Paladin Wealth, LLC Portfolio Holdings

Paladin Wealth, LLC

  • $129 Billion
  • Q2 2025

Paladin Wealth, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $7.91B, Microsoft Corp with a value of $3.92B, Nvidia Corp with a value of $3.82B, Amazon Com Inc with a value of $3.75B, and Janus Detroit Str Tr Henderson with a value of $3.51B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $111B to 129B.

Paladin Wealth, LLC is based out at Arden Hills, MN

Below you can find more details about Paladin Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $42.9 Billion
Technology: $17.2 Billion
Financial Services: $8.2 Billion
Healthcare: $7.48 Billion
Consumer Cyclical: $6.59 Billion
Communication Services: $6.42 Billion
Industrials: $4.85 Billion
Consumer Defensive: $4.5 Billion
Other: $5.73 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$3.92 Billion 3.05% of portfolio
7,876
Q2 2025 Reduced 0.19%
$431B
$3.82 Billion 2.97% of portfolio
24,189
Q2 2025 Reduced 0.09%
$2.28T
$3.75 Billion 2.92% of portfolio
17,097
Q2 2025 Added 3.92%
$3.38T
$2.94 Billion 2.28% of portfolio
14,320
Q2 2025 Added 7.37%
$1.62T
$2.92 Billion 2.27% of portfolio
3,962
Q2 2025 Added 1.25%
$1.12T
$2.44 Billion 1.9% of portfolio
13,741
Q2 2025 Added 2.8%
-
$1.83 Billion 1.43% of portfolio
-
Q2 2025 Added 14.24%
$116B
$1.65 Billion 1.28% of portfolio
5,976
Q2 2025 Reduced 0.38%
-
$1.62 Billion 1.26% of portfolio
-
Q2 2025 Added 3.21%
$850B
$1.45 Billion 1.13% of portfolio
5,010
Q2 2025 Added 0.42%
$241B
$1.45 Billion 1.13% of portfolio
2,045
Q2 2025 Reduced 5.24%
$572B
$1.34 Billion 1.04% of portfolio
3,782
Q2 2025 Reduced 3.17%
-
$1.27 Billion 0.99% of portfolio
-
Q2 2025 Added 13.14%
$258B
$1.25 Billion 0.97% of portfolio
12,786
Q2 2025 Reduced 3.11%
$239B
$1.23 Billion 0.96% of portfolio
8,761
Q2 2025 Reduced 0.83%
$631B
$1.23 Billion 0.95% of portfolio
2,526
Q2 2025 Added 4.64%
-
$1.15 Billion 0.89% of portfolio
-
Q2 2025 Added 6.76%
$567B
$1.06 Billion 0.82% of portfolio
789
Q2 2025 Reduced 8.04%
$136B
$997 Million 0.78% of portfolio
4,494
Q2 2025 Added 21.46%
$119B
$1.01 Billion 0.78% of portfolio
11,575
Q2 2025 Added 5.08%
$269B
$1 Billion 0.78% of portfolio
3,217
Q2 2025 Added 15.1%
$58.7B
$996 Million 0.77% of portfolio
4,869
Q2 2025 Added 6.8%
$211B
$977 Million 0.76% of portfolio
7,184
Q2 2025 Added 2.28%
$56.6B
$982 Million 0.76% of portfolio
1,304
Q2 2025 Added 3.74%
$305B
$907 Million 0.71% of portfolio
12,817
Q2 2025 Reduced 0.63%
$152B
$915 Million 0.71% of portfolio
2,562
Q2 2025 Added 10.38%
$60.6B
$903 Million 0.7% of portfolio
9,146
Q2 2025 Reduced 10.85%
$221B
$884 Million 0.69% of portfolio
3,025
Q2 2025 Added 5.99%
-
$886 Million 0.69% of portfolio
-
Q2 2025 Reduced 7.75%
$8.27B
$860 Million 0.67% of portfolio
15,827
Q2 2025 Added 1.62%
$47.7B
$862 Million 0.67% of portfolio
8,734
Q2 2025 Added 5.6%
$19.7B
$862 Million 0.67% of portfolio
5,849
Q2 2025 Added 12.29%
$426B
$842 Million 0.66% of portfolio
5,515
Q2 2025 Added 6.28%
$108B
$832 Million 0.65% of portfolio
9,076
Q2 2025 Added 13.22%
$56.9B
$817 Million 0.64% of portfolio
2,160
Q2 2025 Reduced 4.55%
$76.7B
$817 Million 0.64% of portfolio
3,032
Q2 2025 Added 5.79%
$194B
$799 Million 0.62% of portfolio
777
Q2 2025 Reduced 1.15%
$85.4B
$764 Million 0.59% of portfolio
10,286
Q2 2025 Added 4.49%
$369B
$741 Million 0.58% of portfolio
4,650
Q2 2025 Reduced 22.21%
$32.5B
$751 Million 0.58% of portfolio
8,604
Q2 2025 Reduced 4.42%
$213B
$734 Million 0.57% of portfolio
932
Q2 2025 Reduced 16.41%
$150B
$735 Million 0.57% of portfolio
6,844
Q2 2025 Reduced 4.36%
$377B
$736 Million 0.57% of portfolio
15,558
Q2 2025 Added 0.41%
$422B
$738 Million 0.57% of portfolio
745
Q2 2025 Reduced 5.46%
-
$706 Million 0.55% of portfolio
-
Q2 2025 Added 15.39%
$46.9B
$701 Million 0.54% of portfolio
3,753
Q2 2025 Added 21.46%
$148B
$699 Million 0.54% of portfolio
10,070
Q2 2025 Added 8.79%
$90.1B
$683 Million 0.53% of portfolio
1,332
Q2 2025 Added 32.54%
$118B
$677 Million 0.53% of portfolio
7,549
Q2 2025 Reduced 12.28%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $129 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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