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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISRG INTUITIVE SURGICAL INC Healthcare 1,225.0 $487K 0.28% +293.0 +31.4% $397.68 -6.3%
102 SNPS SYNOPSYS INC Technology 1,082.0 $482K 0.28% $445.91 -0.7%
103 NFLX NETFLIX INC. Communication Services 6,220.0 $444K 0.26% -2K -24.6% $71.40 +14.5%
104 SCHX SCHWAB STRATEGIC TR 14,544.0 $428K 0.25% $29.43 +3.1%
105 DFUS DIMENSIONAL ETF TRUST 5,194.0 $426K 0.25% $81.94 +2.4%
106 BIL SPDR SERIES TRUST 4,489.0 $411K 0.24% -1K -19.3% $91.64 +0.0%
107 FEBT AIM ETF PRODUCTS TRUST 9,876.0 $406K 0.24% -640.0 -6.1% $41.14 +2.4%
108 ASML ASML HLDG NV Technology 197.0 $392K 0.23% +8.0 +4.2% $1989.44 -14.7%
109 ABT ABBOTT LABORATORIES Healthcare 3,592.0 $326K 0.19% -4K -53.2% $90.74 +23.9%
110 AZN ASTRAZENECA PLC Healthcare 1,657.0 $314K 0.18% +189.0 +12.9% $189.60 -14.2%
111 INNOVATOR ETFS TRUST 15,762.0 $306K 0.18% NEW $19.39
112 AGGH SIMPLIFY EXCHANGE TRADED FUN 14,532.0 $293K 0.17% NEW $20.17 -2.0%
113 HODL VANECK BITCOIN ETF 17,540.0 $291K 0.17% +6K +52.1% $16.61 +31.9%
114 KEY KEYCORP Financial Services 12,501.0 $288K 0.17% +813.0 +7.0% $23.05 -4.9%
115 ROK ROCKWELL AUTOMATION INC Industrials 580.0 $287K 0.17% -71.0 -10.9% $495.08 -13.0%
116 KLAC KLA CORP Technology 937.0 $283K 0.16% NEW $301.71 -41.8%
117 TXN TEXAS INSTRS INC Technology 886.0 $264K 0.15% NEW $298.07 -13.2%
118 CSCO CISCO SYS INC Technology 2,225.0 $261K 0.15% NEW $117.46 -6.4%
119 C CITIGROUP INC Financial Services 1,728.0 $242K 0.14% NEW $139.96 -5.1%
120 MHO M/I HOMES INC Consumer Cyclical 1,437.0 $231K 0.13% NEW $160.79 -5.8%
Page 6 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%