Paladin Wealth

ARDEN HILLS, MNfiles as Paladin Wealth, LLC

$172m in 134 US stocks at the end of 30 June 2026. The top 10 are 31.7% of the money. It changed about 12.4% of the portfolio this quarter.

Value

$172m

Stocks

134

Top 10 share

31.7%

Turnover

12.4%

What changed this quarter

New

Bought for the first time this quarter.

Bondbloxx ETF TrustXTWY
1.1% of the fund
Simplify Exchange Traded FUNFOXY
0.8% of the fund
Spdr Series TrustSPIB
0.7% of the fund
CrowdStrike HoldingsCRWD
0.5% of the fund
Tidal Trust IIIAIS
0.4% of the fund
Innovator Etfs TrustDDFZ
0.2% of the fund
Simplify Exchange Traded FUNAGGH
0.2% of the fund
KLAKLAC
0.2% of the fund
Texas InstrumentsTXN
0.2% of the fund
Cisco SystemsCSCO
0.2% of the fund
CitigroupC
0.1% of the fund
M/I HomesMHO
0.1% of the fund
Altria GroupMO
0.1% of the fund
AbbVieABBV
0.1% of the fund
US BancorpUSB
0.1% of the fund
AllstateALL
0.1% of the fund
American Electric PowerAEP
0.1% of the fund
ETF SER SolutionsJANB
0.1% of the fund
Innovator Etfs TrustNJUN
0.1% of the fund
Kinder MorganKMI
0.1% of the fund
Companhia de Saneamento BasiSBS
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPYM
8.9% of the fund
+12%
Doubleline ETF TrustDMBS
3.6% of the fund
+15%
American Centy ETF TRAVDE
2.8% of the fund
+9%
NvidiaNVDA
2.7% of the fund
+24%
Spdr Index SHS FDSSPDW
2.6% of the fund
+4%
Janus Detroit STR TRJMBS
2.4% of the fund
+13%
Columbia ETF TR IRECS
2.3% of the fund
+10%
Bondbloxx ETF TrustXTEN
2.1% of the fund
+155%
Invesco Exch Traded FD TR IIQQQM
1.9% of the fund
+4%
Ishares U S ETF TRIETC
1.7% of the fund
+21%
Bondbloxx ETF TrustXSVN
1.7% of the fund
+60%
Ishares TRMUB
1.6% of the fund
+24%
American Centy ETF TRAVUS
1.4% of the fund
+42%
Bondbloxx ETF TrustBBBS
1.4% of the fund
+19%
AIM ETF Products Trust Allianzim US Equity Buffer15 Uncapped SESEPU
1.4% of the fund
+11%
Doubleline ETF TrustDABS
1.3% of the fund
+6%
Select Sector Spdr TRXLF
1.3% of the fund
+21%
Meta PlatformsMETA
1.2% of the fund
+4%
BroadcomAVGO
1.1% of the fund
+13%
Neos ETF TrustSPYI
1.0% of the fund
+15%
Lam ResearchLRCX
0.9% of the fund
+3%
Ishares TRIVV
0.9% of the fund
+15%
JPMorgan ChaseJPM
0.9% of the fund
+7%
First TR Exchange-Traded FDFTSM
0.9% of the fund
+10%
Spdr Series TrustSPTI
0.8% of the fund
+13%

Cut

Sold some of their stake.

American Centy ETF TRAVEM
2.3% of the fund
-3%
Amazon.comAMZN
2.0% of the fund
-5%
AlphabetGOOG
1.7% of the fund
-5%
MicrosoftMSFT
1.5% of the fund
-5%
Morgan StanleyMS
0.9% of the fund
-3%
UnitedHealth GroupUNH
0.7% of the fund
-7%
Bondbloxx ETF TrustXFIV
0.6% of the fund
-58%
Bondbloxx ETF TrustPCMM
0.6% of the fund
-24%
WalmartWMT
0.6% of the fund
-5%
TargetTGT
0.6% of the fund
-13%
Berkshire HathawayBRK-B
0.5% of the fund
-17%
Quanta ServicesPWR
0.5% of the fund
-14%
Lowe's CompaniesLOW
0.4% of the fund
-4%
StarbucksSBUX
0.4% of the fund
-7%
McDonald'sMCD
0.4% of the fund
-3%
EcolabECL
0.4% of the fund
-14%
EquinixEQIX
0.3% of the fund
-3%
Waste ConnectionsWCN
0.3% of the fund
-9%
Extra Space StorageEXR
0.3% of the fund
-9%
Tidal Trust IICHAT
0.3% of the fund
-11%
Spdr Series TrustSPAB
0.3% of the fund
-26%
ETF SER SolutionsQTUM
0.3% of the fund
-4%
Baker HughesBKR
0.3% of the fund
-15%
NetflixNFLX
0.3% of the fund
-25%
Spdr Series TrustBIL
0.2% of the fund
-19%

Sold out

Sold their entire stake.

Bondbloxx ETF TrustXTRE
-100%
Ishares TRIGIB
-100%
Invesco Galaxy Bitcoin ETFBTCO
-100%
Ishares TRIGSB
-100%
Vertex PharmaceuticalsVRTX
-100%
ARK ETF TRARKW
-100%
InsuletPODD
-100%
Innovator Etfs TrustDDTL
-100%
Innovator Etfs TrustNAUG
-100%
LyondellBasell IndustriesLYB
-100%
ExxonMobil HoldingsXOM
-100%
AIM ETF Products TrustJULT
-100%

Holdings

Spdr Series TrustSPYM
Share
8.9%
Value
$15m
Shares
174,264
+12%
Doubleline ETF TrustDMBS
Share
3.6%
Value
$6m
Shares
125,458
+15%
American Centy ETF TRAVDE
Share
2.8%
Value
$5m
Shares
54,834
+9%
NvidiaNVDA
Share
2.7%
Value
$5m
Shares
22,946
+24%
Spdr Index SHS FDSSPDW
Share
2.6%
Value
$4m
Shares
88,556
+4%
Janus Detroit STR TRJMBS
Share
2.4%
Value
$4m
Shares
91,858
+13%
Columbia ETF TR IRECS
Share
2.3%
Value
$4m
Shares
93,151
+10%
American Centy ETF TRAVEM
Share
2.3%
Value
$4m
Shares
40,542
-3%
Bondbloxx ETF TrustXTEN
Share
2.1%
Value
$4m
Shares
77,742
+155%
AppleAAPL
Share
2.0%
Value
$4m
Shares
12,155
Held
Amazon.comAMZN
Share
2.0%
Value
$3m
Shares
14,516
-5%
Invesco Exch Traded FD TR IIQQQM
Share
1.9%
Value
$3m
Shares
10,670
+4%
AlphabetGOOG
Share
1.7%
Value
$3m
Shares
8,507
-5%
Ishares U S ETF TRIETC
Share
1.7%
Value
$3m
Shares
26,617
+21%
Bondbloxx ETF TrustXSVN
Share
1.7%
Value
$3m
Shares
60,406
+60%
Ishares TRMUB
Share
1.6%
Value
$3m
Shares
25,409
+24%
MicrosoftMSFT
Share
1.5%
Value
$3m
Shares
6,931
-5%
American Centy ETF TRAVUS
Share
1.4%
Value
$2m
Shares
19,234
+42%
Janus Detroit STR TRJAAA
Share
1.4%
Value
$2m
Shares
48,213
Held
Bondbloxx ETF TrustBBBS
Share
1.4%
Value
$2m
Shares
46,514
+19%
AIM ETF Products Trust Allianzim US Equity Buffer15 Uncapped SESEPU
Share
1.4%
Value
$2m
Shares
76,110
+11%
Doubleline ETF TrustDABS
Share
1.3%
Value
$2m
Shares
45,274
+6%
Select Sector Spdr TRXLF
Share
1.3%
Value
$2m
Shares
40,415
+21%
Meta PlatformsMETA
Share
1.2%
Value
$2m
Shares
3,751
+4%
BroadcomAVGO
Share
1.1%
Value
$2m
Shares
4,915
+13%
Bondbloxx ETF TrustXTWY
Share
1.1%
Value
$2m
Shares
49,165
New
Neos ETF TrustSPYI
Share
1.0%
Value
$2m
Shares
31,123
+15%
Goldman Sachs GroupGS
Share
0.9%
Value
$2m
Shares
1,587
Held
World Gold TRGLDM
Share
0.9%
Value
$2m
Shares
20,138
Held
Lam ResearchLRCX
Share
0.9%
Value
$2m
Shares
3,682
+3%
Ishares TRIVV
Share
0.9%
Value
$2m
Shares
2,039
+15%
JPMorgan ChaseJPM
Share
0.9%
Value
$2m
Shares
4,641
+7%
Palo Alto NetworksPANW
Share
0.9%
Value
$2m
Shares
4,428
Held
First TR Exchange-Traded FDFTSM
Share
0.9%
Value
$1m
Shares
24,856
+10%
Morgan StanleyMS
Share
0.9%
Value
$1m
Shares
7,079
-3%
Spdr Series TrustSPTI
Share
0.8%
Value
$1m
Shares
50,573
+13%
Simplify Exchange Traded FUNFOXY
Share
0.8%
Value
$1m
Shares
44,227
New
Vaneck ETF TrustSMOT
Share
0.8%
Value
$1m
Shares
33,637
+10%
Spdr Series TrustSPIB
Share
0.7%
Value
$1m
Shares
38,111
New
Pimco ETF TRPRFD
Share
0.7%
Value
$1m
Shares
23,119
+11%
UnitedHealth GroupUNH
Share
0.7%
Value
$1m
Shares
2,820
-7%
VisaV
Share
0.7%
Value
$1m
Shares
3,398
+9%
United RentalsURI
Share
0.7%
Value
$1m
Shares
1,008
+6%
EatonETN
Share
0.7%
Value
$1m
Shares
2,661
+5%
ChevronCVX
Share
0.6%
Value
$1m
Shares
6,732
Held
Ssga Active TRPRIV
Share
0.6%
Value
$1m
Shares
42,868
+34%
Bondbloxx ETF TrustXFIV
Share
0.6%
Value
$1m
Shares
22,055
-58%
Bondbloxx ETF TrustPCMM
Share
0.6%
Value
$1m
Shares
21,352
-24%
WalmartWMT
Share
0.6%
Value
$1m
Shares
9,228
-5%
TargetTGT
Share
0.6%
Value
$1m
Shares
7,989
-13%
Neos ETF TrustCSHI
Share
0.6%
Value
$1m
Shares
20,436
+10%
J P Morgan Exchange Traded FJMST
Share
0.6%
Value
$1m
Shares
19,729
+26%
AmphenolAPH
Share
0.6%
Value
$998,853
Shares
5,665
+13%
Spdr Series TrustSPTL
Share
0.6%
Value
$997,973
Shares
38,047
+17%
Invesco Actively Managed EXCGSY
Share
0.6%
Value
$996,129
Shares
19,863
Held
Angel OAK Funds TrustUYLD
Share
0.6%
Value
$992,200
Shares
19,453
Held
Proshares TRTOLZ
Share
0.6%
Value
$975,821
Shares
16,464
+12%
Johnson & JohnsonJNJ
Share
0.6%
Value
$972,197
Shares
3,828
+8%
Coca-ColaKO
Share
0.5%
Value
$930,460
Shares
11,449
Held
Cohen & Steers ETF TrustCSNR
Share
0.5%
Value
$899,629
Shares
26,939
Held
Berkshire HathawayBRK-B
Share
0.5%
Value
$877,684
Shares
1,754
-17%
CrowdStrike HoldingsCRWD
Share
0.5%
Value
$866,164
Shares
1,135
New
MedtronicMDT
Share
0.5%
Value
$820,242
Shares
10,485
+2%
Eli LillyLLY
Share
0.5%
Value
$812,014
Shares
677
+38%
Quanta ServicesPWR
Share
0.5%
Value
$810,045
Shares
1,125
-14%
Bank of AmericaBAC
Share
0.5%
Value
$803,133
Shares
14,095
Held
Lowe's CompaniesLOW
Share
0.4%
Value
$763,963
Shares
3,465
-4%
StarbucksSBUX
Share
0.4%
Value
$761,554
Shares
7,452
-7%
Doubleline ETF TrustDCRE
Share
0.4%
Value
$755,473
Shares
14,583
+12%
Spdr Series TrustSPTS
Share
0.4%
Value
$751,243
Shares
25,896
+11%
Martin Marietta MaterialsMLM
Share
0.4%
Value
$741,636
Shares
1,286
+19%
EA Series TrustBOXX
Share
0.4%
Value
$734,154
Shares
6,270
+24%
Procter & GamblePG
Share
0.4%
Value
$720,589
Shares
4,914
+9%
Southwest AirlinesLUV
Share
0.4%
Value
$713,504
Shares
13,876
+16%
ConocoPhillipsCOP
Share
0.4%
Value
$713,166
Shares
6,860
+8%
J P Morgan Exchange Traded FBBUS
Share
0.4%
Value
$676,968
Shares
5,025
Held
McDonald'sMCD
Share
0.4%
Value
$676,856
Shares
2,504
-3%
NextEra EnergyNEE
Share
0.4%
Value
$654,150
Shares
7,453
+20%
ServiceNowNOW
Share
0.4%
Value
$653,362
Shares
6,581
+47%
EcolabECL
Share
0.4%
Value
$646,375
Shares
2,320
-14%
Amplify ETF TRBLOK
Share
0.4%
Value
$635,945
Shares
10,154
+20%
DexcomDXCM
Share
0.4%
Value
$628,914
Shares
9,338
+17%
Tidal Trust IIIAIS
Share
0.4%
Value
$615,256
Shares
7,212
New
EquinixEQIX
Share
0.3%
Value
$597,289
Shares
573
-3%
Costco WholesaleCOST
Share
0.3%
Value
$589,346
Shares
630
+7%
AlphabetGOOGL
Share
0.3%
Value
$572,864
Shares
1,603
+51%
Waste ConnectionsWCN
Share
0.3%
Value
$567,913
Shares
3,407
-9%
Invesco QQQ TRQQQ
Share
0.3%
Value
$564,819
Shares
767
+31%
Boston ScientificBSX
Share
0.3%
Value
$559,082
Shares
13,099
+112%
Extra Space StorageEXR
Share
0.3%
Value
$556,354
Shares
3,829
-9%
CintasCTAS
Share
0.3%
Value
$550,345
Shares
3,236
+22%
PayPal HoldingsPYPL
Share
0.3%
Value
$531,503
Shares
12,309
+19%
TJX CompaniesTJX
Share
0.3%
Value
$527,069
Shares
3,479
+5%
Tidal Trust IICHAT
Share
0.3%
Value
$509,584
Shares
5,164
-11%
Spdr Series TrustSPAB
Share
0.3%
Value
$503,586
Shares
19,733
-26%
ETF SER SolutionsQTUM
Share
0.3%
Value
$501,763
Shares
3,034
-4%
First TR Exchng Traded FD VICRPT
Share
0.3%
Value
$500,567
Shares
44,064
+14%
Baker HughesBKR
Share
0.3%
Value
$495,726
Shares
8,932
-15%
Spdr Series TrustSPMD
Share
0.3%
Value
$491,904
Shares
7,281
+40%
Innovator Etfs TrustLOUP
Share
0.3%
Value
$487,478
Shares
4,946
+6%

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYM	8.9%	$15m	174,264	+12%
Doubleline ETF TrustDMBS	3.6%	$6m	125,458	+15%
American Centy ETF TRAVDE	2.8%	$5m	54,834	+9%
NvidiaNVDA	2.7%	$5m	22,946	+24%
Spdr Index SHS FDSSPDW	2.6%	$4m	88,556	+4%
Janus Detroit STR TRJMBS	2.4%	$4m	91,858	+13%
Columbia ETF TR IRECS	2.3%	$4m	93,151	+10%
American Centy ETF TRAVEM	2.3%	$4m	40,542	-3%
Bondbloxx ETF TrustXTEN	2.1%	$4m	77,742	+155%
AppleAAPL	2.0%	$4m	12,155	Held
Amazon.comAMZN	2.0%	$3m	14,516	-5%
Invesco Exch Traded FD TR IIQQQM	1.9%	$3m	10,670	+4%
AlphabetGOOG	1.7%	$3m	8,507	-5%
Ishares U S ETF TRIETC	1.7%	$3m	26,617	+21%
Bondbloxx ETF TrustXSVN	1.7%	$3m	60,406	+60%
Ishares TRMUB	1.6%	$3m	25,409	+24%
MicrosoftMSFT	1.5%	$3m	6,931	-5%
American Centy ETF TRAVUS	1.4%	$2m	19,234	+42%
Janus Detroit STR TRJAAA	1.4%	$2m	48,213	Held
Bondbloxx ETF TrustBBBS	1.4%	$2m	46,514	+19%
AIM ETF Products Trust Allianzim US Equity Buffer15 Uncapped SESEPU	1.4%	$2m	76,110	+11%
Doubleline ETF TrustDABS	1.3%	$2m	45,274	+6%
Select Sector Spdr TRXLF	1.3%	$2m	40,415	+21%
Meta PlatformsMETA	1.2%	$2m	3,751	+4%
BroadcomAVGO	1.1%	$2m	4,915	+13%
Bondbloxx ETF TrustXTWY	1.1%	$2m	49,165	New
Neos ETF TrustSPYI	1.0%	$2m	31,123	+15%
Goldman Sachs GroupGS	0.9%	$2m	1,587	Held
World Gold TRGLDM	0.9%	$2m	20,138	Held
Lam ResearchLRCX	0.9%	$2m	3,682	+3%
Ishares TRIVV	0.9%	$2m	2,039	+15%
JPMorgan ChaseJPM	0.9%	$2m	4,641	+7%
Palo Alto NetworksPANW	0.9%	$2m	4,428	Held
First TR Exchange-Traded FDFTSM	0.9%	$1m	24,856	+10%
Morgan StanleyMS	0.9%	$1m	7,079	-3%
Spdr Series TrustSPTI	0.8%	$1m	50,573	+13%
Simplify Exchange Traded FUNFOXY	0.8%	$1m	44,227	New
Vaneck ETF TrustSMOT	0.8%	$1m	33,637	+10%
Spdr Series TrustSPIB	0.7%	$1m	38,111	New
Pimco ETF TRPRFD	0.7%	$1m	23,119	+11%
UnitedHealth GroupUNH	0.7%	$1m	2,820	-7%
VisaV	0.7%	$1m	3,398	+9%
United RentalsURI	0.7%	$1m	1,008	+6%
EatonETN	0.7%	$1m	2,661	+5%
ChevronCVX	0.6%	$1m	6,732	Held
Ssga Active TRPRIV	0.6%	$1m	42,868	+34%
Bondbloxx ETF TrustXFIV	0.6%	$1m	22,055	-58%
Bondbloxx ETF TrustPCMM	0.6%	$1m	21,352	-24%
WalmartWMT	0.6%	$1m	9,228	-5%
TargetTGT	0.6%	$1m	7,989	-13%
Neos ETF TrustCSHI	0.6%	$1m	20,436	+10%
J P Morgan Exchange Traded FJMST	0.6%	$1m	19,729	+26%
AmphenolAPH	0.6%	$998,853	5,665	+13%
Spdr Series TrustSPTL	0.6%	$997,973	38,047	+17%
Invesco Actively Managed EXCGSY	0.6%	$996,129	19,863	Held
Angel OAK Funds TrustUYLD	0.6%	$992,200	19,453	Held
Proshares TRTOLZ	0.6%	$975,821	16,464	+12%
Johnson & JohnsonJNJ	0.6%	$972,197	3,828	+8%
Coca-ColaKO	0.5%	$930,460	11,449	Held
Cohen & Steers ETF TrustCSNR	0.5%	$899,629	26,939	Held
Berkshire HathawayBRK-B	0.5%	$877,684	1,754	-17%
CrowdStrike HoldingsCRWD	0.5%	$866,164	1,135	New
MedtronicMDT	0.5%	$820,242	10,485	+2%
Eli LillyLLY	0.5%	$812,014	677	+38%
Quanta ServicesPWR	0.5%	$810,045	1,125	-14%
Bank of AmericaBAC	0.5%	$803,133	14,095	Held
Lowe's CompaniesLOW	0.4%	$763,963	3,465	-4%
StarbucksSBUX	0.4%	$761,554	7,452	-7%
Doubleline ETF TrustDCRE	0.4%	$755,473	14,583	+12%
Spdr Series TrustSPTS	0.4%	$751,243	25,896	+11%
Martin Marietta MaterialsMLM	0.4%	$741,636	1,286	+19%
EA Series TrustBOXX	0.4%	$734,154	6,270	+24%
Procter & GamblePG	0.4%	$720,589	4,914	+9%
Southwest AirlinesLUV	0.4%	$713,504	13,876	+16%
ConocoPhillipsCOP	0.4%	$713,166	6,860	+8%
J P Morgan Exchange Traded FBBUS	0.4%	$676,968	5,025	Held
McDonald'sMCD	0.4%	$676,856	2,504	-3%
NextEra EnergyNEE	0.4%	$654,150	7,453	+20%
ServiceNowNOW	0.4%	$653,362	6,581	+47%
EcolabECL	0.4%	$646,375	2,320	-14%
Amplify ETF TRBLOK	0.4%	$635,945	10,154	+20%
DexcomDXCM	0.4%	$628,914	9,338	+17%
Tidal Trust IIIAIS	0.4%	$615,256	7,212	New
EquinixEQIX	0.3%	$597,289	573	-3%
Costco WholesaleCOST	0.3%	$589,346	630	+7%
AlphabetGOOGL	0.3%	$572,864	1,603	+51%
Waste ConnectionsWCN	0.3%	$567,913	3,407	-9%
Invesco QQQ TRQQQ	0.3%	$564,819	767	+31%
Boston ScientificBSX	0.3%	$559,082	13,099	+112%
Extra Space StorageEXR	0.3%	$556,354	3,829	-9%
CintasCTAS	0.3%	$550,345	3,236	+22%
PayPal HoldingsPYPL	0.3%	$531,503	12,309	+19%
TJX CompaniesTJX	0.3%	$527,069	3,479	+5%
Tidal Trust IICHAT	0.3%	$509,584	5,164	-11%
Spdr Series TrustSPAB	0.3%	$503,586	19,733	-26%
ETF SER SolutionsQTUM	0.3%	$501,763	3,034	-4%
First TR Exchng Traded FD VICRPT	0.3%	$500,567	44,064	+14%
Baker HughesBKR	0.3%	$495,726	8,932	-15%
Spdr Series TrustSPMD	0.3%	$491,904	7,281	+40%
Innovator Etfs TrustLOUP	0.3%	$487,478	4,946	+6%

Showing the largest 100 of 134.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 33.7% since 30 June 2025.

Where the money is

Technology11.3%

Financial services5.3%

Retail & consumer3.7%

Health care3.7%

Media & telecom3.6%

Industrials2.9%

Everyday goods2.6%

Energy1.6%

Utilities1.0%

Materials0.8%

Real estate0.7%

Other62.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.