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Portfolio (Quarterly) Guide ↗

Paladin Wealth, LLC

· CIK 0002040377
13F Portfolio $145M AUM 125 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 54 Added 57 Reduced 6 Exited
Page 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JMST J P MORGAN EXCHANGE TRADED F 15,627.0 $797K 0.55% +4K +29.2% $50.98 -0.2%
62 NFLX NETFLIX INC. Communication Services 8,247.0 $793K 0.55% -199.0 -2.4% $96.15 -7.9%
63 ABT ABBOTT LABORATORIES Healthcare 7,682.0 $789K 0.54% $102.67 -14.9%
64 LRCX LAM RESEARCH CORP Technology 3,573.0 $763K 0.53% -704.0 -16.5% $213.66 +42.9%
65 IGSB ISHARES TR 13,985.0 $735K 0.51% +153.0 +1.1% $52.56 -0.5%
66 ECL ECOLAB INC Basic Materials 2,708.0 $720K 0.50% -303.0 -10.1% $266.02 -4.8%
67 PWR QUANTA SVCS INC Industrials 1,312.0 $720K 0.49% -222.0 -14.5% $549.02 +31.8%
68 SBUX STARBUCKS CORP Consumer Cyclical 7,996.0 $716K 0.49% -889.0 -10.0% $89.59 +15.1%
69 PANW PALO ALTO NETWORKS INC Technology 4,438.0 $712K 0.49% -138.0 -3.0% $160.32 +62.5%
70 URI UNITED RENTALS INC Industrials 950.0 $692K 0.48% -122.0 -11.4% $728.56 +28.8%
71 SPAB SPDR SERIES TRUST 26,739.0 $685K 0.47% -846.0 -3.1% $25.62 -1.0%
72 SPTS SPDR SERIES TRUST 23,292.0 $680K 0.47% +657.0 +2.9% $29.18 -0.6%
73 DCRE DOUBLELINE ETF TRUST 12,981.0 $674K 0.46% +405.0 +3.2% $51.96 -0.5%
74 BAC BANK AMERICA CORP Financial Services 13,834.0 $674K 0.46% -366.0 -2.6% $48.75 +6.3%
75 PG PROCTER & GAMBLE CO Consumer Defensive 4,495.0 $649K 0.45% -455.0 -9.2% $144.44 -0.0%
76 BKR BAKER HUGHES COMPANY Energy 10,500.0 $641K 0.44% -2K -16.0% $61.05 +8.2%
77 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,081.0 $636K 0.44% -115.0 -9.6% $588.68 -8.9%
78 APH AMPHENOL CORP Technology 5,004.0 $632K 0.43% -544.0 -9.8% $126.35 +4.5%
79 WCN WASTE CONNECTIONS INC Industrials 3,738.0 $607K 0.42% -227.0 -5.7% $162.44 -4.1%
80 BOXX EA SERIES TRUST 5,073.0 $590K 0.41% +1K +28.0% $116.29 +0.5%
Page 4 of 7  ·  125 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 24.0%
Financial Services 17.2%
Healthcare 11.1%
Consumer Cyclical 10.7%
Communication Services 10.1%
Consumer Defensive 7.8%
Industrials 7.2%
Energy 5.8%
Basic Materials 2.8%
Real Estate 2.0%