.15 -0.0%
56 UYLD ANGEL OAK FUNDS TRUST 19,453.0 $992K 0.58% -231.0 -1.2% $51.01 +0.2%
57 TOLZ PROSHARES TR 16,464.0 $976K 0.57% +2K +12.2% $59.27 -0.5%
58 JNJ JOHNSON & JOHNSON Healthcare 3,828.0 $972K 0.56% +295.0 +8.3% $253.97 +5.5%
59 KO COCA COLA CO Consumer Defensive 11,449.0 $930K 0.54% -172.0 -1.5% $81.27 +10.3%
60 CSNR COHEN & STEERS ETF TRUST 26,939.0 $900K 0.52% +364.0 +1.4% $33.40 +14.1%
Page 3 of 7  ·  134 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%